Assistant Manager, Operations

Pacific Service Credit Union • Concord, CA

12d • $35 - $45 • Hybrid

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 Manager, Operations is responsible for overseeing, directing, and managing operational activities while guiding and coaching department staff. The individual in this role drives execution of department goals and operational metrics, delivers management reports, and supports staffing functions, including hiring, training, performance evaluations, and discipline. The role facilitates operational processes across core banking, digital banking services, and eCommerce channels, ensuring compliance, efficiency, and timely delivery. The role independently identifies opportunities to improve workflows, implement system upgrades and enhancements, and maintain effective communication with internal teams, vendors, and stakeholders. The Assistant Manager, Operations organizes and tracks performance metrics, supports budgeting and audit activities, and develops policies and procedures to enhance operational effectiveness.

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 required.
• Minimum six (6) years within credit union operations management or related field, required.
• Minimum one (1) year of progressively responsible experience in a managerial position in credit union operations, required.
• Must be self-motivated, team-oriented, and able to multitask efficiently in a demanding environment with minimal supervision.
• 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, Operations Management, or related field, preferred
• Knowledge of Federal and State banking regulations and accounting and audit principles, strongly preferred.
• Knowledge of credit union industry regulations and operations, preferred.
• Knowledge of Symitar software system, preferred.

Responsibilities

• Participate in planning, directing, organizing and controlling operational activities, and provide day-to-day leadership and oversight of department staff and operational functions.
• Oversee the execution, tracking, and monitoring of department goals and metrics, and prepares management summary reports, as needed.
• In partnership with the Manager, Operations, manage and direct staffing responsibilities, including hiring, training, cross-training, counseling, performance evaluation, and discipline of all department personnel.
• Participate in conducting periodic individual performance reviews and collaborate with the Manager, Operations to design and implement plans that maintain accurate and up-to-date team and individual performance index records up.
• Oversee and coordinate operational activities, including check processing, outgoing wire transfers, digital account opening, account administration, IRA account administration, and eCommerce deliverables, ensuring compliance and timely processing.
• Provide operational support for facilitating the development, testing, training, and implementation of assigned projects for the credit union’s service delivery channels.
• Identify workflow and process inefficiencies, recommends improvements, and participate in developing and implementing new or updated policies and procedures.
• Participate in researching, planning, organizing, and coordinating projects, focusing on system changes and enhancements to Symitar, and digital banking.
• Communicate project statuses clearly and consistently to internal and external stakeholders, serving as a central point of contact for vendors and stakeholders.
• Support project reporting by preparing regular status updates, maintaining online tracking systems, and distributing information, as appropriate.
• Partner in coordinating testing of system changes, upgrades, and enhancements to the credit union’s core system, digital banking, and other service channels.
• In partnership with the Manager, Operations, serve as an operational lead between Operations, IT, vendors, and business stakeholders regarding operational initiatives, workflow issues, system enhancements, and project execution.
• Support the development of operational procedures and policies, ensuring effectiveness, consistency, and quality improvements.
• Formulate, develop, implement, and monitor operational processes to improve efficiency and maintain standards.
• In partnership with the Manager, Operations, oversee audit activities and department functions to ensure timely, accurate, and compliant processing across all operational areas.
• Keep Manager, Operations informed of member and employee issues, concerns with other departments, and backlog of work.
• 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.
• Partner with Manager, Operations in the creation and implementation of the annual operations 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.
• Provide back-up and support to management, as directed.
• Performs special projects and other responsibilities, as directed.

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.
• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED