Branch Operations Leader
2 weeks ago
Location:
Remote
The Branch Operations Leader will be responsible for directing, supervising, and enhancing the performance of branch personnel while addressing challenges within the framework of established policies and procedures.
In this role, the individual will apply service expertise to ensure an exceptional experience for both members and staff.Key Responsibilities:
- Oversee branch personnel, including coaching, performance evaluations, and professional development.
- Mentor, train, and ensure accountability among staff in utilizing Avadian's Sales Flow Model.
- Guarantee that staff possesses comprehensive knowledge of all Avadian products and services, including their features, benefits, processes, guidelines, and procedures.
- Maintain consistent communication with staff regarding action plans, objectives, evaluations, corporate initiatives, and training opportunities.- Assess team members to evaluate their understanding of training, confidence in the sales flow model, and operational effectiveness.
- Ensure all staff are well-versed in Avadian's client relationship management system (CRM), including referrals, sales, contact events, phone logs, extended information, and reporting.
- Collaborate with management to formulate, communicate, and execute branch sales objectives while fostering a positive branch experience.- Monitor the financial performance of the branch.
- Be available to work weekends and provide support at other branches as necessary.
- Continuously seek out potential candidates for future staffing needs.
- Actively embody, demonstrate, and promote the Avadian mission in all actions and communications.
- Represent and advocate for Avadian within the communities served.
- Perform additional duties as assigned.
Basic Requirements:
- Significant experience in financial services and sales is essential.
- Must be proactive in ensuring member satisfaction and addressing member needs.
- Ability to operate under a sales goal or quota system and achieve branch sales targets is required.
- Excellent written and verbal communication skills, a positive attitude, a pleasant demeanor, decisiveness, and professionalism are essential.- Availability to work weekends and provide support at other branches as necessary.
Experience:
- A minimum of three years in a similar or related role is preferred.
Education:
- (1) A college degree in business administration or a related field is preferred; or (2) a high school diploma with extensive managerial experience in a financial institution.
Avadian Credit Union is an Equal Opportunity Employer.
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