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Branch Sales and Service Manager Ii

4 months ago

Battle Creek, United States Advia Credit Union Full time

Description:
**Employment Type**: Full-Time, On-site #LI-ONSITE

**What you should know about the role**

The most essential function of this position is to assist the credit union members in experiencing the advantage. This is accomplished by providing outstanding service to both internal and external members as defined by living and demonstrating the core values of the credit union; Act with Integrity, Drive Progress, Build & Strengthen Relationships and Keep People at the Core. Branch Sales and Service Managers are responsible for leading the operational efforts of the branch. Ensures established policies and procedures are followed. Oversees prompt and professional execution of a full range of services to members and prospective members through training, development and supervision of branch team members. Position could cover more than one branch.

**What you should know about Advia**

Advia is a fast-growing Credit Union that is positioned in the top 3% of credit unions across the United States. We serve almost 200,000 members with assets over $3 Billion. We offer very similar product and services as the big banks with a focus on saving our members money while providing financial advantages. We are rooted in our communities and believe we have a responsibility to give back outside of our four branch walls through volunteering and charitable donations. The work environment at Advia is fast-paced, performance based and fun infused. We certainly live by the saying "work hard, play hard." As an employee of Advia, you can expect regular and constructive feedback, development opportunities, great benefits, excellent co-workers and engaged managers.

**Major Duties and Responsibilities**
- Manages team to maximize productivity, efficiency, and the potential of the human assets of Advia, including monitoring performance, coaching, mentoring, training, assuring compliance with regulatory requirements and organizational mission, values, service standards, policies, and work guidelines. Appraise performance and provide recommendations for promotion, disciplinary action, and termination, as appropriate.
- Trains, mentors, and functions as a resource for other branch and departmental managers in reference to coaching skill development and operational functionality at the branch level.
- Represents branch perspective and knowledge in organizational projects. Completes assigned project tasks and contributes to the success and execution of branch related project duties.
- Oversees a branch that is accountable for an increased expectation of loan production, higher transaction volumes, or aids in regional community outreach and/or organizing volunteer events.
- Displays proficiency in all Advia products and services and able to coach and manage efforts of the team to match products and services to a member's needs through referral activity. Delivers coaching and exhibits behaviors that grow the deposits and loan productions of the branch.
- Represents and promotes Advia in our communities through a variety of educational, volunteer and brand building opportunities.
- Ensures proper operational functionality of the branch including maintaining adequate team coverage to meet the service level needs of the membership, resolving member's requests, questions, and escalations in a timely manner, and providing coverage to help members with loan and account opening as needed. Delivers quality adherence to all operational policies, procedures, and organizational guidelines.
- Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising judgment, raising questions to management, and adhering to policy guidelines.

**Requirements**:
**Experience**

Three years to five years of similar or related experience, including preparatory experience.

**Education/Certifications/Licenses**

A two-year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours.

**Interpersonal Skills**

**Physical Requirements**

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must by capable of regular, reliable and timely attendance.

**Working Conditions**

Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise.

**Mental and/or Emotional Requirements**

Must be able to perform job functions with supervision and work effectively either on own or