Floater Assistant Manager (Pasadena, CA)

Wescom Financial•Pasadena, CA

About The Position

The Floater Assistant Manager assists with managing different locations throughout Wescom’s field of membership and helps manage the operations of a full-service branch. The role creates an environment where staff consistently deliver Wescom Experiences and reinforces member service, teamwork, collaboration, financial discipline, operational integrity, process improvement, and efficiency. The Floater Assistant Manager leads, trains, and coaches staff in member transactions, memberships, accounts, and related products and services, ensuring required documentation, data entry, and compliance with audit requirements. The role assumes responsibility for branch functions when the Branch Manager is absent and models behavior that promotes member engagement, needs-driven sales, referrals, and branch growth. The position supports employee development and organizational objectives by communicating goals, tracking results, coaching performance, and promoting current products and services. It helps staff engage new members as Signature Members and deepen existing members’ use of credit union products and services. The role proactively resolves escalated member issues, supports teamwork across the organization, and provides operational guidance to branch staff. The Floater Assistant Manager supports branch operations, including approvals for transactions and loans, training and staff development, budget and expense control, lending growth, audit and security compliance, loss prevention, and safeguarding credit union assets. The position requires availability during weekends and travel to branches within Wescom’s field of membership. Employees in hybrid or remote positions must reside within Wescom’s service area in California; the posting does not specify a work arrangement for this role.

Requirements

High school graduate.
Nationwide Mortgage Licensing System (NMLS) registration is required and must be maintained for Branch Mortgage Loan Originators.
Maintain licensing as a Notary Public.
Demonstrated analytical skills and strong written and oral communication skills.
Ability to quickly embrace change and effectively lead others through change.
Professionalism, ability to work in a fast-paced environment, and ability to work well with others as a team player.
Creative, productive, and goal-oriented approach.
Strong attention to detail and organizational skills.
Proficiency in job-related technology applications, including the credit union’s operating and lending systems and specialized software required for the position.
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
Maintain proficiency in using and demonstrating technology available to members, including mobile and online banking services.
Ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals; compute rates, ratios, and percentages; and draw and interpret bar graphs.
Willingness to be available during weekends and travel to branches within Wescom’s field of membership.
Must reside within Wescom’s service area in California, as required for all positions.

Nice To Haves

Previous financial industry experience.
Previous customer service experience.
Bachelor’s degree.
Previous supervisory experience in a financial institution.

Responsibilities

Provide consistently high-quality service and promote member satisfaction, advocacy, and successful member experience survey results.
Model and enforce branch service standards, the Mission Statement, Core Values, and Team Attributes.
Maintain high service standards and operational excellence throughout the branch and ensure member issues are addressed promptly.
Create an environment that supports teamwork and collaboration within the branch and across the organization.
Perform and approve day-to-day transactions, including check approvals, check-hold decisions, cash verifications and approvals, and transaction overrides.
Perform and approve loan transactions, including loan reviews and approvals.
Provide operational support and guidance to staff regarding policies and procedures.
Mentor and provide direction and support to the Operations Supervisor.
Assist with managing branch staff and activities, establishing performance goals, allocating resources, and assessing staff performance.
Adapt to changing priorities, product and service offerings, technology, and operational systems; keep staff knowledge current and ensure it is applied.
Support the Branch Manager in selecting, coaching, evaluating, and developing staff, including career pathing and training in service, products, operations, and interpersonal skills.
Ensure training objectives are met, including regulatory training and completion of Wescom University core curriculum; ensure licensed and registered employees maintain their credentials and complete required training.
Help staff develop goals for service, growth, and other key areas; coach staff in needs-based sales and service to match offerings to member needs.
Model optimal member engagement, appropriate use of delivery channels, and referrals for insurance, investment, and real estate services.
Attract new members and support member and account retention, with an emphasis on engagement.
Keep staff efforts focused on branch goals and aligned with Wescom’s strategic objectives.
Collaborate with the Branch Manager on the branch budget and expense control, including salary and overtime expenses.
Apply knowledge of consumer lending, home equity products, and loan origination processes, including application processing, pricing, documentation, disclosures, quality control, and funding.
Identify lending growth opportunities and manage and track staff lending activities.
Ensure branch compliance with audit and security standards, policies, procedures, loss prevention measures, and protection of credit union assets.
Conduct routine audits of negotiable instruments and review and balance assigned general ledger reconciliations.
Ensure quality control of memberships opened and loans funded at the branch.
Maintain confidentiality of credit union and member records.
Be available during weekends and travel to branches within Wescom’s field of membership.
Ensure the branch’s physical environment meets Wescom standards and maintain a professional appearance and demeanor; hold staff accountable for the same.
Maintain good attendance and punctuality in accordance with Wescom policy.