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Branch Manager

Company: San Mateo Credit Union
Location: Redwood City
Posted on: May 26, 2023

Job Description:

Are you an experienced Branch Manager with 3+ years of experience?
Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally?
Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration?

If so, we'd love to talk with you about San Mateo Credit Union's Branch Manager Position!

Located in the heart of the Bay Area, San Mateo Credit Union is a community-centric and growth-oriented financial institution. We have a strong culture based on shared values of people helping people and making a difference in the communities we serve. We are committed to supporting each other, fostering a great member experience, and having a positive impact on the financial lives of our members, employees and communities. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you.


SMCU reflects the value placed on employees by providing an excellent salary and benefits package:

Starting pay of $110,000 - $122,000 per year depending on experience
Semi-annual bonuses for meeting key financial and operational goals
Medical, Dental, Vision, Life, and Long-Term Disability insurances
401(k) including generous matching contributions
Discounts on financial products and services, including mortgage and auto loans
Paid time off, tuition reimbursement, and much more!


Responsible for managing staff operations in the member services, new accounts and lending areas for one of our largest branches, ensuring the delivery of quality service in a consistent manner to our members on each and every transaction. Supports and executes on the credit union's strategic visions. Determines and recommends branch goals, ensures team member performance meets expectations and evaluates appropriate staffing levels. Analyzes the efficient allocation of resources to service fluctuating member transaction patterns. Responsible for expanding account penetration levels through the delivery of superior member service and cross servicing.


Hires, supervises, trains and develops the performance of all branch staff (directly and through designated personnel) to meet sales goals, investment broker referrals goals, and quality service goals.
Grow branch's market share by broadening and deepening member relationships, building and supporting programs to acquire new member business, and modeling and training staff on cross-servicing techniques and overcoming member objections.
Supervises branch lending activities to meet quality expectation goals and production goals, and acts as the senior lending authority within the branch.
Supports Marketing efforts, directly and through staff assistance, to develop and expand SEG relationships within the branch's geographic area of responsibility.
Analyzes workflow to determine areas for improvement, re-evaluation or automation, and to determine appropriate staffing levels and work schedules.
Ensures appropriate cash control procedures are followed, sufficient cash levels are maintained, adequate security safeguards are followed by all staff at ALL times.
Maximizes the service performance of branch ATM(s) by ensuring that supplies are properly maintained, deposit balancing and cash replenishment processes are performed in a minimum amount of time and the ATM access area presents a professional appearance to all members (and non-members) wishing to utilize the machine(s).
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, Reg E, and laws enforced by the Office of Foreign Assets Control.
Provides service that aligns with the Credit Union's mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
Performs other duties as assigned.


The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to accommodate individuals with disabilities to perform the essential functions.

While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands.
Employee must occasionally lift and/or move up to 5 pounds.
Employee must occasionally work before/after the regular work shift.
These activities are not necessarily performed to the same degree and combination every day.

Apply Now for Consideration!

San Mateo Credit Union is an Equal Opportunity Employer.


A minimum of three years managerial, or five years supervisory, experience within a financial institution.
A minimum of three years loan officer experience.
Business (or other related discipline) degree is preferred.
Must have excellent interpersonal, motivational and communication skills.
Ability to operate independently, with a full understanding of loan, new accounts and member services department operations.
Must have knowledge of credit fundamentals, effective cross-selling skills, be organized and have the ability to function in a high-volume environment.
Must possess strong leadership skills in guiding and directing staff, utilizing strong verbal, written, organizational and analytical skills.
Must demonstrate flexibility in taking advantage of internal and external training resources.
Must have the ability and willingness to provide staffing support to other departments/branches on an as-needed basis.
Must be proficient in the use of a PC with Windows-based programs;
Fluency in Spanish is a plus.
Occasional travel may be expected.

Keywords: San Mateo Credit Union, Redwood City , Branch Manager, Executive , Redwood City, California

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