Branch Manager II AVP
The BM II, AVP assists the VP of Sales in all assigned areas of branch operations by leading and implementing the established branch sales, service and business plan. Increases market visibility and awareness in designated areas. The BM II, AVP position may be required to provide coverage for the VP of Sales position on an as needed basis and for purposes of succession planning and is required to be able to perform all job functions within the branch for which he/she is responsible. The BM II, AVP maximize the return on human and financial
resources in the development and implementation of a branch sales and business plan corresponding with sales huddles, community grassroots and business development. The BM II, AVP also seeks out new SEG/individual business opportunities leading to membership, deposit and loan growth. The BM II, AVP promotes products and services to
achieve established annual goals. The BM II, AVP develops employees to ensure they can deliver quality service to the membership at all times executing the Service and Sales Standard Documents strategies. They plan, control and direct the activities of branch personnel towards the attainment of all branch goals, including minimum performance
standards for sales and referrals, member service and risk management. BM II, AVP oversees daily operations and ensures compliance with policies and procedures and in accordance with established daily, weekly and monthly audit checklists. The value the BM II, AVP adds to the organization is it allows for in-person, personalized service and provides active liaisons with business and community organizations towards helping to create credit union
awareness and garnish new business. Also, the BM II, AVP develops, coaches and empowers staff towards reaching needs-based sales using referrals / sales for other Credit Union products and services that support various production goals.
Five to eight years in a financial institution of similar size or larger and in the same capacity - Branch Manager level, outside Business Development, experience in a sales culture managing multiple employees and/or multi-sites.
Solid Knowledge of all depository and loan products, knowledge of branch operations in a financial institution, share insurance and regulations. Proven knowledge of Sales/Service Techniques, preparation of job descriptions, preparation of annual branch budget and monthly variance report, and annual performance evaluations.
Team building/coaching experience.
Proficiency in MS Word, Excel, PP, Outlook and SharePoint
Effective team-builder and demonstrated ability to empower, coach 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 Certified if internal candidate
Proven track record – internal candidate
STAR – Internal candidate