Branch Experience Manager - Helena

Socket.dev; Helena (AL); On-site; USD 65,000 - 90,000; Full time

Job summary

Avadian Credit Union is seeking a Branch Experience Manager for the Helena branch to guide, train, and evaluate branch staff, delivering a delightful member and staff experience while overseeing daily operations.

You will coach, develop, and assess performance, ensure knowledge of Avadian products, and align with sales goals and corporate initiatives. Weekend work and relief coverage at other branches are part of the role.

Qualifications

• Minimum three years of similar or related experience preferred.
• Significant financial service and sales experience required.
• Ability 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.

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 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.

Skills

Coaching

Sales experience

Customer service

Verbal communication

Written communication

Education

College degree in business administration

High school diploma with managerial experience in financial institution

Tools

CRM system

Job description

Description

Branch Experience Manager - Helena

The Branch Experience Manager at the Helena branch 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.