Branch Supervisor

Job Locations US-CA-Westchester
Req No.
Branch Management
Regular Full-Time


Are YOU looking to advance your career as a Branch Supervisor (Assistant Branch Manager) working for UNIFY FInancial, a respected organization that is among the nation’s LARGEST 100 credit unions with a reputation for being financially sound and growth-oriented while being reassured our growth is strategically planned and executed?


At UNIFY Financial (formerly Western Federal Credit Union - same company and member-owned structure; however, our new name and brand better reflects our nationwide presence and communicates our value proposition), we're proud of the fact that we were able to maintain our staffing levels during and after the Great Recession.  And, we're continuing to GROW throughout the country by expanding opportunities for those looking to work for the "Big Bank" alternative known for providing superior member service!


When you work at UNIFY, you partner and collaborate with like-minded contributors who have made it their mission to embrace the opportunity to take charge of their careers and provide exceptional service to our members (we call them "members" because they are the only "owners" in our financial cooperative ... our Credit Union does not report to shareholders on Wall Street like most of the Big Banks).


Consider advancing your career at UNIFY today and become a UNIFYer!!


The Branch Supervisor is responsible for:

  • Assisting and supporting the Branch Manager in leading a team of sales and service professionals to meet and exceed sales goals and customer satisfaction goals
  • Supervising and coaching teams on professionalism, sales techniques, service expectations and compliance guidelines
  • Supervise, coach, and develop tellers and New Account staff regarding policies, procedures, products systems and banking transactions
  • Managing difficult situations with customers and providing them with a resolution, information or additional options
  • Directly working with customers to build relationships, uncover and satisfy their needs through the referring of financial products and services
  • Spending a majority of the time on the lobby floor, greeting customers, directing them to the appropriate area of the branch and ensuring customer needs are met
  • Ensuring the audit/compliance procedures of the branch are followed
  • Foster a team environment in which all employees can perform to their full potential


  • High School Diploma or equivalent
  • Three years related supervisory experience in a financial institution Leadership – believes in sales and service process, executes above peers, regularly goes above and beyond, consistent willingness to assist others
  • Ability to coach and mentor branch staff to perform above job performance expectations Extensive experience with customer contact and ongoing customer relationships
  • Strong probing, communication, analytical, problem solving, and decision making skills to effectively uncover and resolve complex customer and employee issues
  • Ability to quickly and independently interpret and apply regulations, policies, and directives
  • Possess an enthusiastic and professional attitude
  • Excellent written and verbal communication skills
  • Proficiency with all Microsoft applications
  • Must be able to obtain and maintain MLO certification through the NMLS

See the UNIFY Difference!

At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves. We work together for a common goal, "to provide superior service to our members."

Competitive Compensation and Excellent Benefits Package* Includes:

  • Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance one month following your date of hire
  • Dependent and Medical Care - Flexible Spending Accounts
  • Generous Vacation, Sick, Personal and Holiday Pay
  • 401(K) Plan with employer match
  • Tuition Assistance that covers a defined cost of your tuition and books for approved programs (RARE BENEFIT!)
  • UNIFY banking privileges for you and your family

*All programs subject to review and change

 UNIFY is proud to be a drug-free, equal-opportunity employer.  For more information on UNIFY, visit us at


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