Assistant Branch Experience Manager - Madison| Full-Time

Avadian Credit Union; Madison, Northern (AL, KY); Hybrid; USD 48,000 - 64,000; Full time

Job summary

Avadian Credit Union is seeking an Assistant Branch Experience Manager for the Madison branch to lead the team in the manager's absence and ensure a delightful member experience. You will coach staff, promote Avadian products, and manage branch operations with a focus on sales and service excellence.

The role requires significant financial services and sales experience, strong communication, and the ability to work under a sales quota.

Qualifications

• 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, positive attitude, pleasant demeanor, decisiveness, and professionalism.
• Willingness to serve in a relief capacity at other branches when needed.

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 a thorough knowledge of all Avadian products and services with the understanding of their features and benefits, as well as their 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 in order 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 and 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 the members and the Credit Union. Provide account information to members, and promote and cross-sell Credit Union products and services. Open accounts, resolve issues, and professionally handle the 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.

Skills

Sales experience

Customer service

Communication skills

Education

High school diploma or GED

Tools

CRM software

Job description

Description

Assistant Branch Experience Manager - Madison

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

Functions and 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 a thorough knowledge of all Avadian products and services with the understanding of their features and benefits, as well as their 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 in order 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 and 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 the members and the Credit Union. Provide account information to members, and promote and cross-sell Credit Union products and services. Open accounts, resolve issues, and professionally handle the 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, positive attitude, pleasant demeanor, decisiveness, and professionalism.
• Willingness to 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.