Branch Manager II - Corona Plaza

Altura Credit Union

Corona (CA)

On-site

USD 90,000 - 125,000

Full time

48 hours ago

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Benefits offered by this job

Vacation days

Sick leave

Holidays

Birthday and anniversary day off

Tuition reimbursement

401k match

Wellness incentive

Free checking & savings

Discounted loan rates

Community events

Job summary

Altura Credit Union in Corona, CA is seeking a Branch Manager II to lead day-to-day branch operations, supervise the branch team, and ensure warm, positive member experiences.

You will drive branch performance, coach staff, manage adherence to policies and regulatory requirements, and collaborate with marketing to uphold the branch image and customer satisfaction. This role demands strategic thinking, strong coaching, and a focus on risk management and audit readiness.

Qualifications

High school diploma or equivalent.
Minimum of three (3) years’ supervisory experience in a financial institution.
Minimum of seven (7) years’ experience in a financial institution, with knowledge of regulations, policies, and procedures governing financial services.

Responsibilities

Manage daily branch operations including safety, security, compliance, and loss prevention.
Achieve annual sales and production goals while promoting teamwork and quality member interactions.
Hire, schedule, train, and evaluate branch staff; conduct performance reviews and provide coaching.
Preserve branch image by coordinating with marketing to maintain professionalism and organization.

Skills

Supervisory experience

Coaching & mentoring

Staff training

Team leadership

Customer service leadership

Education

High school diploma or equivalent

Job description

Summary

The Branch Manager II manages day-to-day branch activities of a level II branch by supervising all team members. Ensures every Member, every time receives a warm and positive experience. Motivates and educates staff to meet and exceed Member’s expectations during each interaction. Responsible for overall achievement, coordination, and maintenance of branch production and satisfaction goals. Develops a branch staff and leadership team through consistent coaching and mentorship.

Essential Duties And Responsibilities

Responsible for the daily operational functions of the branch, ensuring the safety, security, and soundness of the branch. This includes, but is not limited to, internal control coordination, Human Resource Management (at the staffing level), compliance, security, and loss prevention. Ensures certifications, reviews, verifications, and inspections are completed in accordance with established procedure to guarantee branch attains a satisfactory audit rating.
Responsible for achieving annual sales and production goals for the branch, promoting teamwork, and emphasizing quality Member interactions.
Ensures branch is consistently delivering excellence in Member service. Provides a model example for Member service to staff and on the spot coaching for excellence in Member interactions, demonstrated by branch Member survey scores averaging the established minimum. This also includes reaching out to Members that have left a detractor comment within two business days. The Branch Manager will act in any branch role necessary to expedite Member transactions and ensure Member wait time is minimal.
Maintains a proficient knowledge of state and federal regulations and a strong knowledge of Altura Credit Union and its Affiliate’s operational procedures. Ensures team members are continuously trained. Performs in accordance with all compliance issues, policies, and procedures.
Resolves escalated Member service complaints and problems and ensures an acceptable level of service recovery is extended.
Hires, schedules, trains, and monitors the workflow of branch team members. Prepares and conducts performance reviews, ensuring team members receive consistent performance feedback through coaching, counseling, and Member survey reviews. Compiles and administers employee direction and correction notices, when applicable.
Preserves the retail and merchandising image of the branch by working closely with marketing to maintain consistency among branches as well as superior appearance of professionalism, cleanliness, and organization.

Supervisory Responsibilities

Directly supervises the branch staff. Carries out supervisory responsibilities in accordance with related policies, procedures, applicable state and federal laws, and the credit union’s strategic plan.

EDUCATION, EXPERIENCE, And/or QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

High school diploma or equivalent required.
Minimum of three (3) years’ supervisory experience in a financial institution, with the demonstrated ability to motivate, coach, counsel, and train subordinates.
Minimum of seven (7) years’ experience in a financial institution, with a proficient level of knowledge regarding regulations, policies, and procedures governing financial services.

Why Altura?

WORK-LIFE BALANCE