Branch Experience Manager - Madison

Avadian Credit Union; Madison, Northern (AL, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Avadian Credit Union in Madison, Alabama is seeking a Branch Experience Manager who will guide, train, and evaluate branch staff to deliver a delightful member and staff experience while upholding policies. The role emphasizes coaching, staff development, and product knowledge across Avadian’s services.

You will lead weekend coverage, drive branch sales goals, monitor performance, and actively recruit future staff while representing Avadian in local communities.

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 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.

Skills

Sales experience

Financial services

Communication skills

People management

Weekend work

Tools

CRM software

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.