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Assistant Manager, Branch Office - San Marcos
Assistant Manager, Branch Office - San Marcos-July 2024
San Marcos
Jul 28, 2026
ABOUT NAVY FEDERAL CREDIT UNION
Our approach to careers is simple yet powerful: Make our mission your passion.
10,000+ employees
Financial Services
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About Assistant Manager, Branch Office - San Marcos

  Overview

  To assist the Branch Manager of a small/medium/large branch office by overseeing the efficient operation of the branch to ensure operational functions are completed and properly performed by branch staff.

  Responsibilities

  Supervise and lead branch team to provide members the full range of Navy Federal Credit Union products and services including lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust and estate accounts Assist the Manager in monitoring cash operations and branch self-auditing efforts to keep credit union assets secure and within operational limits Manage staff to ensure vault opening, closing and balancing procedures are completed Participate in outside marketing and promotional activities for members and potential members through financial presentations, local events and realtor/trade shows and events Participate in recruiting efforts, on-boarding and initial training of team members Participate in budget, purchasing, tracking and records retention for business expenses Guide team development for continual growth in technical, soft and leadership skills Provide applicable support to ensure team achieves and maintains product, service and business goals, including cross servicing of Navy Federal products and services Assist with leading and training team members to deliver high quality service to our members Analyze reports and conduct trend analysis to optimize business performance Ensure compliance with all security, safety and emergency preparedness procedures Ensure compliance with all HR related policies, practices and procedures, such as timekeeping, recruiting, compensation, separations, leave usage, etc. Ensure the team follows, complies with and regularly reviews all required policies, practices and procedures Perform supervisory/managerial responsibilities:

  Supervise daily activities Ensure adequate/skilled staffing; select employees Establish performance goals and priorities Prepare, conduct and review performance appraisals Develop, mentor, and counsel staff Provide input and/or prepare budget requirements for Annual Financial Plan (AFP) Ensure section/branch goals and objectives align with division/department strategy Ensure efficiency of operations Act as Manager in the incumbent's absence Perform other duties as assigned

  Qualifications

  Scorecard criteria requirements as defined by Branch Operations Governance or applicable external experience Working knowledge of applicable federal regulations governing consumer lending and/or credit cards, mortgage and equity loans, savings and checking accounts Working knowledge of multiple financial products such as consumer mortgage loan, credit cards, and/or savings/checking accounts Working knowledge of functions relating to cash and ATM operations Ability to manage multiple priorities independently and/or in a team environment Exposure to member/customer service operations Exposure to mentoring and leading employees Effective organizational, planning and time management skills Effective skill exercising initiative and using good judgment to make sound decisions Effective skill interacting with staff, management, vendors and members diplomatically and tactfully Effective verbal and written communication skills Effective word processing and spreadsheet software skills

  Desired Qualifications

  Bachelor's Degree in Accounting, Business Administration or the equivalent combination of training, education, and experience Familiarity with financial institution and lending practices, principles and regulations Familiarity with retail banking industry best practices

  Hours: Available Monday - Saturday, hours based on business needs.

  Location: 709 Center Drive, Suite 102, San Marcos, CA 92069

  Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.

  About Us

  You have goals, dreams, hobbies, and things you're passionate about-what's important to you is important to us. We're looking for people who not only want to do meaningful, challenging work, keep their skills sharp and move ahead, but who also take time for the things that matter to them-friends, family, and passions. And we're looking for team members who are passionate about our mission-making a difference in military members' and their families' lives. Together, we can make it happen. Don't take our word for it:

  • Military Times 2022 Best for Vets Employers

  • WayUp Top 100 Internship Programs

  • Forbes® 2022 The Best Employers for New Grads

  • Fortune Best Workplaces for Women

  • Fortune 100 Best Companies to Work For®

  • Computerworld® Best Places to Work in IT

  • Ripplematch Campus Forward Award - Excellence in Early Career Hiring

  • Fortune Best Place to Work for Financial and Insurance Services

  Equal Employment Opportunity: Navy Federal values, celebrates, and enacts diversity in the workplace. Navy Federal takes affirmative action to employ and advance in employment qualified individuals with disabilities, disabled veterans, Armed Forces service medal veterans, recently separated veterans, and other protected veterans. EOE/AA/M/F/Veteran/Disability EOE/AA/M/F/Veteran/Disability

  Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position

  Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

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