Associate Branch Manager IV

J  o  b    D  e  s  c  r  i  p  t  i  o  n

THE DETAILS

Job Code:

6214

Grade:

21H

Status:

Non-exempt

POSITION AND PURPOSE

The Associate Branch Manager IV is responsible for managing a team of Member Service Specialists that are focused on delivering an exceptional member experience. Supervises and directs the daily activities of Member Service Specialists in the branch. Responsible for ensuring compliance with all policies and procedures and efficiency in the processing of member transactions. Assists with operational tasks as needed.

Associate Branch Managers job levels are differentiated by considering the typical annual volume of the following day-to-day operations within a branch: Transactions, Loan Applications, Loans Granted and New Accounts Opened. These criteria are weighted to reflect the relative impact these operations have on the success of a branch. Volume ranges and weightings are evaluated at the beginning of each calendar year to determine if there are any necessary changes that need to be made to reflect new internal/external conditions.

WHO WE ARE

Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.

WHO YOU ARE

At Golden 1, we invest in leaders who invest in people. As a Branch leader, you’re not just advancing your career—you’re shaping the success of your team and the financial well-being of the community you serve. We are committed to internal advancement, leadership development, and continuous learning to support your growth as a people leader. In this role, you’ll build strong member relationships, set the standard for exceptional service, and coach your team to deliver trusted financial solutions. You’ll have the opportunity to make strategic decisions, drive branch performance, and create a positive, inclusive culture where employees and members thrive. If you’re a service-driven leader who’s passionate about developing others, delivering results, and making a meaningful community impact, we’d love to have you lead with us.

THE WORK

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Ensures delivery of exceptional member experience on the platform and teller line. Handles member issues escalated by Member Service Specialists.

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Manages, directs and supervises day to day activities of Member Service Specialists.

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Train and coach employees on sound operational and compliance requirements across all areas of the branch.

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Create and maintain staff scheduling that aligns with meeting branch member service demands.

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Assists Branch Manager in developing and implementing strategies to capitalize on opportunities, highlight the benefit of our products and services over that of our competitor’s, and support overall credit union member services, promotions and member service objectives and expectations.

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Assists the Branch Manager with human resource processes for all direct reports, including appraisals, disciplinary actions, individual development plan, career development, training, interviews, etc.

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During times of high transactional volume, delivers exceptional member experience on the platform and teller line. Handles member issues escalated by Member Service Specialists.

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Identify, investigate and respond to member concerns.

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Ensures compliance and efficiency with all policies and procedures.

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Maintain a current working knowledge of financial industry rules, regulations and sound methods and practices.

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Implement, maintain, and inspect security procedures, operational reports, control logs, audits, and certifications in compliance with all current regulatory requirements.

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Lead and coordinate service promotion activities, which include outbound calls, special service days and outside marketing efforts as needed and directed.

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Assist Branch Manager in marketing the Credit Union to outside potential fields of membership in their specific field and location.

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Manage relationships between the branch and the Member Service Contact Center, Mortgage Lending, Consumer Lending, Online Banking, and Financial Services partners to ensure collaboration in meeting shared company objectives.

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Monitor all internal policy and procedure controls to safeguard the funds and assets of Golden 1.

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Proactively identify any potential issues keeping the branch from providing exceptional member service and collaborate on solutions with the Branch Manager.

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Provide recommendations, as needed, to more efficiently meet the financial needs of the members visiting the branch.

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Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy act, anti-money laundering, and elder financial abuse laws appropriate to the position.

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Perform Notary Public services as needed.

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Assists Branch Manager in ensuring that the physical maintenance and overall appearance of the branch facility is satisfactorily maintained at all times.

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Makes recommendations to Branch Manager.

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Travel to meetings by car or public conveyance.

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May occasionally be requested to fill in at another branch location.

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Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union’s risk appetite, and ensure operational integrity and compliance with applicable regulations.

QUALIFICATIONS

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H.S. Diploma or General Education Degree (GED) required

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Associate’s Degree in Business Administration, Finance or Human Resources or equivalent work experience preferred

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3+ years progressively responsible supervisory experience within a retail environment or financial institution required

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Knowledge of sound practice of business administration.

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 Knowledgeable of electronic banking equipment, video security systems, electronic fund transfer technology, and office automation equipment.

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 Flexible employee coaching skills to meet individual employee needs.

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 Proven ability to meet and/or exceed individual service objectives.

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 Proven ability to inspire and motivate employees to exceed member service objectives.

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 Solid knowledge of financial concepts and products and services offered by Golden 1.

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 Demonstrate positive, professional, and engaging communication skills.

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 Knowledge of California Credit Union Law and Regulations.

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None required

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Drives for Results - Ensures team meets goals 

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Collaborates Across Teams - Promotes inclusion and teamwork 

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Builds Trust and Credibility - Earns confidence through integrity

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Develops Others Through Feedback - Supports employee growth 

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Takes Initiative - Owns outcomes Builds

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Strategic Partnerships - Connects across functions

ORGANIZATIONAL CONTACTS AND RELATIONSHIPS

INTERNAL:

All branches, support departments and administrative management and staff

EXTERNAL:

Members, vendors, peers in financial institutions, community associations and credit union associations

WORKING CONDITIONS

Work time includes weekend and after-hours time, based on organizational needs. This position works in-office where working conditions, lighting, temperature, audio, and workspace are all sufficient.

PHYSICAL REQUIREMENTS

Work requires the ability to constantly operate a computer and the ability to read, type, and communicate. Work may require the ability to move work-related supplies weighing up to 10-15 pounds.

DISCLAIMER/INTENT AND FUNCTION OF JOB DESCRIPTIONS

The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications requirements of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with their supervisor.

DECLARATION/ACKNOWLEDGEMENT

This job description outlines the essential functions and physical/mental requirements necessary to perform this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.