Manager, Branch Office - Rancho Bernardo at Navy Federal Credit Union | The Muse (2024)

Navy Federal Credit Union

San Diego, CA


To manage and direct all activities of a small/medium full service branch office operation by overseeing the efficient operation of the branch to ensure operational functions are completed and properly performed by branch staff.


  • Manage, direct and motivate the branch team to provide members the full range of Navy Federal Credit Union products and services including lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust and estate accounts
  • Lead cash operations and branch self-auditing efforts to keep credit union assets secure and within operational limits
  • Manage staff to ensure vault opening, closing and balancing procedures are completed
  • Increase productivity of branch office by implementing relevant employee training, establishing team development goals and eliminating inefficiencies
  • Lead outside marketing and promotional activities for members and potential members through financial presentations, local events and realtor/trade shows and events
  • Oversee recruiting/selection, on-boarding and initial training of team members
  • Administer budget, purchasing, tracking and records retention for business expenses
  • Lead team to achieve and maintain product, service and business goals, including cross servicing of Navy Federal products and services
  • Promote member service excellence and lead team to deliver quality service
  • Liaise with other branches to support business growth and continuity of regional operations
  • Analyze reports and conduct trend analysis to optimize business performance
  • Analyze and solve problems without clear precedent
  • Ensure compliance with all security, safety and emergency preparedness procedures
  • Ensure compliance with all HR related policies, practices and procedures, such as timekeeping, recruiting, compensation, separations, leave usage, etc.
  • Ensure the team follows, complies with and regularly reviews all required policies, practices and procedures using established guidelines
  • Resolve employee concerns by ensuring employees receive mediation to resolve issues in somewhat difficult situations
  • Perform supervisory/managerial responsibilities:
  • Manage daily activities
  • Ensure adequate/skilled staffing; select employees
  • Establish performance goals and priorities
  • Prepare, conduct and review performance appraisals
  • Develop, mentor, and counsel staff
  • Provide input and/or prepare budget requirements for Annual Financial Plan (AFP)
  • Ensure section/branch goals and objectives align with division/department strategy
  • Ensure efficiency of operations
  • Perform other duties as assigned
  • Qualifications

    • Three years' experience in grade level 76 (or higher) or applicable external experience
    • Scorecard criteria requirements as defined by Branch Operations Governance or applicable external experience
    • Experience in leading and managing in diverse and complex operational environments
    • Advanced knowledge of applicable federal regulations governing consumer lending and/or credit cards, mortgage and equity loans, savings and checking accounts
    • Advanced knowledge of multiple financial products such as consumer mortgage loan, credit cards, and/or savings/checking accounts
    • Advanced knowledge of functions relating to cash and ATM operations
    • Working knowledge of financial institution and lending practices, principles and regulations
    • Working knowledge of retail banking industry best practices
    • Experience in member/customer service operations
    • Experience in responding to requests regarding complex financial information/data
    • Experience in supervising and leading employees
    • Experience in training and developing staff
    • Exposure to developing/maintaining community and command relations
    • Ability to manage multiple priorities independently and/or in a team environment
    • Effective skill analyzing statistics and reports to determine business performance and trends
    • Effective organizational, planning and time management skills
    • Effective skill exercising initiative and using good judgment to make sound decisions
    • Effective skill interacting with staff, management, vendors and members diplomatically and tactfully
    • Effective verbal and written communication skills
    • Effective word processing and spreadsheet software skills

    Desired Qualifications

    • Bachelor's Degree in Accounting, Business Administration or the equivalent combination of training, education, and experience
    • Working knowledge of Navy Federal products, services, programs, policies and procedures

    Hours: Available Monday - Saturday: hours based on business needs.

    Location: 17030 Bernardo Center Drive, San Diego, CA 92128

    Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.

    About Us
    You have goals, dreams, hobbies, and things you're passionate about-what's important to you is important to us. We're looking for people who not only want to do meaningful, challenging work, keep their skills sharp and move ahead, but who also take time for the things that matter to them-friends, family, and passions. And we're looking for team members who are passionate about our mission-making a difference in military members' and their families' lives. Together, we can make it happen. Don't take our word for it:

    • Military Times 2022 Best for Vets Employers

    • WayUp Top 100 Internship Programs

    • Forbes® 2022 The Best Employers for New Grads

    • Fortune Best Workplaces for Women

    • Fortune 100 Best Companies to Work For®

    • Computerworld® Best Places to Work in IT

    • Ripplematch Campus Forward Award - Excellence in Early Career Hiring

    • Fortune Best Place to Work for Financial and Insurance Services

    Equal Employment Opportunity: Navy Federal values, celebrates, and enacts diversity in the workplace. Navy Federal takes affirmative action to employ and advance in employment qualified individuals with disabilities, disabled veterans, Armed Forces service medal veterans, recently separated veterans, and other protected veterans. EOE/AA/M/F/Veteran/Disability EOE/AA/M/F/Veteran/Disability

    Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position

    Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

    Client-provided location(s):

    San Diego, CA, USA

    Job ID:

    Employment Type:


    Perks and Benefits

    • Health and Wellness

      • Health Insurance
      • Health Reimbursem*nt Account
      • Dental Insurance
      • Vision Insurance
      • Life Insurance
      • Short-Term Disability
      • Long-Term Disability
      • FSA
      • HSA
      • Fitness Subsidies
      • On-Site Gym
    • Parental Benefits

      • Birth Parent or Maternity Leave
      • Non-Birth Parent or Paternity Leave
    • Work Flexibility

      • Flexible Work Hours
      • Remote Work Opportunities
    • Office Life and Perks

      • Commuter Benefits Program
      • Casual Dress
      • Company Outings
    • Vacation and Time Off

      • Paid Vacation
      • Paid Holidays
      • Personal/Sick Days
      • Leave of Absence
    • Financial and Retirement

      • 401(K)
      • 401(K) With Company Matching
      • Pension
      • Performance Bonus
      • Relocation Assistance
    • Professional Development

      • Tuition Reimbursem*nt
      • Learning and Development Stipend
      • Promote From Within
      • Shadowing Opportunities
      • Access to Online Courses
      • Lunch and Learns
    • Diversity and Inclusion

      • Diversity, Equity, and Inclusion Program

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    Manager, Branch Office - Rancho Bernardo

    Navy Federal Credit UnionSan Diego, CA

    Manager, Branch Office - Rancho Bernardo at Navy Federal Credit Union | The Muse (2024)


    Who is the chief financial officer of Navy Federal Credit Union? ›

    John Collins - Navy Federal Credit Union | LinkedIn.

    Who is the new CEO of Navy Federal Credit Union? ›

    Dietrich Kuhlmann will take over the leadership position March 1 for the retiring Mary McDuffie. Dietrich Kuhlmann will become the next president/CEO of the world's largest credit union on March 1. He will succeed current CEO Mary McDuffie, who has led Navy Federal Credit Union since January 2019.

    What bank owns Navy Federal Credit Union? ›

    We're a member-owned and not-for-profit credit union exclusively serving the military, veterans and their families. Our members are owners, not just customers, and each one of them has a vote.

    What is the new name for Navy Federal Credit Union? ›

    Navy Federal Credit Union Changes Name To Navy, Army, Marine Corps, Air Force, Coast Guard, Space Force, Veterans and Their Families Federal Credit Union. VIENNA, Va. (April 1, 2022) – Navy Federal Credit Union today announced a new name.

    Who is the chief risk officer of Navy Federal Credit Union? ›

    Brittani Ivey is an Executive Vice President and Chief Risk Officer at Navy Federal Credit Union.

    How much do Navy federal executives make? ›

    The average Navy Federal Credit Union executive compensation is $230,743 a year. The median estimated compensation for executives at Navy Federal Credit Union including base salary and bonus is $234,318, or $112 per hour.

    Who is the regulator of Navy Federal Credit Union? ›

    The National Credit Union Administration (NCUA), a U.S. Government Agency, insures your savings up to $250,000 and the funds in your IRA up to $250,000.

    Where are the corporate headquarters of Navy Federal Credit Union? ›

    Who is over Navy Federal? ›

    Dietrich Kuhlmann to Assume Role of Navy Federal Credit Union CEO on March 1. VIENNA, Va. (February 21, 2024) – Navy Federal Credit Union today announced that Dietrich Kuhlmann will become its next president and chief executive officer on March 1, 2024.

    Who regulates Navy Federal Credit Union? ›

    The National Credit Union Administration (NCUA) charters and supervises federal credit unions and insures savings in federal and most state-chartered credit unions.

    Who is the comptroller of Navy Federal Credit Union? ›

    Brandon Frank - Business Unit Comptroller - Navy Federal Credit Union | LinkedIn.

    Who did Navy Federal merge with? ›

    Navy Federal's President & CEO Cutler Dawson says, "The merger with USA Federal Credit Union is a great opportunity for both credit unions as we unite our members, employees and operations."

    What's so special about Navy Federal Credit Union? ›

    As the largest credit union in the country, Navy Federal serves those who meet its membership requirements with an array of affordable banking options. While there isn't an extensive number of physical locations, its lower loan rates and higher savings interest are attractive draws to many. More than 30,000 free ATMs.

    Can you join Navy Federal without military? ›

    Membership Eligibility

    Our field of membership goes beyond current and retired members of the armed forces to include their families and household members, Department of Defense personnel and more.

    Who does Navy Federal report to? ›

    Credit companies like Navy Federal report all of your activities to major credit bureaus such as Equifax, Experian, and TransUnion. Despite there being no specific date for filing these reports, it usually takes place at the end of the month of a billing cycle, which is usually twenty-eight to thirty-one days long.

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