Assistant Branch Manager (Laguna Niguel, CA)
About The Position
The Assistant Branch Manager is an integral member of the branch management team, supporting branch operations, member and team member experiences, risk management, and growth in a complex environment. The role helps foster a culture of member service, teamwork, collaboration, financial discipline, operational integrity, and process improvement. The Assistant Branch Manager models the Building Member Connections Model, motivates staff to build relationships and make referrals, and supports member onboarding and branch growth goals. In the Branch Manager’s absence, this position assumes responsibility for all branch functions. The role supports staff development through observations, one-on-ones, skills practices, coaching, training, and career pathing. It communicates and tracks organizational goals, leads staff toward assigned performance goals, helps resolve escalated member issues, and ensures staff can demonstrate available member technologies. The Assistant Branch Manager also represents the credit union in the community, supports business development and local business relationships, and participates in community events. This position oversees day-to-day branch transactions and approvals, staff activities and schedules, service quality, lending-related work, compliance, security, audits, and branch expense control. It collaborates with the Branch Manager and other business units to support strategic initiatives, member retention, membership growth, and operational excellence.
Requirements
- Bachelor’s degree and previous supervisory experience in a financial institution are preferred.
- Analytical skills; strong written and verbal communication; ability to listen effectively and maintain positive working relationships.
- Ability to embrace change quickly and lead others through change; professionalism; ability to work in a fast-paced environment and collaboratively as a team member.
- Creative, productive, and goal-oriented approach, with attention to detail and strong organizational skills.
- Proficiency in job-related technology, including the credit union’s operating and lending systems and specialized software.
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
- Ability to perform arithmetic using whole numbers, fractions, and decimals; compute rates, ratios, and percentages; and interpret bar graphs.
- For Branch Mortgage Loan Originators, Nationwide Mortgage Licensing System (NMLS) registration is required and must be maintained.
- Maintain Notary Public licensing.
- Ability to meet the described physical demands, including occasionally lifting or moving up to 25 pounds.
Nice To Haves
- Bachelor’s degree.
- Previous supervisory experience in a financial institution.
Responsibilities
- Deliver exceptional member and team member experiences and uphold branch service standards, the Mission Statement, Core Values, and Team Attributes.
- Support the Branch Manager in branch oversight, risk management, growth, strategic initiatives, and staff development; assume responsibility for all branch functions when the Branch Manager is absent.
- Model the Building Member Connections Model, promote member onboarding and engagement, coach relationship building and referrals, and support branch growth goals.
- Communicate and track goals, lead staff toward assigned targets, and coach and review performance.
- Resolve escalated member inquiries and problems at the first point of contact and ensure member issues are handled promptly.
- Approve and oversee day-to-day transactions, including check approvals and holds, cash verification, overrides, deposits, withdrawals, payments, and transfers.
- Conduct loan quality reviews and provide approvals; support consumer and home equity lending processes and complete required lending training.
- Answer member inquiries in accordance with credit union policies and procedures and maintain knowledge of legal account matters such as trusts, fiduciary accounts, and powers of attorney.
- Provide Notary Public services and maintain the required notary licensing.
- Manage branch staff activities, schedules, performance goals, training, coaching, evaluation, and career development; support the Operations Supervisor.
- Ensure employees complete required regulatory training and Wescom University core curriculum, and maintain applicable licenses and registrations.
- Partner with internal business units and Branch Administration on member service, lending, business development, and community relationship efforts.
- Promote needs-based sales and service, appropriate delivery channels, and referrals for insurance, investment, and real estate services.
- Attract new members, support member and account retention, and track staff growth activities.
- Collaborate with the Branch Manager on the branch budget and control expenses, including salaries, overtime, and supplies.
- Ensure branch compliance with audit and security standards, policies, procedures, loss-prevention measures, and asset safeguards; perform routine negotiable-instrument audits and review and balance assigned general ledger reconciliations.
- Ensure quality control of branch memberships and funded loans and maintain confidentiality of credit union and member records.
- Attend required meetings and conduct branch staff meetings as needed; participate in in-house training, self-study, seminars, or classes.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
