Branch Manager I - Branch

Partners Federal Credit Union — Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members.

For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience.

At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent—individuals who are inspired by our Members’ financial dreams and committed to meaningful work.

Whether you’re offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way.

Here, you’ll find more than just a job. You’ll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks—because we believe that when people feel supported, they thrive.

Join us—and experience what it means to truly love what you do.

In this position, the expectation of the Branch Manager I is to think and act like a Business Owner making decisions to improve the member experience and increase revenue to the branch and Partners Federal Credit Union. The Branch Manager I will be responsible for leading and managing multiple branches within a designated regional area. This role involves overseeing branch operations, driving up performance, and ensuring the alignment of each branch with organizational goals. The Branch Manager I will work closely with branch managers and staff across the region to foster collaboration, consistency and service delivery, and achievement and key performance indicators. Responsible for directing and administering the sales, service, and operational efforts of the branch. Ensures that established policies and procedures are followed. Oversees a full range of products and services to Members and prospective Members. Ensures that Members are promptly and professionally served. Trains, directs, and supervises branch employees. Responsible for attainment of production goals and operating budget.

Essential Responsibilities:

Develops and Implements Sales Strategies, Manages the Branch Sales Team, and Ensures Achievement of Sales Targets

• Leads the development and execution of sales strategies to drive growth, oversees the sales team, and ensures targets are met
  
  

Ensures Delivery of High-Quality Member Service in All Aspects of Sales and Operational Activities

• Focuses on providing exceptional member service while driving sales and operational efficiency
  
  

Tracks and Assesses Sales Performance, Communicating Results to Employees

• Monitors sales metrics and provides feedback to employees to optimize performance and achieve sales goals
  
  

Supports Retail Branch Sales Goals by Personally Demonstrating the Selling of Financial Products and Services

• Leads by example in selling financial products and services to members, contributing directly to achieving branch sales goals
  
  

Enhances Branch Effectiveness Through Policy Suggestions, Security Management, and Cross-Selling Credit Union Services.

• Identifies opportunities to improve branch operations, security, and cross-selling initiatives to drive sales growth
  
  

Manages Branch Financials, Including Controllable Expenses, and Ensures Budget Goals are Met

• Takes responsibility for managing branch finances, including expenses, and ensures alignment with budgetary targets
  
  

Oversees Branch Audits, Coordinates with Accounting and Loan Functions, and Seeks Continuous Operational Improvement.

• Manages audit processes, collaborates with internal departments, and drives ongoing operational enhancements to optimize branch performance
  
  

Maintains Effective, Professional Business Relations with Members, Promptly Resolving Requests, Questions, and Complaints

• Focuses on building and maintaining strong relationships with members, addressing their needs promptly and professionally
  
  

Implements Policy and Procedural Changes Within the Branch and Oversees Branch Functions Effectively

• Drives the implementation of policy and procedural changes to improve branch operations and ensure compliance
  
  

Manages Telemarketing Activities for the Branch, Including Identifying Lists, Scheduling Employees, Summarizing, and Reporting Results

• Leads telemarketing efforts to generate leads and drive sales, overseeing the process from list
  
  

Additional Responsibilities:

• Fills in and performs duties in branch positions as needed
• Attends assigned training sessions and stays current on new operational procedures
• Knowledgeable of the branch’s members, demographics, channel usage, trends, and uses data to shift member behaviors
  
  

Knowledge & Skills

Minimum Education Required to Perform Job: High School Diploma or GED

Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 5 to 7 years

Specific Experience Required:

• Two years’ experience in the financial industry with a preference for Credit Unions is required
• Three years’ experience in Leadership is required
  
  

Other Measurable Abilities Required:

• Leadership - Demonstrates leadership through skillful and effective written and oral communication. Undertakes continuous self-development of both functional and leadership skills
• Solid interpersonal, decision making and supervisory abilities
• Excellent oral and written communication skills
  
  

This role has extensive contact with all PFCU departments as resources to assist in resolving Member issues. Daily contact with Branch Leadership is required to communicate on the branch’s performance. Periodic contact with the California Credit Union League and the Florida Credit Union League is necessary for research and validation of laws and regulations.

This position is performed primarily in a traditional office or bank/credit union setting, with no expected adverse environmental conditions.

This position requires the ability to:

• move self in different positions to accomplish tasks in various environments including tight and confined spaces
• remain in a stationary position, often standing or sitting for prolonged periods
• adjust or move objects up to 15 pounds in all directions
• perform repeat motions that may include the wrists, hands, and/or fingers
• use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together
• verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly
• hear average or normal conversations and receive ordinary information
• prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity
  
  

The hiring range for this position in California is $78,480 to $117,720 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors.

This role may also be eligible for additional compensation such as a bonus or long-term incentive units.

Most roles at Partners are also eligible for our Annual Incentive Plan (AIP), which rewards employees for individual contributions and our collective success. While AIP is not guaranteed, it reflects our commitment to recognizing meaningful impact and shared results.

Partners offers a comprehensive benefits package that includes medical, dental, vision, retirement benefits, paid time off, and other employee programs that support well-being and growth.

To learn more about our benefits visit: https://jobs.disneycareers.com/benefits.

Powered by JazzHR

AxCke77Ah2