Assistant Branch Manager

Credit Union of Southern California; Whittier (CA); On-site; USD 70,000 - 95,000; Full time

Job summary

Credit Union of Southern California (CU SoCal) is hiring an Assistant Branch Manager to support the Branch Manager in directing the team and overseeing branch operations to ensure high-quality member service and achievement of operational goals. The role requires leadership, analytical skills, and strong communication to coach staff, optimize processes, and engage with the local community.

The position is based in Whittier, CA with standard business hours and potential weekend shifts based on

Qualifications

• High School Diploma or equivalent.
• 2+ years of analytical and problem-solving experience in branch operations, analysis, process improvement, and/or program/project management role.
• Associate degree or equivalent experience.
• 4+ years of analytical and problem-solving experience in branch operations, analysis, process improvement, and/or program/project management role.

Responsibilities

• Oversees coaching, training & development, performance management, timekeeping policy adherence, and HR issue escalation/resolution.
• Ensures branch operations comply with policies, procedures, and regulatory requirements.
• Develops, coordinates, and conducts training on savings, lending, and cross-selling programs; helps implement new products/services.
• Sets objectives, develops strategies, budgets, and policies; tracks operational and sales goals for superior service and efficiency.
• Engages with local organizations and participates in community events to expand CU SoCal relationships.

Skills

Leadership

Multitasking

Communication

Education

High School Diploma or equivalent

Associate degree or equivalent experience

Tools

Microsoft Office

Outlook

Teams

Word

Excel

Job description

We are hiring an Assistant Branch Manager who will support the Branch Manager in directly managing the team members and overseeing all aspects of branch operations to ensure Members receive high quality service and all operational expectations are being met.

Business Hours

Monday – Friday 8:30AM to 5:30PM and Saturday 8:30AM to 1:30PM*

*Based upon business needs, our positions may require working flexible hours, including weekends.

CU SoCal is a Gallup Exceptional Workplace Award Recipient

In 2026, Credit Union of Southern California (CU SoCal) was once again honored with the Gallup Exceptional Workplace Award, marking our third consecutive win and ranking us among the top workplaces worldwide for outstanding employee engagement.

The CU SoCal culture fosters Building Better Lives for our Members, personal development, open communication, and genuine care for each other. We prioritize C.A.R.E. 4: professional competence, positive attitude, relationship building, and eager service to others. If you're passionate about making a difference and want to be part of a dynamic team.

Requirements

Minimum Qualifications

• High School Diploma or equivalent.
• 2+ years of analytical and problem-solving experience in branch operations, analysis, process improvement, and/or program/project management role.

Preferred Qualifications

• Associate degree or equivalent experience
• 4+ years of analytical and problem-solving experience in branch operations, analysis, process improvement, and/or program/project management role.

Skills and Abilities

• Strong leadership skills and the ability to effectively manage a successful team.
• Ability to multitask and manage multiple projects at once.
• Professional and effective communication skills.

Essential Duties and Responsibilities

• Working knowledge of Microsoft Office applications, specifically Outlook, TEAMs, Word and Excel.
• Oversees the team members with respect to providing coaching, training & development, performance management, time keeping policy adherence, and assisting in either resolving or escalating HR related issues.
• Contributes to supportive work environment, harmonious working relations and high team member morale and engagement.
• Perform the Branch Manager’s supervisory and operational responsibilities during his/her absence by making sound decisions and motivating team members to build exceptional teamwork through maintaining a winning attitude and positive behavior
• Ensures branch operations are conducted in accordance with established policies, procedures, and guidelines in alignment with regulatory requirements.
• Responsible for developing, coordinating, and conducting ongoing training on savings, lending, and cross-selling programs; assist in creating and implementing O.R.G.s; assists in researching, proposing and implementing new and enhanced products/services to management.
• Assists in setting objectives, developing strategies, budgeting, and developing policies and procedures. Tracks operational and sales goals to ensure superior service and efficiency.
• Get involved with local organizations and participate in local community events to introduce and expand CU SoCal’s relationships and reputation.
• Enhance Member Experience by consistently engaging and connecting with Members to exceed service expectations in a timely manner and by effectively resolving problems; work directly with Members to build relationships and uncover and satisfy their financial needs
• Assists branch manager in all aspects of the daily operations including Member day to day basic transactions up through advanced Member account administration.
• Complete understanding and active application the Exceptional Experience Guide expectations.
• Additional duties and responsibilities as assigned.

We support Pay Transparency and are a pay-for-performance organization that benchmarks base pay to the 50th percentile of market data.

Pay Scale: Min $ $70,304 / Mid $79,976.52 / Max $94,830.84 per year*

*Actual compensation will be based on geographical location, work experience, education and/or skill level.

CU SoCal is an equal opportunity employer. All decisions are based only on the individual’s qualifications/ability to perform the work. The above statements are intended to describe the essential functions, nature and level or work to be performed as of the document preparation date; they are not intended to be an exhaustive list of all duties and responsibilities. CU SoCal reserves the right to modify this job description at any time, without notice.

We foster an environment and culture where ideas and decisions from all people help us grow, innovate, and fulfill our mission of Building Better Lives.