Logix Federal Credit Union · 15 hours ago
Branch Manager I (or II)-Burbank
Burbank, CA, US
Full-time
Onsite
Mid, Senior Level
$30.02/hr - $45.02/hr
2+ years expLogix Federal Credit Union is a company that invests in the success of its employees and is seeking a Branch Manager I (or II) to oversee all sales, member experience, service, and operations at their Burbank branch. The role involves managing a sales team, ensuring high-quality member service, and achieving sales goals while complying with regulations and policies.
BankingFinancial ServicesInsuranceLendingMortgage
Responsibilities
Direct and manage all sales, member experience, service and operations activities of the assigned branch
Assist with the scheduling of Branch Management and staff to ensure effective deployment of resources
Manage the branch sales team to ensure achievement of sales goals
Assure the day-to-day elements of the Credit Union’s Member Experience are in place and executed by all staff members
Perform some operational duties to assure the quality of loans produced
Support the achievement of the retail branch office sales goals through the personal selling of all offered financial products
Assist in managing telemarketing activities for the branch
Assist the Senior Branch Manager in managing the successful utilization of the Logix Member Relationship Manager
Participate in various business development and community activities within the branch's membership base
Represent the assigned retail branch offices and Credit Union in all activities within the general market area
Analyze branch financial results
Develop plans and strategies to improve branch profitability and better market expansion
Ensure delivery of high-quality member service in all aspects of sales and operational activities of the assigned branch
Provide overall direction to and set the standard for excellence for assigned branch management and staff
Develop an effective branch management team to ensure a well-trained and productive sales and service staff
Work with the Credit Union's business partners to ensure a well-trained sales staff in all products and services offered through the Credit Union
Complete learning and development skills that would satisfy company requirements to successfully manage an independent branch
Mentor with various departments in developing skills as directed by the Regional Vice President
Manage smaller retail branch offices for interim periods of time when the Branch Manager is on vacation
Assist Senior Branch Manager with the hiring, training, coaching and evaluation of all assigned staff members
Manage all aspects of sales and operational activities to ensure compliance with applicable laws, regulations, Credit Union policies and procedures
Assist in the timely coaching and development of Financial Services Officers for future deployment
Spend time on the teller line, assisting members with transactions, tellers with approvals or the service manager with audits and coaching
Support the branch audit processes
Assist the Senior Branch Manager in preparing and managing the budget for the assigned branch
Ensure the physical and mental safety, security, and comfort of members and staff
Must be an actively registered Mortgage Loan Originator with the NMLS
Qualification
Required
Bachelor's Degree (4 years) Preferred
A minimum of 2 years of financial service sales experience. Previous sales management experience a plus
Thorough knowledge of products, services, insurance of accounts, account vesting's, consumer loan products and related requirements, credit union documents, reports, policies and procedures, real estate lending principles and practices
Must obtain the following licenses, skills and authorities within six months of entering the position: Notary License, successful completion of New Accounts training, Medallion Signature training and obtain Membership Officer Authority, successful completion of Loan Officer training. Must successfully complete the Real Estate Loan Officer training program and obtain an authorized Real Estate Loan Officer designation
Superior customer service skills, excellent oral & written communication skills
Ability to work in a fast-paced, deadline driven environment
Demonstrated understanding of the fundamentals of sales management, coaching, leadership and ongoing staff motivation
Background in financial services, including an understanding of consumer and real estate lending practices and processes
Understanding of the components of branch profitability
Working knowledge of the Microsoft Office suite of products. Experience using the Symitar Data system is considered a plus
Company
Logix Federal Credit Union
Logix is banking with a twist: customers become members and part-owners when they open an account here.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Ana Fonseca
President & CEO
A
Andrea Carpenter
EVP, Chief Operating Officer at Logix
Recent News
2025-04-28
2025-04-15
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