- Location
- Santa Rosa, California
- Workplace
- Onsite
- Type
- Full-time
- Department
- Member Experience Floaters
- Seniority
- Manager
- Source
- Lever
Description
Redwood Credit Union is looking for a Floater Branch Service Manager, who will be responsible for coordinating and administering the day-to-day operations of a small, medium or large branch office. This position will provide support to the Branch Experience Manager's vision and leadership to branch personnel.
Key Responsibilities
Branch Operations:
o Effectively utilizes branch resources to meet Members’ needs by monitoring the flow of traffic in branch.
o Schedule adequate numbers of employees to ensure superior Member service and branch needs are met.
o Maintain the efficient day-to-day operations of the branch by ensuring completion of daily operational tasks.
o Research Members’ inquiries and respond accordingly.
o Conduct branch audits and ensures compliance with Redwood Credit Union policies and procedures.
o Ensure the balancing of all cash and negotiable items in the branch.
o Ensure new or changed products, services, procedures, technology and concepts are implemented and/or incorporated in department functions.
o Perform teller transactions when needed and reconcile cash daily.
o Open new accounts, process loan applications and fund loans as needed.
o Safeguard member information and ensure confidentiality by following established policy and procedures.
Sales and Service:
o Provide excellent service to all Members, volunteers, internal employees, and service providers.
o Cross-sell RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.
o Recommend and implement goals with branch staff.
o Achieve branch goals and objectives as assigned.
o Maintain an effective sales and service culture in branch by coaching staff.
o Recognize and reward staff for achievements in sales and service goals.
o Support the Branch Experience Manager’s community involvement and business development efforts.
o Conduct regular sales and coaching meetings.
Branch Administration:
o Ensure ongoing staff training and development.
o Plan, coordinate, communicate, and execute staff meetings, as needed.
o Ensure important information is communicated to staff.
o Collect and analyze weekly/monthly reports to evaluate strength and weaknesses of branch and individual staff.
o Coach, mentor, discipline, motivate, and develop staff.
o Manage the branch in the absence of the Branch Experience Manager.
o Attend and participate in internal meetings and disseminate pertinent information to staff.
o Recruit, select, and hire qualified staff.
o Conduct performance evaluations and recommend merit increases for staff.
Other Functions:
o Assist in the development and maintenance of written policies and procedures by providing input to Manual Review.
o Draft correspondence for Member related inquiries.
o Participate in Credit Union committees.
o Perform special projects, research, and analysis as requested.
o Perform other duties as assigned.
Join us and discover why you'll love working at Redwood Credit Union!
ABOUT REDWOOD CREDIT UNION (RCU):
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.
As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.
Why work for Redwood Credit Union?
• 25th largest credit union in the U.S. and the largest financial institution based in the North Bay
• Recognized by Newsweek as one of "America's Best Credit Unions 2026"
• Awarded a 5-Star Bauer Rating
• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2026"
• Top Corporate Philanthropists (#24) - San Francisco Business Times
• Voted Best Places to Work in the North Bay 20 years in a row
• World-class Employee Engagement scores
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Industry leading Net Promoter Scores across the U.S.
This position would be assigned to primarily cover Sonoma, Mendocino, Lake and Napa counties, with some support needed on occasion in Marin or SF.
Skills
ComplianceCustomer Service
