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Credit Union of Southern California

Credit union helping members achieve goals

Assistant Branch Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeWhittier, CA, USA$70.3k - $94.8k /yrIn-person

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • At least 2 years of analytical and problem-solving experience in branch operations, analysis, process improvement, and/or a program or project management role.
  • Strong leadership skills and the ability to effectively manage a successful team.
  • Ability to multitask and manage multiple projects at once.
  • Professional and effective communication skills.

Responsibilities

  • Oversee team members by providing coaching, training and development, performance management, enforcing timekeeping policy adherence, and assisting in resolving or escalating human resources-related issues.
  • Contribute to a supportive work environment, harmonious working relationships, and high team member morale and engagement.
  • Perform the Branch Manager’s supervisory and operational responsibilities during their absence, making sound decisions and motivating team members to build teamwork through a positive attitude and behavior.
  • Ensure branch operations comply with established policies, procedures, guidelines, and regulatory requirements.
  • Develop, coordinate, and conduct ongoing training on savings, lending, and cross-selling programs; assist in creating and implementing O.R.G.s; and assist in researching, proposing, and implementing new and enhanced products and services to management.
  • Assist in setting objectives, developing strategies, budgeting, and developing policies and procedures. Track operational and sales goals to ensure service and efficiency.
  • Engage with local organizations and participate in community events to introduce and expand CU SoCal’s relationships and reputation.
  • Enhance the Member experience by engaging and connecting with Members, exceeding service expectations, resolving problems, and building relationships to identify and meet their financial needs.
  • Assist the Branch Manager with daily operations, from basic Member transactions to advanced Member account administration.
  • Understand and actively apply the Exceptional Experience Guide expectations.
  • Perform additional duties and responsibilities as assigned.

Desired Qualifications

  • An associate degree or equivalent experience.
  • At least 4 years of analytical and problem-solving experience in branch operations, analysis, process improvement, and/or a program or project management role.
  • Working knowledge of Microsoft Office applications, specifically Outlook, Teams, Word, and Excel.

About the Company

Credit Union of Southern California

Credit union helping members achieve goals

Credit Union of Southern California provides financial services for members, including savings accounts, loans, mortgages, and retirement planning, with a focus on helping members achieve their personal goals rather than maximizing profit. Its products work by offering member-owned financial services through a cooperative structure: members save money with insured accounts, borrow at rates and terms, and use planning tools to reach milestones like buying a home or saving for retirement. What sets CU SoCal apart is its not-for-profit, member-first approach and local community focus, aiming to empower members and make it easier for them to reach their plans. The goal is to turn wishes into realities by providing guidance and financial products that support members in achieving their aspirations.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Anaheim, CA
Founded
1954

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