JOB DETAILS

Assistant Branch Manager

CompanyCredit Union of Southern California
LocationSanta Ana
Work ModeOn Site
PostedMay 28, 2026
About The Company
At CU SoCal, we believe we are more than a place to save and borrow money. We're a place where dreams thrive. It starts with our focus on making a difference--not a profit. Our bottom line is to help our Members find a way, not get in their way. Whether they’re looking to buy a home, plan for retirement, or open their first savings account, the team at CU SoCal works to empower every Member to make their plans happen, turning wishing and waiting into achieving and doing.
About the Role

Description

We are hiring an Assistant Branch Manager who will support the Branch Manager in directly managing the team members   and overseeing all aspects of branch operations to ensure Members receive   high quality service and all operational expectations are being met.


Business Hours  

Monday – Friday 8:30AM – 5:30PM and Saturday's 8:30AM to 1:30PM

* Based upon business needs, this position will require flexibility to work a varied work schedule, including weekends, during regular business hours.


Why Work at CU SoCal?

CU SoCal is one of the fastest growing credit unions and is more than just a place to work. It’s a place where people come before profit, a place where you can build a career that’s more than a job, and where the work you do has meaning and purpose. We offer competitive pay, great health benefits and a culture like no other!


CU SoCal is a Gallup Exceptional Workplace Award Recipient

In 2026, Credit Union of Southern California (CU SoCal) was once again honored with the Gallup Exceptional Workplace Award, marking our third consecutive win and ranking us among the top workplaces worldwide for outstanding employee engagement.


The CU SoCal culture fosters Building Better Lives for our Members, personal development, open communication, and genuine care for each other. We prioritize C.A.R.E. 4: professional competence, positive attitude, relationship building, and eager service to others. If you're passionate about making a difference and want to be part of a dynamic team, please submit your application today!

Requirements

Minimum Qualifications

  • High School Diploma or equivalent.
  • 2+ years of analytical and problem-solving experience in branch operations, analysis, process improvement, and/or program/project management role.

Preferred Qualifications

  • Associate degree or equivalent experience
  • 4+ years of analytical and problem-solving experience in branch operations, analysis, process improvement, and/or program/project management role.

Skills and Abilities

  • 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.

Essential Duties and Responsibilities

  •  Proficient in all applicable MS Office programs (i.e., Word, Excel, Outlook, Teams, etc.) 
  • Oversees the team members with respect to providing coaching, training & development, performance management, time keeping policy adherence, and assisting in either resolving or escalating HR related issues.
  • Contributes to supportive work environment, harmonious working relations and high team member morale and engagement.
  • Perform the Branch Manager’s supervisory and operational responsibilities during his/her absence by making sound decisions and motivating team members to build exceptional teamwork through maintaining a winning attitude and positive behavior
  • Ensures branch operations are conducted in accordance with established policies, procedures, and guidelines in alignment with regulatory requirements.
  • Responsible for developing, coordinating, and conducting ongoing training on savings, lending, and cross-selling programs; assist in creating and implementing O.R.G.s; assists in researching, proposing and implementing new and enhanced products/services to management.
  • Assists in setting objectives, developing strategies, budgeting, and developing policies and procedures. Tracks operational and sales goals to ensure superior service and efficiency.
  • Get involved with local organizations and participate in local community events to introduce and expand CU SoCal’s relationships and reputation.
  • Enhance Member Experience by consistently engaging and connecting with Members to exceed service expectations in a timely manner and by effectively resolving problems; work directly with Members to build relationships and uncover and satisfy their financial needs
  • Assists branch manager in all aspects of the daily operations including Member day to day basic transactions up through advanced Member account administration.
  • Complete understanding and active application the C.A.R.E. 4 Guide expectations and the Brand Communications Standards Accountability Philosophy.
  • Additional duties and responsibilities as assigned.

We support Pay Transparency and are a pay-for-performance organization that benchmarks base pay to the 50th percentile of market data.


Pay Scale: Min $70,304 / Mid $79,976 / Max $94,830 per year

*Actual compensation will be based on geographical location, work experience, education and/or skill level.


CU SoCal is an equal opportunity employer. All decisions are based only on the individual’s qualifications/ability to perform the work. The above statements are intended to describe the essential functions, nature and level or work to be performed as of the document preparation date; they are not intended to be an exhaustive list of all duties and responsibilities. CU SoCal reserves the right to modify this job description at any time, without notice.


We foster an environment and culture where ideas and decisions from all people help us grow, innovate, and fulfill our mission of Building Better Lives.

Key Skills
LeadershipTeam ManagementMultitaskingProfessional CommunicationCoachingPerformance ManagementBranch OperationsProblem SolvingProcess ImprovementProject ManagementMS OfficeCustomer Relationship Management
Categories
Finance & AccountingManagement & LeadershipCustomer Service & Support
Benefits
Health BenefitsCompetitive Pay
Job Information
📋Core Responsibilities
Support the Branch Manager in overseeing daily operations and managing team members to ensure high-quality member service. Responsibilities include coaching staff, ensuring regulatory compliance, and driving operational and sales goals.
📋Job Type
full time
💰Salary Range
$70,304 - $94,830
📊Experience Level
2-5
💼Company Size
274
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
Apply Now →

You'll be redirected to
the company's application page