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Job · San Jose, CA · Full time

Branch Manager

Keypoint Credit Union · Public & Societal Benefit · $80.3M budget · 222 staff · Since 1979

Why Keypoint Credit Union

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

Promotes thrift and savings among its members through cooperation.

  • Accomplishment of excellent loan services to members and loan portfolio growth through the origination of consumer and mortgage loans.
  • Accomplishment of target goals in member growth (acquisition of new members).
  • Member satisfaction in connection with services pertaining to checking/savings accounts, attractive cd rates, ira and money market accounts.

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Pays its leaders
$231K–$891K
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$76.3M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
222
employees
11 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+5%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
18 mo
of spending, in cash and securities
Looks good: 18.2 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 1961
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

Primary responsibility is to achieve financial goals to include sales and expense control targets as assigned. Manages the operations of a full service branch office with four or less personnel. Maintains a fanatical commitment to member service and promotes advocacy and continually focuses on improvement with member service perception of service delivery. Act as a liaison with local Community to sponsor and promote KeyPoint Credit Union’s strategic growth initiatives. Must maintain an active Notary.* Responsibilities: Sales Management Audit and Compliance Risk Management Member Service Personnel Management Business and Community Development.

This can include onsites & community events during the week and on Saturdays and Sundays. Expense Control M ust be available to work Saturdays as needed Training employees *Employees must apply for a new Notary or renewal Notary within 30 days of hire or 30 days before expiration date, failure to do so may result in termination.

Physical Requirements: (Including lifting, sitting, walking, bending, reaching and squatting % of time in each function) The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.) While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handles or feel; reach with hands and arms, climb or balance; talk and hear. The employee must occasionally lift and/or move up to 10 lbs.

Vision abilities required by this job include close vision, distance vision and color vision, peripheral vision, depth perception and ability to adjust focus. Minimum Requirements: High School Diploma or equivalent. Bachelor’s Degree (or equivalent) preferred. 4 years of recent management experience in a financial institution. Knowledge of credit union operations, excellent communications skills, both written and oral presentation skills a must. Knowledge in Business Banking and IRA Products. Must be proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook).

Must have the ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Must be capable of computing rates, rations and percentages. Must be able to obtain NMLS certification within 2 months of hire.

Read the original listing on workforcenow.adp.com

About Keypoint Credit Union

From its Form 990