Fountain Valley - Branch Manager 1, AVP - Full Time - Onsite (So.CA)

Nuvision Federal Credit Union•Fountain Valley, CA

145d•$91,809 - $137,714•Onsite

About The Position

The Branch Manager 1, AVP leads a small-to-medium, single-location branch with up to six full- and part-time employees. Under limited supervision and within established guidelines, this role assists the VP of Sales with branch operations by leading and implementing sales, service, and business plans. The manager increases market visibility through civic involvement, Chamber membership, and community relations, and may provide coverage for a larger branch or a Branch Manager II, AVP position as needed. The role requires the ability to perform all functions within the responsible branch. The Branch Manager maximizes the use of credit union personnel and financial resources by developing and implementing a branch sales and business plan, conducting sales huddles, supporting grassroots community activity, and pursuing business development. The manager seeks new SEG and individual business opportunities to grow membership, deposits, and loans, and promotes products and services to meet annual goals. The role develops, coaches, and empowers employees to deliver quality service and needs-based sales while directing branch personnel toward sales, referral, member-service, and risk-management goals. The position oversees daily branch operations and ensures compliance with credit union policies, procedures, and audit checklists. It provides personalized in-person service and builds relationships with business and community organizations to raise credit union awareness and generate new business.

Requirements

At least 3 years of experience in a financial institution, including 2 years of supervisory experience at a Branch Supervisor level.
Outside business development experience and experience working in a sales culture.
Experience supervising at least 5 people, including at least 1 lead or supervisor.
Solid working knowledge of depository and loan products, financial-institution branch operations, share insurance, and regulations.
Proficiency with a PC and Microsoft applications, including Outlook, Word, and Excel.
Demonstrated ability to build teams, empower and mentor staff, build relationships, and communicate with a diverse workforce and all levels of staff and management.
Critical-thinking and independent problem-solving skills; ability to manage multiple priorities and projects, organize effectively, make and be accountable for decisions affecting the organization, work in a fast-paced environment, work flexible hours, and fill in where needed.
Sales and Service Training.
NMLS registration.
Associate’s degree or some college-level coursework, along with related experience.
Bachelor’s degree in business or a related field.
Legally authorized to work in the United States at hire and not require employer sponsorship now or in the future.

Nice To Haves

At least 4 years of management experience in financial institutions and 2 years with Nuvision Financial.
At least 2 years of supervisory experience in a branch at least the size of the branch for which the candidate is applying.
Outside business development experience and experience driving sales and leading a team.
Knowledge of Nuvision depository and loan products, sales and service techniques, job-description preparation, annual branch-budget preparation, annual performance evaluations, share insurance, and regulations.
Branch Operations Institute, Sales Training, CUNA Management School, or equivalent.
Medallion Stamp certification.
Notary certification.
College degree in a business-related field.

Responsibilities

Lead and direct the branch’s day-to-day sales and service operations to support member retention.
Conduct outside business development and local grassroots activities to acquire new members and accounts.
Ensure dashboard and other sales-report data is accurate and review results daily.
Train, coach, counsel, mentor, and develop staff to improve service, sales, and performance; foster employee empowerment.
Lead weekly staff meetings, hold monthly or quarterly one-on-one meetings, and ensure daily sales huddles occur.
Develop branch budgets and monitor variance reports.
Respond promptly and professionally to complex and sensitive service issues; investigate and resolve matters using sound judgment and seek equitable outcomes and member satisfaction.
Support, promote, recommend, and participate in branch and company events, including planning and coordination support.
Attend civic and community functions and maintain active relationships with business and community organizations, including investment auto brokers and mortgage loan consultants.
Prepare and deliver performance evaluations; recommend promotions, salary increases, and development plans; recruit, interview, and make hiring and termination recommendations.
Attend and participate in required meetings and training.
Set and monitor individual staff goals.
Ensure execution of the sales and retail environment and accurate, consistent tracking of sales and marketing programs.
Represent the credit union positively and professionally, and maintain confidentiality of member and other sensitive information.
Treat co-workers and members with respect and participate in continuous-improvement activities.
Perform other related duties as assigned.