Lodi Branch - Associate Branch Manager III

Golden 1 Credit Union; Lodi (CA); On-site; USD 33,000 - 35,000; Full time

Job summary

Golden 1 Credit Union in Lodi seeks an Associate Branch Manager III to lead the team at its new branch after initial training at a neighboring location. This non-exempt role reports to the Branch Manager and focuses on delivering outstanding member service while coordinating daily branch operations.

You will develop staff, ensure compliance, and drive branch performance through effective people leadership, scheduling, and customer engagement.

Qualifications

• H.S. Diploma or General Education Degree (GED) required
• Associate's Degree in Business Administration, Finance or Human Resources or equivalent work experience preferred
• 3+ years progressively responsible supervisory experience within a retail environment or financial institution required

Responsibilities

• Ensures delivery of exceptional member experience on the platform and teller line.
• Manages, directs and supervises day to day activities of Member Service Specialists.
• Train and coach employees on sound operational and compliance requirements across all areas of the branch.
• Create and maintain staff scheduling that aligns with meeting branch member service demands.
• Assists Branch Manager in marketing the Credit Union to outside potential fields of membership in their location.

Skills

Team leadership

Supervisory experience

Customer service

Education

HS Diploma

Associate's Degree (Business/Finance/HR)

Job description

This role will begin training at a neighboring branch before transitioning to our new Lodi branch upon its opening.

Job Title

Associate Branch Manager III

Status

Non-exempt

Reports to

Branch Manager

Department

Lodi Branch

Job Code

6213

Pay Range

$33.86 - $35.00 Hourly

Who We Are

Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of "people helping people". We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.

Who You Are

At Golden 1, we invest in leaders who invest in people. As a Branch leader, you’re not just advancing your career—you’re shaping the success of your team and the financial well‑being of the community you serve. We are committed to internal advancement, leadership development, and continuous learning to support your growth as a people leader. In this role, you’ll build strong member relationships, set the standard for exceptional service, and coach your team to deliver trusted financial solutions. You’ll have the opportunity to make strategic decisions, drive branch performance, and create a positive, inclusive culture where employees and members thrive. If you’re a service-driven leader who’s passionate about developing others, delivering results, and making a meaningful community impact, we’d love to have you lead with us.

What You’ll Do

• Ensures delivery of exceptional member experience on the platform and teller line. Handles member issues escalated by Member Service Specialists.
• Manages, directs and supervises day to day activities of Member Service Specialists.
• Train and coach employees on sound operational and compliance requirements across all areas of the branch.
• Create and maintain staff scheduling that aligns with meeting branch member service demands.
• Assists Branch Manager in developing and implementing strategies to capitalize on opportunities, highlight the benefit of our products and services over that of our competitor’s, and support overall credit union member services, promotions and member service objectives and expectations.
• Assists the Branch Manager with human resource processes for all direct reports, including appraisals, disciplinary actions, individual development plan, career development, training, interviews, etc.
• During times of high transactional volume, delivers exceptional member experience on the platform and teller line. Handles member issues escalated by Member Service Specialists.
• Identify, investigate and respond to member concerns.
• Ensures compliance and efficiency with all policies and procedures.
• Maintain a current working knowledge of financial industry rules, regulations and sound methods and practices.
• Implement, maintain, and inspect security procedures, operational reports, control logs, audits, and certifications in compliance with all current regulatory requirements.
• Lead and coordinate service promotion activities, which include outbound calls, special service days and outside marketing efforts as needed and directed.
• Assist Branch Manager in marketing the Credit Union to outside potential fields of membership in their specific field and location.
• Manage relationships between the branch and the Member Service Contact Center, Mortgage Lending, Consumer Lending, Online Banking, and Financial Services partners to ensure collaboration in meeting shared company objectives.
• Monitor all internal policy and procedure controls to safeguard the funds and assets of Golden 1.
• Proactively identify any potential issues keeping the branch from providing exceptional member service and collaborate on solutions with the Branch Manager.
• Provide recommendations, as needed, to more efficiently meet the financial needs of the members visiting the branch.
• Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy act, anti-money laundering, and elder financial abuse laws appropriate to the position.
• Perform Notary Public services as needed.
• Assists Branch Manager in ensuring that the physical maintenance and overall appearance of the branch facility is satisfactorily maintained at all times.
• Makes recommendations to Branch Manager.
• Travel to meetings by car or public conveyance.
• May occasionally be requested to fill in at another branch location.

Qualifications And Preferences

• H.S. Diploma or General Education Degree (GED) required
• Associate's Degree in Business Administration, Finance or Human Resources or equivalent work experience preferred
• 3+ years progressively responsible supervisory experience within a retail environment or financial institution required

Why Join Us

Golden 1 Credit Union provides its employees a market-competitive and internally equitable total rewards compensation package through a variety of programs. These programs are designed to attract, motivate, and retain employees that drive and support the achievement of Our Mission, Vision, and Strategic Goals. The Credit Union is committed a total rewards philosophy built on; a comprehensive compensation package, well-life and work-life balance, career development and growth, rewards and recognition, and a commitment to Diversity, Equity and Inclusion. We believe in fostering a workplace where every employee is recognized, valued, and motivated to contribute their best.

Disclaimer/Intent And Function Of Job Descriptions

The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications requirements of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with their supervisor.