Branch Experience Manager - Madison

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

Job summary

Avadian Credit Union is seeking a Branch Experience Manager for the Madison branch to guide, train, and evaluate branch staff within established policies. You will deliver a delightful member and staff experience and oversee daily operations.

The role requires significant financial service and sales experience, weekend availability, and the ability to meet branch sales objectives while maintaining high service standards.

Qualifications

• 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.
• 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 thorough knowledge of Avadian products and services and their processes.
• Provide consistent communication to staff regarding 90-day action plans, goals and objectives, secret shops, corporate initiatives, and training opportunities.
• Assess staff members 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 serve in a relief capacity at other branches when needed.
• Recruit for future staff.
• Represent and promote Avadian in the communities we serve.
• Perform other duties as assigned.

Skills

Financial services

Sales experience

Communication skills

Weekend availability

Job description

Description

The Branch Experience Manager at the Madison 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 procdures.
• 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.

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Avadian Credit Union is an Equal Opportunity Employer.