Regional Branch Director

San Francisco-based Patelco Credit Union is one of the largest and most successful credit unions in the United States. We were charted in 1936 to serve the employees of Pacific Telephone and Telegraph Company, the organization from which the credit union derived its name. Patelco remained a telephone company credit union until 1983, at which time it expanded its field of membership to companies within the telecommunications and high technology industries, and professional service organizations.  Now with over 220,000 members and over $4 billion in assets, we have become an industry leader in convenience and innovation. Patelco delivers service through its 40 branches and a nationwide network of ATMs and shared branches. We are currently seeking a Regional Branch Director for the East Bay region.

Position Overview

As a Regional Branch Director you will be responsible for guiding, coaching, training and monitoring branch management and staff to achieve and maintain a consistent and high level of performance.  Regional Director will assist and direct escalated branch operational questions and will serve as a member liaison for escalated member complaints and comments.  Regional Director will travel extensively and frequently to each of their branches.  Regional Director must serve as a leader and personally exemplify Patelco’s standards of ethics, professionalism and be able to develop and maintain a professional, positive, dynamic team environment in each branch.  Regional Director must have a 100% commitment to achieving excellence in:  member’s service experience, accurate/efficient member interaction, attractive, organized and professional branch appearance and a consistent and high level of goal achievement.  


Responsibilities/Duties/Functions/Tasks

Branch Manager Development, Goals and Training – Responsible for mentoring, coaching and developing branch managers in their ability to develop and maintain high standards, including but not limited to:  staff development and coaching/counseling skills, quality of service and branch goal achievement.  Regional Director must also be able to facilitate and develop a positive, dynamic team environment and have a full commitment to excellence in:  Quality of member experience, accurate and efficient service level, branch appearance/standards and branch goal achievement.  Regional Director will create and maintain mutually beneficial and positive relationships that support the entire operations team as well as Patelco departments and staff.

Branch Goals:  Monitor, guide and coach branch managers to successfully achieve their branch goals.  Involve and inform SVP immediately of issues related to goal achievement and/or manager’s ability/performance.  Collaborate with SVP to develop improvement plans, counseling sessions to achieve desired changes.  Perform a monthly review of objectives and goals, in performance plans and branch goals.

Branch Quality:  Responsible for guiding managers to develop and maintain a high level of branch appearance/atmosphere, professionalism, staff professional attire, consistency and quality of member greeting/acknowledgment and interaction with member’s as set by SVP and Quality Director.  

Productivity:  Monitor productivity and staffing levels at each branch and for the region as a whole, for adherence to productivity and efficiency standards. Provide support, training and guidance to managers to achieve desired results.

Community Involvement/Business Development:  Work closely with business and community development staff to enhance and develop Patelco in the community and with area SEG’s.  Network with peers in the credit union and banking community, business and chamber associations and community organizations to develop and foster relationships, understand local and national competition and gain insight to help develop and grow region.


Qualifications:

•  BA/BS or equivalent job experience
•  Must be computer literate & proficient in Microsoft Word, Excel and/or Powerpoint
•  Must have at least 7 years previous job-related experience
•  5 years as a regional manager or equivalent, multi-branch management experience.

At Patelco Credit Union our employee benefits include:

•  Medical, Dental, and Vision benefits
•  Short and Long Term Disability Insurance at no cost to the employee.
•  401k benefits including employer match of 60% for the first 5% contributed.
•  Pension Plan, one of the few companies that still offer this benefit.
•  Paid Holidays
•  Paid Vacation and Sick Time, unused sick time may be sold back to the CU at year end.
•  Tuition Reimbursement for business related degrees, including tuition, books and lab fees.
•  Flexible Spending Account for child care and/or medical expenses.
•  Profit Sharing Program
•  Discounts on Patelco Credit Union products and services.
•  Time off for School Visits, for parents with children K-12, up to a maximum of 40 hours per year.

If you would like to team up with a respected industry leader that offers competitive salaries, an extensive benefits package, and a great opportunity for career growth, please submit your resume to jobs@patelco.org for review.

Application by email is preferred, please add a cover letter and insert your resume as text only into your email. Salary history is mandatory.

Any resumes received as attachments will be AUTOMATICALLY DELETED without being reviewed.

Patelco is an EOE/ADA employer.

Principles only. Resumes submitted by executive search firms will not be considered.