District Branch Manager

Jovia Financial

$105K — $131K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business or 5 years' experience in financial institutions with a sales focus; or 7 years' branch management experience in sales/service.
  • Demonstrated leadership skills to motivate teams and resolve conflicts effectively.
  • Effective time management skills for coordinating across multiple branches.
  • Proven ability to lead sales initiatives and foster relationship-focused sales culture.
  • Understanding of Conversational Sales Training and consultative sales techniques preferred.
  • Strong operational, analytical, organizational, and problem-solving skills.
  • Excellent verbal and written communication skills with diverse stakeholders.
  • Knowledge of compliance and operational standards in financial institutions.
  • Proficient in Microsoft Office, CRM systems, and reporting tools.
  • Willingness to travel locally and work flexible schedules.

Responsibilities

  • Oversee branch sales, service, and operational activities to meet organizational goals.
  • Supervise and support branch management teams to drive growth and member satisfaction.
  • Evaluate performance of branch management and provide coaching and development opportunities.
  • Implement staffing and employee engagement strategies across branches.
  • Advocate for Conversational Sales Training initiatives throughout the branch network.
  • Encourage consultative sales behaviors and member engagement strategies.
  • Drive accountability for execution of Member Needs Review processes.
  • Conduct coaching observations and branch visits to enhance sales effectiveness.
  • Lead organizational sales culture initiatives to boost growth and member engagement.
  • Coach branch leadership on effective sales management strategies.

Benefits

  • Competitive salary commensurate with qualifications and experience.
  • Comprehensive benefits packages to attract and retain top talent.
  • Commitment to innovation, diversity, teamwork, excellence, and integrity.
  • Focus on employee engagement and development opportunities.
Full Job Description
Branch District Manager

What you will be doing:

  • Oversee, monitor, and direct branch sales, service, operational, and coaching activities to ensure achievement of organizational goals, operational standards, and member experience expectations.
  • Directly supervise, coach, mentor, and support branch management teams to achieve membership growth, loan growth, deposit growth, referral generation, operational effectiveness, and member satisfaction goals.
  • Evaluate branch management performance and address opportunities through coaching, accountability discussions, leadership development, performance evaluations, and succession planning initiatives.
  • Support staffing strategies, scheduling oversight, employee engagement initiatives, and leadership development efforts throughout assigned branches.
  • Serve as a key leader and advocate for Conversational Sales Training (CST) initiatives throughout the branch network.
  • Reinforce consultative sales behaviors, relationship-building techniques, and member engagement strategies through ongoing coaching and leadership support.
  • Drive accountability for consistent execution of the Member Needs Review (MNR) process within branch teams to support deeper member relationships and personalized financial conversations.
  • Conduct coaching observations, branch visits, and developmental discussions focused on conversational sales effectiveness, member engagement, pipeline management, and leadership development.
  • Lead and reinforce organizational sales culture initiatives designed to improve membership growth, relationship expansion, loan production, referrals, and member engagement.
  • Coach and develop branch leadership teams on effective sales management, performance accountability, member relationship development, and consultative sales leadership strategies.


What we need from you:

  • Bachelor's degree with an emphasis in business, with a minimum of 5 years' work experience in a financial institution with sales focus; or minimum 7 years' branch network management experience with sales and service focus.
  • Leadership skills: ability to keep employees motivated, resolve conflicts and make hard decisions.
  • Effective time management: ability to work within multiple branches and across a large region, coordinate visiting branches on a regular basis, create schedules and manage time of direct reports to ensure achievement of service standards.
  • Demonstrated ability to lead organizational sales initiatives, coaching strategies, and relationship-focused sales cultures.
  • Strong knowledge of Conversational Sales Training (CST), consultative sales techniques, coaching methodologies, and relationship management practices preferred.
  • Strong operational, analytical, organizational, and problem-solving abilities.
  • Effective verbal and written communication skills with the ability to communicate effectively with employees, executives, members, and community partners.
  • Working knowledge of regulations, operational procedures, compliance standards, and financial institution practices.
  • Advanced proficiency with Microsoft Office applications, CRM systems, reporting tools, and organizational technology platforms.
  • Ability to manage multiple priorities and branch locations while maintaining operational consistency and employee engagement.
  • Ability and willingness to travel locally and work flexible schedules as needed to support organizational initiatives and business needs.


Be part of a growing not-for-profit organization where People are Everything-You are important to us. Help our members meet their financial goals and achieve their dreams. Let's talk!

At Jovia, we celebrate innovation, diversity, teamwork, excellence, and integrity. We are an equal opportunity employer and offer competitive compensation and benefits packages to recruit, retain, and reward top talent. We would like to be your partner in success and happiness!

We provide a competitive salary that aligns with qualifications and experience. Compensation may differ based on factors including experience, skill set, and current performance (if applicable). While candidates who do not fulfill the minimum requirements may be considered, this may require a position level, salary, or salary grade adjustment to reflect current experience.

Pay Range: $105,257 - $131,572 per year

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