Branch Supervisor/Assistant Branch Manager (San Marcos)

California Coast Credit • San Marcos, CA

6d • $70,304 - $95,595

About The Position

California Coast Credit Union seeks a Branch Supervisor/Assistant Branch Manager to assist the Branch Manager in delivering exceptional member service, supporting teller operations, achieving organizational goals and branch growth, developing staff, implementing policies and procedures, and embracing the credit union’s mission, vision, and values. The position supervises branch operations and staff, helps maintain efficient, accurate, and compliant service, and supports sales and service goals. It reports directly to the Branch Manager. Branch Senior and Personal Financial Representative I–III staff may report directly to this position; Teller I–III staff may report indirectly.

The role includes coaching and training employees, assigning and reviewing work, maintaining appropriate staffing, supporting performance management, and fostering a positive team environment. It also involves ensuring compliance with internal audit and BSA/AML procedures, maintaining a safe and professional branch, and participating in community and business development activities. Duties may include cash-drawer handling, notary services, consumer and real estate loan processing, and support for loan documentation and funding.

A Bachelor’s degree in Business/Financial Services is preferred, or up to five years of equivalent financial industry experience. Assistant Branch Manager candidates must have at least two years of branch supervisory experience. The position requires maintaining Mortgage Loan Originator registration under the SAFE Act. Availability to work Saturdays, Sundays, and evenings is required to support branch, Business Development, and Community Relations functions. Work is primarily in an office setting and involves extended periods of sitting or standing, occasional walking, and use of standard office equipment.

Requirements

• At least two years of branch supervisory experience is required for the Assistant Branch Manager role.
• Maintain Mortgage Loan Originator (MLO) registration in compliance with the SAFE Act and provide the registration number to consumers as part of mortgage-lending work.
• Strong communication, conflict-resolution, and coaching skills, with sound reasoning, judgment, and decision-making ability.
• Knowledge of sales and service, branch operations, lending, regulations, and security procedures.
• Demonstrated leadership and ability to train, develop, and motivate others; maintain a professional and positive attitude.
• Ability to interact effectively with coworkers, follow work rules and procedures, accept constructive criticism, and lead and manage others.
• Availability to work Saturdays, Sundays, and evenings to accommodate branch, Business Development, and Community Relations functions.
• Ability to operate standard business machines, including a computer, printer, fax, copier, and telephonic devices.
• Ability to tolerate long periods of sitting or standing with occasional walking.
• Ability to use a keyboard, mouse, and other peripherals.

Nice To Haves

• Bachelor’s degree in Business or Financial Services; equivalent financial industry experience of up to five years is also mentioned as an alternative.

Responsibilities

• Assist the Branch Manager in providing exceptional member service and meeting sales and service goals.
• Supervise branch operations to promote efficiency, accuracy, and compliance.
• Train, coach, monitor, motivate, and mentor staff to achieve branch and individual goals.
• Assign, monitor, and review staff work to ensure duties are completed according to procedures and timeframes.
• Recommend and implement procedures, and communicate new programs, policies, and procedures to staff.
• Support employee development through training, cross-training, observation, counseling, and performance appraisals.
• Monitor employee attendance, performance, and conduct; provide counseling and disciplinary recommendations as appropriate.
• Schedule staff to maintain adequate coverage and potentially review employee time-off requests.
• Possibly assist with interviews and promotions.
• Assign and complete departmental side-jobs and maintain required department records.
• Help maintain department facilities and an organized, safe, and professional work environment.
• Conduct staff meetings and training sessions to support teamwork, information sharing, productivity, security, and operations.
• Ensure correspondence is professional and accurate.
• Handle a cash drawer when required and potentially serve as a notary.
• Potentially process consumer and real estate loans and help ensure loan documents are complete, stipulations are met, and loan queues are managed for funding.
• Assist with training for Shared Branches staff on policies and procedures specific to CU Service Centers.
• Potentially assist the Business Development Department with Select Employee Group events and participate in community and partnership events.
• Ensure branch compliance with internal audit procedures and perform steps necessary for BSA/AML compliance.
• Adhere to cash, key, dual-control, security, robbery, and other policies and procedures.
• Perform other relevant duties and administrative tasks as assigned.

Benefits

• Workplace Wellness Program with opportunities for health, wellness, and fun.
• Employee Activity Program.
• Positive work/life balance, employee-friendly culture, and workplace recognition and rewards.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager