Senior Branch Leader: Member Growth & Service

Wescom Financial; Tustin (CA); Hybrid; USD 116,000 - 180,000; Full time

Job summary

Wescom Financial seeks an experienced branch leader to oversee daily operations in a dynamic California-based environment. You will promote Wescom Experiences, coach staff, and drive member growth while ensuring service quality and regulatory compliance.

The role emphasizes relationship building, training, and collaboration with other business units to deliver member-focused financial solutions and a strong community presence within Southern California.

Qualifications

• Five or more years of management experience in a financial institution required.
• NMLS registration required and must be maintained; Notary Public license required/provided.
• Proficiency with Microsoft Office and banking technology including mobile and online banking applications.

Responsibilities

• Oversee branch operations to support strategic initiatives.
• Coach staff and drive member engagement and growth through service excellence.
• Develop relationships with local businesses and communities for SEG opportunities.
• Ensure compliance, training, and performance development across branch staff.

Skills

Leadership

Communication

Coaching

Strategic planning

Education

Bachelor’s Degree

Tools

Microsoft Office

Job description

Wescom Financial seeks an experienced branch leader to oversee daily operations in a dynamic California-based environment. You will promote Wescom Experiences, coach staff, and drive member growth while ensuring service quality and regulatory compliance.

The role emphasizes relationship building, training, and collaboration with other business units to deliver member-focused financial solutions and a strong community presence within Southern California.