We’re here to help people in communities throughout Northern California build financially healthy lives. We do this by being attentive and partnering with our members to understand what is financially best for them. We thrive on change, and we put people first. If you’re looking to use your skills and knowledge to make a difference in the lives of others, we look forward to hearing from you.

About Patelco Credit Union

Patelco is a not-for-profit credit union, serving the financial needs and aspirations of more than 300,000 members. What we earn, we return to our members in savings from lower loan rates, fewer fees, and personalized service that focuses on transparency, simplicity, and trust. Our mission remains the same as when we started in 1936, to provide products, services, education and expertise that will empower our members to rise up and achieve financial freedom. 

The Opportunity

We seek to hire a Branch Manager to serve our members in our Sunnyvale branch.  In this role, responsibilities will require overseeing daily operations and ensures the efficiency, accuracy and timeliness of functions and procedures. The Branch Manager will also provide vision and leadership to the branch staff.

• Ensures the daily branch operations are conducted in accordance with established credit union policies to include legal and regulatory requirements.
• Communicates effectively at all levels and possess skills in planning with the ability to monitor and report.
• Provides on-going training to branch staff on credit union products and services, competitive products and services in trade area, policies and procedures and required employee level testing
• Responsible for on-going evaluation and providing feedback on employee performance. Reviews branch staffing levels as positions turn for appropriate modifications
• Responsible for building cohesive effective teams and fostering positive open communication with branch employees. Good working relationships are established and fostered with branch personnel, management and other departments.
• Promote an enthusiastic service/sales culture within their branch so that member service goals and product sales goals established by the Credit Union may be met or exceeded each year.  Establishes service/sales goals for individual team members and tracks performance. 
• Recommends changes to senior management and implements decision within delegated authority. 
• Maintains thorough and current knowledge of all federal, state, and local regulations as well as internal policies and procedures and credit union and area competitors’ products and services affecting branch operations. Maintains and fosters branch participation in community events in support of promoting awareness and growth
• Works cooperatively with management and branch staff to effectively communicate and implement performance standards and sales goals and objectives.  
• Oversees individual accountability for the handling of cash and assists tellers in resolving balancing problems
• Strives to improve the level of service constantly, and proposes new ideas or suggestions to Regional Director

• Responsible for monitoring and responding to Patelco’s Promoter Score system and feedback.

• May be required to participate in committees to respond to or fix concerns for the betterment of the member experience.

• Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures.

• Ensure that employees, processes, and procedures under your area of supervision comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures.

• All other duties as assigned

• Bachelor’s degree (B.A./B.S.) or AA in business related discipline or equivalent ( preferred)
• Two to four years’ prior branch supervisory or team lead experience in a credit union or banking environment
• Proficient with Microsoft Word, Excel and Outlook.  Ability to operate standard office equipment, including PC, fax machine, telephone, photo copier and check scanner/encoder.

Competencies Required

• Demonstrated proficiency in supervising and motivating subordinates
• Proven ability and leadership to handle multiple projects and meet deadlines
• Ability to manage all priorities and workflow with versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
• Ability to organize and prioritize information, job tasks and workload in order to consistently complete all branch work in a time sensitive manner
• Ability to work independently and as a team member while using discretion in decision making and good judgment  problem solving
• Must have the ability to communicate effectively both verbally and in writing with members, co-workers and management in person, by email and by telephone. 

Patelco Credit Union is an EO Employer - M/ F/ Veteran/ Disability

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