Job · Red Bluff, CA

Operations Manager

Credit Unions in the State of California · $79.3M budget · 311 staff · Since 1955

Offers financial services and competitive rates to serve members and the community.

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Peers pay
$114K–$138K
$10M+ orgs, California
Fine: from the org's Form 990.
Pt VII · Sec A
Pays its leaders
$143K–$573K
11 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$78.2M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
311
employees
10 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+1%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
21 mo
of spending, in cash and securities
Looks good: 21.3 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 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

Description Summary The Operations Manager is responsible for working side by side with the Branch Vice President to ensure their branch consistently meets or exceeds the assigned production goals. Operations Managers must actively engage all staff in meeting assigned goals and must ensure all branch staff adheres to the Sales Audit Program. Achieving a Sales Audit rating of “Meets Standards” or better is required. The Operations Manager supervises, coordinates, and schedules activities of branch employees. Monitors work for adherence to established policies, procedures and regulatory compliance.

Anticipates the need to take action and adjusts accordingly to provide a consistent level of outstanding member service. As staffing levels dictate, Operations Managers will perform all operational and platform duties, including accepting and processing loan applications, compiling loan packages, opening new accounts, and handling member transactions, inquiries and complaints.

Essential Functions

Perform all regular operational and platform duties as needed to ensure members always receive quality member service. This includes, but is not limited to, members’ transactions normally conducted at a teller window, accepting and processing all types of loan applications, compiling loan packages, opening new accounts, and handling member transactions, inquiries and complaints. Responsible for branch cash limit adherence and maintaining branch cash supply to adequately meet member service demands. Assign cash and transaction limits for branch staff and monitor for adherence.

Must participate in activities as assigned by the Branch Vice President to achieve branch sales goals, which include telemarketing, in-branch promotions, cross-selling and up-selling. Must meet or exceed individual assigned goals. Document and maintain on-going performance records. Provide ongoing performance feedback; including annual evaluations, recognition of positive performance, coaching sessions and disciplinary action as applicable. Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsible for the overall operational integrity of the branch.

Responsible for daily processing and balancing of all negotiable items and machines; such as checks received, checks issued, cash drawers, and ATM machines. Research and resolve member inquiries and/or complaints in a timely manner. Maintain records to verify posting and balancing accuracy. Ensure that platform staff is trained in teller and back-office duties and provides assistance in these areas as member service needs dictate. Assist subordinates in locating and reconciling posting errors. Administer an ongoing cross-training process to provide back up for all branch functions. Work within the assigned FTE allowance, develop schedules to adequately meet member service demands.

Assign duties and examine work for exactness, neatness, and conformance to policies and procedures. Study…

Read the full posting

About Credit Unions in the State of California

From its Form 990

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