Jobs · Business Development · California

Branch Manager I

Sun Community Credit Union · Holtville, CA · 1 mo ago
On-siteBusiness Development$73k/yrFull-time

About the Role

Sun Community Federal Credit Union is in the people business. The Branch Manager leads overall branch success by delivering exceptional, needs‑based member experiences, developing high‑performing teams, and driving strong operational and financial results. This role oversees all aspects of branch operations, including member service, sales performance, employee development, and community engagement. The Branch Manager builds strong relationships within the community, identifies growth opportunities, and ensures alignment with Sun’s strategic priorities. Success in this role means creating an environment where employees thrive, members feel valued, and the branch consistently achieves performance goals.

Department: Branch | Reporting Structure: CXO/VP Regional | FLSA: Non‑Exempt | Salary Grade: 11

Responsibilities

  • Lead, coach, and develop branch staff using Sun’s strength‑based management approach; foster a high‑performing, people‑first culture focused on accountability, engagement, and continuous improvement; provide ongoing feedback, training, and development opportunities; address employee relations matters promptly and fairly.
  • Oversee daily branch operations, ensuring efficiency, accuracy, and exceptional member service; establish and execute business plans, financial goals, and performance metrics; monitor and manage branch expenses within budget; identify operational gaps and implement process improvements.
  • Drive branch sales performance by identifying opportunities to deepen member relationships and expand product usage; ensure consistent, high‑quality member service; resolve member concerns effectively.
  • Build and maintain strong partnerships within the local community; identify and pursue growth opportunities; represent Sun Community Federal Credit Union at community events and networking opportunities.
  • Ensure compliance with all applicable laws, regulations, and internal policies; maintain high ethical standards; monitor branch activities to mitigate risk and ensure operational integrity.
  • Share best practices, insights, and market intelligence with leadership and other branches; collaborate cross‑functionally to support organizational initiatives and strategic goals; stay informed on industry trends, competitor activity, and market conditions.

Requirements

  • 2‑year college degree, or equivalent work experience.
  • Minimum of 3 years of management experience in a financial institution or similar environment.

Preferred Qualifications

  • Prior experience managing a retail branch or similar business unit.
  • Experience building community partnerships and driving local market growth.
  • CUNA Certified Credit Union Financial Counselor (or similar certification).

Key Competencies

  • Leadership & People Development – builds, develops, and inspires high‑performing teams in a people‑centered culture.
  • Member Focus – creates exceptional, needs‑based member experiences that strengthen trust and long‑term relationships.
  • Business Acumen – understands financial drivers, manages budgets, and delivers on performance goals.
  • Results Orientation – achieves sales targets and operational objectives through strategic execution.
  • Relationship Building – establishes strong internal and external partnerships to drive growth and community impact.
  • Problem Solving & Decision Making – identifies challenges, implements solutions, and drives continuous improvement.
  • Integrity & Accountability – demonstrates ethical leadership and ensures compliance with all regulatory requirements.

Technical Skills

  • Strong understanding of financial institution operations, products, and services.
  • Knowledge of applicable regulations and compliance requirements within the financial services industry.
  • Proficiency with business systems, reporting tools, and Microsoft Office applications.
  • Ability to analyze financial data, forecasts, and performance metrics.

Working Conditions

Work is performed in a standard branch office environment. No hazardous or significantly unpleasant working conditions are typically present. The position may require extended periods of sitting or standing while performing teller transactions and assisting members.

Pay

  • Salary Grade: 11
  • Salary Range: $73,141.50 (minimum) – $109,712.24 (maximum); midpoint $91,426.87
  • FLSA: Non‑Exempt

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