Beverly Hills - Branch Manager 1, AVP - Full Time - Onsite (SoCal)

The

BM I, AVP

position typically exists in a small-to-medium size single location, existing branch, where the staff is equivalent to not more than 6 full and part time employees and may include: Relationship Specialists, Branch Team Lead, Relationship Managers and an Assistant Branch Manager. Under limited supervision and within established guidelines, the

BM I, AVP

assists the VP of Sales in all assigned areas of branch operations by leading and implementing the established branch sales, service and business plans and increasing market visibility and awareness in designated areas by representing the credit union through civic involvement, Chamber Membership, and community relations. The

BM I, AVP

position may be required to provide coverage for a larger branch or

BM II, AVP

position on an as-needed basis and is required to be able to perform all job functions within the branch for which he/she is responsible. The

BM I, AVP

maximizes 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 activity and business development. The

BM I, AVP

also seeks out new SEG/individual business opportunities leading to membership, deposit and loan growth. The

BM I, AVP

promotes products and services to achieve established annual goals. The

BM I, 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. The

BM I, AVP

oversees daily operations and ensures compliance with credit union policies and procedures in accordance with established daily, weekly and monthly audit checklists. The value the

BM I, AVP

adds to the organization is to allow for in-person, personalized service and provide active liaisons with business and community organizations towards helping to create credit union awareness and garnish new business. Also, the

BM I, AVP

develops, coaches and empowers staff towards reaching needs-based sales using referrals / sales of other Credit Union products and services that support various production goals.

Responsibilities:

• Provides leadership and directs the day-to-day operations of sales and service functions within the branch that assures a high degree of member retention.
• Conducts outside business development functions and local grassroots activities that assure a high degree of new member / account acquisition.
• Ensuring 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 mentors staff to enhance service, sales, and per.

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