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Job · Jacksonville, FL · Full time

Branch Manager I - Beach

Community First Credit Union of Florida · $172M budget · 459 staff · Since 1935

Why Community First Credit Union of Florida

FY2024 · Form 990Its mission and biggest programs, as filed

Offers financial guidance and resources for all life stages.

  • Income from the Credit Union membership and from the investment of members' funds provide the basis from which the organization can function and provide services to its restricted membership.
  • The Credit Union offers a variety of financial products, including mortgage, automobile, Credit cards, and personal signature loans. $875,481,306 in new loans were originated during 2024 and more than $2,031,787,750 in loan balances were serviced during 2024.
  • Members may choose from a number of account types including regular shares, checking, money market, and retirement accounts. $2,398,307,214 in deposit accounts were maintained for 178,430 members during 2024.

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Pays its leaders
$228K–$2.0M
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$165.1M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
459
employees
13 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+4%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
23 mo
of spending, in cash and securities
Looks good: 23.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
IRS status
501(c)(14)
tax-exempt since 1970
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

Role: The Branch Manager is responsible for supervision, development, evaluation and discipline of direct reports. Monitors and motivates employee sales and production goals; holds staff accountable for established goals. Responsible for developing new and existing business relationships that result in new members and increased product penetration among existing members. Networks and builds relationships within the community. Responsible for operational aspects of branch including security and policy adherence.

Major Duties and Responsibilities: Manages the sales and service process within the branch, developing and monitoring sales activities and staff skills to achieve branch goals and objectives Manages branch operational efficiency and compliance with all appropriates regulations, policies and procedures established by the Credit Union. Directs, develops, motivates, hires and disciplines branch personnel in coordination with the Credit Union's progressive disciplinary process. Conducts external business development to achieve established goals by calling on local businesses using business sales skills. Participates in community events and leads participation in such events by branch staff.

Performs other related duties as assigned Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control, in addition to all company policies. Knowledge and Skills:

Experience

Three years to five years of similar or related experience, including preparatory experience. Education/Certifications/Licenses A two-year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours. Interpersonal Skills A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.

ADA Requirements Physical Requirements Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities.

Must be capable of regular, reliable and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled private office with minimal noise…

Read the full posting

About Community First Credit Union of Florida

From its Form 990