Branch Operations Lead & Staff Coach

Cal Coast Credit Union; San Diego (CA); On-site; USD 39,000 - 49,000; Full time

Job summary

Cal Coast Credit Union in San Diego, CA seeks a supervisory professional to assist the Branch Manager with exceptional service, focusing on operations, achieving goals, branch growth, and staff development in alignment with the credit union’s Mission, Vision and Values.

This role guides workflow, mentors staff, assists with scheduling, conducts audits for compliance, and participates in staff meetings and training.

Qualifications

• High school diploma or equivalent plus three years of experience in a financial institution performing the full range of new account, loan and operation functions.
• Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the Safe Act and provide this registration number to consumers.
• Requires strong sales and service skills.
• Working knowledge of negotiable instruments and financial industry rules and regulations; ability to perform complex financial transactions with accuracy.
• Thorough knowledge of financial products and services, including IRA's, Real Estate, escheated accounts, decedent accounts, trusts and related issues.
• Ability to communicate effectively in writing and verbally.
• Demonstrated leadership; ability to coach, train, develop and motivate others.
• Ability to manage multiple projects, work under pressure, prioritize and resolve conflicts with tact.
• Occasional Saturday, Sunday and evening shifts may be required.
• NMLS registration is required.

Responsibilities

• Ensures sales and service goals are met.
• Guides, motivates, trains, and coaches branch staff; provides feedback to management.
• Assists with scheduling.
• Performs audits and certifications to ensure compliance.
• Conducts staff meetings and communicates branch expectations.
• Assists with overrides and transaction authorizations.
• Processes new accounts and loans accurately and completely.
• Adheres to cash, key and dual control policies and procedures.
• Adheres to security and robbery procedures.
• Complies with policies and procedures.

Skills

Leadership

Empathy

Active listening

Problem solving

Time management

Education

High school diploma or equivalent

Tools

NMLS registration

Job description

Cal Coast Credit Union in San Diego, CA seeks a supervisory professional to assist the Branch Manager with exceptional service, focusing on operations, achieving goals, branch growth, and staff development in alignment with the credit union’s Mission, Vision and Values.

This role guides workflow, mentors staff, assists with scheduling, conducts audits for compliance, and participates in staff meetings and training.