Branch Manager II

Please use Firefox or Chrome internet browser to complete this application
Current Wescom Employees: Please visit the Career Center in Workday to search and apply for a current job opening.
We value and rely on the unique talents and contributions of our employees to absolutely excel in member engagement by Delivering Signature Experience.
Salary Grade:
161E
Salary Pay Range for This Position:
$113,628.00 - $176,154.00
POSITION SUMMARY:
Utilizing knowledge gained through extensive experience, manages the operations of a full-service branch in a complex environment with a combination of the following attributes: challenging market area, high propensity for fraud, above average transaction volume, above average loan and share deposits, and above average FTE.
Creates a work environment where staff consistently focuses on delivering Signature Experiences. Fosters a culture within the branch that reinforces member service, teamwork and collaboration, financial discipline, operational integrity, process improvement and efficiency. Models desired behavior and promotes optimal member engagement. Motivates staff, reinforces needs driven-selling and referral activity for achievement of branch growth goals. Responsible for educating team members regarding current marketing promotions, Member Genius, engaging new members to become Signature Members within their first 120 days of joining the Credit Union, and engaging existing members to deepen their product and service usage with the Credit Union.
Supports the organization’s strategic objectives by establishing goals that are specific, measureable, attainable and timely. Tracks results and leads staff to achieve assigned goals, and coaches/reviews performance accordingly. Establishes production and referral expectation for consumer loan products, insurance services (WIS and WFS), investment services (WFS), home equity products (Branch Mortgage Loan Originators) and first mortgage products (Real Estate Mortgage Loan Originators). Responsible for proactively resolving escalated member inquiries and problems at the first point of contact.
ESSENTIAL POSITION FUNCTIONS:
Consistently provides a high level of service and is committed to increasing member satisfaction. Demonstrates adherence to the Branch Service Standards in addition to enforcement and modeling of our Mission Statement, Core Values and Team Attributes. Assumes personal accountability for maintaining high service standards and operational excellence throughout the branch. Promotes advocacy and takes personal responsibility to ensure that member issues are handled expeditiously. Focuses on delivering Signature Experiences and achieving successful results in the Net Promoter Surveys. Creates an environment that supports teamwork and collaboration, within the branch and organization-wide.
Manages branch staff and directs management activities of the Assistant Branch Manager and Operations Supervisor. Establishes performance goals in alignment with organizational objectives, allocates resources, and assesses performance of staff.
Effectively manages and adjusts to swiftly changing priorities, product and service offerings and systems. Ensures staff knowledge is current and applied.
Responsible for selecting, coaching, evaluating and developing branch staff; focuses on career pathing of direct reports; oversees training of staff in member service, products and services, operations, and interpersonal skills. Ensures training objectives are met, including regulatory training, and Wescom University core curriculum is completed by all employees. Ensures that licensed and registered employees actively maintain their licensing/registration and complete all required training curriculum.
Works collaboratively with Real Estate Management for the training of Branch Mortgage Loan Originators. Also works collaboratively with WFS and WIS management regarding MSR III and RMSR expectations and performance.
Develops annual goals for service, growth, and other key areas for assigned branch. Sets individual goals for staff. Coaches staff to achieve growth through needs-based sales and service skills, matching Credit Union products and services to members’ needs. Models behavior for staff to ensure optimal member engagement, a migration to appropriate delivery channels, and makes referrals for insurance services, investment services and real estate services.
Attracts new members and manages member and account retention with an emphasis on engagement. Ensures staff efforts are focused on achieving goals and aligned with Wescom’s strategic objectives. Administers the branch budget and ensures expense control in all areas including salaries and overtime.
Requires extensive knowledge of consumer lending and home equity products as well as experience with the loan origination process, including application processing, pricing, documentation, disclosures, quality control and funding. Identifies lending growth opportunities and manages staff’s activities and tracking.
Directs branch marketing efforts and provides remote marketing support for credit union products and services. Coordinates and/or conducts seminars for members. May participate in community events as well as CCUL Chapter activities and events.
Ensures branch compliance with audit and security standards, policies and procedures, loss prevention measures and the safeguarding of Credit Union assets. Ensures quality control of memberships opened and loans funded at the branch. Maintains confidentiality of Credit Union and member records.
Ensures that the physical environment of the branch is maintained according to Wescom standards. Ensures individual appearance and demeanor reflects the desired level of professionalism, and holds staff accountable for same.
Maintains good attendance and punctuality in adherence with Wescom policy.
COMMITTEE PARTICIPATION:
Member of Management Team: Joins with all members of management to review and address member service delivery and related functions, operational policies, employee issues, quality control problems, planning items, and other Wescom activities. The position is eligible for the Credit Union’s Management Team Incentive Program and Team Award.
EDUCATION AND EXPERIENCE:
Bachelor’s Degree and five or more years previous management experience in a financial institution is preferred.
REGISTRATION:
Nationwide Mortgage Licensing System (NMLS) registration is required and must be maintained for all Branch Mortgage Loan Originators.
OTHER SKILLS AND ABILITIES:
Extensive knowledge of Credit Union operations and management. Keeps current on industry news.
Ability to demonstrate excellent analytical skills; strong communication skills, both written and oral; ability to quickly embrace change and effectively lead others through change; demonstrate professionalism; detail oriented; strong organizational skills; ability to work in a fast paced environment; ability to work well with others and be a team player; and ability to be creative, productive and goal oriented.
Must be proficient in job related technology applications including the Credit Union’s operating system and lending system.
COMPUTER SKILLS:
Proficient in Microsoft applications (Word, Excel, PowerPoint, Outlook).
MATHEMATICAL SKILLS:
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percentages and to draw and interpret bar graphs.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing functions of this job.
The noise level in the work environment is moderately quiet and it is a non-smoking environment.
The above job requirements are representative of minimum levels of knowledge, skills and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job-related instructions and duties as requested by management.
If you are applying for a Hybrid/Remote position, please note applicants are required to reside within our Wescom service areas which are defined as the following counties: Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa Barbara, San Diego, Imperial ,Fresno, Kern, Kings, Madera, Merced, Mariposa, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa Cruz, Stanislaus and Tulare counties. Read more