Branch Development Manager Jobs

Business Development/Community Involvement – 50%

• Advanced level of aptitude with Business Development and the onboarding of Business and Consumer accounts.
• Represents the credit union in a courteous and professional manner at events, sponsorships, and volunteer efforts.
• Maintains a working knowledge of all lending policies and guidelines and all aspects of loan closings to assist with onboarding new loan members.
• Provides prompt, friendly and accurate service to internal/external customers.
• Support Achieva’s Brand Frame by ‘Finding a Way’ to assist, providing ‘VIP’ service to, ‘Make it Easy’ for, and ‘Learn’ all about internal/external customers while promoting an environment of ‘Trust’.
• Responsible for the growth of the branch through effective community involvement, including but not limited to, business development and the participation in community organizations and events.
• Maintains Certified Financial Counselor (CFC) Certification.
• Promotes and supports a sales and service culture within the branch. Fosters an environment conducive to member satisfaction, as well as employee achievement and fulfillment.
• Accountable for meeting branch loan production and cross sales goals.
• Extensive sales knowledge of all products and services is required as well as having strong organization skills.
• Prepare and utilize various monthly reports to recommend improvements related to their particular market.
• Partners with Business Partners to ensure business members are receiving all available products and services.
• Maintain a self-development program by updating technical and management skills: completing the training plan prescribed for the position, attending pertinent seminars and classes and reading journals and publications.
• Owns all Business Account Relationships
• Must represent Achieva on a minimum of one community board.
• Professional and efficient communications internally and externally to promote collaboration.
• Promotes the CU at Work Program within the business community.

Coaching/Sales Mentorships/Staff Development – 30%

• Conducts monthly staff meetings to ensure sales and service competencies, daily huddles, product training, resolves problems, assumes responsibility for seeking solutions, maintains effective communication, and keeps management advised of all problems and credit union initiatives.
• Ensures staff are consistently achieving sales goals
• Recommends sales trainings to ensure staff sales needs are being maintained
• Consistently mentors and develops staff through individual sales coaching and training, to provide a high level of product knowledge, quality service, and competence.

Branch Operations/Misc. – 20%

• Responsible for upholding all credit union ethical standards.
• Maintain a self-development program by updating technical and management skills: completing the training plan prescribed for the position, attending pertinent seminars and classes and reading journals and publications.
• Maintains member confidentiality, safeguards branch assets by assuring that cash procedures are followed, and enforcing all security procedures.
• Performs other essential job functions as required or assigned.
• Responsible for overseeing the overall administrative operations of the branch. Responsible for audit results within the branch.
• Prepare and utilize various monthly reports to recommend improvements related to their particular market.
• Performs Teller and Member Service functions when necessary.
• Promotes diversity and inclusion at the Credit Union.
• Ensures that the branch facilities and equipment are properly secured and maintained to provide an attractive and safe environment.
• Maintains Medallion Certification.
• Handles member escalations as appropriate.
• Maintains Notary Certification.

Required Education

• High School Diploma/GED

Required Experience

• 3+ years of leadership experience
• 3+ years of financial institution experience
• 3+ years of demonstrated sales success

Required Skills & Attribute