What are the responsibilities and job description for the Assistant Retail Manager- Lawrence position at Meritrust Credit Union?
Description
Promotes Retail Vision
Champions a strong needs-based sales environment; models and enforces desired sales, referral, education and service behaviors.
Demonstrates Chameleon-like Movement
Contributes to team effort by accomplishing related results as needed; moves seamlessly within the branch environment to ensure a defined member experience
Possesses Operational and Regulatory Expertise
Meticulously arranges the schedule to ensure operational aspects are complete; reinforces regulatory and procedural compliance along with safety and security of associates and assets within the branch.
Assists Retail Manager
Ensures commitments are kept; builds trust and respect by demonstrating unwavering integrity; assists Retail Manager in conducting sales meetings, setting goals, energizing associates, addressing performance issues, individualizing coaching and achieving revenue targets.
Prioritizes Communication
Effectively communicates information to members and associates in a clear and concise manner; listens carefully; asks clarifying questions; ensures understanding; adapts style and information for each interaction
Qualifications
Sales
Utilizes branded sales process to incorporate member segments, market opportunities, competitive forces and sales team effectiveness; identifies priorities and ensures sales teams execute against plans that focus on deepening client relationships, elevating market share and increasing share of wallet; assists Retail Manager in driving sales teams to build a strong pipeline and relating branch and individual performance to company’s balanced scorecard.
Referrals
Promotes and impacts a broad range of eco-partners in an omni channel environment; displays ability to translate referral goals into behaviors and actions that demonstrate sales targets.
Education
Applies knowledge of and ability to educate members and associates on banking issues, regulations, and business practices; advises, educates and engages employees and members on a variety of technological tools and resources, allowing them to explore solutions to achieve their immediate goals and overall financial well being.
Service
Ensures a best-in-class service experience; aids the Retail Manager in attracting, on-boarding, coaching and developing Universal Associates who fulfil the responsibility of first impression specialist, key influencer and experience curator
Promotes Retail Vision
Champions a strong needs-based sales environment; models and enforces desired sales, referral, education and service behaviors.
Demonstrates Chameleon-like Movement
Contributes to team effort by accomplishing related results as needed; moves seamlessly within the branch environment to ensure a defined member experience
Possesses Operational and Regulatory Expertise
Meticulously arranges the schedule to ensure operational aspects are complete; reinforces regulatory and procedural compliance along with safety and security of associates and assets within the branch.
Assists Retail Manager
Ensures commitments are kept; builds trust and respect by demonstrating unwavering integrity; assists Retail Manager in conducting sales meetings, setting goals, energizing associates, addressing performance issues, individualizing coaching and achieving revenue targets.
Prioritizes Communication
Effectively communicates information to members and associates in a clear and concise manner; listens carefully; asks clarifying questions; ensures understanding; adapts style and information for each interaction
Qualifications
Sales
Utilizes branded sales process to incorporate member segments, market opportunities, competitive forces and sales team effectiveness; identifies priorities and ensures sales teams execute against plans that focus on deepening client relationships, elevating market share and increasing share of wallet; assists Retail Manager in driving sales teams to build a strong pipeline and relating branch and individual performance to company’s balanced scorecard.
Referrals
Promotes and impacts a broad range of eco-partners in an omni channel environment; displays ability to translate referral goals into behaviors and actions that demonstrate sales targets.
Education
Applies knowledge of and ability to educate members and associates on banking issues, regulations, and business practices; advises, educates and engages employees and members on a variety of technological tools and resources, allowing them to explore solutions to achieve their immediate goals and overall financial well being.
Service
Ensures a best-in-class service experience; aids the Retail Manager in attracting, on-boarding, coaching and developing Universal Associates who fulfil the responsibility of first impression specialist, key influencer and experience curator
