Branch Manager
Pacific Service Credit Union
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Branch Manager
Pacific Service Credit UnionPosted 10/21/2026full-timeLivermore • California • United StatesMid-LevelSenior💰 $91,000 - $119,385 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership and coaching abilities to develop branch staff while ensuring exceptional member service and compliance with regulatory requirements. Proven experience in business development and community engagement to drive credit union growth and foster lasting relationships.
Highest-signal resume keywords
Branch ManagementCoaching And DevelopmentBusiness DevelopmentCredit Union OperationsRegulatory Compliance
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Manage branch staffing, including hiring, training, cross-training, counseling, performance evaluation, and discipline
- Directly lead, coach, and manage branch employees to deliver exceptional member service
- Develop and execute strategies for credit union growth in the local market
- Lead by example to ensure professional, timely, accurate, and engaging member interactions
- Analyze member needs and align solutions with products and services to meet or exceed branch goals
- Support team members through change and resolve high-pressure situations
- Build lasting relationships with members and Pacific Service Credit Union employees
- Support career development through coaching, feedback, and professional development
- Lead business and community development initiatives and serve as a local-market brand ambassador
- Assist members and non-members with banking transactions, account maintenance, and fraud assistance
- Conduct needs assessments and process and fund loan applications
- Resolve escalated member concerns in complex and sensitive situations
- Maintain expert knowledge of products and complex account types, including Trusts, POAs, IRAs, and fiduciary accounts
- Manage audit checklist tasks and daily, monthly, and quarterly audit responsibilities
- Reconcile and balance the vault, cash recycler, ATM, and individual cash drawers
- Recommend and implement data-driven process and technology improvements
- Set team goals, provide feedback, and conduct performance evaluations
- Support enterprise-wide product development, cost optimization, and process improvement initiatives
- Assist with the annual plan and budget
- Ensure compliance with internal policies, regulatory requirements, and applicable anti-money laundering laws
- Provide backup and support to the VP
- Perform special projects and other assigned responsibilities
Requirements
What you’ll need- High School diploma or equivalent, required
- Minimum three (3) years within a supervisory role at a credit union, bank, or related field, required
- Proven experience coaching and developing individual employees and teams to success
- Demonstrated business and community development experience, including serving as a brand ambassador at local businesses and community events and prospecting new business partnerships
- Ability to manage projects independently, follow through to completion, and meet deadlines in a fast-paced environment
- Proven experience managing cross-functional projects
- Ability to deliver presentations to both large and small groups
- Strong interpersonal and professional communication skills with employees, members, and executive leadership, in person, by phone, or email
- Proven ability to handle and resolve difficult or escalated situations with professionalism and tact
- Solid knowledge of credit union operations, products and services, policies, and applicable regulatory requirements
- Experience representing an organization or brand in the community and with business partners, including sourcing and cultivating new business relationships
- Experience leading diverse work teams, required
- Excellent oral and written communication skills, required
- Proficiency in computer programs, including Microsoft Office Suite
- Knowledge of Symitar software system, preferred
- Must comply with NMLS requirements, anti-money laundering laws, the Bank Secrecy Act, OFAC regulations, the USA PATRIOT Act, and related policies and procedures
- Ability to hear and comprehend spoken communication
- Ability to view computer screens and read documentation clearly and accurately
- Ability to speak clearly and effectively
- Proficient use of hands and fingers for typing, office equipment, and documents
- Ability to sit or stand for extended periods
- Ability to move within the office environment
- Occasional ability to lift and carry materials weighing up to 30 lbs.
- Dependable attendance and punctuality
Benefits
Comp & perks- 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees
- Low monthly premium for eligible dependents
- 3% employer contribution to 401(k) regardless of employee contribution
- 75% match of contributions up to the first 3% of eligible compensation, increasing up to 6% after three years of service
- Annual organizational-goal bonus program
- Tuition reimbursement after six months of service
- Employee recognition program
- Employee referral bonus
- Student loan repayment assistance after six months of service
- Consumer loan rate discount
- More than two weeks’ vacation per year
- 11 paid holidays
- 10 days of sick leave
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Performance EvaluationLoan Application ProcessingAudit ManagementData-Driven Process ImprovementProject ManagementMicrosoft Office Suite ProficiencySymitar Software Knowledge
Soft Skills
Interpersonal CommunicationConflict ResolutionTeam LeadershipPresentation Skills
Certifications & Qualifications
NMLS Compliance
Industry Keywords
Credit UnionAnti-Money LaunderingBank Secrecy ActUSA PATRIOT ActFiduciary Accounts