Westridge Branch - Branch Manager III

Golden 1 Credit Union•Salinas, CA

About The Position

Golden 1 Credit Union is a member-owned, not-for-profit cooperative guided by the philosophy of “people helping people.” The Branch Manager III leads the Westridge Branch, developing strong member relationships and ensuring exceptional service while advancing branch performance and the financial well-being of the community. The role includes making strategic decisions, developing employees, and fostering a positive, inclusive branch culture aligned with Golden 1’s mission, vision, and core values. The Branch Manager oversees all aspects of branch operations, including regulatory compliance, internal controls, staffing, service objectives, business and marketing plans, and budget expenses. The manager builds and leads an engaged team, develops community and membership opportunities, addresses member concerns, and collaborates with other departments and branch leadership. The position may involve travel to meetings and occasional coverage at another branch; when too few authorized Notary Publics are on staff, the Branch Manager performs notary duties.

Requirements

Bachelor’s degree in a related field or equivalent work experience.
At least 3 years of progressively responsible management experience within a retail or financial institution.

Responsibilities

Foster a professional, friendly environment that provides exceptional service and supports growth in market share, wallet share, and revenue.
Build, train, coach, and lead an engaged team through employee development.
Lead branch performance and member-service objectives aligned with Golden 1’s mission, vision, and core values.
Plan, organize, direct, implement, and control branch operations, ensuring compliance with regulations, policies, and procedures.
Create a positive branch service culture and partner with other departments to achieve shared company objectives.
Identify community-event opportunities and potential select employee groups, and participate in related events.
Coach, develop, and manage staff performance to meet or exceed service objectives and expectations.
Identify, target, and market the Credit Union to potential fields of membership in the branch’s demographic and local communities.
Develop and implement branch business and marketing plans.
Plan, organize, and participate in branch outbound calling efforts.
Ensure team members follow up on active member outreach, including phone calls and emails.
Conduct employment interviews as needed; hire, train, develop, direct, schedule, and evaluate branch employees.
Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance.
Complete human-resource activities for direct reports, including appraisals, disciplinary actions, individual development plans, career development, training, and interviews.
Identify, investigate, and respond to member concerns.
Share pertinent information with management and staff by preparing for, conducting, and attending meetings.
Monitor internal policy and procedural controls to safeguard Golden 1 funds and assets.
Oversee, assist, and partner with the Associate Branch Manager and/or Member Service Specialist IV to establish internal processes and controls.
Participate on special and standing committees.
Provide recommendations regarding branch employees’ promotions and placement.
Ensure the physical maintenance and appearance of branch facilities.
Travel to meetings by car or public conveyance.
Perform Notary Public duties when an insufficient number of authorized notaries are on staff.
Prepare and submit budget justifications.
Oversee and control applicable budgetary expenses.
Occasionally fill in at another branch location when requested.