Position Purpose:

Position requires responsibility for directing and administering the day-to-day sales and operational efforts of the Branch. Plans, directs, and manages the member services activities of the branch with oversight of a full range of products and services to members and prospective members through needs based selling. Holds direct responsibility as a leader/coach to achieve branch sales, business, financial and marketing goals, and to improve the share of market for the branch area. Oversees branch service quality, physical security, internal controls and audit integrity, and appearance.

Job Duties (include but not limited to):

• Works with their Regional Manager, VP Sales & Service, and other Senior Team members, to develop, communicate, and implement branch sales plans and directives.
• Supervises work scheduling and workflow of daily routine operations.
• Addresses and resolves sales related problems. Implements and monitors sales and service quality plans. Implement credit union plans at the branch level to assure consistency and productivity commensurate with staffing levels, facilities, and market area.
• Supervises and assists with member services and teller functions.
• Provides leadership through effective coaching and communication.
• Conducts regular meetings with Branch employees to inform and train. Discusses areas needing improvement and changes in procedure: Monthly Observation Coaching, weekly one-on-one coaching, and weekly sales meetings.
• Ensures that members' requests and questions are promptly resolved
• Promotes branch business development and seeks to broaden member base, implements Credit Union member service quality standards and ensures adherence to service quality programs. Proactive in maintaining member satisfaction through branch employee knowledge levels, courtesy, appearance, responsiveness, accuracy, and communications. Handles unusual or difficult member situations beyond the scope of branch personnel. Works with HR to resolve serious personnel problems which are escalated to the Retail Branch Manager.
• Fills in and performs duties in Branch positions as needed.

Qualifications:

• Bachelor’s Degree required
• Two to five years of related experience in a financial institution, with a minimum of two years of supervisory experience
• Sales Experience

Skills/Abilities:

• Strong interpersonal, leadership, and supervisory skills
• Well organized
• Attention to detail
• Ability to operate related computer applications and basic business equipment
• Good marketing skills
• Ability to maintain an effective and efficient work flow