What are the responsibilities and job description for the VP - Branch Member Service and Performance Manager position at Golden 1 Credit Union?
TITLE: VICE PRESIDENT - BRANCH MEMBER SERVICE AND PERFORMANCE MANAGER
DELIVERY STATUS: EXEMPT
REPORT TO: EXECUTIVE VICE PRESIDENT - CHIEF RETAIL OFFICER
DEPARTMENT: BRANCH CHANNEL DELIVERY
JOB CODE: 11679
GRADE: VP1
PAY RANGE: $186,400.00 - $200,000.00 ANNUALLY
Golden 1 Credit Union is committed to creating a more equitable and financially inclusive California. With more than $19 billion in assets and over 2000 employees, we are one of the largest credit unions in the United States, providing easy access to financial solutions, resources, and support to our more than 1 million members and their communities. We are a purpose-driven organization committed to creating a culture where all employees can thrive, grow, and make a meaningful impact. Recognized nationally by American Banker, Forbes, Newsweek, and TIME Magazine for our excellence in service, workplace culture, and inclusivity, we are inspired to continue our mission of delivering exceptional financial services and empowering our members and communities.
At Golden 1, we go above and beyond for others - and that includes our team members. We offer an excellent benefits package, tuition reimbursement, training opportunities, and scholarships for our employees’ dependents.
Discover more at golden1.com.
VICE PRESIDENT - BRANCH MEMBER SERVICE AND PERFORMANCE MANAGER
GENERAL DESCRIPTION:
Lead, develop, execute and adjust Golden 1’s Branch Channel strategy with a focus on driving growth and scale for sustainable high performance and modern service. Responsible for the development and growth of our Branch Channel Network, fostering a culture that increases core deposits, expands membership, and accelerates loan growth while adhering to Golden 1’s core values, mission, and vision. Additionally, ensure that employees in the assigned region are highly engaged, supported, and empowered to deliver to our members, communities, and each other.
Key responsibilities include:
TASKS, DUTIES, FUNCTIONS:
1. Develop, recommend and implement initiatives that improve on our service capabilities resulting in membership growth, increased product utilization, channel convergence and exceptional service while playing a critical role in growing every line of business within the Retail organization.
2. Owner of corporate strategic initiatives or programs as assigned by the EVP, Chief Retail Officer. Lead the initiative when appropriate and represent Branch Channel Delivery on other assignments when Branch Channel Delivery is not the business owner or sponsor of.
3. Responsible for the Operational integrity of all branches.
4. Ensures that all branches within assigned Region are adhering to policies, procedures and in compliance with state/federal laws and regulations.
5. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
6. Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through your words and actions, ensuring positive employee morale throughout Golden 1 and embracing our mission, vision and core values. Promote a high-performance work culture.
7. Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union’s risk appetite, and ensure operational integrity and compliance with applicable regulations.
PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS:
1. Excellent oral and written communication skills required.
ORGANIZATIONAL RELATIONSHIPS for Collaboration:
1. INTERNAL: All levels of staff in all functional areas.
2. EXTERNAL: Financial industry training associations, community organizations, local colleges, travel agencies, vendors, and consultants.
QUALIFICATIONS:
1. EDUCATION: Bachelor's Degree in related field or equivalent work experience.
2. EXPERIENCE: Seven years in a financial institution in a management capacity (or related discipline), including three years in a senior leadership capacity.
3. KNOWLEDGE/SKILLS: Leadership skills, strong presentation skills, knowledge of branch operations, internet and remote banking products, personal computers, excellent oral and written communication skills, and sound knowledge of compliance and banking regulation. Mastery of service techniques and practices.
PHYSICAL REQUIREMENTS:
1. Prolonged sitting throughout the workday with occasional mobility required.
2. Corrected vision within the normal range.
3. Hearing within normal range. A device to enhance hearing will be provided if needed.
4. Ability to lift 20 lbs. as may be required.
5. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.
