Assistant Branch Manager - Marina Branch; Marina, CA
Listed on 2026-01-12
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Management
Business Management, Client Relationship Manager, Operations Manager
Salary Grade: 158E
Salary Pay Range: $79,662.00 - $
POSITION SUMMARYServes as an integral part of the branch management team by delivering exceptional member and team member experiences, managing risk, supporting growth, and providing oversight to the operations of a branch in a complex environment to support the Credit Union's strategic initiatives. Creates a work environment where staff consistently focuses on delivering the Wescom Experience. Fosters a culture within the branch that reinforces member service, teamwork and collaboration, financial discipline, operational integrity, process improvement and efficiency.
Models desired behaviors and promotes optimal member engagement and new member onboarding by promoting the use of the Building Member Connections Model. Motivates staff, reinforces relationship building and referral activity for achievement of branch growth goals, including engaging new and existing members to deepen their relationship with the Credit Union.
Supports Branch Manager with team member development through formal and informal observations, routine one on ones, and skills practices to achieve organizational objectives and strategic initiatives including developing long term member relationships. Assumes responsibility for all branch functions in the absence of the Branch Manager. Performs ongoing employee development through desired career pathing options. Ensures staff is proficient in using and demonstrating all changing technology available to members including but not limited to mobile and online banking services.
Supports the organization's strategic objectives by communicating and tracking goals that are specific, measureable, attainable and timely. Leads staff to achieve assigned goals, and coaches/reviews performance accordingly. Communicates production and referral expectation for consumer loan products, membership growth, insurance services (WIS and WFS), investment services (WFS), home equity products and first mortgage products. Responsible for proactively resolving escalated member inquiries and problems at the first point of contact.
Oversees activities with staff that support teamwork and collaboration throughout the organization.
Responsible for driving membership growth by demonstrating leadership presence within their community representing the credit union's commitment to helping Southern Californians build better lives. Participates in the business development efforts including developing relationships with local businesses for Select Employee Group (SEG) opportunities as well as participating in community events.
ESSENTIAL POSITION FUNCTIONSConsistently provides a high level of service and is committed to increasing member satisfaction. Demonstrates adherence to the Branch Service Standards in addition to enforcement and modeling of our Mission Statement, Core Values and Team Attributes. Assumes personal accountability for maintaining high service standards and operational excellence throughout the branch. Promotes advocacy and takes personal responsibility to ensure that member issues are handled expeditiously.
Focuses on delivering Signature Experiences and achieving successful results in the Member Experience Surveys. Creates an environment that supports teamwork, collaboration, innovation, strategic thinking and personal accountability within the branch and organization.
Exercises sound judgement when processing member transactions and provides approvals for various day‑to‑day transactions including, but not limited to:
- Check approvals, check hold decisions, cash verification/approvals, and transaction overrides.
- Conducts loan quality reviews and provides approvals.
- Deposits, withdrawals, payments and transfers.
- Answers member inquiries and provides information in accordance with Credit Union policies and procedures.
- Remains proficient in the legal aspects of accounts (e.g., trusts, fiduciary accounts, Power of Attorneys).
- Provides service as Notary Public.
- Provides operational support and acts as a resource for staff regarding policies and procedures.
Manages branch staff, directs management activities and provides support to the Operations Supervisor.…
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