Branch Manager

Branch Manager SMW 104 Federal Credit Union Livermore, CA Job Details Full-time $81,000 - $116,000 a year 1 day ago Benefits Paid holidays Health insurance Dental insurance Paid time off Vision insurance Employee discount Qualifications Financial sales Teamwork Team member evaluation Performance management strategy Managing sales strategy or development teams Improving operational efficiency Finance industry sales team management Sales team management Team development Hiring Professional development support Sales coaching Problem-solving Staff training Leading team collaboration initiatives Sales leadership Task assignment Leadership Delegation Sales growth target achievement Full Job Description Branch Manager Job Description SMW 104

Federal Credit Union Location:

Livermore, California Reports To:

Vice President of Operations & Payment Salary Range:

$81,000 - $116,000 Why SMW 104 Federal Credit Union At SMW 104 Federal Credit Union, we believe banking should work for working people, not against them. We are a mission-driven organization dedicated to serving union workers, their families, and our communities. Our focus is on helping hardworking members build financial stability, avoid predatory lending, and gain access to trusted financial solutions that improve their lives. As a growing credit union with a strong commitment to service, innovation, and community impact, we believe leadership matters. We are looking for a Branch Manager who leads with integrity, develops people, creates exceptional member experiences, and helps advance the future of

SMW 104 FCU.

This is an opportunity to make a meaningful impact while working in a collaborative, member-focused environment where relationships matter. Position Summary The Branch Manager serves as the operational and cultural leader of the branch. Setting the tone for service, growth, teamwork, and member trust. This role is both a people leader and member advocate, responsible for creating a high-performing branch culture focused on service excellence, relationship growth, operational integrity, and community engagement. Key Responsibilities Leadership & Team Development

• Lead, coach, and develop branch staff to deliver excellent member service for incoming calls and walk-in traffic.
• Create a positive, accountable, and member-focused branch culture.
• Drive execution and follow-through on branch priorities and operational initiatives.
• Effectively delegate responsibilities while maintaining accountability and service standards.
• Conduct regular coaching, performance discussions, and employee development planning.
• Ensure staff are trained in products, systems, compliance, and digital banking solutions. Member Experience & Relationship Growth
• Identify opportunities to deepen member relationships through loans, deposits, cards, and digital banking tools that improve convenience and financial wellness.
• Educate members on products that support financial wellness and stability.
• Resolve escalated member concerns professionally and promptly. Branch Operations & Risk Management
• Oversee branch operations, including balancing, cash controls, security, and audit readiness.
• Ensure compliance with BSA, OFAC, fraud prevention, privacy, and all applicable regulations.
• Monitor branch reports, operational trends, and risk indicators.
• Proactively identify and resolve operational issues and inefficiencies. Sales, Service & Performance Management
• Support a culture where service, education, and relationship-building drive sustainable growth.
• Use reporting and observations to improve team performance and member experience.
• Promote a consultative, relationship-based service culture rather than a transactional environment. Community & Business Development
• Represent

SMW 104 FCU

professionally within the community and union partnerships.

• Support membership outreach, financial literacy, and member engagement initiatives.
• Help strengthen the credit union's reputation as a trusted financial partner for union workers and families. Required Qualifications
• 5+ years of banking, credit union, or financial services experience.
• 5+ years of leadership or supervisory experience.
• Proven ability to hire, coach, and develop sales professionals and direct reports.
• Proven ability to foster a culture of accountability, collaboration, adaptability, and high performance.
• Demonstrated ability to lead a member-focused sales & service culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes
• Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives.
• Exercise independent judgment and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment. Preferred Qualifications
• Strong organizational, communication, and problem-solving skills.
• Ability to lead effectively in a fast-paced environment.
• Passion for community-based financial services and member advocacy.
• Knowledge of Symitar financial systems preferred. Success in This Role Looks Like
• Members feel welcome; service-level agreements and metrics are met.
• Employees are engaged, accountable, and growing professionally.
• The branch contributes positively to membership, loan, and deposit growth.
• Problems are identified early and resolved proactively.
• Branch operations are accurate, compliant, and efficient.

Benefits & Perks o 100% Credit Union paid healthcare coverage for employees and eligible dependents: § Medical (Blue Shield of California or Kaiser Permanente) § Dental § Vision o Paid Holidays o Paid Vacation o Employee Loan Discounts SMW 104 Federal Credit Union is an Equal Opportunity Employer.

Pay:

$81,000.00 - $116,000.00 per year

Benefits:

Dental insurance Employee discount Health insurance Paid time off Vision insurance

Experience:

Banking:

5 years (Required)

Leadership:

5 years (Required)

Work Location:

In person