Mgr., Retail Services Sr - Manhattan Beach Blvd. CA

Kinecta Federal Credit Union•Manhattan Beach, CA

12h•$93,190 - $116,500•Hybrid

About The Position

This position is responsible for overseeing the assigned Member Service Centers; the overall success and growth for assigned Member Service Centers; acting as the relationship manager for existing members and providing them with continuing financial advice as appropriate, determining member’s loan and deposit needs and deepening existing member relationships; directing the staffs at assigned MSCs and attaining maximum MSCs productivity, member service and new business development objectives. The position is also responsible for meeting all the compliance and audit requirements. This position typically oversees a Member Service Center that has a larger deposit base, higher transaction volume, complex transactions, or assigned FTE. This individual may be responsible for overseeing multiple Member Service Center (MSC). This position is at the management level and reports to the Regional Director of Retail Services in assigned area. The position works with a minimal amount of supervision and direction and is authorized to take reasonable actions necessary to carry out the assigned responsibilities of the position, provided that such action is consistent with cost-effective practices and is consistent with the policy and procedures Kinecta Federal Credit Union in general.

Requirements

Knowledge of sales, business development, branch administration, and products and services
Knowledge of financial industry rules and regulations.
Possess proven sales and service capability.
Exceptional written and oral communication skills.
Strong presentation skills.
Ability to understand branch financials and profitability.
Ability to provide effective leadership and guidance to staff.
Ability to integrate and communicate information on a one-on-one basis as well as in group situations and in writing.
Ability to analyze and solve problems.
Ability to interact with staff, members and others encountered in the course of work.
Ability to learn and apply new information or skills.
Ability to observe and interpret people and situations.
Ability to perform highly detailed work on multiple, concurrent tasks.
Ability to use math and apply mathematical reasoning and abstract statistical concepts.
Ability to work under intensive and competing deadlines.
Bachelor’s Degree from an accredited college or university in relevant field and or a combination of education and experience or
Minimum of 4 years of branch management experience in a financial institution.
Minimum of 5 years’ experience in the areas of sales, service, and operational management.
Notary certification is a requirement.
One year of relevant professional-level work experience may be substituted for one year of required education.

Responsibilities

Responsible for the development and attainment of production, service and sales, and service quality goals at assigned MSC through development of comprehensive and measurable sales and service activities.
Must lead the branch/team in new membership growth.
Acts as the relationship manager for existing members providing continuing financial advice as appropriate, determining members’ loan and deposits needs and deepening existing member relationships.
Responsible for training and development new employees at their assigned Member Service Center.
Evaluates the overall effectiveness of the Member Services Centers through analysis of sales and service reports. Communicates Member Service Center goals and service and sales expectations to all staff members.
Maintains and manage mortgage, equity, and consumer loan pipelines, resolving “prior day” issues, and complying with new account and loan audit requirements.
Provide coaching to the Member Service Center employees to ensure consistency of sales and service standards. Utilizes coaching and counseling to build and to increase sales and service and sales performance of staff members.
Conducts, compiles, and monitors audit guidelines and ensure operational integrity of the MSC.
Ensure branch operations are being properly managed. Involved in daily operations as needed.
Assists members with notaries, medallions, and signature guarantees.
Ensure proper coverage of the MSC by adequately staffing the branch, setting appropriate schedules for staff, monitoring paid time off schedules, reviews timecards.
Operates the MSC as a true “profit” center with direct control of expense and revenue generation.
Provides high level support to the Regional Manager in creating a strong sales and service culture in assigned MSC.
Provides direction and support to MSC staff members to ensure proper safeguarding of assets and conformity to Credit Union policies and procedures. Minimizes Credit Union exposure to losses through appropriate risk assessment and management.
Recruits and develops top talent at all levels of the Member Service Center.
Solicits local Select Employee Groups (SEG) to increase presence within community. Increases existing SEG penetration through lunchtime visits and seminars.
Identify opportunities for brand and image campaigns and submit ideas and requests to Marketing Department.
Sponsors local community events on behalf of Kinecta Federal Credit Union. Works in conjunction with the Communities Program Manager assisting and participating with projects and events.
Works with business partners such as Mortgage, Wealth Management and Business Services to build relationships with members for these services.
Coordinates with other Kinecta departments, including Talent development, to bring focused and specific training to MSCs as needed.
Becomes the subject matter expert with regards to the local community. Gathers market data regarding the local community that enables building and maintaining relationships with existing and new members.
Maintains memberships and other relationships with community organizations including but not limited to Chambers of Commerce, Rotary to build relationship with new and existing members.
Subject matter expert with complex transactions with minimal support.
Ability to work under pressure with minimal Regional Director support.
Assists Regional Director when they are not in the office by being a support to other MSCs.
Assists Regional Director with special projects.
Coordinating and leading Manager’s meetings.
Ability to manage multiple MSC’s.
Ability to engage and motivate team members on a consistent basis to increase productivity and reduce branch turnover.
Performs other duties including special projects as assigned.