Lodi Branch - Branch Manager III

Golden-1-Credit-Union; Lodi (CA); On-site; USD 85,000 - 88,000; Full time

Job summary

Golden 1 Credit Union is seeking a Branch Manager III to begin with training at a neighboring branch and transition to the new Lodi branch upon opening. You will lead the member service team, set service standards, and drive branch performance.

The role requires strong people leadership, budget oversight, and strict regulatory compliance. You will recruit, train, and coach staff, build local partnerships, and maintain a welcoming, high-performing environment for members.

Qualifications

• Bachelor’s Degree in related field or equivalent work experience required.
• 3+ years of progressively responsible management experience within a retail or financial institution required.

Responsibilities

• Fosters a professional and friendly environment with exceptional service.
• Build, train, coach and lead a team through development and performance.
• Direct branch operations and ensure regulatory compliance and budget adherence.
• Develop and implement branch business and marketing plans.
• Hire, train, and evaluate branch staff; manage performance reviews.
• Identify community opportunities and partner with departments to meet goals.
• Oversee promotions and placement decisions for branch employees.

Skills

Leadership

Employee development

Budgeting

Staff management

Customer service

Education

Bachelor's degree or equivalent

Job description

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

Job Title: Branch Manager III

Status: Exempt

Reports to: Director - Branch Member Service and Performance

Department: Branch Channel Delivery

Job Code: 6203

Pay Range: $85,100.00 - $88,000.00 Annually

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:

• Fosters a professional and friendly environment that provides exceptional service to Golden 1 members, resulting in expansion of Golden 1 market share, wallet share, and increased revenue.
• Build, train, coach and lead an engaged team through employee development.
• Leads overall performance and member service objectives that align with Golden 1's mission, vision, and core values.
• Plans, organizes, directs, implements and controls all aspects of branch operations, including the achievement of compliance for all regulations, policies, and procedures.
• Creates a positive branch service culture and partners with other departments to achieve shared company objectives.
• Identifies community event opportunities and potential select employee groups and actively participates in related events.
• Coach, develop and manage staff performance to meet or exceed all service objectives and expectations.
• Identify, target, and market the Credit Union to potential fields of membership within the branch's demographic and local communities.
• Develop and implement branch business and marketing plans.
• Plans, organizes and participates in branch outbound call efforts. Ensures all team members follow-up on active member outreach (i.e. phone calls, e-mails, etc…).
• Conduct employment interviews as necessary. Hire, train, develop, direct, schedule, and evaluate the performance for all branch employees.
• Maintain a thorough understanding of all state and federal laws and regulations related to credit union compliance.
• Complete activities associated with human resource processes of direct reports, including appraisals, disciplinary actions, individual development plans, career development, training, interviews, etc…
• Identify, investigate and respond to members’ concerns.
• Distribute all pertinent information to management and staff through preparing, conducting, and attending meetings.
• Monitor all internal policy and procedural controls to safeguard the funds and assets of Golden 1.
• Oversee, assist, and partner with the Associate Branch Manager (and/or Member Service Specialist IV) to ensure internal processes and controls are well established.
• Participate on special and standing committees.
• Provide recommendations on all branch employees’ promotions and placement.
• Assure that the physical maintenance and appearances of the facilities are maintained.
• Travel to meetings by car or public conveyance.
• When an insufficient number of authorized Notary Publics are on staff, the Branch Manager is required to perform those duties.
• Prepare and submit budget justifications Oversee and control applicable budgetary expenses.
• May occasionally be requested to fill in at another branch location.

QUALIFICATIONS AND PREFERENCES:

• Bachelor’s Degree in related field or equivalent work experience required
• 3+ years of progressively responsible management experience within a retail 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-being 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.