Branch Experience Leader: Coaching, Training & Growth

Avadian Credit Union; Birmingham (AL); On-site; USD 52,000 - 78,000; Full time

Job summary

Avadian Credit Union in Birmingham, AL is seeking a Branch Experience Manager to guide, train, and evaluate branch staff, delivering a delightful member and staff experience within established policies.

The role focuses on coaching, product knowledge, and CRM proficiency, while driving sales goals and community involvement. Weekend work and relief duties at other branches are required.

This position emphasizes communication, training delivery, and representing Avadian in the communities we serve.

Qualifications

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

Responsibilities

• Manage branch staff including coaching, performance, and development.
• Coach, train, and hold staff accountable for using Avadian’s Sales Flow Model.
• Ensure staff maintains knowledge of Avadian products, features, benefits, processes, guidelines, and procedures.
• Provide consistent communication to staff on 90-day action plans, goals, and training opportunities.
• Assess staff to evaluate training comprehension, sales flow model confidence, and operational efficiencies.
• Develop, communicate, and implement branch sales goals and directives while maintaining a delightful branch experience.
• Monitor branch financial performance.
• Work on weekends and relieve other branches when needed.
• Continuously recruit for future staff.
• Represent and promote Avadian in the communities we serve.
• Perform other duties as assigned.

Skills

Sales experience

Staff coaching

Customer service

Communication skills

Education

Bachelor's degree in business administration or related field

High school diploma with managerial experience in financial institution

Tools

CRM system

Job description

Avadian Credit Union in Birmingham, AL is seeking a Branch Experience Manager to guide, train, and evaluate branch staff, delivering a delightful member and staff experience within established policies.

The role focuses on coaching, product knowledge, and CRM proficiency, while driving sales goals and community involvement. Weekend work and relief duties at other branches are required.

This position emphasizes communication, training delivery, and representing Avadian in the communities we serve.