Branch Manager I, AVP

About the role

The BM I, AVP position exists in a small-to-medium size single location with up to 6 full and part time employees. Key responsibilities include leading and implementing branch sales and service plans, representing the credit union through community involvement, developing staff, and maximizing resource returns.

Responsibilities

• Provides leadership and directs day-to-day operations of sales and service functions within the branch.
• Conducts outside business development functions and local grassroots activities.
• Develops staff by providing continuous training and opportunities for growth.
• Learns and leads weekly staff meetings, conducts one-on-one meetings, and ensures daily sales huddles.
• Ensures development of all branch budgets and monitors variance reports.
• Provides quick turnaround and professional responses to complex and sensitive service issues.
• Supports, promotes, and participates in branch and company events.
• Attends and participates in all required meetings.
• Determines, sets, and monitors individual staff goals.
• Ensures execution of sales/retail environment and accurate tracking of sales and marketing programs.
• Attends and participates in all required training.
• Represents the Credit Union in a positive and professional manner.
• Maintains member and other sensitive information with confidentiality.

Requirements

• 3+ years in a financial institution, including 2 years supervisory experience at a Branch Supervisor level.
• Experience in outside Business Development.
• Supervised at least 5 people, with at least 1 being a lead/supervisor.
• Strong working knowledge of all depository and loan products.
• Knowledge of Branch Operations in a financial institution.
• Share insurance and regulations knowledge.
• Proficiency with PC and Microsoft applications including Outlook, Word, and MS Excel.
• Effective team-building and mentoring abilities.
• Ability to interface and communicate with a diverse workforce.
• Critical thinking skills, problem-solving ability, and multitasking capability.
• Ability to work in a fast-paced, dynamic environment.
• Willingness to work flexible hours and cover shifts as needed.

Qualifications

• Sales and Service Training.
• NMLS Registered.
• Associate's degree or some college level coursework along with related experience.

Skills

• Strong leadership and coaching skills.
• Excellent organizational and decision-making skills.
• Ability to build relationships and network effectively.
• Knowledge of all depository and loan products.
• Experience in driving sales and managing/leading a team.
• Knowledge of Sales / Service Techniques.
• Experience preparing job descriptions, budgets, and performance evaluations.
• Experience with Share Insurance and Regulations.
• Knowledge of Branch Operations Institute, Sales Training, or CUNA Management School.
• Medallion Stamp Certification.
• Notary certification.
• Bachelor's degree in business or related field.

Benefits

Medical, Dental, Vision, Life Insurance, Flexible Spending Account, 401(k) Matching, Paid Time Off, Training Provided, Tuition Reimbursement.