Job Description:
Location: Carrollwood Exchange Branch
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.
Coaching/Sales Mentorships/Staff Development - 30%
- 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
Branch Operations/Misc. - 20%
- 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.