Branch Manager

CA - Oakland

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We are seeking an individual with banking experience and strong leadership skills to join a well-established credit union in Oakland in the role of a Branch Manager. This role will manage assigned branch toward a strong economic performance including: achieving branch goals and budgets; community relations and new business development; originating mortgage loans; staffing branch operations; supervising and developing member service representatives; ensuring effective and efficient member service, maintaining adherence to branch operating policies, procedures, and regulations and maintaining appropriate facilities, equipment and physical security.


  • Manage the branch toward a strong economic performance; developing and implementing plans to achieve sales and operational goals

  • Develop and execute action plans to improve operational policies, procedures and controls, and mitigate controllable losses in operations

  • Operate within assigned credit authority to approve or deny loans as provided by law and Credit Union Policy

  • Oversee the physical facilities, equipment and physical security of the branch office, and establish appropriate safety practices for employees

  • Ensure adherence to operational policies, procedures, and controls to ensure the safety and security of employees, members and credit union assets and compliance with regulations


  • Conduct community relations and new business development to enhance credit union reputation and demand for products and services

  • Manage relationships with key community stakeholders and members

  • Develop and execute action plans to improve sales processes and increase sales

  • Lead Branch sales meetings


  • Coach Member Service Representatives and other staff, if any in sales, deposit growth and relationship building

  • Responsible for hiring, employee development, performance management, and compensation review for branch staff


  • Develop mortgage loan business by developing referral networks and community and member outreach

  • Pre-qualify loan applicants by examining borrower information and documentation, assessing credit-worthiness, determining adequacy of income, credit and collateral and calculating repayment risk

  • Identify and explain mortgage options for each borrower

  • Approve or deny mortgage loan pre-qualifications and explain reasons for denial

  • Originate a complete and accurate mortgage application and provide timely and accurate disclosures


  • Bachelor's degree or equivalent combination of education and/or experience

  • Five (5) to seven (7) years of banking or retail experience including two (2) to three (3) years of supervision

  • Prior sales or sales management experience in a financial institution, retail or service industry preferred

  • English/Spanish fluency is required

  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals

  • Extensive knowledge of bank products, policies, procedures, services, operations and audit/compliance

  • Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data

  • Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources


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