Fountain Valley - Branch Manager 1, AVP - Full Time - Onsite (So.CA)

About the role

The BM I, AVP position typically exists in a small-to-medium size single location, existing branch, where the staff is equivalent to not more than 6 full and part time employees and may include: Relationship Specialists, Branch Team Lead, Relationship Managers and an Assistant Branch Manager.

Responsibilities

• Provides leadership and directs the day-to-day operations of sales and service functions within the branch that assures a high degree of member retention.
• Conducts outside business development functions and local grassroots activities that assure a high degree of new member / account acquisition.
• Develops staff by providing continuous training and opportunities for growth; coaches, counsels and mentors staff to enhance service, sales, and performance results.
• Fosters an environment for employee empowerment.
• Leads weekly staff meetings to maintain effective communication, holds one-on-one monthly / quarterly individual meetings and ensures daily sales huddles.
• Responsible for development of all branch budgets and monitoring all variance reports.
• Provides quick turn around and professional responses to complex and sensitive service issues.
• Uses sound judgment when investigating and resolving service matters, while striving to obtain an equitable resolution and assure a high degree of member satisfaction.
• Supports, promotes, recommends, and participates in branch and company events; provides planning and coordination support to event coordinators.
• Attends and participates in all required meetings.
• Determines, sets and monitors individual staff goals.
• Ensures execution of sales/retail environment; ensures accurate and consistent 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.
• Other related duties as assigned.

Qualifications

• 3+ years in a financial institution, including two (2) years supervisory experience at a Branch Supervisor level, outside Business Development, experience in a sales culture and supervised at least 5 people of which at least 1 must be a lead/supervisor.
• Solid working knowledge of all depository and loan products, knowledge of Branch Operations in a financial institution, share insurance and regulations.
• Proficiency with PC and Microsoft applications including Outlook, Word and MS Excel.
• Effective team-builder and demonstrated ability to empower and mentor staff.
• Able to interface and communicate with a diversified workforce, all levels of staff and management.
• Ability to build relationships.
• Critical thinking skills, able to resolve problems independently, able to coordinate and manage multiple priorities and projects simultaneously with effectiveness, excellent organization skills, ability and willingness to make decisions that can impact the entire organization and be accountable, able to work in a fast paced, dynamic environment, willing to work flexible hours and fill in where needed.
• Sales and Service Training.
• NMLS Registered.
• Associate's degree or some college level coursework along with related experience.

Preferred Qualifications

• 4+ years management experience in financial institutions plus 2 years with Nuvision Financial, including two years supervisory experience in a branch at least the size of the branch for which they are applying, outside Business Development, experienced in driving sales and managing/leading a team.
• Knowledge of all depository and loan products at Nuvision, Knowledge of Sales / Service Techniques, preparation of job descriptions, preparation of annual branch budget, and annual performance evaluations.
• Share insurance and regulations.
• Branch Operations Institute, Sales Training or CUNA Management School or equivalent.
• Medallion Stamp Certified. Notary.
• College degree in business related field.