San Jose Branch - Branch Manager II

Golden 1 Credit Union; San Jose (CA); On-site; USD 88,000 - 93,000; Full time

Job summary

Golden 1 Credit Union in San Jose is seeking a Branch Manager II to lead the San Jose Branch, set service standards, coach staff, and drive branch performance.

You will oversee budgeting, compliance, community outreach, and collaborate with other departments to grow market presence and member satisfaction.

Qualifications

• 3+ years progressively responsible management experience within a retail or financial institution.

Responsibilities

• Fosters a professional and friendly environment that provides exceptional service to members.
• Builds, trains, coaches and leads a team through employee development.
• Leads branch operations including compliance with regulations, policies, and procedures.
• Oversees budget and financial performance of the branch.
• Develops community relationships and market outreach.

Skills

3+ years management experience

Education

Bachelor’s Degree OR equivalent experience

Job description

Job Title: Branch Manager II

Status: Exempt

Reports to: Director - Branch Manager Service and Performance

Department: San Jose Branch

Job Code: 6202

Pay Range: $88,000.00 - $93,000.00 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.

Qualificiations And Preferences

• Bachelor’s Degree in related field or equivalent work experience required
• 3+ years 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.

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.