Branch Manager
Company: University Credit Union
Location: Davis
Posted on: April 2, 2026
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Job Description:
Location: UC Davis, CA POSITION DESCRIPTION Position Title:
BRANCH MANAGER flsa Status: EXEMPT Department: MEMBER SERVICES
Salary grade: 10 Approved By: CM REPORTING RELATIONSHIPS Position
Reports To: VICE PRESIDENT, MEMBER SERVICES Positions Supervised:
member service SPECIALISTS, WELLNESS COACH POSITION PURPOSE Plans,
manages, directs, oversees and coordinates the overall management
of one or more operations (Member Services) within Member Services.
Ensures Members receive prompt, efficient, and high quality
service. Manages Member Services activities to meet the financial
services needs of members within assigned market area and to
achieve credit union goals. ESSENTIAL FUNCTIONS AND BASIC DUTIES
Communicates job expectations to obtain staff results; Plans,
monitors and appraises job results; Coaches, counsels, and
disciplines employees; Develops, coordinates and enforces systems,
policies, procedures, and productivity standards; Meets financial
objectives by forecasting requirements; Ensures compliance with
state and federal laws as well as any other applicable regulations;
Provides daily support to staff, including answering questions and
resolving problems; Provides training and coaching and counseling
to team members for the purpose of developing the team and
maintaining the credit union’s primary focus on Member Services;
Understands the credit union organizational goals and key
performance indicators and takes the necessary actions to achieve
desired results; Evaluates operating procedures and policies,
ensuring the highest levels of Member Service, productivity and
internal control; Researches, evaluates and implements department
and/or divisional projects; Appropriately identifies, evaluates and
manages risk within area and implements risk mitigation strategies
and activities as appropriate; Ensures accuracy of information
given to members in relation to Consumer and Real Estate lending,
Account Services, Card Services, and other related functions
through on-going communication with other departments; Provides
consultative services to Members regarding credit union products
and services and ensures the team members are providing
consultative services by assessing the Member’s needs, addressing
their concerns and gaining agreement; Manages member service
activities through assistant managers. Works with others to
coordinate and oversee department operations; Must comply with
regulatory compliance and assigned training requirements,
including, but not limited to BSA regulations corresponding to job
duties; Performs other related duties as assigned or requested.
PERFORMANCE MEASUREMENTS 1. Achieving sales, service and compliance
goals including ancillary loan products, referrals, member
satisfaction and loyalty scores, new account and loan productivity;
2. Documentation including files, records and reports are current,
correct and timely, and adhere to quality standards and are in
accordance and compliance with government regulations; 3.
Accounting and/or record keeping errors or discrepancies are
promptly identified and resolved; 4. Policies and procedures are
modified to ensure effective and efficient service delivery; 5.
Managing employees so that they are well-trained. 6. At least an
overall 80% customer satisfaction survey rate. QUALIFICATIONS
Bachelor’s Degree or equivalent experience. Five to seven years of
related experience. Two to four years of previous management
experience. Must be able to carry out supervisory responsibilities,
which includes but is not limited to interviewing, hiring and
training team members; planning, assigning and directing work;
appraising performance; rewarding and discipling team members;
addressing complaints and resolving problems. Must have knowledge
of ACH, direct deposit, Truth in Savings, Truth in Lending, IRA,
Consumer Lending, Real Estate Lending, Bank Secrecy Act, Anti-Money
Laundering Act, OFAC, and other applicable financial institution
regulations. Must have knowledge of business services, member
services and teller functions. Must have at least intermediate
expertise in MS Word, Excel, PowerPoint and Outlook. Strong math
skills. Strong communication skills. PHYSICAL DEMANDS Must have
physical dexterity to perform frequent keyboarding and mouse
activity. Must be able to stand, sit, walk, stoop, bend and reach
above shoulder height. Must be able to flex neck due to keyboarding
and review of documents and data. Eye/hand coordination. Holding
and grasping. Lift by raising or lowering an object from one level
to another. Must be able to lift up to ten pounds. Must be able to
sit for extended periods of time University Credit Union is an
Equal Opportunity Employer
Keywords: University Credit Union, Pittsburg , Branch Manager, Accounting, Auditing , Davis, California
