Costa Mesa - Branch Manager 2 - Full Time - Onsite (So.CA)

The Branch Manager II, AVP position typically exists in a large size branch, new branch (denovo), or managing multiple locations, including; Relationship Specialists, Relationship Managers, Branch Team Lead, Assistant Manager. Under limited supervision and within established guidelines, 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 by representing the credit union through civic involvement, Chamber Member, and community relations. 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 credit union 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 credit union 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.

Responsibilities:

• Provides leadership, directs the day to day operations of sales and service functions within the branch that assures a high degree of
• Conducts outside business development functions and local grassroots that assure a high degree of new member / account acquisition.
• Ensures that data reported on Dashboard and other sales reports is accurately stated and reviews results daily.
• Develops staff by providing continuous training and opportunities for growth; coaches, counsels and mentor staff to enhance service, sales, and performance results.
• Fosters an environment for employee empowerment.
• Leads weekly staff meetings to mai.

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