New-market Branch Manager - Jacksonville, United States - RADIFI FEDERAL CREDIT UNION

Mark Lane

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Mark Lane

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Description

RadiFi Credit Union (formerly known as Jax Federal Credit Union) is seeking a New-Market Branch Manager (New-Market Member Success Manager) to be responsible for directing and administering the sales, service and operational efforts of a new retail branch ensuring the branch meets organizational growth, sales and service goals.

Responsible for generating new revenue opportunities in and around the existing branch market with an emphasis on outbound sales development, community involvement, business networking including extensive after-hours networking with local business organizations.

Ensures established policies and procedures are followed.

Oversees the full range of services to members and prospective members with an emphasis on new member growth and relationship building.

Through targeted sales goals, works to deepen existing relationships with members and new members.

  • Promotes service delivery excellence and actively coaches associates to deliver "awesome" service particularly with prospects new to the Credit Union. Responsible for successful implementation of promotional campaigns, new market strategic items, and product & service initiatives at the branch level. Actively participates in community and business development initiatives, and monitors branch performance to ensure the branch meets organizational growth and service goals.
  • Location: Glen Kernan Parkway Branch; 4815 Sweetgrass Place, Suite 203, Jacksonville, FL 32224
  • Major Duties and Responsibilities:
  • Acts as the branch "business owner" to enhance bottomline performance through business development, and increasing revenue through sales, service and relationship building; along with controlling expenses and improving efficiency of the branch.
  • Coaches staff on their sales and service skills to motivate others in striving to achieve goals, adhering and executing on the Credit Unions "Awesome Sales & Service Program." Develops employees' skills in the Credit Union's preferred way of selling, coaches on sales strategies and tactics, professionally handles nonperformance, and conducts effective 11 sessions.
  • Conducts quality, weekly sales meetings and huddles to discuss goals and action plans to meet monthly branch assigned goals. Takes proactive action to influence retail behaviors events or to achieve goals. Ensures adherence to Organizational Service Standards and effective execution of Retail Behaviors.
  • Generates new revenue opportunities for the branch by providing guidance on potential new products or solutions based on member and consumer feedback; along with controlling branch expenses to increase its overall profitability.
  • Achieves monthly/annual branch loan, deposit, and membership goals through the development and execution of Quarterly Action Planning and an individualized sales plans.
  • Work with Business Services Department to manage and develop local commercial business market. Delivers commercial credit union products and services within an assigned market. Responsible for meeting assigned commercial lending goals in addition to assigned branch goals.
  • Works to maintain and enhance Credit Union reputation with members, prospects, referral sources, and communitybased organizations.
  • Assists in driving the success of other business lines in the credit union that rely on referrals to grow such as Investment Services, Business Services, and Mortgages. Responsible for overall branch performance in referral results.
  • Refers sales opportunities to other departments or Credit Union affiliates in support of established corporate objectives.
  • Obtains all needed information for a commercial loan request through member interviews, site visits, financial information, and thirdparty references.
  • Maintains knowledge of credit union products and services, as well as knowledge of the industries or market areas served. Keeps abreast of current developments and market trends, to further identify and service member needs, including commercial needs.
  • Participates in community events, represents the branch at sponsored events to promote RadiFi Credit Union in and around the branch community. Performs weekly business development activities to increase and grow the branch membership base.
  • Advocates for and advances the digital readiness of branch staff to increase adoption and utilization of the Credit Union's digital services among the team and membership.
  • Completes orientation of new employees in overall branch procedures. Appraise performance and provide recommendations for staff compensation, promotion, and termination as appropriate. Hold branch staff accountable to performance objectives and Retail Sales & Service expectations.
  • Works with Retail Leaders such as Regional Member Success Manager, VP of Retail Sales & Service, Sr Director of Operations, etc. to design and implement new sales strategies and overall operational efficiency ideas.
  • Work with HR and Retail Leaders to interview, hire and onb

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