Job Details

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Serve as a member of the executive leadership team. Responsible for the retail sales, operational excellence, and member experience across all physical branch locations of the Credit Union. This role ensures that branches operate efficiently, deliver exceptional service, and align with the Credit Union's mission, values, and growth objectives.

Essential Functions & Responsibilities

• 30% Manage and lead a team of member facing staff to deliver high quality service to members as evidenced through the Net Promoter Score and member engagement.


• 30% Oversee the daily operations of all branch locations, ensuring consistent member service and satisfaction while maintaining compliance with regulatory standards and internal policies.


• 20% Provide your team continuous learning experiences to gain knowledge and develop technical and soft skills ensuring you have prepared existing employees to fulfill future skill needs.


• 20% Drive branch-level sales and service goals, including deposits, loans, and cross-sell ratios.

Performance Measurements

Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act.

Meets or exceeds performance expectations as described in Essential Functions and Responsibilities.

Please refer to Annual Performance Goal document for remaining Performance Measurements.

Knowledge and Skills

Experience Five years to ten years of similar or related sales team management experience in the financial services industry.

Interpersonal Skills Work frequently involves exercising advanced conflict resolution, giving material presentations, and resolving issues impacting multiple departments or divisions. Role also requires the ability to motivate or influence others as a material part of the role, with a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the role and a high level of interpersonal skills is critical to the success of this position.

Other Skills Strong communication and problem-solving skills.

Ability to travel as needed to branch locations.

Extensive experience in sales, coaching and mentoring.

Skill and ability to use and operate a keyboard (typewriter), computer, calculator, fax machine, copier and telephone. Skill and ability to read and understand financial statements, contracts, applications, computer printouts, manuals and other related materials. Must have the skill and ability to use Microsoft Word and Excel.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

Work Environment

Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

Seniority level

• Executive

Employment type

• Contract

Job function

• Finance and Sales

Industries

• Non-profit Organizations, Hospitals and Health Care, and Medical Practices

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