Branch Manager - Lake Forest
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 140,000+ 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:
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 $78,722 - $95,000.
We perform thorough background checks, credit checks, and pre-employment drug screening. EOE
BENEFITS
Effective from day one of employment! 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
Sick hours
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
Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service.
Apply Now
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:
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 $78,722 - $95,000.
We perform thorough background checks, credit checks, and pre-employment drug screening. EOE
BENEFITS
Effective from day one of employment! 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
Sick hours
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
Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service.
Apply Now