Branch Manager IV

J  o  b    D  e  s  c  r  i  p  t  i  o  n

THE DETAILS

Job Code:

6204

Grade:

23S

Status:

Exempt

POSITION AND PURPOSE

The Branch Manager IV is responsible for fostering a professional and friendly environment that provides an exceptional service experience to Golden 1 members, resulting in expansion of Golden 1 market share, wallet share, and increased revenue. Builds, trains, coaches, and leads an engaged team through employee development. Leads overall performance and member service objectives that align with Golden 1's mission, vision, and core values. Plans, organizes, directs, implements and controls all aspects of branch operations, including the achievement of compliance for all regulations, policies, and procedures. Creates a positive branch service culture and partners with other departments to achieve shared company objectives. Identifies community event opportunities and potential Select Employee Groups and actively participates in related events.

Branch Managers job levels I – IV are differentiated by considering the typical annual volume of the following day-to-day operations within a branch: Transactions, Loan Applications, Loans Granted and New Accounts Opened. These criteria are weighted to reflect the relative impact these operations have on the success of a branch. Volume ranges and weightings are evaluated at the beginning of each calendar year to determine if there are any necessary changes that need to be made to reflect new internal/external conditions.

WHO WE ARE

Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.

WHO YOU ARE

At Golden 1, we invest in leaders who invest in people. As a Branch leader, you’re not just advancing your career—you’re shaping the success of your team and the financial well-being of the community you serve. We are committed to internal advancement, leadership development, and continuous learning to support your growth as a people leader.

In this role, you’ll build strong member relationships, set the standard for exceptional service, and coach your team to deliver trusted financial solutions. You’ll have the opportunity to make strategic decisions, drive branch performance, and create a positive, inclusive culture where employees and members thrive.

If you’re a service-driven leader who’s passionate about developing others, delivering results, and making a meaningful community impact, we’d love to have you lead with us.

THE WORK

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Fosters a professional and friendly environment that provides exceptional service to Golden 1 members, resulting in expansion of Golden 1 market share, wallet share, and increased revenue.

•

Build, train, coach and lead an engaged team through employee development.

•

Leads overall performance and member service objectives that align with Golden 1's mission, vision, and core values.

•

Plans, organizes, directs, implements and controls all aspects of branch operations, including the achievement of compliance for all regulations, policies, and procedures.

•

Creates a positive branch service culture and partners with other departments to achieve shared company objectives.

•

Identifies community event opportunities and potential select employee groups and actively participates in related events.

•

Coach, develop and manage staff performance to meet or exceed all service objectives and expectations.

•

Identify, target, and market the Credit Union to potential fields of membership within the branch’s demographic and local communities.

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Develop and implement branch business and marketing plans.

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Plans, organizes and participates in branch outbound call efforts. Ensures all team members follow-up on active member outreach (i.e. phone calls, e-mails, etc…).

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Conduct employment interviews as necessary. Hire, train, develop, direct, schedule, and evaluate the performance for all branch employees.

•

Maintain a thorough understanding of all state and federal laws and regulations related to credit union compliance.

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Complete activities associated with human resource processes of direct reports, including appraisals, disciplinary actions, individual development plans, career development, training, interviews, etc…

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Identify, investigate and respond to members’ concerns.

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Distribute all pertinent information to management and staff through preparing, conducting, and attending meetings.

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Monitor all internal policy and procedural controls to safeguard the funds and assets of Golden 1.

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Oversee, assist, and partner with the Associate Branch Manager (and/or Member Service Specialist IV) to ensure internal processes and controls are well established.

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Participate on special and standing committees.

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Provide recommendations on all branch employees’ promotions and placement.

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Assure that the physical maintenance and appearances of the facilities are maintained.

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Travel to meetings by car or public conveyance.

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When an insufficient number of authorized Notary Publics are on staff, the Branch Manager is required to perform those duties.

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Prepare and submit budget justifications Oversee and control applicable budgetary expenses.

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May occasionally be requested to fill in at another branch location.

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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.

QUALIFICATIONS

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Bachelor’s Degree in related field or equivalent work experience required

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3+ years of progressively responsible management experience within a retail or financial institution required

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Knowledge of California Credit Union Law and Regulations.

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Knowledge of the sound practice of business administration.

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Knowledgeable of electronic banking equipment, video security systems, electronic fund transfer technology, office automation equipment.

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Proven ability to inspire and motivate employees to meet and/or exceed service and performance objectives.

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Solid knowledge of financial concepts, products, and services in a financial services environment.

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None required

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Drives for Results - Ensures team meets goals 

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Collaborates Across Teams - Promotes inclusion and teamwork 

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Builds Trust and Credibility - Earns confidence through integrity

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Develops Others Through Feedback - Supports employee growth 

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Takes Initiative - Owns outcomes Builds

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Strategic Partnerships - Connects across functions

ORGANIZATIONAL CONTACTS AND RELATIONSHIPS

INTERNAL:

All levels of management and staff.

EXTERNAL:

Members, vendors, peers in financial institutions, community associations and credit union associations.

WORKING CONDITIONS

Work time includes weekend and after-hours time, based on organizational needs. This position works in-office where working conditions, lighting, temperature, audio, and workspace are all sufficient.

PHYSICAL REQUIREMENTS

Work requires the ability to constantly operate a computer and the ability to read, type, and communicate. Work may require the ability to move work-related supplies weighing up to 10-15 pounds.

DISCLAIMER/INTENT AND FUNCTION OF JOB DESCRIPTIONS

The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications requirements of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with their supervisor.

DECLARATION/ACKNOWLEDGEMENT

This job description outlines the essential functions and physical/mental requirements necessary to perform this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.