Manager, Branch Office - Clairemont Mesa
Navy Federal Credit Union
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Job summary
Navy Federal Credit Union in San Diego seeks an experienced Branch Manager to oversee daily operations, lead a branch team, and ensure safe, efficient service across lending and depository products.
You will recruit, train, and evaluate staff, manage budgets, coordinate marketing activities, and maintain compliance with policies and regulations while delivering exceptional member service.
Qualifications
- Five years' or more of branch leadership experience.
- Strong knowledge of federal regulations governing banking and lending.
- Experience in managing cash, vault procedures, and ATM operations.
- Proven ability to recruit, train and develop staff.
Responsibilities
- Lead branch team to deliver full range of Navy Federal products and services.
- Oversee cash operations, audits, and vault balancing.
- Drive branch marketing, community outreach, and member engagement.
- Manage budgeting, purchasing, and records retention.
- Ensure policy compliance and effective risk management.
Skills
Education
Job description
To manage and direct all activities of a medium/large full service branch office operation by overseeing the efficient operation of the branch to ensure operational functions are completed and properly performed by branch staff.
- Manage, direct and motivate the branch team to provide members the full range of Navy Federal Credit Union products and services including lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust and estate accounts
- Lead cash operations and branch self-auditing efforts to keep credit union assets secure and within operational limits
- Manage staff to ensure vault opening, closing and balancing procedures are completed
- Increase productivity of branch office by implementing relevant employee training, establishing team development goals and eliminating inefficiencies
- Lead outside marketing and promotional activities for members and potential members through financial presentations, local events and realtor/trade shows and events
- Oversee recruiting/selection, on-boarding and initial training of team members
- Administer budget, purchasing, tracking and records retention for business expenses
- Lead team to achieve and maintain product, service and business goals, including cross servicing of Navy Federal products and services
- Promote member service excellence and lead team to deliver quality service
- Liaise with other branches to support business growth and continuity of regional operations
- Analyze reports and conduct trend analysis to optimize business performance
- Analyze and solve difficult problems; apply functional knowledge to complex issues
- Ensure compliance with all security, safety and emergency preparedness procedures
- Ensure compliance with all HR related policies, practices and procedures, such as timekeeping, recruiting, compensation, separations, leave usage, etc.
- Ensure the team follows, complies with and regularly reviews all required policies, practices and procedures and recommends changes to Branch policies, or company policies impacting Branch Operations
- Recognize conflict and take steps to address issues by meeting with involved parties in considerably difficult situations
- Perform supervisory/managerial responsibilities:
- Manage daily activities
- Ensure adequate/skilled staffing; select employees
- Establish performance goals and priorities
- Prepare, conduct and review performance appraisals
- Develop, mentor, and counsel staff
- Provide input and/or prepare budget requirements for Annual Financial Plan (AFP)
- Ensure section/branch goals and objectives align with division/department strategy
- Ensure efficiency of operations
- Perform other duties as assigned
- Five years' experience in grade level 78 (or higher) or applicable external experience
- Scorecard criteria requirements as defined by Branch Operations Governance or applicable external experience
- Extensive experience in leading and managing in diverse and complex operational environments
- Expert knowledge of applicable federal regulations governing consumer lending and/or credit cards, mortgage and equity loans, savings and checking accounts
- Expert knowledge of multiple financial products such as consumer mortgage loan, credit cards, and/or savings/checking accounts
- Expert knowledge of functions relating to cash and ATM operations
- Expert knowledge of financial institution and lending practices, principles and regulations
- Expert knowledge of retail banking industry best practices
- Extensive experience in member/customer service operations
- Extensive experience in responding to requests regarding complex financial information/data
- Extensive experience in supervising and leading employees
- Extensive experience in training and developing staff
- Significant experience in developing/maintaining community and command relations
- Ability to manage multiple priorities independently and/or in a team environment
- Expert skill analyzing statistics and reports to determine business performance and trends
- Expert organizational, planning and time management skills
- Expert skill exercising initiative and using good judgment to make sound decisions
- Advanced skill interacting with staff, management, vendors and members diplomatically and tactfully
- Advanced verbal and written communication skills
- Advanced word processing and spreadsheet software skills
- Advanced knowledge of Navy Federal products, services, programs, policies and procedures
- Bachelor's Degree in Accounting, Business Administration or the equivalent combination of training, education, and experience
Available Monday - Saturday, hours based on business needs.
- 3950 Clairemont Mesa Blvd San Diego, California 92117
- Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* FORTUNE 100 Best Companies to Work For 2026* Yello and WayUp Top 100 Internship Programs 2025* Computerworld Best Places to Work in IT 2026* Most Loved Workplace - America's Top Most Loved Workplaces 2025* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America 2026* Military Times 2025 Best for Vets Employers* Forbes 2026 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2026 Handshake Early Talent Award* Newsweek America's Greatest Workplaces for Culture, Belonging and Community 2026From Fortune Magazine. 2026 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. Fortune Magazine, Fortune Media (USA) Corporation, and its affiliates are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.
If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.
Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.
Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
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