Retail Float Supervisor

Retail Float Supervisor
US-CA-All Branches
Job ID:
Type: Regular Full-Time
# of Openings: 1
Category: Retail (Branches)
All Branches
Overview
The Retail Float Supervisor leads the float team and coordinates staffing coverage across BluPeak's retail branch network to maintain consistent operations, exceptional member experiences, and strong sales and service performance.

This role oversees float scheduling, employee development, readiness, and accountability, while partnering closely with Branch Experience Managers and retail leadership to align coverage and team performance with branch needs and BluPeak's strategic objectives. As a hands-on leader and trusted management resource, the Retail Float Supervisor provides operational, supervisory, and sales support at branches, including Northern California locations as needed.

The role coaches a highly effective, adaptable team whose accuracy, judgment, and service directly affect branch performance, member trust, and operational risk. This position champions BluPeak's purpose-driven mission, deepens member relationships, supports sustainable growth, and models reliability, ownership, and collaboration. Responsibilities
Strategic Leadership & Business Development

• Drive float team contributions to retail sales, service, growth, operational, and member experience goals; partner with branch management to identify performance opportunities and implement action plans.
• Lead by example by building and deepening member relationships, establishing new memberships and deposit relationships, identifying lending needs, and making appropriate internal referrals.
• Support member acquisition, retention, cross-selling, and consultative conversations that connect members with solutions aligned to their financial goals and BluPeak's purpose and strategic direction.
• Collaborate with Branch Experience Managers, Retail Operations, and other retail leaders to align float resources with branch priorities, campaigns, service needs, and growth initiatives.
• Use available branch and float team reporting, performance results, and feedback to identify opportunities for coaching, improved accuracy, operational efficiency, and stronger member engagement.
• Participate in business development, member outreach, and community engagement initiatives that support BluPeak's purpose-driven mission.

Float Team Leadership, Scheduling & Development

• Own and coordinate float team scheduling, branch coverage, assignments, and staffing adjustments across the retail network; proactively balance branch needs, employee capabilities, service continuity, and efficient use of resources.
• Build and lead a high-performing float team through consistent coaching, individual development plans, regular 1:1 discussions, skills practice, performance feedback, and clear expectations for results and accountability.
• Ensure float employees are proficient in branch operations, systems, products, sales and referral practices, security procedures, and service standards before and during assignments.
• Oversee onboarding, hands-on training, cross-training, and ongoing development of new and existing float employees to promote confidence, versatility, and readiness to support different branches.
• Monitor employee accuracy, transaction quality, service consistency, and procedural compliance; promptly address errors, recurring issues, and skill gaps through coaching, corrective follow-up, and collaboration with host branch management.
• Partner with managers across Retail to gather feedback on float assignments, strengthen branch readiness, resolve performance concerns, and share best practices.
• Support recruiting, interviewing, recognition, performance evaluations, employee engagement, and performance management in partnership with Retail leadership and Human Resources.
• Communicate organizational changes, new processes, service expectations, and strategic initiatives to the float team; reinforce a culture of ownership, dependability, collaboration, and continuous improvement.

Member Experience & Escalation Management

• Promote BluPeak's purpose and mission by helping members understand how banking with the credit union supports meaningful community impact, deeper engagement, and long-term loyalty.
• Deliver exceptional, consistent member experiences across branches; proactively identify financial needs and strengthen relationships through appropriate solutions and referrals.
• Serve as a branch escalation resource; resolve member service and operational concerns within delegated authority and escalate significant matters to the appropriate branch or retail leader.
• Coach float employees to handle complex member situations professionally, accurately, and in accordance with BluPeak's service standards.

Branch Operations & Compliance

• Provide hands-on branch management and operational coverage, including opening and closing branches and directing daily work in the absence of on-site management.
• Coordinate branch activities, assign work, assist with complex transactions, and provide timely guidance to employees during temporary management coverage.
• Approve transactions, fee reversals, and overrides within established authority levels; maintain appropriate separation of duties and dual-control practices.
• Process member transactions and account maintenance when needed, including deposits, withdrawals, loan payments, new accounts, and related services in accordance with policy.
• Support branch cash controls, negotiable inventory, reconciliations, certifications, audit preparation, fraud prevention, and timely resolution of transaction errors or out-of-balance items.
• Maintain strong operational consistency across assignments; identify recurring issues, communicate risks, and recommend improvements to Retail leadership.
• Ensure adherence to applicable federal and state laws, NCUA regulations, internal controls, security standards, and audit requirements.
• Adhere to company policy and procedure, complete annual compliance training, and comply with business continuity and vendor management policy. These are crucial to the success of the organization and have regulatory compliance and/or safety and soundness for the sustainability of the credit union.
• Comply with all Anti Money Laundering laws such as the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures including accurate completion of CTR screens and alerts, member due diligence, accurate OFAC match processing, proper identification of individuals in alignment with the Member/Customer Identification Program and reporting of unusual activity.

Supervisory Responsibilities
Directly supervise 2 or more employees (float team). Supervise, coach, develop, and support the performance of the float team, including scheduling, onboarding, training, assigning work, evaluating performance, recognizing achievements, and addressing performance concerns in accordance with organizational policies and applicable laws. Foster a highly effective, dependable team that consistently meets service, sales, and operational expectations across the branch network. Run the branch in the absence of other on-site management, including opening and closing the branch, overseeing daily branch activities, providing direction to employees, handling member escalations, making sound decisions, and maintaining a positive, accountable team environment. Partner closely with Branch Experience Managers throughout Southern and Northern California and communicate significant employee, staffing, performance, or service concerns to Retail leadership.
Qualifications
Education & Experience

• High school diploma or general education degree (GED) and three to five years of related financial institution experience, including branch operations, member service, and sales; or an equivalent combination of education & experience (bachelor's degree plus 3 years supervisor experience).
• 2 years supervisory, team lead, or equivalent leadership experience required, with demonstrated responsibility for coaching, training, and supporting employee performance and development.
• Strong working knowledge of branch operations, transaction controls, consumer deposit and lending products, member escalations, and applicable regulatory and security requirements.

Communication Skills

• Exceptional written and verbal communication skills with the ability to effectively convey information across all levels of the organization.
• Proficient in preparing professional reports, business correspondence, policies, and procedures.
• Skilled in facilitating discussions and presenting complex information clearly to leadership, staff, members, and external stakeholders.

Analytical & Reasoning Ability

• Apply sound judgment and critical thinking to evaluate situations, identify options, and determine effective courses of action.
• Skilled in identifying risks and opportunities, anticipating complications, and making timely, informed decisions.
• Strong understanding of how products and services align with member and organizational needs; able to address concerns and gain commitment through effective communication.

Technology Proficiency

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and experienced with MCIF systems or comparable platforms.
• Ability to quickly learn and adapt to new systems and technologies . click apply for full job details