United States, California, San Bernardino
Oct 10, 2024
Overview
To manage and direct all activities of a small/medium 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 and solve problems without clear precedent.
- 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 using established guidelines.
- Resolve employee concerns by ensuring employees receive mediation to resolve issues in somewhat difficult situations.
- 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 76 (or higher) or applicable external experience.
- Scorecard criteria requirements as defined by Branch Operations Governance or applicable external experience.
- 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.
- Working knowledge of financial institution and lending practices, principles and regulations.
- Working knowledge of retail banking industry best practices.
- Experience in member/customer service operations.
- Experience in responding to requests regarding complex financial information/data.
- Experience in supervising and leading employees.
- Experience in training and developing staff.
- Exposure to developing/maintaining community and command relations.
- Ability to manage multiple priorities independently and/or in a team environment.
- Effective skill analyzing statistics and reports to determine business performance and trends.
- Effective organizational, planning and time management skills.
- Effective skill exercising initiative and using good judgment to make sound decisions.
- Effective skill interacting with staff, management, vendors and members diplomatically and tactfully.
- Effective verbal and written communication skills.
- Effective word processing and spreadsheet software skills.
Desired Qualifications
- Bachelor's Degree in Accounting, Business Administration or the equivalent combination of training, education, and experience.
- Working knowledge of Navy Federal products, services, programs, policies and procedures.
Hours: Available Monday - Saturday: hours based on business needs.
Location: 1049 E. Harriman Place, San Bernardino, CA 92408
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.
Equal Employment Opportunity: Navy Federal values, celebrates, and enacts diversity in the workplace. Navy Federal takes affirmative action to employ and advance in employment qualified individuals with disabilities, disabled veterans, Armed Forces service medal veterans, recently separated veterans, and other protected veterans. EOE/AA/M/F/Veteran/Disability.
Hybrid Workplace: Navy Federal Credit Union is a hybrid workplace, and details will be discussed during your interview process.
Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume.
Helping diverse candidates find great careers is our goal. The information you provide here is secure and confidential.
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