Assistant Branch Manager (Poway

About the Company

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what’s important to our valued employees.

Our Workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee‑friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family!

This position is accountable for assisting the Branch Manager with providing exceptional service with a focus on teller operations, obtaining organizational goals, branch growth, staff development, implementing policies and procedures and embracing the credit union’s Mission, Vision and Values.

This position reports directly to the Branch Manager. The following staff may report directly or indirectly to the Branch Supervisor:

• Branch Senior ­– Teller I‑II‑III
• Personal Financial Representative I‑II‑III

• Trains, coaches and monitors staff to meet or exceed branch and individual sales and service goals. Conducts frequent sales meetings and contests.
• Assigns, monitors, and reviews work assignments of staff to ensure completion of duties according to established procedures and time frames.
• Recommends and implements procedures. Effectively communicates and ensures new programs, policies and procedures are followed by staff.
• Assists with the development of personnel by providing effective training, cross‑training, observation, counseling, timely and fair performance appraisals and effectively motivating employees and maintaining a positive team‑work environment.
• Monitors employees’ attendance, job performance and conduct. Provides counseling and recommendations for appropriate disciplinary action.
• Ensures adequate staffing levels are maintained by effectively scheduling employee work hours. May review and approve or disapprove employees’ time off.
• May assist with interviews of new employees and promotion of existing employees.
• Responsible for assigning and completing various departmental side‑jobs.
• Manages all necessary department records in accordance with established procedures.
• Assists with the overall maintenance and appearance of the department facilities. Ensures an organized, safe and professional environment is maintained.
• Exercises discretion and independent decision‑making to ensure growth and soundness of the credit union.
• Conducts regular staff meetings and training sessions to enhance teamwork, share information, improve productivity and maintain proper security and operations.
• Ensures all correspondence is professional and accurate.
• Handling of a cash drawer may be required.
• May serve as a notary.
• May process consumer and real estate loans.
• May assist to ensure loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
• May actively manage loan queues to ensure approved loans are funded.
• Assists with training to ensure staff is knowledgeable on all FSCC Policies/Procedures that are unique to CU Service Centers.
• May assist the Business Development Department with Select Employee Group’s (SEG) days and participates in community and partnership events.
• Ensures branch is compliant with internal audit procedures. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
• Performs other relevant and related duties as required.

• Provides leadership through modeling of behaviors and bringing forward new ideas and ways of doing things.
• Demonstrates empathy, self‑reflection, and adjustment of own behaviors, showing effective emotional intelligence.
• Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
• Demonstrates grit, persisting in application of knowledge,…