Assistant Branch Manager

About the role

We are hiring an Assistant Branch Manager who will support the Branch Manager in directly managing team members and overseeing all aspects of branch operations to ensure Members receive high-quality service and all operational expectations are met.

CU SoCal is a Gallup Exceptional Workplace Award recipient, honored in 2026 for the third consecutive year, ranking among the top workplaces worldwide for outstanding employee engagement. The CU SoCal culture fosters building better lives for our Members, personal development, open communication, and genuine care for each other. We prioritize C.A.R.E. 4: professional competence, positive attitude, relationship building, and eager service to others.

Schedule

Business hours are Monday – Friday 8:30 AM to 5:30 PM and Saturday 8:30 AM to 1:30 PM. Based on business needs, flexible hours, including weekends, may be required.

Responsibilities

• Oversee team members with respect to coaching, training & development, performance management, timekeeping policy adherence, and assisting in resolving or escalating HR-related issues.
• Contribute to a supportive work environment, harmonious working relations, and high team member morale and engagement.
• Perform the Branch Manager’s supervisory and operational responsibilities during their absence by making sound decisions and motivating team members to build exceptional teamwork through a winning attitude and positive behavior.
• Ensure branch operations are conducted in accordance with established policies, procedures, and guidelines in alignment with regulatory requirements.
• Develop, coordinate, and conduct ongoing training on savings, lending, and cross-selling programs; assist in creating and implementing O.R.G.s; research, propose, and implement new and enhanced products/services to management.
• Assist in setting objectives, developing strategies, budgeting, and developing policies and procedures. Track operational and sales goals to ensure superior service and efficiency.
• Engage with local organizations and participate in community events to introduce and expand CU SoCal’s relationships and reputation.
• Enhance Member Experience by consistently engaging and connecting with Members to exceed service expectations, resolve problems, and build relationships to uncover and satisfy their financial needs.
• Assist the Branch Manager in all aspects of daily operations, including Member transactions from basic to advanced account administration.
• Maintain a complete understanding and active application of the Exceptional Experience Guide expectations.
• Additional duties and responsibilities as assigned.

Requirements

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

Skills

• Strong leadership skills and the ability to effectively manage a successful team.
• Ability to multitask and manage multiple projects simultaneously.
• Professional and effective communication skills.
• Working knowledge of Microsoft Office applications, specifically Outlook, TEAMs, Word, and Excel.

Pay

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

Pay Scale: Minimum $70,304 / Mid $79,976.52 / Maximum $94,830.84 per year. Actual compensation will be based on geographical location, work experience, education, and/or skill level.