Branch Manager - Lake Forest

O. C. Credit Union; Lake Forest (CA); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Health & dental coverage

401(k) with employer match

Annual bonus

Annual merit increase

Educational grants

Paid vacation days

Job summary

Orange County's Federal Credit Union (OCFCU) in Lake Forest, CA seeks a Branch Manager to lead growth initiatives, develop a high-performing team, and strengthen community ties. The role emphasizes data-driven decision-making, strategic planning, and delivering exceptional member service.

Qualifications include 5+ years in banking sales/services and management, plus 3+ years in business development. Bilingual skills in Mandarin or Spanish are a plus, with a competitive compensation package.

Qualifications

• 5+ years in banking sales/service and an entrepreneurial growth mindset.
• 5+ years in management leading a team of 6+ employees with coaching responsibilities.
• 3+ years in business development and community engagement.
• Mandarin or Spanish fluency is helpful.

Responsibilities

• Drive growth and measurable results by using data and insights to set goals.
• Lead and mentor a high-performing branch team to deliver exceptional service.
• Build relationships with local partners to elevate the branch presence.

Skills

Banking sales

Leadership

Team building

Data analytics

Community engagement

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Branch Manager - Lake Forest

Regular Full-Time Management Lake Forest, CA, US

Salary Range: $85,000.00 To $100,000.00 Annually

As a Branch Manager - Lead with Purpose. Build with Passion. Belong to Something Greater.

Mandarin or Spanish fluency is helpful

At Orange County’s Federal Credit Union (OCFCU), banking is personal—and it always has been. For more than 87 years, we’ve built genuine relationships, provided trusted guidance, and put people before transactions to help our members achieve life’s most important milestones.

Today, with more than $3 billion in assets and 145,000+ members, we continue to grow while staying true to the values that have made us one of Orange County’s most respected financial institutions. We’ve been named #1 Credit Union by the Orange County Register for several years and most recently in 2024 & 2025. We’re also honored with workplace satisfaction—driven directly by employee voices. When you join OCFCU, you’re joining a workplace where people genuinely enjoy showing up and feel empowered to do meaningful, impactful work every day.

• Are you goal-oriented and talented at strategizing growth and driving performance by using data and insight to set goals and deliver measurable results? A typical day is executing plans that drive long‑term success!
• Are you passionate about wow‑worthy service and driving results? Do you thrive on building and inspiring high‑performing teams while creating a culture where service goes far beyond transactions?
• Want to make an impact? Are you craving to feel valued and become an agent of change and growth?
• Passionate about engaging with the local community? You have strong relationships with local partners, and elevating your branch’s community presence is your expertise.

What’s Required

• 5+ years in banking sales/service roles and an entrepreneurial spirit with experience creating strategies for business growth. Additionally, you’re adept at ensuring operational excellence in banking, managing daily branch operations with a keen eye for detail and compliance, and striving for continuous improvement.
• 5+ years of management experience (6+ employees). You’re an expert at building, coaching, mentoring, and developing a team that consistently meets and exceeds performance targets while providing exceptional service to members.
• 3+ years in business development and community engagement.
• Mandarin or Spanish fluency is helpful

What We Offer

• A People-First Culture: We lead with empathy and authenticity.
• Anthem HMO/PPO, Delta Dental, and Unum options – from day one!
• 401(k) with up to 6% employer match
• Annual discretionary bonus
• Annual merit increase
• Educational grants up to $1,000
• 18 vacation days/year (increases to 21 after 5 years)
• Final offers based on qualifications, experience, and internal equity. The range for the Branch Manager role is $85,000 - $100,000 annually.

Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.