Branch Supervisor/Assistant Branch Manager (Poway)

California Coast CreditPoway, CA
$70,304 - $95,595Onsite

About The Position

California Coast Credit Union is seeking a Branch Supervisor/Assistant Branch Manager to assist the Branch Manager in providing exceptional service with a focus on teller operations, achieving organizational goals, branch growth, staff development, and implementing policies and procedures. The role embraces the credit union's Mission, Vision, and Values, contributing to financial prosperity and strong community relationships. The company offers a positive work/life balance, a Wellness Program, an Employee Activity Program, and a supportive, rewarding employee-friendly culture.

Requirements

  • A minimum of 2 years branch supervisory experience is required for Assistant Branch Manager.
  • Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending.
  • Good communication, conflict resolution, and coaching skills.
  • Ability to demonstrate sound reasoning, judgment, and decision making.
  • Knowledgeable in sales and service, branch operations, lending, regulations, and security procedures.
  • Demonstrated leadership skills and the ability to effectively train, develop, and motivate others.
  • Acts as a role model for co-workers, displaying a professional and positive attitude at all times.
  • Ability to interact effectively with coworkers, understand and follow work rules and procedures, accept constructive criticism, and lead and manage others.
  • Availability to work Saturdays, Sundays, and evenings required in order to accommodate branch, Business Development, and Community Relations functions.
  • Ability to operate standard business machines such as computer, printer, fax, copier, and telephonic devices.

Nice To Haves

  • A Bachelor’s degree in Business/Financial Services is preferred or up to 5 years equivalent financial industry experience.

Responsibilities

  • Trains, coaches, and monitors staff to meet/exceed branch and individual sales and service goals.
  • Conducts frequent sales meetings and contests.
  • Assigns, monitors, and reviews work assignments of staff to ensure completion of duties according to established procedures and timeframes.
  • Recommends and implements procedures, and ensures new programs, policies, and procedures are followed by staff.
  • Assists with the development of personnel by providing effective training, cross-training, observation, counseling, timely and fair performance appraisals, and effective motivation.
  • Monitors employees’ attendance, job performance, and conduct, providing counseling and recommendations for disciplinary action.
  • Ensures adequate staffing levels are maintained by effectively scheduling employee work hours and may review/approve/disapprove time off requests.
  • May assist with interviews of new employees and promotion of existing employees.
  • Responsible for assigning and completing various departmental side-jobs.
  • Maintains all necessary department records in accordance with established procedures.
  • Assists with the overall maintenance and appearance of the department facilities, ensuring an organized, safe, and professional environment.
  • Conducts regular staff meetings and training sessions to enhance teamwork, share information, improve productivity, and maintain proper security and operations.
  • Ensures all correspondence is professional and accurate.
  • Handling of a cash drawer may be required.
  • May serve as a notary.
  • May process consumer and real estate loans.
  • May assist to ensure loan processing/documents are accurate and complete, that underwriter stipulations are met, and appropriate information is documented.
  • May actively manage loan queues to ensure approved loans are funded.
  • Assists with training to ensure staff is knowledgeable on all FSCC Policies/Procedures that are unique to CU Service Centers.
  • May assist the Business Development Department with Select Employee Group’s (SEG) days and participates in community and partnership events.
  • Ensures branch is compliant with internal audit procedures.
  • Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
  • Performs other relevant and related duties as required.
  • Supports Branch Manager to ensure sales and service goals are met.
  • Supervises operations of the branch to ensure efficiency, accuracy, and compliance.
  • Motivates, coaches, trains, and mentors staff to excel and achieve goals.
  • Adheres to cash, key, and dual control policies and procedures.
  • Adheres to security and robbery procedures.
  • Complies with all other policies and procedures.

Benefits

  • Wellness Program
  • Employee Activity Program
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service