Branch Manager I at Sun Community Federal Credit U – Indio, California
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About This Position
Branch Manager I
Department: Branch
FLSA: Non-Exempt
EEO: First/Mid-Level Officials and Managers
Salary Grade: 11
Salary Range: Min: $73,141.4960 Mid: $91,426.8700 Max: $109,712.2440
Reporting Structure: CXO/VP Regional Experience
People Vision: At Sun, our people shine brightest. We create a culture of empathy, care, and connection that empowers brighter futures and supports well-being for all. Because when we care, lives change.
Position Purpose: Sun Community Federal Credit Union is in the people business. As a Branch Manager, you are responsible for leading the overall success of the branch by delivering exceptional, needs-based member experiences, developing high-performing teams, and driving operational and financial results.
This role oversees all aspects of branch operations, including member service, sales performance, employee development, and community engagement. The Branch Manager builds strong relationships within the community, identifies growth opportunities, and ensures alignment with Sun’s strategic priorities. Success in this role means creating an environment where employees thrive, members feel valued, and the branch consistently achieves performance goals.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Leadership & Team Development
- Lead, coach, and develop branch staff using Sun’s strength-based management approach.
- Foster a high-performing, people-first culture focused on accountability, engagement, and continuous improvement.
- Provide ongoing feedback, training, and development opportunities to support individual and team success.
- Address employee relations matters promptly, fairly, and in alignment with organizational values and policies.
Branch Operations & Performance
- Oversee daily branch operations, ensuring efficiency, accuracy, and exceptional member service.
- Establish and execute business plans, financial goals, and performance metrics aligned with organizational objectives.
- Monitor and manage branch expenses within budget.
- Identify operational gaps and implement process improvements to enhance performance and member experience.
Sales & Member Experience
- Drive branch sales performance by identifying opportunities to deepen member relationships and expand product usage.
- Ensure delivery of consistent, high-quality member service across all interactions.
- Resolve member concerns effectively, ensuring positive outcomes and long-term relationship retention.
Community Engagement & Business Development
- Build and maintain strong partnerships within the local community to enhance Sun’s visibility and reputation.
- Identify and pursue opportunities for growth within the market.
- Represent Sun Community Federal Credit Union at community events and networking opportunities.
Compliance & Risk Management
- Ensure compliance with all applicable laws, regulations, and internal policies.
- Maintain high ethical standards aligned with Sun’s values and strategic vision.
- Monitor branch activities to mitigate risk and ensure operational integrity.
Collaboration & Continuous Improvement
- Share best practices, insights, and market intelligence with leadership and other branches.
- Collaborate cross-functionally to support organizational initiatives and strategic goals.
- Stay informed on industry trends, competitor activity, and market conditions.
POSITION REQUIREMENTS
Education and Experience
- 2-year college degree, or equivalent work experience.
- Minimum of 3 years of management experience in a financial institution or similar environment.
Preferred Qualifications
- Prior experience managing a retail branch or similar business unit.
- Experience building community partnerships and driving local market growth.
- CUNA Certified Credit Union Financial Counselor (or similar certification)
Key Competencies:
- Leadership & People Development: Builds, develops, and inspires high-performing teams in a people-centered culture.
- Member Focus: Creates exceptional, needs-based member experiences that strengthen trust and long-term relationships.
- Business Acumen: Understands financial drivers, manages budgets, and delivers on performance goals.
- Results Orientation: Achieves sales targets and operational objectives through strategic execution.
- Relationship Building: Establishes strong internal and external partnerships to drive growth and community impact.
- Problem Solving & Decision Making: Identifies challenges, implements solutions, and drives continuous improvement.
- Integrity & Accountability: Demonstrates ethical leadership and ensures compliance with all regulatory requirements.
Technical Skills
- Strong understanding of financial institution operations, products, and services.
- Knowledge of applicable regulations and compliance requirements within the financial services industry.
- Proficiency with business systems, reporting tools, and Microsoft Office applications.
- Ability to analyze financial data, forecasts, and performance metrics.
Working Conditions
- Work is performed in a standard branch office environment.
- No hazardous or significantly unpleasant working conditions are typically present.
- Position may require extended periods of sitting or standing while performing teller transactions and assisting members.
Intent and Function of Job Descriptions
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well- constructed job descriptions are an integral part of any effective compensation system.
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
Sun Community Federal Credit Union is an Equal Opportunity Employer committed to creating a diverse and inclusive workplace. We encourage applications from all qualified candidates regardless of race, gender, age, religion, sexual orientation, or veteran status.