6. Local and statewide travel by car or public conveyance.
LICENSES/CERTIFICATIONS: n/a
THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES. DO YOU HAVE THE PHYSICAL AND MENTAL ABILITY TO PERFORM THE TASKS LISTED IN THIS JOB DESCRIPTION
DELIVERY STATUS: EXEMPT
REPORT TO: EXECUTIVE VICE PRESIDENT - CHIEF RETAIL OFFICER
DEPARTMENT: BRANCH CHANNEL DELIVERY
JOB CODE: 11679
GRADE: VP1
PAY RANGE: $186,400.00 - $200,000.00 ANNUALLY
Golden 1 Credit Union is committed to creating a more equitable and financially inclusive California. With more than $19 billion in assets and over 2000 employees, we are one of the largest credit unions in the United States, providing easy access to financial solutions, resources, and support to our more than 1 million members and their communities. We are a purpose-driven organization committed to creating a culture where all employees can thrive, grow, and make a meaningful impact. Recognized nationally by American Banker, Forbes, Newsweek, and TIME Magazine for our excellence in service, workplace culture, and inclusivity, we are inspired to continue our mission of delivering exceptional financial services and empowering our members and communities.
At Golden 1, we go above and beyond for others - and that includes our team members. We offer an excellent benefits package, tuition reimbursement, training opportunities, and scholarships for our employees’ dependents.
Discover more at golden1.com.
VICE PRESIDENT - BRANCH MEMBER SERVICE AND PERFORMANCE MANAGER
GENERAL DESCRIPTION:
Lead, develop, execute and adjust Golden 1’s Branch Channel strategy with a focus on driving growth and scale for sustainable high performance and modern service. Responsible for the development and growth of our Branch Channel Network, fostering a culture that increases core deposits, expands membership, and accelerates loan growth while adhering to Golden 1’s core values, mission, and vision. Additionally, ensure that employees in the assigned region are highly engaged, supported, and empowered to deliver to our members, communities, and each other.
Key responsibilities include:
- Grow and Scale for Sustained High Performance: Increase expectations, development, and performance of Market Area Managers and their branch teams so that they confidently create an environment to support growth and scale.
- Be A Digital Leader: Deliver digital growth for our members.
- Modernize our Brand, Service, and Culture: Execute products, programs, and activities to modernize our brand, service, and culture.
- Be a Business Services Leader: Grow business member, deposit, and loan results.
- Advance Financial Equity: Grow youth and young adult and the underserved membership.
TASKS, DUTIES, FUNCTIONS:
1. Develop, recommend and implement initiatives that improve on our service capabilities resulting in membership growth, increased product utilization, channel convergence and exceptional service while playing a critical role in growing every line of business within the Retail organization.
2. Owner of corporate strategic initiatives or programs as assigned by the EVP, Chief Retail Officer. Lead the initiative when appropriate and represent Branch Channel Delivery on other assignments when Branch Channel Delivery is not the business owner or sponsor of.
3. Responsible for the Operational integrity of all branches.
4. Ensures that all branches within assigned Region are adhering to policies, procedures and in compliance with state/federal laws and regulations.
5. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
6. Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through your words and actions, ensuring positive employee morale throughout Golden 1 and embracing our mission, vision and core values. Promote a high-performance work culture.
7. Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union’s risk appetite, and ensure operational integrity and compliance with applicable regulations.
PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS:
1. Excellent oral and written communication skills required.
ORGANIZATIONAL RELATIONSHIPS for Collaboration:
1. INTERNAL: All levels of staff in all functional areas.
2. EXTERNAL: Financial industry training associations, community organizations, local colleges, travel agencies, vendors, and consultants.
QUALIFICATIONS:
1. EDUCATION: Bachelor's Degree in related field or equivalent work experience.
2. EXPERIENCE: Seven years in a financial institution in a management capacity (or related discipline), including three years in a senior leadership capacity.
3. KNOWLEDGE/SKILLS: Leadership skills, strong presentation skills, knowledge of branch operations, internet and remote banking products, personal computers, excellent oral and written communication skills, and sound knowledge of compliance and banking regulation. Mastery of service techniques and practices.
PHYSICAL REQUIREMENTS:
1. Prolonged sitting throughout the workday with occasional mobility required.
2. Corrected vision within the normal range.
3. Hearing within normal range. A device to enhance hearing will be provided if needed.
4. Ability to lift 20 lbs. as may be required.
5. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.
6. Local and statewide travel by car or public conveyance.
LICENSES/CERTIFICATIONS: n/a
THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES. DO YOU HAVE THE PHYSICAL AND MENTAL ABILITY TO PERFORM THE TASKS LISTED IN THIS JOB DESCRIPTION
Salary : $186,400 - $200,000
