Branch Experience Manager - Greystone Branch

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

Description

The Branch Experience Manager will guide, oversee, train, and evaluate the performance of branch staff and solve problems within established policies and guidelines. In this position, the employee will utilize service skills to deliver a delightful member and staff experience.

Functions and 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 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 management to develop, communicate, and implement branch sales goals and directives while maintaining a delightful branch experience.
• Monitor branch financial performance.
• Work on weekends and serve in a relief capacity at other branches when needed.
• Continuously recruit for future staff.
• 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.
• Must work on weekends and serve in a relief capacity at other branches when needed.

Experience:

Minimum three years of similar or related experience preferred.

Education:

(1) College degree in business administration or related field preferred; or (2) high school diploma with extensive managerial experience at a financial institution.

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Please note - submitting a resume does not guarantee any future action by Avadian Credit Union.

Avadian Credit Union is an Equal Opportunity Employer.