Cal Coast Credit Union · 1 month ago
Branch Supervisor/Assistant Branch Manager (Santee)
California Coast Credit Union is dedicated to promoting financial prosperity to its members while providing exceptional service. The Branch Supervisor/Assistant Branch Manager will assist the Branch Manager in overseeing teller operations, achieving organizational goals, and developing staff within a positive team environment.
BankingFinancial ServicesLending
Responsibilities
Trains, coaches and monitors staff to meet/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 timeframes
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, observing, 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/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
Maintains 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
Shared Branches – 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. 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
Qualification
Required
A minimum of 2 years branch supervisory experience is required for Assistant Branch Manager
Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending
Good communication, conflict resolution and coaching skills; ability to demonstrate sound reasoning, judgment and decision making
Knowledgeable in sales and service, branch operations, lending, regulations and security procedures
Requires demonstrated leadership skills and the ability to effectively train, develop and motivate others. Acts as a role model for co-workers, displaying a professional and positive attitude at all times
Ability to interact effectively with coworkers, understand and follow work rules and procedures, accept constructive criticism and lead and manage others
Availability to work Saturdays, Sundays and evenings required in order to accommodate branch, Business Development and Community Relations functions
Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices
Preferred
A Bachelor's degree in Business/Financial Services is preferred or up to 5 years equivalent financial industry experience
Benefits
Wellness Program
Employee Activity Program
Company
Cal Coast Credit Union
California Coast Credit Union is the longest-serving financial institution in San Diego.
Funding
Current Stage
Growth StageRecent News
2026-01-13
2026-01-12
San Diego Union-Tribune
2026-01-11
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