Branch Manager - Lake Forest

Job Description

This role requires Branch Management level experience, where you've been responsible for retail banking operations, sales, and business development.

Workplace Excellence. Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark Award for highest associate satisfaction in the workplace! We're pleased to say we're a premier financial service provider with over 85 years of experience serving 131,000+ members. Orange County's Credit Union is currently $2.5 billion in assets & growing. Our mantra is Putting People First: Connect, Discover, Deliver & Wow! If you desire to serve people, this role is rewarding, brings purpose to the community, and provides the opportunity to make a difference!

The successful Branch Manager utilizes the Leadership Fundamentals of strategic thinking, executing for results, leading talent, and developing personal proficiency. You can look forward to being responsible for achieving branch service and growth goals through performance accountability and recognition.

Maintaining current knowledge of the branch's unique market attributes and Member needs is critical to this opportunity. Our vision is to transform the banking experience; therefore, we value and utilize the member's voice to monitor and improve processes, service, and our Net Promotor Score (NPS).

ESSENTIAL DUTIES:

Creates and fosters an environment in which each associate owns the Member experience.

Drives branch service, growth, and profit through understanding the branch's unique market attributes, Member needs, performance accountability, and recognition.

Responsible for developing an annual branch strategic plan with specific priorities, objectives, and action plans.

Ensures each associate receives both skills coaching and professional development coaching. Works with staff to complete Development Tracks to help them continually learn and grow.

Evaluate the work performance of associates through regularly scheduled reviews, recommend promotions, salary increases, and corrective action.

Utilizes various systems to access financial and production reports, assess branch performance, and make business decisions to promote profitability and achieve goals.

Develops annual budget and maintains expenses and costs.

Oversees all branch operations to maintain accuracy, compliance with regulatory requirements, and an efficient workflow.

Supports the Credit Union's Enterprise Risk Management program by identifying, assessing, monitoring, and maintaining adequate controls for risks inherent in branch activities.

Shares knowledge with other branches and regionals on effective practices, competitive intelligence, business opportunities, and needs

Oversees security of the branch and conducts periodic audits.

QUALIFICATIONS: The required experience listed below must have been acquired at a Branch Management level, where one is responsible for retail banking operations, sales, and business development.

Five years of relevant sales/ customer service experience in a financial institution is required.

Three years of experience coaching and developing employees. Preferably, teams with six (6) or more employees directly and indirectly reporting to you.

Three years of sales experience developing business relationships. Community involvement and relationship cultivation are essential parts of the role.

Position may require working evenings, Saturdays, weekends, and early mornings.

Final offers based on qualifications, internal equity, and the level of position offered. The annual pay range for the Branch Manager is $85,000 - $95,000.

We perform thorough background checks, credit checks, and pre-employment drug screening. EOE

BENEFITS

Anthem Vivity HMO & Delta Care USA Dental – OCCU covers 100% of the associates' monthly premium.

Life insurance at no cost to associates

401(k) – OCCU automatically contributes 3% of the associate's earnings PLUS matches up to 5% of the associate's contribution (dollar for dollar)

Vacation hours – 13 days per year, rolls over year-to-year and increases with tenure.

Sick hours – 7 days per year and rolls over year to year

Paid Holidays

Annual performance merit increases

Professional and personal development programs, including educational grants up to $2k per year and step progression opportunities

Annual discretionary bonus (2022 was 7 %!)

Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service.