Branch Channel Delivery - Flex Branch Manager

TITLE: FLEX BRANCH MANAGER (SACRAMENTO REGION)
STATUS: EXEMPT
REPORT TO: DIRECTOR – BRANCH MEMBER SERVICE AND PERFORMANCE
DEPARTMENT: BRANCH CHANNEL DELIVERY
JOB CODE: 11922

PAY RANGE: $93,700.00 - $100,000.00 ANNUALLY

GENERAL DESCRIPTION:

The Flex Branch Manager is responsible for supporting a cluster of branches in designated markets in the absence of the assigned branch manager and as a market-level resource. Key responsibilities include managing as a business owner, cultivating member-centric approach, driving operation excellence, and delivering on strategic goals to ensure that all aspects of the branch run effectively.

TASKS, DUTIES, FUNCTIONS:

1. Serve as a backup branch manager within an assigned market, providing leadership at high-impact branches when not deployed elsewhere.
2. Foster a professional and friendly environment that delivers exceptional member service, driving market expansion, wallet share growth, and increased revenue.
3. Lead overall branch performance and member service objectives aligned with Golden 1’s mission, vision, and core values.
4. Plan, organize, direct, implement, and control all branch operations, ensuring compliance with all regulations, policies, and procedures.
5. Develop and maintain an understanding of state and federal laws related to credit union compliance, mitigating risk while maintaining operational integrity.
6. Monitor internal policy and procedural controls to safeguard the funds and assets of Golden 1.
7. Coach, train, and lead an engaged team through performance management and employee development.
8. Hire, train, develop, and evaluate branch staff, managing human resource processes such as appraisals, disciplinary actions, career development, and individual development plans.
9. Partner with the branch leadership and Member Service Specialists to ensure strong internal processes and controls.
10. Develop and implement branch business and marketing plans.
11. Identify, investigate, and respond to members' concerns, ensuring prompt resolution.
12. Identify and target potential fields of membership within the branch’s demographic and local communities.
13. Plan and participate in community events and outreach initiatives, fostering engagement with select employee groups.
14. Organize outbound call efforts and ensure follow-up on active member outreach.
15. Distribute pertinent information to management and staff via meetings and reports.
16. Participate in special and standing committees, contributing to organizational strategy.
17. Ensure physical maintenance and appearance of branch facilities.
18. Prepare and submit budget justifications, overseeing and controlling budgetary expenses.
19. When required, perform Notary Public duties and travel to meetings by car or public conveyance.

PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK:

1. Must be available to effectively communicate both orally and in writing to discuss Golden 1 products and services with members and potential members and to resolve member concerns and conflicts.
2. Must possess sufficient manual dexterity to skillfully operate an on-online computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone.

ORGANIZATIONAL CONTACTS & RELATIONSHIPS:

1. INTERNAL: All levels of management and staff.
2. EXTERNAL: Members, vendors, peers in financial institutions, community associations and credit union associations.

QUALIFICATIONS:

1. EDUCATION: Bachelor’s Degree in related field or equivalent work experience.
2. EXPERIENCE: Minimum of three years of progressively responsible management experience within a retail or financial institution.
3. BEHAVIORS:
   • Flexible employee coaching skills to meet individual employee needs.
   • Professional verbal/written communication and presence.
   • Demonstrated positive demeanor and outgoing attitude.
   • Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through your words and actions, ensuring positive employee morale throughout Golden 1, and embracing our mission, vision, and core values.
4. KNOWLEDGE / SKILLS:
   • Knowledge of California Credit Union Law and Regulations.
   • Knowledge of the sound practice of business administration.
   • Knowledgably of electronic banking equipment, video security systems, electronic fund transfer technology, office automation equipment.
   • Proven ability to inspire and motivate employees to meet and/or exceed service and performance objectives.
   • Solid knowledge of financial concepts, products, and services in a financial services environment.

PHYSICAL REQUIREMENTS:

1. Must be willing to travel to different branches within an assigned market. 75% > Travel required.
2. Corrected vision within the normal range.
3. Hearing within normal range. A device to enhance hearing will be provided if needed.
4. Ability to lift 30 lbs. as may be required.
5. Ability to travel for business as needed. Out-of-area managers are required to travel to the Sacramento areas required. Out-of-area mangers have more travel required than local managers.
6. Extended or long work hours may be required to accomplish tasks.

LICENSES / CERTIFICATIONS:

None.

THIS JOB DESCRIPTION PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE’S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION’S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME.

REV. 8/21/2025

Salary : $93,700 - $100,000