Overview

To manage and direct all activities of a medium/large full service branch office operation by overseeing the efficient operation of the branch to ensure operational functions are completed and properly performed by branch staff.

Responsibilities

• Manage, direct and motivate the branch team to provide members the full range of Navy Federal Credit Union products and services including lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust and estate accounts
• Lead cash operations and branch self-auditing efforts to keep credit union assets secure and within operational limits
• Manage staff to ensure vault opening, closing and balancing procedures are completed
• Increase productivity of branch office by implementing relevant employee training, establishing team development goals and eliminating inefficiencies
• Lead outside marketing and promotional activities for members and potential members through financial presentations, local events and realtor/trade shows and events
• Oversee recruiting/selection, on-boarding and initial training of team members
• Administer budget, purchasing, tracking and records retention for business expenses
• Lead team to achieve and maintain product, service and business goals, including cross servicing of Navy Federal products and services
• Promote member service excellence and lead team to deliver quality service
• Liaise with other branches to support business growth and continuity of regional operations
• Analyze reports and conduct trend analysis to optimize business performance
• Analyze complex problems and determine appropriate steps for resolution
• Ensure compliance with all security, safety and emergency preparedness procedures
• Ensure compliance with all HR related policies, practices and procedures, such as timekeeping, recruiting, compensation, separations, leave usage, etc.
• Ensure the team follows, complies with and regularly reviews all required policies, practices and procedures and recommends changes to Branch policies
• Manage conflict situations by meeting with team members, utilizing mediation techniques and applying resolutions in difficult situations
• Perform supervisory/managerial responsibilities:
  • Manage daily activities
  • Ensure adequate/skilled staffing; select employees
  • Establish performance goals and priorities
  • Prepare, conduct and review performance appraisals
  • Develop, mentor, and counsel staff
  • Provide input and/or prepare budget requirements for Annual Financial Plan (AFP)
  • Ensure section/branch goals and objectives align with division/department strategy
  • Ensure efficiency of operations
• Perform other duties as assigned

Qualifications

• Three years' experience in grade level 77 (or higher) or applicable external experience
• Scorecard criteria requirements as defined by Branch Operations Governance or applicable external experience
• Significant experience in leading and managing in diverse and complex operational environments
• Advanced knowledge of applicable federal regulations governing consumer lending and/or credit cards, mortgage and equity loans, savings and checking accounts
• Advanced knowledge of multiple financial products such as consumer mortgage loan, credit cards, and/or savings/checking accounts
• Advanced knowledge of functions relating to cash and ATM operations
• Advanced knowledge of financial institution and lending practices, principles and regulations
• Advanced knowledge of retail banking industry best practices
• Significant experience in member/customer service operations
• Significant experience in responding to requests regarding complex financial information/data
• Significant experience in supervising and leading employees
• Significant experience in training and developing staff
• Experience in developing/maintaining community and command relations
• Ability to manage multiple priorities independently and/or in a team environment
• Advanced skill analyzing statistics and reports to determine business performance and trends
• Advanced organizational, planning and time management skills
• Advanced skill exercising initiative and using good judgment to make sound decisions
• Advanced skill interacting with staff, management, vendors and members diplomatically and tactfully
• Advanced verbal and written communication skills
• Advanced word processing and spreadsheet software skills

Desired Qualifications

• Bachelor's Degree in Accounting, Business Administration or the equivalent combination of training, education, and experience
• Advanced knowledge of Navy Federal products, services, programs, policies and procedures

Hours: Available Monday - Saturday: hours based on business needs.

Location: 41030-B California Oaks Road, Murrieta, CA 92562

Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.

About Us