Assistant Branch Manager (Poway)

Cal Coast Credit Union; Poway (CA); On-site; USD 70,304 - 95,595; Full time

Job summary

California Coast Credit Union is seeking a Branch Supervisor/Assistant Branch Manager to lead teller operations and staff development within our Poway, CA location. This role focuses on delivering exceptional member service while achieving branch growth goals.

The position requires a Bachelor’s in Business/Financial Services or equivalent experience, with 2+ years of branch supervisory experience. Emphasis on leadership, training, and compliance with FSCC policies and procedures.

Qualifications

• Leadership and training capabilities to develop staff and meet sales/service goals.
• Strong communication and coaching skills for performance management.
• Active listening and empathy to understand member needs and support teamwork.
• Grit and resilience to persist in objectives and deadlines.
• Self-motivation and goal orientation to drive branch growth and service excellence.
• Creative problem-solving to handle resources and service challenges.
• Promotion of diversity and inclusion in the workplace.
• Ability to collaborate across departments to serve members effectively.

Responsibilities

• Supports Branch Manager to ensure sales and service goals are met.
• Supervises branch operations for efficiency, accuracy and compliance.
• Motivates, coaches, trains and mentors staff to excel and achieve goals.
• Adheres to cash handling and security procedures.
• Ensures staff training, staffing levels, and scheduling; conducts staff meetings.
• Maintains BSA/AML compliance and internal audit standards.

Skills

Leadership

Empathy

Active listening

Grit

Motivation

Problem solving

Diversity & inclusion

Collaboration

Education

Bachelor’s degree in Business/Financial Services

Job description

About the Company

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what’s important to our valued employees. Our Workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee‑friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family!

Job Objective

This position is accountable for assisting the Branch Manager with providing exceptional service with a focus on teller operations, obtaining organizational goals, branch growth, staff development, implementing policies and procedures and embracing the credit union’s Mission, Vision and Values.

Supervisory Responsibilities

This position reports directly to the Branch Manager. The following staff may report directly or indirectly to the Branch Supervisor:

• Branch Senior ­– Teller I‑II‑III
• Personal Financial Representative I‑II‑III

Nature & Scope

• Trains, coaches and monitors staff to meet or exceed branch and individual sales and service goals. Conducts frequent sales meetings and contests.
• Assigns, monitors, and reviews work assignments of staff to ensure completion of duties according to established procedures and timeframes.
• Recommends and implements procedures. Effectively communicates and ensures new programs, policies and procedures are followed by staff.
• Assists with the development of personnel by providing effective training, cross‑training, observation, counseling, timely and fair performance appraisals and effectively motivating employees and maintaining a positive team‑work environment.
• Monitors employees’ attendance, job performance and conduct. Provides counseling and recommendations for appropriate disciplinary action.
• Ensures adequate staffing levels are maintained by effectively scheduling employee work hours. May review and approve or disapprove employees’ time off.
• May assist with interviews of new employees and promotion of existing employees.
• Responsible for assigning and completing various departmental side‑jobs.
• Manages all necessary department records in accordance with established procedures.
• Assists with the overall maintenance and appearance of the department facilities. Ensures an organized, safe and professional environment is maintained.
• Exercises discretion and independent decision‑making to ensure growth and soundness of the credit union.
• Conducts regular staff meetings and training sessions to enhance teamwork, share information, improve productivity and maintain proper security and operations.
• Ensures all correspondence is professional and accurate.
• Handling of a cash drawer may be required.
• May serve as a notary.
• May process consumer and real estate loans.
• May assist to ensure loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
• May actively manage loan queues to ensure approved loans are funded.
• Assists with training to ensure staff is knowledgeable on all FSCC Policies/Procedures that are unique to CU Service Centers.
• May assist the Business Development Department with Select Employee Group’s (SEG) days and participates in community and partnership events.
• Ensures branch is compliant with internal audit procedures. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
• Performs other relevant and related duties as required.

Education, Skills & Abilities

• Provides leadership through modeling of behaviors and bringing forward new ideas and ways of doing things.
• Demonstrates empathy, self‑reflection, and adjustment of own behaviors, showing effective emotional intelligence.
• Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
• Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
• Models intrinsic motivation; is self‑driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
• Applies creative problem‑solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals by navigating through barriers.
• Shares a diverse set of perspectives, work and life experiences, and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and values the differences of others, including but not limited to national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures.
• Values and shows appreciation for the unique qualities and experiences of each person‑inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.

Other Education, Skills, and Abilities

• A Bachelor’s degree in Business/Financial Services is preferred or up to 5 years equivalent financial industry experience. A minimum of 2 years branch supervisory experience is required for Assistant Branch Manager.
• Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending.
• Good communication, conflict resolution and coaching skills; ability to demonstrate sound reasoning, judgment and decision making.
• Knowledgeable in sales and service, branch operations, lending, regulations and security procedures.
• Requires demonstrated leadership skills and the ability to effectively train, develop and motivate others. Acts as a role model for co‑workers, displaying a professional and positive attitude at all times.
• Ability to interact effectively with coworkers, understand and follow work rules and procedures, accept constructive criticism and lead and manage others.
• Availability to work Saturdays, Sundays and evenings is required to accommodate branch, Business Development and Community Relations functions.
• Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.

Major Accountabilities

• Supports Branch Manager to ensure sales and service goals are met.
• Supervises operations of the branch to ensure efficiency, accuracy and compliance.
• Motivates, coaches, trains and mentors staff to excel and achieve goals.
• Adheres to cash, key and dual control policies and procedures.
• Adheres to security and robbery procedures.
• Complies with all other policies and procedures.

Physical Requirements

• Ability to tolerate long periods of sitting/standing with occasional walking.
• Ability to use keyboard, mouse and other peripherals.

Environmental Conditions

• Work is primarily performed within an office setting. Subject to standard background noise found in an office environment.

Note

Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion.

California Coast Credit Union is an Equal Opportunity Employer.

Salary Range (Annually)

$70,304.0000 – $84,206.2000 (Branch Supervisor)
$76,476.1920 – $95,595.2400 (Assistant Branch Manager)