Assistant Branch Experience Manager - Greystone| Full-Time

Avadian Credit Union; Birmingham (AL); On-site; USD 45,000 - 65,000; Full time

Job summary

Avadian Credit Union is seeking an Assistant Branch Experience Manager for the Greystone area in Birmingham, AL. The role supports the Branch Experience Manager and ensures a delightful member and staff experience while overseeing operations in the manager's absence.

Responsibilities include coaching staff, cross-selling products, upholding service standards, and driving branch sales goals. Weekend availability is required; position based at the Greystone branch.

Qualifications

• Significant financial service and sales experience required.
• Sales quota experience or sales management experience.
• Education: High school education or GED.

Responsibilities

• Manage branch staff in the absence of the manager.
• Coach and train staff on Avadian's Sales Flow Model.
• Maintain thorough knowledge of Avadian products and services.

Skills

Retail Banking

Sales Experience

Leadership

Education

High School Diploma

Tools

CRM software

Job description

Assistant Branch Experience Manager - Greystone

Birmingham, AL

We are looking for a service‑oriented, energetic and driven leader to fill the Assistant Branch Experience Manager position at our Greystone branch. The Assistant Branch Experience Manager will assist the Branch Experience Manager with overall operations and assume responsibility when the manager is absent. In this role, the employee will use service skills to deliver a delightful member and staff experience.

Responsibilities

• Manage branch staff in the absence of the manager.
• Coach, train, and hold staff accountable for using Avadian's Sales Flow Model.
• Ensure staff maintains thorough knowledge of all Avadian products and services, including features, benefits, processes, guidelines, and procedures.
• Provide consistent communication to staff regarding 90‑day action plans, goals and objectives, secret shops, corporate initiatives, and training opportunities.
• Assess staff members to evaluate training comprehension, sales flow model confidence, and operational efficiencies. Ensure all staff has a thorough knowledge of Avadian's client relationship management system (CRM) including referrals, sales, contact events, phone logs, extended information, and reports.
• Work with the manager to develop, communicate, and implement branch sales goals and directives while maintaining a delightful branch experience.
• Serve as a liaison between members and the Credit Union. Provide account information to members, promote and cross‑sell Credit Union products and services, open accounts, resolve issues, and professionally handle members within the Credit Union.
• Cross‑sell Credit Union products and services, and follow all directives regarding branch reports and lead list.
• Actively learn, demonstrate, and foster the Avadian WHY statement in all actions and words.
• Represent and promote Avadian in the communities we serve.
• Perform other duties as assigned.

Requirements

Basic Requirements:

• Significant financial service and sales experience is required.
• Must be proactive in maintaining member satisfaction and meeting member needs.
• Must demonstrate the ability to work under a sales goal or sales quota system, and to meet branch sales objectives.
• Must have excellent written and verbal skills, a positive attitude, pleasant demeanor, decisiveness, and professionalism.
• Must work on weekends and serve in a relief capacity at other branches when needed.

Experience Required:

• One to three years of retail banking experience.
• Sales quota experience or sales management experience.

Education: High school education or GED.

Avadian Credit Union is an Equal Opportunity Employer.