Assistant Branch Manager (Marina, CA)

Wescom Financial•Marina, CA

9d•$81,255 - $121,935•Onsite

About The Position

The Assistant Branch Manager is an integral member of the branch management team, supporting exceptional member and team member experiences, managing risk, supporting growth, and overseeing branch operations in a complex environment. The role fosters a culture of member service, teamwork, collaboration, financial discipline, operational integrity, process improvement, and efficiency, while modeling the Wescom Experience and the Building Member Connections Model. The Assistant Branch Manager motivates staff, supports relationship building and referrals, and helps achieve branch growth goals by deepening relationships with new and existing members. The position supports the Branch Manager in developing employees through observations, one-on-ones, skills practice, career pathing, coaching, training, and performance review. It assumes responsibility for branch functions when the Branch Manager is absent and ensures staff are proficient in available member technology, including mobile and online banking. The role communicates and tracks goals, leads staff toward organizational objectives, resolves escalated member issues, supports business development and community engagement, and represents the credit union in relationships with local businesses and community organizations. The Assistant Branch Manager manages staff and operational activities, supports the Operations Supervisor, oversees schedules and training, and collaborates with internal business units. The role supports member growth and retention, needs-based sales and service, lending activity, budget and expense control, compliance, audit and security standards, and the safeguarding of credit union assets. The position also provides operational guidance, transaction and loan approvals, member service, and notary services. The role is based at the Marina, California branch. Employees must reside within Wescom's California service area. The work environment is moderately quiet and non-smoking.

Requirements

Bachelor’s degree and previous supervisory experience in a financial institution are preferred.
Demonstrated analytical skills.
Strong written and oral communication skills and effective listening skills.
Ability to embrace change quickly and lead others through change.
Professionalism and ability to work in a fast-paced environment.
Ability to work well with others and contribute as a team player.
Creative, productive, goal-oriented, detail-oriented, and well organized.
Proficiency in job-related technology applications, including the credit union’s operating system and lending system.
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as specialized software required for the position.
Ability to use and demonstrate member-facing technology, including mobile and online banking services.
Knowledge of consumer lending and home equity products, and experience with loan origination, including application processing, pricing, documentation, disclosures, quality control, and funding.
NMLS registration is required for Branch Mortgage Loan Originators and must be maintained.
Maintain licensing as a Notary Public.
Ability to perform basic arithmetic using whole numbers, fractions, and decimals; compute rates, ratios, and percentages; and interpret bar graphs.
Ability to meet the physical demands of the job, including frequently standing, walking, sitting, handling objects, reaching, climbing or balancing, stooping, kneeling, crouching, crawling, talking, hearing, and tasting or smelling; occasionally lift or move up to 25 pounds; and meet required vision abilities.
Must reside within Wescom’s service area in California.

Nice To Haves

Bachelor’s degree.
Previous supervisory experience in a financial institution.

Responsibilities

Deliver a high level of member service, promote member satisfaction, and model the branch’s service standards, mission, core values, and team attributes.
Promote advocacy and resolve member issues promptly, including escalated inquiries and problems at the first point of contact.
Support branch growth by motivating staff, encouraging relationship building and referrals, onboarding new members, and deepening existing member relationships.
Communicate and track branch goals, lead staff in achieving them, and coach and review performance accordingly.
Support the Branch Manager in staff selection, coaching, evaluation, development, career pathing, training, and performance goal setting.
Assume responsibility for branch functions in the Branch Manager’s absence.
Provide transaction approvals and exercise sound judgment for check approvals and holds, cash verification, transaction overrides, deposits, withdrawals, payments, and transfers.
Conduct loan quality reviews and provide loan approvals; support consumer lending and home equity product activity and complete required lending training.
Answer member inquiries and provide information in accordance with credit union policies and procedures.
Maintain knowledge of legal account matters, including trusts, fiduciary accounts, and powers of attorney, and provide service as a Notary Public.
Provide operational support and serve as a resource to staff on policies and procedures.
Manage branch staff and management activities, support the Operations Supervisor, allocate resources, and develop employee schedules.
Ensure staff knowledge and compliance through career pathing, ongoing compliance training, product presentations, staff meetings, regulatory training, and completion of Wescom University core curriculum.
Ensure licensed and registered employees maintain their credentials and complete required training.
Use Member Experience Surveys and other quality measures to monitor and improve service.
Collaborate with business units including WIS, WFS, Consumer Lending, Real Estate, Risk Management, Deposit Operations, Account Services, and Card Services.
Coach staff in needs-based sales and service, appropriate delivery-channel use, and referrals for insurance, investment, and real estate services.
Partner with Branch Administration on business development, including local business relationships, Select Employee Group opportunities, and community events.
Attract new members and support member and account retention, engagement, and achievement of strategic objectives.
Work with the Branch Manager to administer the branch budget and control expenses, including salaries, overtime, and supplies.
Identify lending growth opportunities, manage staff lending activities and tracking, and support the loan origination process and quality control.
Ensure compliance with audit and security standards, policies, procedures, loss prevention measures, and asset safeguarding requirements.
Perform routine audits of negotiable instruments and review and balance assigned general ledger reconcilements.
Ensure quality control of branch memberships opened and loans funded, and maintain confidentiality of credit union and member records.
Attend required meetings and conduct branch staff meetings as needed; participate in training, self-study, seminars, and classes as applicable.
Maintain the branch’s physical environment according to Wescom standards and uphold professional appearance and demeanor.
Maintain good attendance and punctuality in accordance with Wescom policy.