Assistant Branch Manager

Credit Union of Southern California•Whittier, CA

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 may perform the Branch Manager’s supervisory and operational responsibilities during the Branch Manager’s absence. It also assists with daily branch operations, from basic Member transactions through advanced Member account administration, and applies the Exceptional Experience Guide expectations. The position contributes to team development, branch performance, regulatory compliance, service quality, and CU SoCal’s relationships in the local community. Business hours are Monday through Friday, 8:30 AM to 5:30 PM, and Saturday, 8:30 AM to 1:30 PM. 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. It identifies professional competence, a positive attitude, relationship building, and eager service to others as its C.A.R.E. 4 priorities. Compensation is pay-for-performance, with a stated annual pay scale of $70,304 minimum, $79,976.52 midpoint, and $94,830.84 maximum. Actual compensation depends on geographical location, work experience, education, and/or skill level.

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, including coaching, training and development, performance management, adherence to timekeeping policy, and resolving or escalating HR-related issues.
Contribute to a supportive work environment, harmonious working relationships, and strong team-member morale and engagement.
Perform the Branch Manager’s supervisory and operational responsibilities during the manager’s absence, making sound decisions and motivating team members to build teamwork and maintain a positive attitude and behavior.
Ensure branch operations comply with established policies, procedures, guidelines, and 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 for management.
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.
Engage and connect with Members to exceed service expectations, resolve problems in a timely manner, build relationships, and identify and satisfy their financial needs.
Assist the Branch Manager with daily branch operations, including basic Member transactions and advanced Member account administration.
Understand and actively apply the Exceptional Experience Guide expectations.
Complete additional duties and responsibilities as assigned.