What are the responsibilities and job description for the Branch Development Manager position at Achieva Credit Union?
Purpose/Duties
The Branch Development Manager is responsible for the continual growth and development of team members by providing consistent and positive coaching and reinforcement to ensure team members are contributing to the overall success of the branch. This position requires an advanced level of aptitude with Business Development and the onboarding of Business and Consumer accounts. The Branch Development Manager will be required to be an active participant in the Community and must be willing to represent Achieva on Community Boards. Performance in all capacities is required as well as Saturday branch support. Travel is required in this position.
Business Development/Community Involvement – 50%
The Branch Development Manager is responsible for the continual growth and development of team members by providing consistent and positive coaching and reinforcement to ensure team members are contributing to the overall success of the branch. This position requires an advanced level of aptitude with Business Development and the onboarding of Business and Consumer accounts. The Branch Development Manager will be required to be an active participant in the Community and must be willing to represent Achieva on Community Boards. Performance in all capacities is required as well as Saturday branch support. Travel is required in this position.
Business Development/Community Involvement – 50%
- 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’.
- Professional and efficient communications internally and externally to promote collaboration.
- 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.
- Prepare and utilize various monthly reports to recommend improvements related to their particular market.
- Advanced level of aptitude with Business Development and the onboarding of Business and Consumer accounts.
- 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.
- 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.
- Must represent Achieva on a minimum of one community board.
- Maintains Certified Financial Counselor (CFC) Certification.
- Promotes the CU at Work Program within the business community.
- Accountable for meeting branch loan production and cross sales goals.
- Maintains a working knowledge of all lending policies and guidelines and all aspects of loan closings to assist with onboarding new loan members.
- Represents the credit union in a courteous and professional manner at events, sponsorships, and volunteer efforts.
- Partners with Business Partners to ensure business members are receiving all available products and services.
- Owns all Business Account Relationships
- Provides prompt, friendly and accurate service to internal/external customers.
- Extensive sales knowledge of all products and services is required as well as having strong organization skills.
- Consistently mentors and develops staff through individual sales coaching and training, to provide a high level of product knowledge, quality service, and competence.
- 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.
- Recommends sales trainings to ensure staff sales needs are being maintained
- Ensures staff are consistently achieving sales goals
- Responsible for overseeing the overall administrative operations of the branch. Responsible for audit results within the branch.
- 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.
- Prepare and utilize various monthly reports to recommend improvements related to their particular market.
- Maintains member confidentiality, safeguards branch assets by assuring that cash procedures are followed, and enforcing all security procedures.
- Performs Teller and Member Service functions when necessary.
- Ensures that the branch facilities and equipment are properly secured and maintained to provide an attractive and safe environment.
- Performs other essential job functions as required or assigned.
- Maintains Medallion Certification.
- Maintains Notary Certification.
- Handles member escalations as appropriate.
- Promotes diversity and inclusion at the Credit Union.
- Responsible for upholding all credit union ethical standards.
- High School Diploma/GED
- 3 years of financial institution experience
- 3 years of leadership experience
- 3 years of demonstrated sales success
- The ability to multi-task
- Exceptional communication skills- both oral and written
- Sales skills
- Organizational skills
- Superior interpersonal skills
- Sharp attention to detail
- A professional demeanor, appearance, and speech
- The ability to work independently
- Will excel in a team environment by holding others accountable
- The ability to identify and solve problems
- Proficiently use common office equipment: copier, fax, scanner, telephone, Windows based PC, 10 key adding machine.
- Knowledge and practical use of MS Office Suite
