MSB - Lakewood, Lakewood, California, United States of America
Job DescriptionPosted Thursday, August 29, 2024 at 7:00 AM
We embrace passionate Team Members who consistently display our values: United, Informative, Approachable, Caring and Transparent. We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs. We are committed to ensuring that each Member receives a positive service experience and trusted financial advice. Join the Nuvision Team today! Let us be part of your career journey!
The BM I, AVP position typically exists in a small-to-medium size single location, existing branch, where the staff is equivalent to not more than 6 full and part time employees and may include: Relationship Specialists, Branch Team Lead, Relationship Managers and an Assistant Branch Manager. Under limited supervision and within established guidelines, the BM I, AVP assists the VP of Sales in all assigned areas of branch operations by leading and implementing the established branch sales, service and business plans and increasing market visibility and awareness in designated areas by representing the credit union through civic involvement, Chamber Membership, and community relations. The BM I, AVP position may be required to provide coverage for a larger branch or BM II, AVP position on an as-needed basis and is required to be able to perform all job functions within the branch for which he/she is responsible.
The BM I, AVP maximizes the return on credit union human and financial resources in the development and implementation of a branch sales and business plan corresponding with sales huddles, community grassroots activity and business development. The BM I, AVP also seeks out new SEG/individual business opportunities leading to membership, deposit and loan growth. The BM I, AVP promotes products and services to achieve established annual goals. The BM I, AVP develops employees to ensure they can deliver quality service to the membership at all times executing the Service and Sales Standard Documents strategies. They plan, control and direct the activities of branch personnel towards the attainment of all branch goals, including minimum performance standards for sales and referrals, member service and risk management. The BM I, AVP oversees daily operations and ensures compliance with credit union policies and procedures in accordance with established daily, weekly and monthly audit checklists. The value the BM I, AVP adds to the organization is to allow for in-person, personalized service and provide active liaisons with business and community organizations towards helping to create credit union awareness and garner new business. Also, the BM I, AVP develops, coaches and empowers staff towards reaching needs-based sales using referrals/sales of other Credit Union products and services that support various production goals.
Responsibilities: Provides leadership and directs the day-to-day operations of sales and service functions within the branch that assures a high degree of member retention.Conducts outside business development functions and local grassroots activities that assure a high degree of new member/account acquisition.Develops staff by providing continuous training and opportunities for growth; coaches, counsels and mentors staff to enhance service, sales, and performance results.Fosters an environment for employee empowerment.Leads weekly staff meetings to maintain effective communication, holds one-on-one monthly/quarterly individual meetings and ensures daily sales huddles.Responsible for development of all branch budgets and monitoring all variance reports.Provides quick turn around and professional responses to complex and sensitive service issues.Uses sound judgment when investigating and resolving service matters, while striving to obtain an equitable resolution and assure a high degree of member satisfaction.Supports, promotes, recommends, and participates in branch and company events; provides planning and coordination support to event coordinators.Attends civic and community functions; maintains active liaisons with business and community organizations.This includes supporting business partners such as investment auto brokers and mortgage Loan Consultants.Writes and delivers performance evaluations, recommends promotions, salary increases and development action plans; recruits and conducts interviews and makes recommendations for hiring and for termination.Attends and participates in all required meetings.Determines, sets and monitors individual staff goals.Ensures execution of sales/retail environment; ensures accurate and consistent tracking of sales and marketing programs.Attends and participates in all required training.Represents the Credit Union in a positive and professional manner.Maintains member and other sensitive information with confidentiality.Other related duties as assigned.Treats all co-workers and members with respect.Supports and participates in continuous improvement activities.Qualifications: 3+ years in a financial institution, including two (2) years supervisory experience at a Branch Supervisor level, outside Business Development, experience in a sales culture and supervised at least 5 people of which at least 1 must be a lead/supervisor.Solid working knowledge of all depository and loan products, knowledge of Branch Operations in a financial institution, share insurance and regulations.Proficiency with PC and Microsoft applications including Outlook, Word and MS Excel.Effective team-builder and demonstrated ability to empower and mentor staff.Able to interface and communicate with a diversified workforce, all levels of staff and management.Ability to build relationships.Critical thinking skills, able to resolve problems independently, able to coordinate and manage multiple priorities and projects simultaneously with effectiveness, excellent organization skills, ability and willingness to make decisions that can impact the entire organization and be accountable, able to work in a fast paced, dynamic environment, willing to work flexible hours and fill in where needed.Sales and Service Training.NMLS Registered.Education: Associates Degree or some college level coursework along with related experience.Pay scale by applicable geographic location: Southern California: $80,830.28- $121,245.42The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry, job related training/education, etc.
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