Branch Manager - Location To Be Determined

Jovia Financial Credit UnionWestbury, NY
$74,263 - $92,829

About The Position

Join our team and begin writing your next success story with us. If you’re looking for a place where culture and leadership matter, look no further. Whether you work here, bank here, or are just getting to know us — this is what it feels like to be part of Jovia. We are Jovia Financial Credit Union. Our name evokes joy, a feeling of optimism, trust, and “banking on the bright side”. We are a new kind of credit union, one that combines service and value with the convenience that today’s technologies allow. At Jovia, we have provided brighter banking for over 85 years, driven by values like innovation, convenience, and community. As a not-for-profit organization, we focus on what’s best for our members, not profits - Come see for yourself! Awarded as one of the best places to work, Jovia has more than $4 billion in assets, 240,000 members, and 500+ employees, we attract the best and the brightest talent-- who do the right thing and present a can-do spirit in a culture of fun, fulfilment, advancement, and development. Find your joy here, every day. Our employees are passionate about our mission, growing through professional development and making a real difference through community involvement and service. We offer a diverse, inclusive work environment with flexible opportunities and competitive benefits. Join us in shaping the future of banking by joining our team.

Requirements

  • Bachelor’s degree plus three years financial institution experience with 18 mos. in a management or supervisory capacity, or five years managerial experience in the financial or service industry.
  • Corporate appearance and positive, professional attitude.
  • Flexible work schedule to include extra hours when needed.
  • High level of energy, enthusiasm, ambition, and drive.
  • Good administrative and organizational skills.
  • Knowledge of savings regulations (federal and state).
  • Strong written and verbal communication skills.
  • PC literate; Microsoft Word and Excel skills.
  • Ability to lead, motivate and influence the performance of a team.
  • Ability to negotiate, take decisive action, solve problems, and make effective decisions independently.
  • Demonstrated ability to prioritize multiple demands.
  • Proficiency with systems and reports to resolve daily issues encountered and recommend updates to the system and the manner in which it is used in the department.
  • Successful completion of training certification process for IRAs, Business Accounts, and all Real Estate Loans, including Mortgages.
  • Proven record of reliability, dependability, and flexibility.
  • Subject matter expert on all products, services, policies and procedures.
  • Results oriented, self- starter with consistent performance in achievement of sales, service, and quality goals.
  • Holds Notary Public license.
  • Detail oriented & organized.
  • Each employee in a capacity of a Branch Manager who acts as a mortgage loan originator must/will be registered with the NMLS Registry (National Mortgage Licensing System), obtain a unique identifier, and maintain this registration in accordance with the requirements of the S.A.F.E Act.

Responsibilities

  • Provide consistent coaching, training & mentoring to all employees to ensure high level member satisfaction, quality service and achievement of all sales, service & quality goals.
  • Adhere to prescribed coaching guidelines and performance documentation requirements.
  • Plan and execute sales plans and activities that drive results.
  • Recognize and reward outstanding performance.
  • Identify, mentor and develop high potential employees to prepare them for career advancement opportunities.
  • Partner with Learning and Development to recruit, interview and select new hires.
  • Ensure integrity of operations. Achieve audit ratings of Satisfactory, avoiding audit exceptions, especially those that result in a rating of Unsatisfactory.
  • Confidently and competently articulate, communicate, sell and process applications for Consumer accounts, IRAs, Business accounts and all Real Estate loans including Mortgages.
  • Proactively educate members on utilizing available access channels including ATM network, Mobile Banking, Online Banking, Remote Deposit and Shared Branch Services.
  • Utilize Conversational Sales training and techniques to identify needs and leverage opportunities to deepen relationships by proactively cross selling products and services. Adhere to standardized daily sales process utilizing tools in designated folders in Connections.
  • Readily volunteer and participate in external sales events that promote brand awareness and contribute to achievement of goals including membership in a local service organization.
  • Execute a consistent Business sales prospecting plan both independently and jointly with Business Development partners. Business sales prospecting includes achieving assigned goals, maintaining superior knowledge of business products and related services, and conducting sales via in-person cold calling, warm lead follow-ups, phone and in-branch appointments.
  • As branch business member relationship manager: Conduct required site visits to newly opened businesses designated as High Risk, within 7 days of account opening. Complete annual review for High Risk business relationships as instructed by the Compliance department. Source, book and conduct presentations at businesses to recruit new members.
  • Ensure business member satisfaction through direct involvement and follow-up both at account opening as well as periodically throughout the relationship.
  • Review exception payment items daily, following prescribed timeframes and follow up to ensure positive account balance.

Benefits

  • Competitive compensation with paid training
  • Engaged Managers who value your input, are transparent, and provide coaching for your success
  • Professional Development with growth opportunities and a supportive learning environment
  • A friendly, inviting work culture filled with social activities that inspire creativity and collaboration
  • Retirement Benefits, featuring a 401(k) with a generous match plus a defined pension plan
  • Comprehensive benefits including Medical, Dental, and Vision coverage
  • Employee Activity Groups that foster a sense of belonging and teamwork
  • Tuition Reimbursement and School Loan Repayment plans for Full-Time employees
  • Gym Reimbursement and Employee Wellness time off to support your health and wellness
  • Flexible PTO options that include vacation payout and sick time incentive payouts
  • Discounts on Employee Loans to help you create financial success
  • Supplemental Benefits such as Pet Insurance, Legal plan, and AFLAC plans
  • A CEO with brilliant vision and aspiration
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