AVP, Branch Manager, Market Development - Technology Credit Union

The AVP, Branch Manager, Market Development (AVP, BRMGR) is responsible for management and daily operations of the assigned branch, implementing market strategies and business plans for the overall effectiveness and success of the branch. The role involves business planning, managing expectations, delivering stellar service, selling, training and coaching, leveraging relationships and improving processes through multi-channel relationship development and outreach efforts. The incumbent models exemplary performance, supports all elements of exceptional member experience and demonstrates the Technology Credit Union (Tech CU) values. These responsibilities and duties are conducted while operating under the Tech CU policies, procedures and guidelines.  The AVP, BRMGR is responsible for developing direct and indirect sales growth including but not limited to mortgage and auto lending.  In addition, conducts sales presentations, enrolls new companies/community organizations as strategic partners, and establishes ongoing 12-month calendar of business development/relationship management events in their territory.

Essential Duties

Management

• Hires, recruits and develops talent, providing training on products and services, regulatory compliance, policies and procedures, and sales/service techniques to enable all direct reports to perform their roles effectively, efficiently and accurately.
• Motivates staff to achieve and maintain a level of member service consistent with our exceptional experience standards.
• Actively participates in creating and implementing membership, loan, deposit, retention & growth strategies.
• Provides transaction approvals and overrides within policy guidelines; manages general cash operations including but not limited to individual cash limits, cash shipments and negotiable items.
• Conducts monthly staff meetings to report on successes, priorities, pipeline volumes, market trends and departmental results. Performs one-on-one meetings to celebrate staff achievements and recognition. Writes, delivers quarterly, mid-year, & annual performance evaluations, performance improvements and corrective actions.

General

• Delivers exceptional member service, modeling a level of member engagement that demonstrates appropriate priority and urgency, and targeting the highest level of member satisfaction.
• Collaborates with internal and external partners to optimize results and provides guidance to branch staff in the research and resolution of complex problems. Has ultimate responsibility for the satisfactory resolution of member complaints or issues received at the branch.
• Serves as a member of the Service Recovery team, assisting and handling escalated member issues that come through various service channels.
• Supports managers and performs branch administrative duties including vendor engagements, technical troubleshooting, updating training materials as needed, and introduction of new products and/or procedures.
• Monitors branch security effectiveness and supports periodic staff review of appropriate security procedures and standards.

Sales

• Meets assigned individual and branch sales and service goals; business plans and strategic plans.
• Maintains current industry, competitive landscape and product knowledge.
• Develops business and marketing plans for the branch to achieve sales results that meet or surpass sales and referral goals and objectives.
• Facilitates meetings and presentations (in-person and/or virtually) for the purpose of seeking new business opportunities among employees of member companies, community partners and within network of members.
• Cultivates a strong referral network and business relationships through regular connections with members, prospective members, and local community to build and sustain a pipeline of repeat referrals and business.
• Performs a wide variety of banking transactions on an as-needed basis, detecting member’s needs and cross-selling products and services as appropriate, seeking referral opportunities for the staff and branch partners to deepen member relationships.
• Effectively communicates the Tech CU value proposition to members and potential members. Communicates enterprise-wide message and builds brand awareness within Tech CU’s target market, core and emerging markets.
• Represents Tech CU at business development events outside of the branch, such as member company on-sites and community activities, and generates referrals to grow revenue for the branch.

Supervisory Functions

• Establishes scope of authority, schedule and responsibility for direct reports.
• Engages with direct reports and peers to align goals with organizational goals and objectives, establish performance metrics, provide feedback and develop talent.
• Manages and monitors budget to maximize operating efficiencies.
• Reviews and responds to issues identified in audit and regulatory reports.
• Supports established policy and procedures, recommending changes as needed.

Work Schedule

• Full-time; typically 40+ hours/week
• 8:45am-5:15pm, M-F, rotating Saturdays 9:30am-2:30pm
• Flexibility to occasionally work early or late hours, and extended weekend hours, typically with advance notice

Workplace Essentials

• Supports Tech CU’s Mission and Vision and consistently demonstrates Tech CU’s Values (Accelerate, Collaborate, Innovate, & Cultivate).
• Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.
• Complies with Tech CU policies and procedures.
• Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace.
• Complies with requirements imposed by federal, state and local regulatory agencies.
• Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.

MINIMUM JOB QUALIFICATIONS

Education: Bachelor’s Degree in a related business discipline (or equivalent related work experience).

Experience: 5+ years’ experience in related disciplines, including exposure to leadership/ management roles, business and consumer financial products and services, member issue resolutions and related policies and procedures.   

Knowledge/Skills/Abilities:

• Strong ability to participate, sustain performance and coach a high-energy team.
• Strong sales/service, leadership and team orientation.
• Strong organization and verbal/written communications skills.
• Solid understanding of financial products/services and industry regulations.
• Solid computer skills, including Microsoft Office and Outlook.
• Highly adaptive and open to changes as the organization grows and its needs evolve.

Licensing/Certifications:  Must maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CU’s company registration.

Travel:  May be required to travel occasionally to Tech CU locations outside of home branch, typically with advance notice.  May be required to occasionally attend offsite training, meetings or events, typically with advance notice.  Infrequent (typically no more than once per year) overnight travel to attend company meetings or professional conferences/training.

Typical Working Conditions:  Office environment with interaction with a variety of internal and external parties. Outside business sales activities. May work remotely as determined by business need and individual performance. 

Equipment Used:  Routinely uses standard office equipment, including computer, phone, copier and other devices.

Physical Requirements:  

• While in the branch may sit 80% of the time.
• Keyboard and read computer screen for 75% of the time while seated.
• Mobility to assist employees and members in the branch, as well as to occasionally attend offsite meetings.

EQUAL EMPLOYMENT OPPORTUNITY

Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

PAY AND BENEFITS

This is a grade 106 position, with a salary range from $81,800 to $114,000 with bonus potential of 10%. The anticipated range for new hires is between the low-end and midpoint of the range, depending on experience. Tech CU is a pay-for performance organization that benchmarks base pay to the 50^th percentile of our market and we provide incentive-based compensation aligned with successful accomplishment of individual and corporate goals. The salary mentioned above is based on working in Meridian, ID. Salaries are based on the geographic location in which you live if working remotely.

Additionally, Tech CU provides health care benefits, life and disability insurance, 12 paid holidays and 401k with a company match; along with employee paid voluntary benefits. 7.08 Paid Time Off (PTO) hours accrue per bi-weekly paycheck (23 days per year) and will increase with length of service. Eight hours of Voluntary Time Off (VTO) are granted to full time employees annually to dedicate time to charitable organizations. Leaves of absences are available in adherence with state and federal regulations.