Cal Coast Credit Union · 1 day ago
Branch Manager I,II (Encinitas)
San Diego, CA
Full-time
Onsite
Mid, Senior Level
$87K/yr - $109K/yr
3+ years expCal Coast Credit Union is seeking a Branch Manager who will be accountable for providing exceptional service and achieving organizational goals while overseeing branch growth and staff development. The role involves training and managing staff, ensuring compliance with policies, and maintaining a positive work environment to meet sales and service targets.
BankingFinancial ServicesLending
Responsibilities
Trains, coaches and monitors staff to meet/exceed branch and individual sales and service goals. Ensures frequent sales meetings and contests occur
Assigns, monitors, and reviews work assignments of branch staff to ensure completion of duties according to established procedures and timeframes
Ensures new acct and loan processing/documents are accurate and complete, under writer stipulations are met and appropriate information is documented. Actively manage loan queues to ensure approved loans are funded
Recommends and implements procedures. Effectively communicates and ensures new programs, policies and procedures are followed by staff
Handling of a cash drawer may be required
May serve as a notary
May process consumer and real estate loans
Develops 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. Reviews and approves/disapproves employees’ time off
Interviews and recommends selection of new employees and promotion of existing employees
Monitors monthly budget activities to ensure compliance. Prepares and provides input into annual budget
Responsible for assigning and completing various departmental side-jobs
Maintains all necessary department records in accordance with established procedures
Responsible for the overall maintenance and appearance of the department facilities. Ensures an organized, safe and professional environment is maintained
Ensures branch is compliant with internal audit procedures. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union
Exercises discretion and independent decision-making to ensure growth and soundness of the credit union
Assists the Business Development Department with Preferred Partner Group days
Coordinates and participates in Community, Business Development and partnership events
Conducts regular staff meetings and training sessions to enhance teamwork, share information, improve productivity and maintain proper security and operations
Shared Branches – Train and ensure staff is knowledgeable on all FSCC Policies/Procedures that are unique to CU Service Centers
Understands that guidance from the AVP Branch Network, Branch Network Sales and Service Manager and Branch Network Support Manager may be administered in the form of Coaching, Performance Improvement Plans and Corrective Action
Performs other relevant and related duties as required
Qualification
Required
A minimum of 3 years supervisory experience is required for Branch Manager
One year must be in an Assistant Branch Manager position
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 posted 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
NMLS registration required
Preferred
A Bachelor's degree in Business/Financial Services is preferred or up to 8 years equivalent financial industry experience
Company
Cal Coast Credit Union
California Coast Credit Union is the longest-serving financial institution in San Diego.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Todd Lane
President/CEO
Matthew Ficco
Chief Financial Officer
Recent News
2026-01-13
2026-01-12
San Diego Union-Tribune
2026-01-11
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