Department: Retail Experience

Exempt, Range 17: $157,518 annual to $236,277 annual

Report To: SVP Retail Experience & Operations

SUMMARY

With the goal of enhancing lives, fulfilling dreams and building communities this position is responsible for planning, organizing and directing the credit union’s branch network including branch offices, satellites and facilities. Performs the following duties personally or through direct report supervisors who are accountable for branch operations: profitability, analysis and strategy, staffing, quality service delivery, public relations, business development and branch image. Responsible for credit union membership and core products growth, identifying services and acting on business development opportunities through branch communities. Responsible for developing and implementing branch marketing and business plans. Accountable for coaching branch leadership to build and maintain sales culture, sustain motivated employees and ensure development of employee, operational and leadership competencies.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Understands and supports credit union philosophy & principles.
• Actively participates in planning, goal setting and budget processes.
• Promotes and implements pro-active sales culture in branches.
• Plans for, directs and develops new markets to grow business.
• Creates community engagement strategies and participates in community service projects and builds relationships with civic and community leaders.
• Represent Numerica at community events.
• Coaches Branch Managers on establishing a balanced product mix, ensuring regulatory compliance and optimal member service.
• Proactively identifies opportunities for improvement, recognizing the uniqueness of each branch.
• Ensures adoption of new technology and effectiveness of sales, services and implementation of new products and services at branch level.
• Works with other stakeholders in the organization to develop and introduce new products and services to the branch network.
• Strong partnerships throughout the organization.
• Recruits, selects, develops and evaluates branch managers.
• Ensures that branch manager implements professional growth plans.
• Ensures branch managers are facilitating engaged branch teams.
• Ensures consistent staffing for quality member service at all branches.
• Spends at least 50% of time observing branch operations to coach staff and monitor quality service.
• In absence of branch manager or unforeseen vacancy, serves as temporary branch manager.
• Provides timely feedback, documentation and performance evaluations.
• Proactively coaches Branch Managers as it relates to leadership development and upholds Numerica’s leadership competencies, core values and CARE principles.
• Ensures branches are in compliance with company policies & regulatory procedures.
• Ensures security of branch operations including staff competency in security procedures.
• Cooperates with Internal Auditor, Supervisory Committee and Examiners
• Shares information regularly with Retail Experience leadership team.
• Supports and represents Executive management strategy to branches.
• Maintains positive relationship with membership as well as internal business partners.
• Maintains professional business relationships with vendor partners
• Maintains knowledge and adheres to all BSA regulations and compliance standards on internal and external policies.
• Effectively incorporates concepts of CARES Principles in daily behaviors and interactions:?

          -Connect – Create a welcoming, energized, and warm environment

          -Ask – Discover and confirm others’ needs to ensure they feel understood and known

          -Resolve – Take personal and full responsibility for meeting others’ needs

          -Elevate – Commit to long-term personal and organizational growth and improvement

          -Strengthen – Invest in our Numerica community and beyond.

SUPERVISORY RESPONSIBILITIES:

Responsible for overall direction, development, monitoring and evaluation of branch teams assigned. Manages Branch Managers who are responsible for branch employees. Responsible for interviewing, hiring and training; planning, assigning and directing work; appraising performance; rewarding and coaching employee performance; resolving both internal and external complaints and problems. Carries out supervisory responsibilities in accordance with the organization’s policies and compliance with applicable laws.

PERFORMANCE STANDARDS:

Contributes to the organization's mission statement and goals by providing the highest quality of service, treating each person professionally - with warmth, courtesy, and respect, and making a personal effort to make members feel they belong and are important to the credit union. Ensures high level of cultural alignment, productivity, profitability, employee engagement and sales culture in branches. Develops leadership bench strength in the branches. Responsible for overall quality of service delivery to members through branch staff. Creates a positive working relationship with all credit union department managers and team members. Presents ideas clearly using respectful language, tone and body language

EDUCATION and/or EXPERIENCE:

Bachelor’s degree plus ten to fifteen years related experience and/or training or equivalent combination of education and experience acquired in a credit union, bank or other financial institution operating in a multi-branch environment. Proven success creating a professional sales/service team through recruiting, training, developing and retaining highly skilled professionals.

CERTIFICATION REQUIREMENTS:

None Required.

SKILLS and ABILITIES:

Able to read, analyze and interpret general business periodicals, professional journals, technical procedures and government regulations. Able to write clear, professional business correspondence, reports and procedure manuals. Able to present information clearly and respond to questions from groups of managers, clients, members and the general public.

Able to present ideas clearly using respectful language, tone and body language. Capable of motivating and influencing others through diplomacy and building trust. Adept at gaining cooperation from people both internally and externally.

Able to operate personal computer including full working knowledge of spreadsheet applications and word processing. Familiar with variety of service delivery systems and products including input and output requirements, system maintenance, upgrading and general operations. Ability to lift up to 25lbs.

Disclaimer: The job description does not imply an employment contract, nor is it intended to include every duty, task or instruction for which the employee is responsible. Other tasks may be assigned, based on business need and at Management’s request.

Numerica Credit Union Benefits and Perks -

https://www.numericacu.com/globalassets/images/pdfs/employee-benefits-summary-numerica.pdf

Numerica Credit Union is an Equal Opportunity/Affirmative Action Employer

Numerica Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for purposes of participating in the application/hiring process with Numerica Credit Union. If you are unable or limited in your ability to use or access Numerica Credit Union’s career page at www.numericacu.com as a result of your disability, you can request reasonable accommodations by reaching out to your recruiter.