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Branch Manager - Newbury Park

Company: Logix
Location: Burbank
Posted on: June 9, 2021

Job Description:

The Branch Manager position is responsible for directing and managing all sales, member experience, service and operations activities of the assigned branch to achieve a profitable distribution of the Credit Union's products and services. Ensures member relations are strengthened through the efficient delivery of high-quality, personalized sales and a memorable service experience. Ensures compliance with all applicable laws, regulations, and policies.

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

  • Manages the branch sales team to ensure achievement of sales goals, including, but not limited to, desired levels of product sales, volume, mix, branch profitability, segment growth, and market share.
  • Assures the day-to-day elements of the Credit Union's Member Experience are in place and executed by all staff members. This includes but is not limited to the consistent staffing of the Concierge station, the proper introduction of members to the Financial Services Officer who can best assist with the members needs, 7 - 10 Day calls to new members, as well resolving any service experience issues that arise with members.
  • Personally sells products and may at times perform some operational duties to assure the quality of loans produced.
  • Supports the achievement of the retail branch office sales goals through the personal selling of all offered financial products including, but not limited to, savings and other depository products, as well as consumer loans such as share secured loans, VISA cards, auto loans (new and used); as well as associated consumer loan insurance products such as debt protection, credit life and disability, mechanical breakdown insurance, and GAP insurance.
  • Manages telemarketing activities for the branch including: identifying lists, scheduling staff, and summarizing and reporting results.
  • Participates in various business development and community activities within the branch's membership base to increase sales and market share of all products and services. Develops and implements promotions and contests within the market areas.
  • Represents the assigned retail branch offices and Credit Union in all activities within the general market area. Promotes the Credit Union's brand identity and goodwill within the communities that it serves.
  • Analyzes branch financial results. Develops plans and strategies to improve branch profitability and better market expansion.
  • Ensures delivery of high-quality member service in all aspects of sales and operational activities of the assigned branch. Responds appropriately to member inquiries and complaints. Conducts followup to ensure a satisfactory response and/or resolution.
  • Provides overall direction to and sets the standard for excellence for assigned branch management and staff. Develops an effective branch management team to ensure a well-trained and productive sales and service staff that provides a superior member service experience.
  • Works with the Credit Union's business partners to ensure a well-trained sales staff in all products and services offered through the Credit Union, including ensuring that appropriate product and sales training is provided on a continuing basis.
  • Ensures that the hiring, training, coaching and evaluation of all assigned staff members results in an effectively utilized and motivated staff, committed to continuous improvement, an outstanding "member experience", and teamwork. Appropriately utilizes product specialists in making hiring decisions.
  • Manages all aspects of sales and operational activities to ensure compliance with applicable laws, regulations, Credit Union policies and procedures, and satisfactory audits.
  • Oversees the branch audit processes. Reviews results, implements corrective actions, and responds in written form to senior management and Internal Audit.
  • Prepares and manages the budget for the assigned branch. Has ultimate accountability for budget variances
  • Ensures the physical and mental safety, security, and comfort of members and staff.
  • Must be an actively registered Mortgage Loan Originator with the NMLS and display their unique identifying number on their LFCU business card and in their LFCU e-mail stationary and on other lending documents as required.
  • Must consistently report to work on time, as scheduled.

The Ideal Candidate Will Have:

  • Bachelor's Degree preferred and have a minimum of 3 years of financial service sales management experience.
  • Must have a thorough knowledge of products, services, insurance of accounts, account vesting's, consumer loan products and related requirements, credit union documents, reports, policies and procedures, real estate lending principles and practices.
  • Must have excellent oral & written communication skills.
  • Must superior customer service skills.
  • Must ability to work in a fast-paced, deadline driven environment.
  • Must have a demonstrated understanding of the fundamentals of sales management, coaching and ongoing staff motivation.
  • Must have experience managing retail banking offices.
  • Must have a background in financial services, including an understanding of consumer and real estate lending practices and processes.
  • Must have an understanding of the components of branch profitability.
  • Must be able to develop and execute strategic plans to attain market area growth and branch profitability.
  • Must a working knowledge of the Microsoft suite of Office Products. Experience using the Symitar

Data system is considered a plus.

To meet the minimum standards of this position an employee must obtain the following licenses, skills

and authorities within six months of entering the position: Notary License, successful completion of New

Accounts training, Medallion Signature Training and obtain Membership Officer Authority, successful

completion of Loan Officer training and must successfully complete the Real Estate Loan Officer training

program and obtain an authorized Real Estate Loan Officer designation.

Must also demonstrate conduct consistent with our Corporate Values:

  • Practice open Communication with all levels;
  • Be Accountable by taking ownership of customer issues and responsibility for one's actions;
  • Foster Teamwork by cooperating and collaborating with other employees;
  • Seek ways to make the workplace Fun for oneself & others;
  • Conduct oneself with Integrity by being honest, trustworthy and ethical in all work activities and interactions;
  • Work with a Service Orientation by having a genuine concern for the needs of one's customers and by being friendly, professional and following through on commitments; and
  • Demonstrate Humility in all interactions and remember to leave one's ego at the door when one arrives to work.

Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.

Keywords: Logix, Burbank , Branch Manager - Newbury Park, Other , Burbank, California

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