Assistant Branch Manager

Pacific Service Credit Union•Pleasant Hill, CA

1d•Onsite

About The Position

At Pacific Service Credit Union, we are committed to strategic growth through trust, innovation, and operational excellence. By empowering our internal teams with the tools and support they need to succeed, we strengthen organizational efficiency, ensure compliance, and advance our mission of enhancing member financial well-being. The Assistant Branch Manager is responsible for serving as the face and brand ambassador of the Credit Union within the branch and the local community, supporting strategies that drive credit union growth and delivering exceptional member experiences. In partnership with the Branch Manager, this role oversees and coordinates daily branch operations, including hiring, coaching, performance management, and staff development, while modeling the standard for service excellence, professionalism, and performance. The Assistant Branch Manager mentors and develops employees by leading by example, sharing knowledge, and providing feedback, fostering a high-engagement culture focused on understanding member needs, recommending appropriate financial solutions, and consistently achieving or exceeding branch goals. This role requires a hands-on leader with strong organizational and communication skills, and a proven ability to deliver results through effective planning, prioritization and effective execution. The position supports the organization’s goals by managing day-to-day operations, coaching and developing staff, supporting strategic initiatives, and driving positive member/service outcomes.

Requirements

High school diploma or equivalent, required.
Minimum five (5) years within lead teller or supervisory experience in a credit union or bank branch or related field, required.
Demonstrated enthusiasm, self-motivation, and a strong work ethic, maintaining a results-driven focus while acting in the best interest of members.
Proven experience coaching, mentoring, and developing others to achieve success.
Strong cross-functional project management skill.
Maintain knowledge of credit union and/or banking operations, products, services, and policies, including regulatory issues, required.
Ability to follow projects through to completion with little supervision and meet deadlines in a fast-paced environment.
Ability to communicate effectively verbally and in writing with employees, members and upper management in person or on the telephone required.
Manage challenging situations with tact, professionalism, and sound judgment.
Eligible to obtain and maintain valid registration with the National Mortgage Licensing System and Registry (NMLS) in compliance with federal law and the SAFE Act.
Ability to quickly learn and adapt to new information, processes, and technology platforms.
Experience fostering inclusive, high-performing work environments.
Demonstrates the ability to multitask, prioritize, and work collaboratively, with minimal supervision, in a fast-paced environment while maintaining accountability for results and deadlines.
Experience leading diverse work teams, required.
Excellent oral and written communication skills required.
Must be proficient in computer programs (e.g., Microsoft Office Suite).

Nice To Haves

Bachelor’s degree in Business, Marketing, Sales or related field, preferred.
Demonstrate the ability to deliver presentations to both large and small groups.
Possess working knowledge of Symitar software system.

Responsibilities

In partnership with the Branch Manager, oversee and manage daily branch operations including, hiring, coaching and writing performance reviews.
Assume full branch management responsibilities in the absence of the Branch Manager, making sound decisions to ensure seamless operations and consistent, high-quality service.
Set and model standards for service and performance, guiding staff to deliver professional, accurate, and engaging member interactions.
Foster a results-driven, member-focused culture focused on assessing member needs, recommending appropriate products and services, guiding staff in delivering personalized solutions, and achieving or exceeding branch goals.
Partner with Branch Manager to develop and execute strategies that drive credit union growth within the local market.
Mentor, coach, and develop employees; leads by example and shares knowledge to promote employee success, feedback, and growth opportunities, strengthening overall team performance.
Conduct comprehensive needs assessments to evaluate member and prospective member financial requirements; originate, process, and fund loan applications in accordance with organizational policies and regulatory standards.
Maintain required NMLS registration.
Deliver excellent member service across all transactions, excercising sound judgment to ensure accuracy, compliance, and positive outcomes.
Support business development and community engagement initiatives by representing the credit union at community and corporate events and identifying opportunities to enhance member relationships and organizational growth.
Oversee and ensure accurate reconciliation and balancing of the Vault, Cash Recycler, ATM, and individual cash drawers, investigating and resolving discrepancies using sound analytical judgement.
Direct and monitor completion of daily, monthly, quarterly audit requirements, maintaining strict adherence to internal controls and compliance standards.
Evaluate branch operations to identify opportunities to streamline processes, improve the work environments, and effectively adopt evolving technologies and tools that support member service.
Maintain in-depth knowledge of PSCU’s full array of products and services, including complex account types such as trusts, powers of attorney (POAs), IRAs, and other fiduciary accounts, applying expertise to support sound decision-making.
Ensure compliance with internal policies and procedures, exercising thoughtful judgement in complex situations.
Cultivate and maintain strong, trusted relationships with employees and members by leveraging effective interpersonal and communication skills to provide guidance, support, and solutions.
Lead and support team members through a change, effectively addressing challenges and resolving high-pressure situations with professionalism, tact, and diplomacy.
Mentor and coach team fostering a culture of high performance, continuous improvement and professional growth in accordance with the credit union's performance management philosophy.
Set clear goals and objectives for team members, providing regular feedback and performance evaluations.
Support and participate in enterprise-wide initiatives, including product development and enhancement, cost optimization, and process improvement efforts designed to increase efficiency, streamline operations, and ensure organizational relevance.
Assist with the creation and implementation of the annual plan and budget.
Take ownership of responsibilities, sets clear objectives, delivers results, and follows through on commitments. Model integrity and professionalism, reinforcing trust, discipline, and operational excellence within the team.
Ensure compliance with a variety of internal policies and procedures.
Comply with all anti-money laundering laws, including the Bank Secrecy Act, OFAC regulations, and the USA PATRIOT Act, as well as all related policies and procedures.
Demonstrate dependable performance including attendance and punctuality, recognizing that it is essential to organizational excellence and operational success.

Benefits

Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents.
Health and Dependent Care - Flexible Spending Account (FSA) - A tax-deductible account that can be used to pay for copayments, deductibles, some medications, and dependent care.
Health Savings Account (HSA) Employer Contribution - A tax-deductible medical savings account. A great option to save for medical expenses and reduce your taxable income.
401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service. All employees are vested at 100% for the employer match beginning the first day of employment.
Bonus program: All employees are rewarded for attaining our annual organizational goals.
Tuition Reimbursement program for employees eligible after six months of service.
Recognition program where employees can be nominated by management, their peers or by members.
Employee referral bonus.
Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service.
Employees are eligible to receive a consumer loan rate discount
Vacation and sick time: Full-time employees receive more than two weeks’ vacation per year, 11 paid holidays and 10 days of sick leave.