Branch Manager -Clayton

Job Summary

Required Qualifications

• •Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union, which include the following counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo.
• •For hybrid and remote roles, candidates are still required to reside within a commutable distance of our corporate headquarters in Vacaville, California.
• •Candidates must have current authorization to work in the U.S. (no sponsorship available).
• •Understands and models the Mission, Vision, Core Values and Awesome Cause with both employees and members.
• •Supports the career development of employees through consistent coaching, professional development and purposeful career pathing steps.
• •Develops and inspires a highly disciplined and productive branch team focused on delivering exceptional member service and offering solutions to improve members' financial lives by tailoring value-add recommendations with TCU products, services and digital solutions.
• •Achieves assigned branch production and growth goals by influencing the effective and consistent behaviors of the employees in their member conversations; ensures Client Relationship Management system (CRM) productivity with member interactions.
• •Collaborates with business partners to proactively acquire new business relationships and expand existing business relationships.
• •Responsible for business development activities and represents the credit union in the community by participating in events; serving on boards and/or committees that are working to improve the communities we serve is encouraged.
• •Represents TCU at Awesome Cause events.
• •Responsible for operational audits, regulations and profitability expectations.
• •Facilitates consensus in group settings and develops positive working relationships throughout the organization.
• •Negotiates conflict, influences others and solves problems to achieve positive outcomes.
• •Identifies and communicates improvement gaps in People, Process or Technology practices, collaborating with other business units as necessary.
• •Properly empowers those who will be held accountable for the successful completion of projects and/or attainment of goals with shared ownership.
• •Manages and leads staff through a changing environment and resolves stressful situations with tact and diplomacy.
• •Self-directed and uses independent judgment to make decisions and escalate issues to senior management.
• •Sales management skills including prospecting, cross selling, pipeline and activity management.
• •Strong professional verbal and written communication and interpersonal skills.
• •Demonstrated leadership and coaching qualities that builds team work and consistent productivity behaviors.
• •Proficient in MS Office products (Word, Outlook and Excel) and can navigate multiple technical systems, periodically in a self-taught environment.
• •High school diploma or equivalent.
• •Minimum of 5 years' experience in financial services or related role.
• •Minimum of 3 years in a supervisory role.
• •Must be flexible with work schedule to include working Saturdays.
• •Understands the requirements of the Bank Secrecy Act and ensures compliance through monitoring and reporting of member activity as appropriate.

Desired Qualifications

• •Responsible for business development activities and represents the credit union in the community by participating in events; serving on boards and/or committees that are working to improve the communities we serve is encouraged.