Branch Experience Manager

at Redwood Credit Union
Location San Anselmo, California
Date Posted July 10, 2024
Category Call Centre / CustomerService
Job Type Permanent


At Redwood Credit Union we are on a journey to reimagine the way we do business, and we can't do it without you - our next great hire!

Since 1950, Redwood Credit Union has been helping people reach their financial goals and dreams with a focus on helping others. As a not-for-profit financial institution, our passion is for helping our Members meet their financial needs, whether it's through better rates, low or no fees, or expanded services.

That people-first approach holds true for our employees, too. Our work environment is built on service and trust. It's all possible with a leadership team committed to hiring talented people and helping them develop their careers.

As our Branch Experience Manager, you set the tone - for branch performance and community engagement. Most importantly, you're our fearless leader. You'll be a proud Redwood Credit Union representative and recognized neighborhood advocate, working alongside local organizations that care about making our community better as much as we do. When they think of Redwood Credit Union, they'll think about incredible service - and you.

Essential Functions

Sales and Service

• Manage branch, employees and resources to ensure delivery of excellent service to all Members, volunteers, internal employees, and service providers by ensuring that Members are informed and aware of our full range of products and services

• Branch goal achievement by ensuring staff effectively cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services

• Allocate assigned goals among branch staff ensuring overall branch goal achievement

• Support an effective sales and service culture by coaching, recognizing and rewarding branch staff for achievement of sales and service goals

• Establish and maintain relationships with key contacts in the community

Branch Administration

•Ensure ongoing staff training and development

• Plan, coordinate, communicate, and execute regular staff meetings

• Ensure branch staff receives and understands important organizational communication

• Collect and analyze weekly/monthly reports to evaluate strength and weaknesses of branch to improve performance

• Actively recruit, interview, select, and hire qualified employees

• Conduct and deliver performance evaluations and merit increases for branch staff

Branch Operations

• Review and identify cost effective and efficient utilization of branch resources

• Ensure acceptable branch audit by ensuring compliance with established policy and procedures

• Safeguard Member information and ensure confidentiality by following established policy and procedures

• Support branch staff to ensure they are able to perform all of their job duties, including being able to perform those functions yourself as needed

Minimum Qualifications- Knowledge, Skills and Abilities

  • Excellent leadership and problem-solving skills
  • Ability to influence and motivate others
  • Ability to direct and supervise the work of others
  • Thorough knowledge of modern sales management principles, practices, and techniques
  • Knowledge of business development methods and practices and program development
  • Thorough knowledge of branch operations policies and procedures

Licenses and Certifications

  • Ability to maintain a valid California driver's license
  • Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law, including the SAFE ACT and NCUA part 761

As the Branch Experience Manager, the ideal candidate will have:

A combination of education and experience equivalent to a bachelor's degree in business administration, Accounting, Finance or closely related field. 4+ years' experience in management of financial services, sales, or operational management

We want to hear from you and how you would help to lead our San Anselmo Branch, taking member service to a whole new level!

Compensation:Base starting range:$109,000 to $143,000 annually, commensurate with experience. (This position is also eligible for a 15% GeographicDifferential)

Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

Redwood Credit Union offers a robust benefits package to our eligible employees including:

Competitive medical, dental, and vision insurance, mental health offerings

Employee performance incentive plan

Salary Advancement- Merit increase based on performance

401(k) program with employer match

Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!

RCU Discounts and Perks-

- RCU employees are eligible for a .75% discount off RCU standard collateral auto loans

- RCU employees are eligible for a 1% discount on all recreational or boat loan products

- 2% discount off Visas and LOC Loans through RCU

- 0% interest on garment, fitness, or home office equipment loan of up to $500

- 100% financing for employee purchased homes!

Why work for Redwood Credit Union?

Local financial institution, providing unparalleled service since 1950

Top 5 Healthiest Credit Union in the USA, rated by Glatt Consulting

Voted Best Places to Work in the North Bay18 years in a row

World-class employee engagement scores

Rated Superior in Service by more than 90% of Members, surveyed by SF Gate

Recognized by Forbes as one of "America's Best Small Employers 2023"

Internal Team Members

If you are a current Team Member, please apply through the internal careers page located in RCUNET.

We are an Equal Opportunity Employer

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