Assistant Branch Manager

About the role

We are hiring an Assistant Branch Manager to support the Branch Manager in managing the team and overseeing branch operations.

Business Hours: Monday – Friday 8:30AM to 5:30PM. Flexible hours may be required based on business needs.

Why Work at CU SoCal?

CU SoCal is a fast-growing credit union known for its commitment to Member-centric values, professional competence, positive attitude, relationship building, and eager service to others. We are proud recipients of the Gallup Exceptional Workplace Award and offer competitive pay, great health benefits, and a culture that fosters growth and purpose.

Requirements

• High School Diploma or equivalent.
• Minimum of 2+ years of analytical and problem-solving experience in branch operations, analysis, process improvement, and/or program/project management role.
• Preferred: Associate degree or equivalent experience, with minimum of 4+ years of relevant experience.

Skills and Abilities

• Strong leadership skills and the ability to effectively manage a team.
• Ability to multitask and manage multiple projects at once.
• Professional and effective communication skills.

Essential Duties and Responsibilities

• Proficient in using all applicable MS Office programs (Outlook, Word, Excel, Teams).
• Oversees team members with coaching, training, development, performance management, timekeeping policy adherence, and assisting in HR-related issues.
• Contributes to a supportive work environment, harmonious relations, and high team morale.
• Makes sound decisions and motivates team members to build exceptional teamwork during the Branch Manager's absence.
• Ensures branch operations comply with established policies, procedures, and guidelines in alignment with regulatory requirements.
• Develops, coordinates, and conducts ongoing training on savings, lending, and cross-selling programs; assists in creating and implementing O.R.G.s; researches, proposes, and implements new and enhanced products/services to management.
• Aids in setting objectives, developing strategies, budgeting, and creating policies and procedures.
• Tracks operational and sales goals to ensure superior service and efficiency.
• Engages with local organizations and participates in community events to enhance CU SoCal’s relationships and reputation.
• Exceeds service expectations by consistently engaging and connecting with Members, resolving problems, and building relationships to uncover and satisfy financial needs.
• Completes understanding and actively applying the C.A.R.E. 4 Guide expectations and the Brand Communications Standards Accountability Philosophy.

Pay and Benefits

Pay Scale: Min $70,304 / Mid $79,976 / Max $94,830 per year. Actual compensation will be based on geographical location, work experience, education, and/or skill level.

We support Pay Transparency and are a pay-for-performance organization that benchmarks base pay to the 50th percentile of market data.

CU SoCal is an equal opportunity employer. All decisions are based only on the individual’s qualifications/ability to perform the work.