Mgr, Retail Branch Operations

Clear Destination Inc.; Aibonito (PR); On-site; USD 70,000 - 90,000; Full time

Job summary

Clear Destination Inc. in the United States is seeking a Manager, Retail Branch Operations to lead business development, branch operations, staffing and results across assigned service centers.

You will hire and coach staff, drive sales, ensure compliance and coordinate with regional leadership to execute marketing campaigns and service goals. Bilingual English and Spanish required. Strong communication, leadership and analytical skills are essential for success.

Qualifications

• Five+ years of business experience with at least three years of management experience in a financial institution or retail sales.
• College degree preferred.
• Strong sales skills, organizational ability and excellent written and verbal communications skills required.
• Energetic, self-motivated leader with initiative to network and develop relationships.
• Excellent detail orientation, time management, and follow-up skills for a fast-paced environment.
• Excellent PC skills, especially Word, Excel, and PowerPoint.
• Proven leadership ability to achieve results in a goal-oriented environment.
• High integrity and professional conduct.

Responsibilities

• Achieve all agreed service center goals and implement action plans for deficiencies.
• Hire, supervise, coach, train and develop service center employees across operations and products.
• Create and manage branch business plans for multiple service centers.
• Resolve member concerns related to credit union matters.
• Maintain positive sale and service environment through training, recognition and accountability.
• Identify and execute promotional activities to meet goals and support marketing campaigns.
• Understand and monitor compliance with credit union policies and laws.
• Oversee branch security and compliance, audit integrity, and manage branch risk.
• Manage sponsor relationships to ensure support and positive positioning.
• Coordinate strategy with Regional Director to share best practices across the branch network.
• Drive events with Business Development to grow membership and brand awareness.
• Participate in initiatives supporting the Service Center viewpoint.

Skills

Business development

Staff management

Sales skills

Communication skills

Bilingual English/Spanish

Education

College degree

Tools

Microsoft Office

Job description

Mgr., Retail Branch Operations

SUMMARY

This role is responsible for business development, branch operations, staffing and overall results of their assigned service center. This can include A-SEG Corporate locations, multiple service centers, and/or a community-based service center.

ROLE AND RESPONSIBILITIES

• 1.Responsible for achieving all agreed upon service center goals and making appropriate action plans to correct deficient areas needing improvement.
• 2.Hire, supervise, coach, train and develop service center employees in all operations, products, services, cross‑selling of all products and services, loan functions and attainment of individual goals.
• 3.Create and manage the branch business plans for multiple service centers and/or community involvement.
• 4. Responsible for resolving member concerns related to credit union matters.
• 5. Maintain a positive sale and service environment through education, training, reward, recognition and accountability.
• 6. Identify and execute promotional activities to ensure goal achievement, including support of BCU-wide marketing campaigns.
• 7. Responsible for understanding and monitoring compliance with credit union policies and operational procedures, and associated laws and regulations.
• 8. Oversee branch security and compliance while ensuring audit integrity, reach PMO requirement and manage branch risk exposures.
• 9.Responsible for managing relationships with sponsor management team (if applicable) to ensure support and positive credit union positioning.
• 10. Provide direction and coordination for high levels of communication and teamwork with other branches and departments to support the overall goals of the credit union.
• 11.Successfully complete all required registrations and certifications as needed.
• 12.Coordinate strategy with the Regional Director to incorporate best business practices across the branch network.
• 13.Drive events in collaboration with Business Development to ensure member growth and brand awareness.
• 14.Participate on teams that contribute to BCU organizational initiatives, supporting the Service Center viewpoint.

QUALIFICATIONS AND EDUCATION REQUIREMENTS

• At least five years of business experience with at least three years of management experience in a financial institution or retail sales.
• College degree preferred.
• Strong sales skills, organizational ability and excellent written and verbal communications skills required.
• Must be an energetic, self‑motivated leader with outstanding initiative to network and develop relationships with management and/or in the community.
• Excellent detail orientation, time management, and follow‑up skills required for working in a fast‑paced environment.
• Excellent PC skills, and use of Microsoft office products, i.e., Word, Excel, and PowerPoint.
• Proven Leadership ability to achieve results in a goal‑oriented environment.
• Must be a person of high integrity who is dependable and professional at all times.

• Must be fully bilingual (English & Spanish).