Branch Experience Manager - Greystone Branch

Avadian Credit Union; Hoover (AL); On-site; USD 65,000 - 80,000; Full time

Job summary

Avadian Credit Union, Greystone Branch, is seeking a Branch Experience Manager to guide, train, and evaluate staff while delivering a delightful member and staff experience. The role emphasizes staff development, sales performance, and strong CRM knowledge within Avadian's policies and procedures.

The position requires significant financial services and sales experience, weekend availability, and the ability to lead a team toward meeting branch goals.

Qualifications

• Significant financial service and sales experience.
• Ability to meet branch sales objectives.
• Excellent written and verbal skills and professional demeanor.
• Weekend work and relief capacity at other branches.
• Minimum three years of related experience preferred.
• College degree in business administration or related field preferred; or a high school diploma with extensive managerial experience at a financial institution.

Responsibilities

• Manage branch staff including coaching, performance, and development.
• Coach, train, and hold staff accountable for using Avadian's Sales Flow Model.
• Ensure staff knowledge of Avadian products and processes.
• Provide consistent communication regarding 90-day action plans and corporate initiatives.
• Assess staff to evaluate training, sales flow confidence, and operational efficiencies; ensure CRM knowledge.
• Develop and implement branch sales goals and directives while maintaining a delightful branch experience.
• Monitor branch financial performance.
• Work on weekends and serve in relief at other branches.
• Continuously recruit for future staff.
• Represent and promote Avadian in communities served.
• Perform other duties as assigned.

Skills

Sales experience

Financial services

People leadership

Education

College degree in business administration

High school diploma with extensive managerial experience

Tools

CRM software

Job description

Branch Experience Manager - Greystone Branch

Greystone, AL Branch Experience

Job Type

Full-time

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.

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

Avadian Credit Union is an Equal Opportunity Employer.