Branch Supervisor -Davis Branch
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Travis Credit Union
Davis, CA, US
Summary
The Branch Supervisor provides leadership to the branch team, focusing on member experience, asset growth, and operational efficiency. They are responsible for business development, community engagement, and the professional development of staff through coaching and mentorship.
Job Description
Schedule: M -F 9:00am-6:00pm, Sat 9:30am-2:30pm, Day off TBD
37 hours/week
Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union, which include the following counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo. For hybrid and remote roles, candidates are still required to reside within a commutable distance of our corporate headquarters in Vacaville, California.
We are unable to sponsor or assume sponsorship of employment visas for this position. Candidates must have current authorization to work in the U.S. (no sponsorship available).
Summary:
Branch Management provides leadership that models the Travis Credit Union (TCU) Mission, Vision and Core Values with an emphasis on member experience, asset growth, efficient operations and the professional development of employees. Branch Management not only works within the branch environment but also has a focus on external activities that grow our business and make an impact in the communities we serve. Branch Management, at a high level, is responsible for educating members, employees and the local community about our Mission, Vision and Awesome Cause.
Profile:
- Understands and models the Mission, Vision, Core Values and Awesome Cause with both employees and members.
- Supports the career development of employees through consistent coaching, professional development and purposeful career pathing steps.
- Develops and inspires a highly disciplined and productive branch team focused on delivering exceptional member service and offering solutions to improve members’ financial lives by tailoring value-add recommendations with TCU products, services and digital solutions.
- Achieves assigned branch production and growth goals by influencing the effective and consistent behaviors of the employees in their member conversations; ensures Client Relationship Management system (CRM) productivity with member interactions.
- Collaborates with business partners to proactively acquire new business relationships and expand existing business relationships.
- Responsible for business development activities and represents the credit union in the community by participating in events; serving on boards and/or committees that are working to improve the communities we serve is encouraged.
- Represents TCU at Awesome Cause events.
- Responsible for operational audits, regulations and profitability expectations.
- Facilitates consensus in group settings and develops positive working relationships throughout the organization.
- Negotiates conflict, influences others and solves problems to achieve positive outcomes.
- Identifies and communicates improvement gaps in People, Process or Technology practices, collaborating with other business units as necessary.
- Properly empowers those who will be held accountable for the successful completion of projects and/or attainment of goals with shared ownership.
- Manages and leads staff through a changing environment and resolves stressful situations with tact and diplomacy.
Not all functions/tasks are listed above; however those listed are considered essential.
Skills:
- Self-directed and uses independent judgment to make decisions and escalate issues to senior management.
- Sales management skills including prospecting, cross selling, pipeline and activity management.
- Strong professional verbal and written communication and interpersonal skills.
- Demonstrated leadership and coaching qualities that builds team work and consistent productivity behaviors.
- Proficient in MS Office products (Word, Outlook and Excel) and can navigate multiple technical systems, periodically in a self-taught environment.
Reporting and Experience:
- Reports directly to assigned Branch Manager.
- Supervisory responsibilities for operations results and assigned branch team members.
- High school diploma or equivalent.
- Minimum of 3 years’ experience in financial services or related role.
- Minimum of 1 year in a leadership or related role.
Working Conditions: Work is generally performed within an office environment, with standard office equipment available and usually sedentary in nature. Must be flexible with work schedule to include working Saturdays.
Compensation: Base salary starting range is commensurate with experience:
- Grade 12: $30.59/hour - $37.79/hour
Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills.
At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that ensures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts!
Travis Credit Union is an Affirmative Action Employer
EOE/Individual with Disability/Veteran Status
Trusted Financial Partner
Headquartered in Vacaville, Calif., TCU is dedicated to helping members better manage their money, make important purchases, and plan for their future. Whether saving, investing, or preparing for the long term, TCU is committed to being a trusted financial partner for everyone it serves.
As the twelfth largest credit union in California, Travis CU has more than 250,000 members and $5 billion in assets. Since its founding in 1951 on Travis Air Force Base, TCU has grown to serve communities across 12 Northern California counties.
TCU has been recognized at the federal, state, and local levels for its longstanding leadership in financial education and community advocacy. Recently, it was named a Great Place to Work, Best Regional Credit Union by Newsweek, a Best-In-State Credit Union by Forbes, and received the U.S. Air Force Distinguished Credit Union of the Year award.
Learn more about our mission and impact at traviscu.org.
Empowered Employees
Travis Credit Union (TCU) employees are the heart of our mission. We empower our team to do what is right for our members’ financial wellness. Travis employees receive a generous benefits package that includes educational assistance, a 401(k) plan, bonuses and more. We support internal growth and training so our employees can advance in their careers within TCU.
Equal Housing Opportunity, NMLS ID#643926. Insured by NCUA
Founded
1951
Company size
501-1,000 employees
Industry
Financial Services
Org type
Nonprofit
Headquarters
Vacaville, CA
Trusted Financial Partner
Headquartered in Vacaville, Calif., TCU is dedicated to helping members better manage their money, make important purchases, and plan for their future. Whether saving, investing, or preparing for the long term, TCU is committed to being a trusted financial partner for everyone it serves.
As the twelfth largest credit union in California, Travis CU has more than 250,000 members and $5 billion in assets. Since its founding in 1951 on Travis Air Force Base, TCU has grown to serve communities across 12 Northern California counties.
TCU has been recognized at the federal, state, and local levels for its longstanding leadership in financial education and community advocacy. Recently, it was named a Great Place to Work, Best Regional Credit Union by Newsweek, a Best-In-State Credit Union by Forbes, and received the U.S. Air Force Distinguished Credit Union of the Year award.
Learn more about our mission and impact at traviscu.org.
Empowered Employees
Travis Credit Union (TCU) employees are the heart of our mission. We empower our team to do what is right for our members’ financial wellness. Travis employees receive a generous benefits package that includes educational assistance, a 401(k) plan, bonuses and more. We support internal growth and training so our employees can advance in their careers within TCU.
Equal Housing Opportunity, NMLS ID#643926. Insured by NCUA
Founded
1951
Company size
501-1,000 employees
Industry
Financial Services
Org type
Nonprofit
Headquarters
Vacaville, CA