AVP CO Market Manager

Meritrust Credit Union; Broomfield (CO); Sur place; USD 108 000 - 135 000; Plein temps

Résumé du poste

Meritrust Credit Union in Broomfield, CO seeks an AVP CO Market Manager to oversee Retail branches, drive profitable growth, and ensure compliant operations. The role partners with Market Managers to deliver consistent member experiences and achieve strategic objectives.

The ideal candidate will have 3–5 years in retail banking leadership, strong coaching and collaboration skills, and expertise with core banking and CRM systems to optimize performance and member satisfaction.

Qualifications

• Extensive knowledge of retail banking functions: lending, deposits, payments, customer service, with Colorado regulations.
• Experience leading retail banking teams to growth, profitability, and compliance.
• Strong sales and service coaching capabilities to improve branch performance.

Responsabilités

• Drive sales using a needs-based approach and approved process.
• Coach branch teams to improve scorecard results and profitability.
• Analyze scorecards and data to identify opportunities and action plans.
• Lead weekly team calls and branch visits to ensure policy adherence and product adoption.
• Collaborate with VP Retail Banking to translate strategic plans into actionable steps.

Connaissances

Retail banking operations

Communication

Team leadership

Collaboration

Sales leadership

Formation

High school diploma

Outils

Core banking systems

CRM tools

Financial reporting software

Description du poste

# AVP CO Market ManagerBROOMFIELD, CO 80021## OverviewSalary Range$107,688.01 - $134,610.01 SalaryLevelManagementPosition TypeFull TimeJob ShiftDayEducation LevelHigh School## Description**POSITION SUMMARY**The responsibility of the Market Manager position is to lead the overall performance of Retail branches, within their assigned area, while working in partner with all Market Managers to convey one message. Overall performance is based on Retail branch teams gaining profitability, providing a first-in-class member experience, while also meeting compliance and growth objectives. **ESSENTIAL FUNCTIONS*** Drive sales results by promoting a needs-based sales approach and the use of the approved sales process. Focus on deepening member relationships, while expanding market share/share of wallet. Drive sales teams to build a strong pipeline and relate branch and individual performance to the company’s balanced scorecard.* Connect the idea of sales and service. Be a champion of exceptional member service and exemplify it by showing how the successful recommendation of the correct products and services can improve members’ financial well-being. Ensure member experience through the selection, development, and coaching of Retail branch teams.* Coach Retail associates in relationship building and referral techniques and strategies, while also coaching managers to coach these behaviors in order to reach scorecard objectives.* Practice on-the-spot coaching with Retail staff. Interact with members, demonstrate sales and referral practices, and provide skill-building opportunities through sales meetings and branch huddles.* Track sales and service scorecards. Teach Retail teams to interpret sales and performance numbers to engage teams in understanding how their performance and strategies directly affect the success of the branch and Meritrust. Coach Retail teams to improve results by analyzing key scorecard components and behaviors aligned to a successful performance.* Regularly review reports, scorecards, and sales data for missed opportunities or ideas for action plans to support achievement of expected results. Partner with Retail managers and branch teams to analyze results and execute follow-up plans.* Plan and facilitate weekly team conference calls to discuss scorecard progress, best practice strategies, and manager development.* Develop Retail wide sales and service contests to support overall organizational goals.* Collaborate with business partners to develop initiatives to support growth in all delivery channels.* Coach associates in strategic behaviors to meet referral targets. Build solid relationships with teammates, business partners, and specialists by valuing and displaying collaboration.* Apply banking and coaching expertise to educate members and associates on various banking issues, regulations, and business practices.* Educate employees and members on available tools and resources, with a focus on self-help tools, allowing them to explore solutions to achieve their immediate and overall financial goals.* Maintain knowledge of state and federal regulations applicable to transactions performed within the branch. Assist with resolution of regulatory and audit findings.* Maintain knowledge of current Meritrust sales and service practices. Regularly attend training, branch huddles, and sales meetings.* Conduct weekly branch visits to ensure consistent adherence to policies, sales efforts, and implementation of new products and services. Hold managers and branch teams accountable to the consistent policy/procedure standards.* Hold teams accountable to running efficient branch staffing and setting standards for how to manage time off requests for branches.* Regularly participate in and/or facilitate effective meetings involving Retail Managers, Assistant Retail Managers, and Member Consultants, alongside the VP, Retail Banking* Reinforce the credit union’s mission and values by serving as a culture agent. Communicate expectations clearly and motivate team to integrate Meritrust’s core values into daily member and team interactions.* Work in partnership with the VP, Retail Banking to understand Meritrust’s strategic plan. Share vision of initiatives detailed in the strategic plan and translate strategy into actionable steps to drive branch performance.* Execute strategies and initiatives that support the vision of the retail branch network set by leadership.* Promote the credit union’s community development activities and participate in community projects and partnerships as requested by the community development department.* Aid in the creation, implementation, and periodic review of retail policies and procedures, ensuring updates are communicated effectively for retail staff adherence.* Other duties as assigned.## Qualifications**EDUCATION/CERTIFICATION*** High school diploma required.* Post high school education, or equivalent, preferred.**Required Knowledge** * Extensive knowledge of the functions and operations of retail banking, including lending, deposits, payment systems, and customer service, particularly within the context of Colorado regulations.**Experience Required*** Minimum 3-5 years of experience in a Retail Banking leadership role.* Demonstrated success in developing and executing strategies that drive growth, profitability, and operational excellence in retail banking.**HARD/TECHNICAL Skills/Abilities*** Proficient with banking software systems (e.g., core banking systems, CRM tools) and financial reporting software.* Strong communication and interpersonal skills.* Experience as a highly effective team player in a goal-oriented environment.* Reputation for collaborating well with peers, support teams, and upper management.* Demonstrated effectiveness in the ability to motivate a team to reach goals.* Able to manage challenging situations and recommend effective solutions.**WORKING CONDITIONS** * Standard office conditions* Regular travel to branch locations specific to your market.* Low to moderate noise* Limited lifting up to 30 lbs.*This description has been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Essential functions, requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.* *In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.* *The Credit Union believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.* ***Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.***