Branch Manager- Lake City & Contact Center Lending Advisors - First Alliance Credit Union

Position Summary

The Branch Manager is the to serve as a leader within the organization, driving the growth, production, and success of the member experience team. This position plays a critical role in advancing the credit union’s mission, achieving its goals, and creating a culture of excellence while leading the member experience team and delivering value to members. The Branch Manager should be passionate about our Community Development Purpose and lead a team who is dedicated to providing our member’s financial opportunities.

Essential Functions

• Leadership Team Member: serve as a member of the leadership team, coaching to the alignment with the overall strategic goals of the credit union, contributing to development of strategic initiatives and ensuring alignment of team and mission.
• Branch Management: Directly supervise and lead the branch team in the attainment of sales and service excellence, coaching to production and member experience excellence while providing professional development.
• Strategic Initiative Development: Actively participates in the implementation of initiatives aimed at enhancing member satisfaction, driving retail membership growth, ensuring financial education to members, providing excellence in lending experience as well as account and deposit experience and growth.
• Branch Management Oversight: Responsible for overseeing retail branch staff, ensuring that operations run smoothly and efficiently while upholding high standards of service delivery and compliance.
• Member Satisfaction: Takes ownership of member satisfaction ensuring that members receive exceptional service and support. Provide feedback, coaching and member follow up on areas of improvement. While implementing improved processes as needed.
• Retail Membership Growth: Lead staff in retail membership growth sales and service excellence and providing a smooth and impactful onboarding experience for members.
• Consumer Production: Coaches and leads by example in consumer loan, account and deposit production efforts. Coach team members to the attainment of production goals, ensure ancillary product goals are set and met while supporting member’s financial goals while being financially educated.
• Team and Process Efficiency: Lead an atmosphere of an efficient and effective team and processes, identifying opportunities for improvement and creating a culture of contribution and effectiveness amongst the branch team.
• Sales and Service Training: Support and contribute to sales and service training programs, implement training in branch, and support staff with the necessary skills and knowledge needed to exceed member expectations and drive growth.
• Keeping abreast of credit union industry changes and maintaining competitiveness
• Perform any other duties assigned by AVP of Retail Experience.

Pay and Benefits

$67,823.13 Annually

There may be an increase of base pay based on skills and experience.

Benefits include: 401(k), 401(k) Matching, Dental Insurance, Employee Assistance Program, Employee Discount, Health Insurance, Health Savings Account, Life Insurance, Paid Time Off and Vision Insurance.

Requirements:

Competencies

The attributes listed below are representative of the knowledge, skills and/or abilities required.

• BS degree in Business, Finance, or Accounting preferred or equivalent combination of education and experience.
• 3-5 years of business finance experience; an additional 1 years of experience in managing a financial team preferred.   
• Exceptional sales and service experience.
• Exceptional written and verbal communication skills.
• A high degree of mental concentration to interpret and act upon a wide range of situations, even under pressure.
• Demonstrates core values in every interaction with members and co-workers.     

Professionalism/Attitude

• Believes in own capabilities and knowledge to affect positive outcomes and even succeed where others may not and demonstrates that attitude in performing day-to-day activities.
• Self-motivated by the desire to accomplish goals and have exceptional performance; very open to receiving constructive feedback.
• Understands that change is necessary to evolve as a person and an organization, and reflects that in the context of daily work, handling change without becoming disengaged.
• Displays an on-going commitment to learning and self-improvement in areas that are job and/or organization relevant.

Leadership

• Embodies the credit union’s core values: Trust, Compassion, Inclusivity/Diversity, Innovation, Empowerment, Stewardship, and Flexibility. 
• Takes initiative to be involved in networking opportunities in the community.
• Generates innovative ideas, and creative solutions to challenging problems.
• Models’ behavior that builds inter-personal trust and personal integrity within the team.
• Offers to take additional responsibilities contributing to the success of the team.

Performance Measurements

• MEMBER EXPERIENCE: The degree to which member services is demonstrated in the day-to-day business environment. The level of support demonstrated for all teammates.
• MANAGEMENT EFFECTIVENESS: The overall ability to supervise and direct people and/or resources to meet department goals. The level at which one is able to motivate people, plan and prioritize unit operations, respond to changing conditions, and manage cost effectively.
• SALES RESULTS: Ability to develop, manage, and execute organizational sales plans and promotions, meet overall company sales goals through effective leadership of sales reps, and increase sales and market share in assigned area.
• COMMUNICATION: The ability to effectively converse and listen to both internal and external members. The use of proper written and grammatical skills, and the meaningful application of computer technology (email, Internet, web-based vendor platforms, etc.) 
• DECISION-MAKING / JUDGMENT: The ability to make prudent decisions that are timely, well researched, and reflect awareness of impact.
• PROBLEM SOLVING: The ability to predict, recognize, and define problems. Skill in generating, selecting, and implementing timely and meaningful solutions.
• BUSINESS DEVELOPMENT: The degree to which results are demonstrated in developing new business, generating leads, expanding the client base, and developing revenue opportunities.