Responsible for directing and administering the operational efforts of two Credit Union facilities (usually up to 10 people); ensuring the branch meets or exceeds all sales and service goals designated within the Branch Manager's scorecard and that established policies and procedures are followed. Responsible for driving membership growth by demonstrating leadership presence within the college campus and community. Participates in all business development and community outreach events including developing relationships with local businesses for opportunities as well as establishing a presence in Long Beach. Hires, trains, and coaches a sales, service, and referral team in accordance with the credit unions mission and values

• Directs, coaches, motivates, hires and disciplines branch personnel; administers performance evaluations and recommends appropriate personnel actions.
• Monitors branch operating results relative to established objectives and insures that appropriate steps are taken to correct unsatisfactory conditions.
• Maintains communications with main office; prepares and submits standard reports; attends scheduled management meetings.
• Monitors all branch activities to insure they are in compliance with established credit union policies and procedures.
• Ensures budgets are met and goals are attained.
• Represents the branch as appropriate in its relationships with members, sponsor organizations(s), suppliers, other financial institutions, and similar groups.
• Performs other related duties as assigned.

Experience: Five years of Branch Operations experience and two years’ experience in managerial role.

Education: A college degree or related experience.

Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact.
Work involves extensive personal contact with others and/or is usually of a personal or
sensitive nature. Work will involve motivating or influencing others. Outside contacts become
important and fostering sound relationships with other entities becomes necessary.

Other Skills: Must have excellent communication skills. Working knowledge of regulations relating to all
Credit Union deposit and loan products (i.e. Reg CC, Reg E, Reg D, Reg Z, TILA, BSA,
OFAC, IRAs, Account Administration, Funds Availability, TISA).

Liaison for community and college executives. Involvement in community and college events
including Chamber of Commerce and college partnership.

Locations:

St. Mary Office
1050 Linden Ave.
Long Beach, CA 90813

MemorialCare Medical Center
2801 Atlantic Ave.
Long Beach, CA 90806

This Job Description is not a complete statement of all duties and responsibilities comprising this position.