Retail Market Manager

WeStreet Federal Credit Union / dba WeStreet Federal Credit Union / TUFCU; Tulsa (OK); In loco; USD 90.000 - 120.000; Tempo pieno

Descrizione del lavoro

WeStreet Federal Credit Union is seeking a Senior Leadership/Operations Manager to partner with retail leadership and drive branch performance. This role involves weekly travel to branches to develop staff capabilities and maintain consistency in operations, sales, and service across the network.

The candidate should have strong leadership, coaching, and communications skills with experience in managing employee engagement and driving adherence to internal programs and compliance requirements.

Competenze

• Proven ability to lead and motivate teams within a financial institution.
• Excellent verbal and written communication skills.
• Experience managing in a structured employee engagement program.
• Sales management experience including influencing other leaders.

Mansioni

• Partner with senior leadership to execute retail network objectives across branches.
• Travel weekly to branch offices to develop employee skill sets and ensure consistency in operations, sales and service.
• Coach staff to meet goals and adhere to member service program and metrics.
• Promote a sales and service environment aligned with the credit union’s culture and business plan goals.
• Provide coaching and guidance to branch staff and assist with policy/content updates as needed.
• Ensure compliance with BSA, AML, CIP and CDD policies and regulations.

Conoscenze

Leadership

Communication

Coaching

Strategic planning

Formazione

Bachelor's degree

Descrizione del lavoro

LEADERSHIP AND MANAGEMENT RESPONSIBILITIES (@ 60% of the time)

• Partner with retail senior leadership to ensure successful execution of the retail network objectives, initiatives and programs within the branches / care center.
• Weekly travel to branch offices to assist in developing the skill set of the employees and ensure consistency in the areas of operations, sales and service.
• In collaboration with FCM and AFCM, provide coaching to elevate the team’s ability to deliver and adhere to the expectations outlined in the member service program and exceed key metrics.
• Actively promote a sales and service environment consistent with the Credit Union’s culture and business plan goals.
• Assist in the coaching of staff to help them meet their established goals at an individual and branch level.
• Carry out responsibilities in accordance with the Credit Union’s policies and applicable laws.
• Prepare and / or assist with the preparation of appropriate annual, monthly and weekly reports as needed.
• In the absence of the management team be an additional resource for support, direction and guidance to staff in branch.
• Provide regular feedback to the Financial Center Mangers throughout the month and in the branch management monthly coaching conversations.
• Provide recommendations about changes in policies, process and/or procedures based on analysis.

ADDITIONAL RESPONSIBILITIES (@ 40% of the time)

• Partner with the senior leadership team across the Credit Union on different projects and strategic initiatives.
• Responsible for the operations of the branch in partnership with the Retail Operations Manager in the absence of the Financial Center Manager and Assistant Financial Manager.
• Serve as a resource to branch staff by providing coaching, direction, and assistance in resolving member problems when needed.
• Make updates to the branch network policies and procedures as needed and be an additional resource to add content to the Credit Unions intranet site for the branch operations department.
• Partner with Director of Retail and Chief Retail Officer in creating/maintaining an engaging work environment for all branch staff.
• Make exceptions to policy as appropriate and within established authority.
• Monitor and enforce adherence to all internal controls and security procedures on the branch staff line.
• Follow and ensure that branch staff follows policy and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP) and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.
• Maintain integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; comply with privacy act directives.
• Perform other duties as assigned and be available to work overtime as requested.

Qualifications

Education

Preferred

Bachelors or better.

Experience

Preferred

Strong verbal and written communication skills

Attention to detail and ability to multi-task

Experience in managing within a structured and defined employee engagement program

Prior sales management experience including experience leading other leaders and influence management

Experience managing / coaching to an established and robust internal customer service program

Excellent leadership skills experience including coaching, mentoring, and redirection of staff

Minimum of 6 years’ experience in a financial institution leadership role

Equal Opportunity Employer
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