Assistant Branch Experience Manager

Functions and Responsibilities

• Manage branch staff in the absence of the manager.
• Coach, train, and hold staff accountable for using Avadian’s Sales Flow Model.
• Ensure staff maintains a thorough knowledge of all Avadian products and services with the understanding of their features and benefits, as well as their processes, guidelines, and procedures.
• Provide consistent communication to staff regarding 90-day action plans, goals and objectives, secret shops, corporate initiatives, and training opportunities.
• Assess staff members in order to evaluate training comprehension, sales flow model confidence, and operational efficiencies. Ensure all staff has a thorough knowledge of Avadian’s client relationship management system (CRM) including referrals, sales and contact events, phone logs, extended information, and reports.
• Work with the manager to develop, communicate, and implement branch sales goals and directives while maintaining a delightful branch experience.
• Serve as a liaison between the members and the Credit Union. Provide account information to members, and promote and cross-sell Credit Union products and services. Open accounts, resolve issues, and professionally handle the members within the Credit Union.
• Cross-sell Credit Union products and services, and follow all directives regarding branch reports and lead list.
• Actively learn, demonstrate, and foster the Avadian WHY statement in all actions and words.
• Represent and promote Avadian in the communities we serve.

Basic Requirements

• Significant financial service and sales experience is required.
• Must be proactive in maintaining member satisfaction and meeting member needs.
• Must demonstrate the ability to work under a sales goal or sales quota system, and to meet branch sales objectives.
• Must have excellent written and verbal skills, positive attitude, pleasant demeanor, decisiveness, and professionalism.
• Must work on weekends and serve in a relief capacity at other branches when needed.

Experience Required

• One to three years of retail banking experience.
• Sales quota experience or sales management experience.

Education

• High school education or GED.