Branch Experience Manager - South Parkway Branch

Socket.dev; Huntsville (AL); On-site; USD 65,000 - 85,000; Full time

Job summary

Avadian Credit Union is seeking a Branch Experience Manager for the South Parkway branch in Huntsville, AL. The role guides and evaluates branch staff, delivering a delightful member experience while upholding policies. You will train staff, manage coaching, and drive sales through the CRM and scheduled action plans.

You will recruit, monitor performance, and represent Avadian in the community, with weekend shifts and occasional relief coverage at other branches as needed.

Qualifications

• Significant financial services and sales experience required.
• Strong communication and professional demeanor.
• Ability to work under a sales goal or quota system.
• Weekend work and relief capacity at other branches required.

Responsibilities

• Manage branch staff including coaching, performance, and development.
• Coach, train, and ensure staff use the sales flow model.
• Maintain product knowledge and explain features to members.
• Communicate 90-day plans, goals, and initiatives to staff.
• Assess training effectiveness and CRM proficiency.
• Develop and implement branch sales goals and directives.
• Monitor branch financial performance.
• Occasional weekend work and relief coverage at other branches.
• Recruit for future staff and promote the Avadian WHY.

Skills

Sales experience

Customer service

Communication

Problem solving

Education

College degree in business administration

High school diploma with managerial experience

Tools

CRM knowledge

Job description

Description

The Branch Experience Manager at the South Parkway 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

• 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.