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Vice President, Branch Manager

Shift Type: Full-Time (40)
Location: Greater San Diego
Description: The position of VP, Branch Manager is established to provide managerial and administrative guidance to a full service branch office of the credit union and maintain quality service standards set by the organization.
Essential Duties & Responsibilities:
  • Responsible for all activity of a mid-size branch office of the Credit Union.
  • Coordinate the hiring, training, coaching, supervision and performance evaluations of all branch personnel; also responsible for employee counseling, documentation, and dismissal; hold consistent staff meetings and ensure staff is updated on changes in policy and procedures; ensure staff is thoroughly trained in all Credit Union products and services. Initiate ongoing cross-training of all branch personnel. Provide guidance and leadership to staff and assist staff with improving performance. Maintain high morale and teamwork within the branch.
  • Maintain good member relations; ensure problems/complaints by members are resolved quickly and accurately; authorize exceptions to operating procedure when circumstances warrant and deviation is justified; assist members as necessary. Ensure quality member service standards are maintained within the branch.
  • Direct ongoing sales training and coaching of all branch personnel, including both in-house and outside developmental programs. Responsible for overall sales performance of branch. Plan, direct and manage the business development, service and sales activities in accordance with the Credit Union's strategic and corporate goals. Branches with community charters will also require additional activities to maximize the potential of the community charter, including after hours and weekend activities. Establish individual goals and branch targets.
  • Responsible for proper control and maintenance of negotiable items to ensure members' needs are met while safeguarding the credit union's assets.
  • Monitor daily branch balancing, general ledger accounts and branch reports/accounts for accuracy and audit conformity. Principally responsible for ensuring that operational policies and procedures are being implemented and followed and that prudent judgement is being utilized coupled with the needs of the members.
  • Act as Security Officer of the branch; ensure branch staff are fully trained on all security and emergency procedures; oversee consistent daily compliance of branch security as indicated in the Operations Manual and by internal audit.
  • Control branch expenses in accordance with branch budget. Prepare recommendations and justification for use in annual budgetary process.
  • Responsible for making recommendations to promote professional appearance of branch, building and grounds. This includes annual bugetary requests.
  • Encourage operational, lending, supervisory and sales skills development of Assistant Manager through consistent use of both in-house and outside training resources.
  • Suggest and encourage ideas for improvements to credit union functions.
  • Ensure branch cooperation, respect and teamwork with other branches and departments.
  • Participate in AML/BSA compliance training as assigned.  Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Other Duties & Responsibilities:
  • May serve on Credit Committee and other ad hoc committees.
  • Coordinate community room activities usage, if applicable.
  • Perform other duties as assigned.
Minimum Requirements:
  • Bachelors Degree or equivalent work experience.
  • Minimum five years of professional experience in operations the financial services industry, including three years successfully supervising and managing branch staff and programs in a financial institution.
  • Strong verbal, written, analytical and human relations skills.
  • Qualified candidates will present a professional image, enjoy working with the public, have exceptional customer service skills, possess strong cash handling experience, accurate and detail orientated, a strong desire to promote SDCCU products and services, and proficient PC skills. Bilingual/Spanish a plus. Financial institution background preferred.
Physical Demands & Work Environment:
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit and use hands to finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand, walk, and reach with hands and arms.
  • The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and the ability to adjust focus.

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6545 Sequence Drive • San Diego, CA 92121

By Email: Jobs4u@sdccu.com 
By Fax: (858) 597-6509
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"I love SDCCU and recommend them to everyone I know. I would never switch to another bank for my financial needs as I always get great, friendly service. Keep up the great work!" Vanessa A., San DiegoMember since 2005

San Diego County Credit Union® was founded on the principle that people come first and profits second. This forward-thinking approach in the banking industry has propelled SDCCU® to become San Diego’s BEST Credit Union and largest locally-owned financial institution. SDCCU provides breakthrough banking products that meet the demands of today’s lifestyle and delivers banking services that save customers money. SDCCU serves customers nationwide with 30,000 surcharge-FREE CO-OP ATMs and 38 branch locations in San Diego, Riverside and Orange counties. Open an account today.

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