Branch Experience Manager - South Parkway Branch

About the role

The Branch Experience Manager at the South Parkway branch will guide, oversee, train, and evaluate the performance of branch staff while delivering a delightful member and staff experience within established policies and guidelines.

Responsibilities

• Manage branch staff including coaching, performance, and development.
• Coach, train, and hold staff accountable for using Avadian’s Sales Flow Model.
• Ensure staff maintains thorough knowledge of all Avadian products and services, including their features, benefits, 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 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 management to develop, communicate, and implement branch sales goals and directives while maintaining a delightful branch experience.
• Monitor branch financial performance.
• Work on weekends and serve in a relief capacity at other branches when needed.
• Continuously recruit for future staff.
• Actively learn, demonstrate, and foster the Avadian WHY statement in all actions and words.
• Represent and promote Avadian in the communities we serve.
• Perform other duties as assigned.

Requirements

• Significant financial service and sales experience is required.
• Proactive in maintaining member satisfaction and meeting member needs.
• Ability to work under a sales goal or sales quota system and meet branch sales objectives.
• 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.

Qualifications

• Minimum three years of similar or related experience preferred.
• College degree in business administration or related field preferred; or high school diploma with extensive managerial experience at a financial institution.