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Manager, Branch Support

Role overview

Qualifications

  • Bachelor's degree in Business Administration, Finance, Analytics, Information Systems, Operations or equivalent
  • Minimum 10 years of financial institution operational leadership experience
  • Minimum 5 years of management or supervisory experience
  • Strong knowledge of branch operations, retail banking systems, and operational technologies

Responsibilities

  • Optimize branch operational effectiveness, technology utilization, and process efficiency
  • Serve as liaison between Branch Operations, Technology, Facilities, Training, and other business units
  • Lead and develop staff to achieve department goals and promote teamwork
  • Manage operational projects and initiatives to support strategic priorities and modernization

Key facts

Hard skills

Other skills

  • Leadership
  • Coaching
  • Communication
  • Collaboration
  • Strategic Planning
  • Decision Making
  • Team Building
  • Mentorship
  • Relationship Building
  • Problem Solving

About the company

Travis Credit Union logo

Travis Credit Union

Banking

Travis Credit Union (TCU) has been rooted in the community since 1951. We change lives and lift communities by providing the resources you need to reach your financial goals. Become a member today! Headquartered in Vacaville, CA, TCU has been recognized at the federal, state and local levels for our longstanding financial education and financial advocacy efforts. In 2022, we were again named as a Best-In-State Credit Union by Forbes.  Travis Credit Union is the twelfth largest credit union in California, with 225,000 members and more than $4.7 billion in assets. Learn more at traviscu.org. Travis Credit Union is an Equal Opportunity Lender, NMLS ID#643926. Insured by NCUA

Company details

Company typeSME
IndustryBanking
Company size501 - 1000

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Job description

Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union, which include the following counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo. For hybrid and remote roles, candidates are still required to reside within a commutable distance of our corporate headquarters in Vacaville, California.

We are unable to sponsor or assume sponsorship of employment visas for this position. Candidates must have current authorization to work in the U.S. (no sponsorship available). 

Schedule: Monday-Friday, Exempt/Hybrid.

Summary: Travis Credit Union’s (TCU) Branch Support Management is responsible for optimizing branch operational effectiveness, technology utilization, process efficiency, compliance, and member experience across the retail network. This role leverages data analytics, operational intelligence, technology solutions, and continuous improvement methodologies to identify opportunities, remove operational friction, improve service delivery, and drive strategic performance outcomes.

The position serves as the primary liaison between Branch Operations, Technology, Facilities, Training, Risk Management, and other business units to ensure branches have the tools, processes, insights, and support necessary to achieve organizational objectives. This leader is accountable for translating operational data into actionable business decisions, advancing branch technology adoption, implementing process improvements, managing operational initiatives, and supporting branch modernization efforts that improve employee productivity and member experiences.

Profile:

  • Leads, trains, evaluates, coaches, professionally develops and motivates staff to attain department goals. Sets and monitors performance goals. Promotes a work environment that encourages involvement, initiative and teamwork. Builds career development paths for assigned staff.
  • Leads Branch Operations strategy, performance, and support functions across the branch network to ensure operational excellence, service consistency, and achievement of business objectives.
  • Develops data analytics program, business intelligence, and performance metrics to identify trends, optimize branch performance, and support executive decision-making.
  • Drives branch technology strategy, adoption, and innovation initiatives that enhance employee productivity, member experience, and operational efficiency.
  • Leads continuous improvement efforts by streamlining processes, reducing operational risk, and implementing scalable solutions that improve service delivery and effectiveness.
  • Manages operational projects, organizational initiatives, and change management activities to support strategic priorities and branch modernization.
  • Oversees vendor and third-party relationships, ensuring service excellence, accountability, compliance, and alignment with organizational objectives.
  • Drives and provides oversight of branch infrastructure, facilities, and technology deployment activities to ensure operational readiness, business continuity, and successful implementation of network enhancements.
  • Leads operational governance efforts by establishing standards, policies, procedures, and controls that promote regulatory compliance, mitigate risk, and drive consistent operational performance across the branch network.
  • Drives and partners with business leaders, support departments, and training teams to drive communication, capability development, and execution of operational initiatives.
  • Manages operational budgets, resource allocation, and financial performance while identifying opportunities for efficiency improvements, cost optimization, and strategic investment.

Not all functions/tasks are listed above; however, those listed are considered essential.                                                                                                                                                                                                                                                                 
Skills:

  • Strong leadership and team development.
  • Effective coaching, mentoring, and performance management capabilities.
  • Expert communication, collaboration, and relationship-building abilities.
  • Strategic planning and execution.
  • Advanced knowledge of branch operations, service delivery, and operational support functions.
  • Proficiency in process improvement, workflow optimization, and operational efficiency methodologies.
  • Strong data analytics, reporting, and business intelligence capabilities.
  • Expertise in branch technologies, operational systems, and technology implementation.
  • Strong regulatory compliance, operational risk management, and governance practices.
  • Expertise in internal controls, audit readiness, and business continuity planning.
  • Advanced analytical thinking, problem-solving, and decision-making skills.
  • Demonstrated ability to lead projects, operational initiatives, and organizational change.
  • Strong vendor, stakeholder, and cross-functional relationship management.
  • Sound budget administration, resource allocation, and financial stewardship.
  • Ability to leverage performance metrics and operational insights to drive business results.

 Reporting and Experience:  

  • Reports directly to the AVP, Branch Operations.
  • Direct supervisory responsibility for assigned department leadership.
  • Overall management responsibility for all department staff.
  • Bachelor's degree in Business Administration, Finance, Analytics, Information Systems, Operations or equivalent combination of education and experience.
  • Minimum 10 years of financial institution operational leadership experience.
  • Minimum 5 years of management or supervisory experience.
  • Demonstrated experience leading operational excellence, process improvement, and organization change initiatives.
  • Experience utilizing reporting, analytics, and performance metrics to drive business results.
  • Strong knowledge of branch operations, retail banking systems, and operational technologies.
  • Experience managing operational budgets, vendor relationships, and resource planning.
  • Strong understanding of operational risk management, governance practices, internal controls, and regulatory compliance.

Compensation:

  • Manager, Branch Support:  Grade 19 - Exempt $116,646.40 – $144,102.40.

Benefits:
At Travis Credit Union, we prioritize the well‑being of our employees and their families by providing a comprehensive Total Rewards program that supports their health, welfare, and financial security. In turn, this enables our employees to focus on delivering exceptional service to our members and meeting the goals of the credit union.

Eligible employees enjoy a robust benefits package, which includes:

  • Competitive medical, dental, and vision insurance
  • Mental health and wellness programs
  • Employee performance incentive plan
  • Merit-based salary increases
  • 401(k) program with immediately vested employer match
  • Generous holiday and vacation policies
  • Exclusive TCU perks such as employee loan and credit card discounts


Travis Credit Union is an Affirmative Action Employer.
EOE / Individuals with Disabilities / Veteran Status

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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