Assistant Branch Manager: Yucca Valley
Frontwave Credit Union · California
📍 Yucca Valley, CAvia icimsFirst listed here 2026-09-18
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Overview
The Assistant Branch Manager assists in overseeing the branch experience at one and/or multiple locations. Supports a service and sales culture centered on making members financial dreams come true. Maintains sound operations through compliance to security policies. Coach, mentor, train and lead the branch staff to align with the organization’s core competencies of one team.
The Assistant Branch Manager will spend 50% of their time in their Lobby coaching, deepening member relationships, and providing sales and service techniques. 30% of their time will be dedicated to business development and community efforts outside of the branch. The remaining 20% will be conducting various branch operational duties as outlined below.
About Frontwave Credit Union
Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, San Bernardino and Imperial counties. Founded in 1952, we have grown to 18 branches with 125,000 members and manage over 1.8 billion in assets. At Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology.
What’s In It For You: Competitive pay, 401k matching, mortgage and auto discounts.9-27 days of PTO per year (based on tenure), VTO and 10 paid holidays.Affordable medical, dental, vision health plans, and Flexible Spending Account.Employee Assistance Program with a variety of services.Career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year.Culture of excellence and continuous improvement.We strive to be the best place you’ve ever worked!
Responsibilities
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Includes the following non-inclusive list. Other duties may be assigned. All duties are to be performed in compliance with applicable laws, regulations and Credit Union policies and procedures
Sales through Service
Consistently meets or exceeds Sales and Service metrics at all branches
Deepen member relationships by utilizing consultative service skills
Oversee new product onboarding to ensure satisfaction and retention
Provide a consistent member experience during all aspect of the branches functionalities
Coaching
Daily observation with immediate feedback
Set, create, and execute personalized Action Plans to assist in constant employee progression. This includes identifying training needs, conducting pre and post training activities to ensure that learning has occurred, and/or write corrective action plans.
Provide opportunities for branch management and branch employees to grow through progressive responsibility and delegation
Coaches teams in handling escalations and manage conflict resolution with goal of achieving a positive outcom
Assists the Market Branch Manager with monthly branch staff meetings and consistent daily huddles
Meets on a regular basis with the branch management and branch employees to identify, coach, develop, motivate and support employees so that they can provide exceptional member service to every member.
Membership Development
Weekly business development efforts to drive new membership and increase market share
Internal and external relationship building and networking to create referral sources
Partners with Military and Community Relations department to develop ongoing business development and community relations plan to support credit union goals
Professionally represents the credit union at community meetings, Chamber functions, and special events
An active leader in the Community, representing Frontwave’s philanthropic efforts
May conduct financial classes for the benefit of educating the members and resolving problems
Conveys a positive image of the credit union
Branch Operations
Assists in overseeing staffing of branches including: Hiring, Scheduling, and Branch Coverage at multiple branch locations
Ensure branch soundness and security is maintained at all times. This includes audit efforts, cash management, and loss prevention
Maintain an awareness of branch expenditures and resources
Ensures branch staff is knowledgeable and trained in handling regulatory/compliance policies and procedures
Consistently leads by example and follows the Retail Operations Guide and Retail Operations Service Standards
Branch Management
Manages branch staff in accordance with credit union employee handbook, policies, and applicable law
Ensures all required breaks and meal periods are taken on time on a daily basis in accordance with credit union employee handbook, policies and applicable laws
Assists in scheduling, preparing, and conducting employment interviews and recommends personnel for hire following standard hiring procedures.
Provide timely and fair communication and feedback to branch staff, through coaching, counseling, meetings, and appraising
Reviews, adjusts and approves time sheets for biweekly payroll processing
Organizes, prepares, and conducts training sessions on credit union policies and procedures
Motivates staff using incentives, themes, and promotional methods
Assigns duties and organizes cross-training of jobs
Acts as a liaison with staff members to resolve conflicts
Promotes proper training, resources and coaching to all employees to motivate them to become strong culture carriers and collaborators between all external and internal members.
Credit Union’s Strategic Goals
Responsible for ensuring that all branch activities are in complete alignment with Frontwave’s strategic priorities and objectives
Promotes an environment within the branch to meet monthly projected goals
Works on special projects requiring extensive knowledge of credit union policies and procedures as directed by the Director of Branch Experience and/or Market Branch Manager.
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