Assistant Branch Manager

Credit Union of Southern California•Whittier, CA

10d•$70,304 - $94,831

About The Position

The Assistant Branch Manager supports the Branch Manager in directly managing team members and overseeing branch operations to ensure Members receive high-quality service and operational expectations are met. The role assists with all aspects of daily branch operations, from basic Member transactions through advanced account administration, and assumes the Branch Manager’s supervisory and operational responsibilities during their absence. The Assistant Branch Manager oversees coaching, training and development, performance management, timekeeping policy adherence, and the resolution or escalation of HR-related issues. The role helps maintain a supportive work environment and strong team engagement; ensures compliance with established policies, procedures, guidelines, and regulatory requirements; and supports branch objectives, strategies, budgeting, and operational and sales goals. It also contributes to ongoing training, product and service improvements, and CU SoCal’s relationships with local community organizations. The position follows branch business hours of Monday through Friday, 8:30 a.m. to 5:30 p.m., and Saturday, 8:30 a.m. to 1:30 p.m. Flexible hours, including weekends, may be required based on business needs. CU SoCal describes its culture as focused on building better lives for Members, personal development, open communication, and care for colleagues. The organization states that it supports pay transparency and is a pay-for-performance organization.

Requirements

High school diploma or equivalent.
At least 2 years of analytical and problem-solving experience in branch operations, analysis, process improvement, and/or a program or project management role.
Strong leadership skills and the ability to effectively manage a successful team.
Ability to multitask and manage multiple projects at once.
Professional and effective communication skills.
Working knowledge of Microsoft Office applications, specifically Outlook, Teams, Word, and Excel.

Nice To Haves

Associate degree or equivalent experience.
At least 4 years of analytical and problem-solving experience in branch operations, analysis, process improvement, and/or a program or project management role.

Responsibilities

Oversee team members’ coaching, training and development, performance management, adherence to timekeeping policies, and assistance with resolving or escalating HR-related issues.
Contribute to a supportive work environment, harmonious working relationships, and high team-member morale and engagement.
Perform the Branch Manager’s supervisory and operational responsibilities during their absence, making sound decisions and motivating team members to promote teamwork and positive behavior.
Ensure branch operations follow established policies, procedures, and guidelines and align with regulatory requirements.
Develop, coordinate, and conduct ongoing training on savings, lending, and cross-selling programs.
Assist in creating and implementing O.R.G.s and in researching, proposing, and implementing new or enhanced products and services.
Assist with setting objectives, developing strategies, budgeting, and developing policies and procedures.
Track operational and sales goals to support superior service and efficiency.
Engage with local organizations and participate in community events to introduce and expand CU SoCal’s relationships and reputation.
Enhance the Member experience by engaging with Members, exceeding service expectations, resolving problems, building relationships, and identifying and satisfying financial needs.
Assist the Branch Manager with daily operations, including Member transactions and advanced Member account administration.
Understand and actively apply the Exceptional Experience Guide expectations.
Use Microsoft Office applications, specifically Outlook, Teams, Word, and Excel.
Perform additional duties and responsibilities as assigned.