Position SummaryResponsible for leading, directing, and mentoring sales and service teams to achieve branch outcomes. Leads business development goals and objections, staffing levels, schedule and performance standards. Embraces and works to achieve the mission and values of the organization. Performs other special projects and assignments as may be directed and delegated by the Director Retail Branches.
Salary range for this position is $82,321.72 - $96,243.68 with a progressive benefit package.
Essential Duties and Responsibilities
Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change:
Oversees and manages retail branch banking offices, which include sales, service and operations. Includes managing branch staff with functions such as HR, audit, facilities, training and project assignments with the region.
Implements plan (routines, tactics, strategies) to support achievement of goals and reinforces policies and procedures to comply with fundamental business and credit priorities of the credit union.
Demonstrates teamwork in all interactions with co-workers and in the completion of all duties and responsibilities.
Ensures confidentiality of member information.
Participates in community and business functions/groups to ensure a positive image for the credit union within the designated marketplace.
Responsible for efficient operations through continued assessment and improvements.
Responsible for ensuring that all Credit Union policies, procedures are performed consistently with Board and management guidelines including office equipment and facilities upkeep.
Monitors and reports as requested branch activities in key performance areas.
Develops and recommends annual branch performance targets in both team and individual expectations.
Coaches the branches to achieve business development activities including outside networking, in-branch selling, outbound phone selling skills and targeted branch correspondence. Coach to maximize these activities to branch loan and deposit goals as well as referrals to our branch partners (Mortgage, Commercial, Wealth Management and Insurance) and other services available to our membership.
Create train/develop and coach a successful sales & service team by holding employees accountable for performance, rewards/recognition for achieving sales and service goals and retention for top talent.
Conducts periodic sales and service performance with branch staff. Monitor branch activities and results to insure branch and employee success.
Prepares and conducts performance evaluations, prepares documentation for retention in personnel files. Working with HR, recommends and implements disciplinary actions and appropriate staff counseling within the department as needed.
Coordinates, tracks and monitors daily scheduling within those that report directly to this position including overtime, leave of absences, and prepares periodic tracking reports for the Human Resources department.
Meets attendance standards to perform job functions including physical presence to provide team oversite, coordination of work, and ongoing feedback.
Promotes the professional development of branch staff through individual and group training.
Human Resources responsibilities for personnel supervised including hiring, termination, performance review, salary recommendation, and other personnel issues. Establishes performance goals and assesses annual performance branch staffing requirements.
Plays a vital role in enriching the community by participating in community service organizations and /or credit union sponsored events on an annual basis. Works GreenState’s sponsored and other events on or off premise as scheduled.
Job Requirements/Expectations
High school diploma or the equivalent (e.g. GED).
Must have 7+ credit union or related experience; a minimum of two years supervisory experience with demonstrated leadership ability and team building skills preferred.
High energy with the ability to approach individuals and engage in a conversation to successfully win business and open accounts.
Thorough knowledge of products and services; ensures appropriate application of the credit union’s policies and procedures.
Ability to network/build relationships to grow business.
Interpersonal skills to represent the credit union in a positive way, both internally and externally at all times.
Accuracy and attention to detail with proficiency in both oral and written communications.
Ability to prioritize work assignments and organize work efficiently to meet established deadlines.
Well-developed problem-solving skills and ability to develop conceptual alternatives.
Ability to plan, organize, implement, and interpret the programs, goals, objectives, policies, projects, and procedures.
Conflict resolution and/or mediation skills.
Computer literacy/experience.
Reports to work punctually, prepared for scheduled meetings and is an active participant.
Ability, availability and willingness to work flexible hours to accomplish workload. Job will require a non-traditional workweek with extra hours including evening and/or weekend duties.
Must be bondable.
Must be registered pursuant to requirements of the S.A.F.E. Act.
Adheres to all state, federal and credit union regulations, policies, and guidelines.
Reporting RelationshipThis position reports to the Director Retail Branches.
Supervisory ResponsibilitiesThis position is responsible for the supervision of others.
