Jobs and Careers
MI
Branch Experience Manager
Mirastar Federal Credit UnionSan Jose, United Statesfull_timeVerifiedPosted 15 Dec 2024
About the role
SUMMARYThe Branch Experience Manager is responsible for directing and managing all the administrative functions of the branch experience area in their assigned branch, in accordance with best practices, industry standards, legal and regulatory requirements, and internal policies and procedures to ensure the implementation of the organization’s branch strategic objectives. This includes, but is not limited to, the management and oversight of the following area functions:1. Member experience2. Measurement of branch performance – Key Performance Indicators (KPIs)3. Process engineering and improvement4. Branch Campaign Management5. Development of team members 6. Promoting consultative culture in the branches QUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. · Education and/or Experience: High School Diploma and a range of three to 5 years in related management experience and/or training in banking, finance, or retail sales; and/or equivalent combination of education and experience. Demonstrated leadership roles in previous positions desirable. · Certificates, Licenses, Registrations: None required, Public Notary Certification preferred. ESSENTIAL FUNCTIONS· Actively managing and directing all daily operations of the branch to ensure efficiency and optimal member service levels. the activities include scheduling, hiring, training, coaching, and managing staff, opening and closing the branch, process improvement, workflow management, budgeting, expense control, administrative and sales activities.· Ensuring branch daily operations are within compliance with all security, risk, legal, and regulatory policies, and procedures. Facilitating daily, monthly, quarterly, and annual audit functions. · Identify and implement programs and processes to support the organization's overall strategic initiatives· Continually measure key performance indicators for the branch · Participate in business development events to grow the company’s network and expand its business. Evaluate and advise on the impact of long-range planning, and external communication.· Assist Business Development in directing and managing activities surrounding Select Employer Groups' “SEG” relationships including events · Provide timely and accurate analyses of budgets, project proposals, and business trends in each branch’s immediate market area.· Support County Federal’s philosophy of promoting company culture through mentoring, coaching, individual and team development, including but not limited to timely, candid, and constructive feedback through weekly check-ins and huddle meetings. · Promote a consultative culture that ensures the staff receives proper training to demonstrate abilities to cross-sell products and services that meet member needs coupled with metrics to measure performance · Responsible for developing branch employees to their fullest potential providing challenging opportunities that enhance employee career growth with the goal of career pathing each employee and developing the appropriate talent pool. Build bench strength encompassing succession planning, recognizing and rewarding employees for accomplishments· Utilize critical thinking in solving complex staffing and personnel challenges independently and without close supervision · Investigating and resolving complicated member issues beyond the scope of the branch staff· Other duties as assigned
KNOWLEDGE, SKILLS, AND ABILITIES· Detail-oriented, self-starter who can work independently· Strong verbal, written, and phone communication skills with demonstrated ability to communicate professionally at all levels· Effective interpersonal and interdepartmental skills with the ability to work with all levels of staff, management, and members in a professional, approachable, and positive manner· Strong Executive Presence & Leadership ability· Maintains thorough and current knowledge of all federal, state, and local regulations as well as internal policies, procedures, products, and services· Computer lite
KNOWLEDGE, SKILLS, AND ABILITIES· Detail-oriented, self-starter who can work independently· Strong verbal, written, and phone communication skills with demonstrated ability to communicate professionally at all levels· Effective interpersonal and interdepartmental skills with the ability to work with all levels of staff, management, and members in a professional, approachable, and positive manner· Strong Executive Presence & Leadership ability· Maintains thorough and current knowledge of all federal, state, and local regulations as well as internal policies, procedures, products, and services· Computer lite
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