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AVP, Branch Manager
3 months ago
Oversees and demonstrates an interactive, consultative, interview process that deepens member relationships by providing financial direction to assist members in meeting their goals with the appropriate products and/or services.
Prepares appropriate documentation and opens accounts following CommunityAmerica Credit Union policy and procedures. Engages with members to provide a high sales-touch and member service experience.Ensures that proper policies, guidelines and procedures are in place to meet the strategic goals of the branch, mitigate fraud and ensure fiscal responsibility for the Credit Union.
If you think you are the right match for the following opportunity, apply after reading the complete description.Responsible for overall branch market penetration through member acquisition, relationship expansion and member retention for assigned branch market.
Coach, mentor, and provide development opportunities for staff.
Providing frequent feedback regarding performance and progress around member conversations, follow-up calls, member ownership and outreach in accordance with the CommunityAmerica Sales Process.
Proactively support and coach to an exceptional level of cross-selling credit union products or services to existing and potential members through a consultative sales approach via in-person sales sessions as well as by phone, written correspondence and external outbound sales calls.
Focus on determining members' needs, cross-selling appropriate services and continually building and enhancing member relationships Refers to Financial Planning Services and CommunityAmerica's mortgage department.
Convey information to members on products and services in an enthusiastic and positive manner.Education and Experience Requirements:
Three (3) or more years' experience in a financial institution in a management role.
Four (4) year degree in a related field preferred.
Additional management experience may be considered in lieu of a four (4) year degree.
Required Knowledge, Skills and Abilities:
Knowledge and ability to supervise and effectively lead staff.
Knowledge of sales and service techniques.
Knowledge of financial industry products and services.
Exceptional member service skills.
Ability to communicate effectively both verbally and written.
Must possess superior problem solving skills.
Ability to demonstrate effective time management skillsAbility to resolve interpersonal conflict and miscommunications.
Ability to network with community partners within the branch marketMust stay abreast of the financial competition within the branch marketKnowledge of spreadsheet software and ability to use word processing softwareAbility to maintain a high level of confidentialityMust be bondable
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