Southland Credit Union

Assistant Branch Manager

Job Location US-CA-Los Alamitos
Regular Full-Time


To assist members and potential members with their Credit Union needs directly and through other Member Service Representatives; provides expertise with respect to more complex Credit Union services such as IRAs, certificate accounts, electronic funds transfer, home banking, etc.; explains services, sets up new accounts, respond to problems, and provides general Operations assistance. Assist Branch Manager as needed, or in the absence of the Branch Manager, maintain proper branch operations.

Major Duties and Responsibilities

  • Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Assists other Member Service Reps with technical problems and questions relating to complicated products and regulations. Refers problems that are beyond their authority to their manager, along with their recommendations.
  • Identifies cross-sell opportunities and cross-sell services to members.
  • Assures that appropriate records are maintained, i.e. Member Account information on the system), and required reports are prepared, etc.
  • Assists in monitoring all branch activities to insure they are in compliance, including Branch opening and closing policies and procedures.
  • Acts as liaison between members and various organizations and departments.
  • Performs other related duties as assigned.

Knowledge and Skills

  • Education: A two-year college degree or completion of a specialized course of study at a business or trade school.
  • Interpersonal Skills:
    • A significant level of trust and diplomacy is required, in addition to normal courtesy and tact.
    • Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature.
    • Ability to motivate and influence others.
    • Outside contacts becomes important and the necessity of fostering sound relationships with other entities (companies and/or individuals).
  • Other Skills:
    • Must have good communication skills.
    • Working knowledge of regulations relating to all Credit Union deposit products (i.e. Reg E, Reg CC, Reg D, BSA, Truth-in-Savings Act, etc.).
    • Able to operate a 10-key calculator, computer keyboard and related software.


This Job Description is not a complete statement of all duties and responsibilities comprising this position.


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