Assistant Branch Manager

Job Description

Job Description

TITLE: ASSISTANT BRANCH MANAGER

DEPARTMENT: ELK GROVE BRANCH

REPORTS TO: BRANCH MANAGER

PAY SCALE: $28.50 - $33.00 PER HOUR

 

Sacramento Credit Union is seeking candidates who thrive as leaders and excel at providing exceptional customer service for our Assistant Branch Manager  position at our Elk Grove branch.  This position is responsible for co-leading the branch with the Branch Manager by supporting daily operations, leveraging expertise in account/loan processes, providing team leadership, and managing member service functions. They lead by example to drive sales referrals and loan production while maintaining a warm, friendly environment for both members and employees. The Assistant Branch Manager processes transactions, opens new accounts, processes and funds loan applications, and performs duties of the Branch Manager in his or her absence. They are instrumental in the planning, implementing and managing branch operations; ensuring adherence to policies, compliance testing, procedures and guidelines; and acting as a resource to others regarding branch operations and lending processes.

The Assistant Branch Manager has a fixed schedule so it’s perfect for individuals wanting a work/life balance.  As a full-time employee they are eligible to participate in our robust benefits package. The 37/40-hour work schedule rotates weekly as follows:

Monday                            8:30am to 5:30pm
Tuesday                           8:30am to 5:30pm (OFF when schedule to work Saturday)
Wednesday                      8:30am to 5:30pm
Thursday                          8:30am to 5:30pm
Friday                               8:30am to 5:30pm or 9:30 to 6:30pm
Saturday                          9:30am to 2:30pm (Off when schedule to work Tuesday)

 

RESPONSIBILITIES AND DUTIES:

• Ensures the branch delivers a superior member experience in all aspects of operational activities by proactively managing the branch workflow and staff, overseeing member interactions with staff, and resolving member problems.  Sets the standard of excellent member service for all staff members.
• Performs operational tasks such as: maintaining the Instant Issue machine (cleaning, adding cards, balancing, and testing), issuing keys/combinations and maintaining control logs, ordering supplies; arranging for equipment maintenance and repair; organizing and maintaining current reference materials, files, and records.
• Ensures branch is balanced daily within established policies and procedures. Completes all related documents accurately (e.g., cash shipment forms, monthly cash counts, branch audit certifications, etc.).  Prepares outgoing cash shipments when needed; accepts, verifies incoming cash shipments and orders cash.
• Supports the achievement of the retail branch goals through the personal selling of all offered financial products including: savings and other depository products; consumer loans (share secured loans, credit cards, new & used auto loans); and drives branch referrals for both investment services and real estate loans.
• Assists in the implementation of operational and lending procedures.  Develops controls to ensure proper procedures are being followed. Assists in various Operational projects as assigned.
• Develops controls to monitor proper compliance of all applicable laws, regulations, and Credit Union policies and procedures as they relate to particular products and services including, but not limited to BSA, CIP, OFAC, Truth In Savings, Fair Lending Practices, and others that may apply. Also ensures direct reports have completed assigned compliance courses by established deadline.
• Assists with processing member transactions which includes running a drawer, using TCRs, and performing maintenance on member accounts.
• Assists with opening new accounts- business and personal, and processing and funding loan applications.
• Also performs duties of the Branch Manager in his/her absence.
• Assists in the managing of all business needs and schedules staff accordingly. Monitors member interactions with staff and resolves member issues.
• Ensures that the hiring, training, and evaluating of assigned staff members result in an effectively utilized and motivated staff committed to continuous improvement, quality and teamwork. Recommends individuals for hiring, promotion, discipline and/or termination.
• Completes monthly one-on-one coaching and regularly observes staff to identify their strengths and opportunities.
• Assists the Branch Manager with planning and executing branch initiatives by identifying member‑experience opportunities, coordinating with inter‑department partners, exploring outside business development opportunities, and implementing activities to support branch goals.
• As a Mortgage Loan Originator, must register with NMLS Registry and keep registration information current.

 
QUALIFICATIONS:

REQUIRED:

• High School Diploma or G.E.D. or the equivalent in work experience.
• Three-to-five-year of supervisory experiences in a financial institution or similar sales-oriented setting.
• Demonstrates ability to coordinate and oversee daily workflow in a service‑oriented environment, including supporting frontline staff through routine operational guidance, coaching, and performance follow‑up.
• Demonstrated ability to assist in developing and implementing strategies that support member‑experience improvements, branch promotions, and organizational goals.
• Ability to plan, organize, and manage multiple responsibilities with accuracy and attention to detail.
• Strong critical‑thinking, strategic‑thinking, and problem‑solving skills to evaluate member and operational issues and make sound decisions within established guidelines.
• Ability to interpret and apply branch procedures, compliance standards, and operational controls.
• Ability to support and maintain high member‑service standards by ensuring escalated concerns are handled in a timely fashion and frontline staff follow established service expectations.

PREFERRED:

• Proficient knowledge of credit union or banking operations, regulatory requirements, and standard branch procedures.
• Demonstrated success managing branch schedules, coordinating resources, and supporting branch planning activities.
• Working knowledge of branch audits, certifications, cash controls, and regulatory compliance requirements.
• Demonstrated computer skills and familiarity with software programs such as Word, Excel, and core systems including Symitar, LoansPQ, Glide, Plaid, or similar platforms.
• Experience supporting team member coaching, training, and onboarding.
• NMLS Licensed and Notary Certified 

Our excellent benefits package includes medical/dental/vision, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k) and more.

It is Sacramento Credit Union’s policy to hire well-qualified people.  An integral part of this policy is to provide equal employment opportunity for all persons and administer hiring, working conditions, benefits and privileges of employment, compensation, training, appointments for advancement, including layoffs and recalls for all employees, without discrimination because of veteran status or disability.  

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