Job Summary: Responsible for directing and administering the sales, ser *** and operational efforts of the branch.
Ensures that established policies and procedures are followed. Oversees a full range of products and
services to Members and prospective Members. Ensures that Members are promptly and professionally
served. Trains, directs, and supervises branch employees. Responsible for attainment of production
goals and operating budget.
-Effectively supervises branch Employees, ensuring optimal performance.
• Assumes responsibility for the effective management of, compliance to and
monitoring of assigned controls, policies, and procedures by self and the
department.
• Drives the sales process through one-on-one coaching, training, and Employee
recognition.
• Ensures that Employees are well trained in all phases of their respective jobs.
Completes orientation of new Employees in overall branch procedures.
Performs cross training as necessary. Conducts security training.
• Ensures that Employees are effective and optimally used. Determines
appropriate staffing levels for proper utilization of human resources.
• Approves all sick leave, vacation, overtime, and payroll records for each branch
employee.
• Possesses the ability to express ideas simply, clearly, and directly; having
excellent presentation skills; being comfortable speaking before groups;
keeping others well-informed.
• Maintains expertise in operations functional areas. Demonstrated ability to
balance *** ween strategic thinking and tactical (operational) implementation;
knowing how to set up systems and processes to get the job done.
• Identifies probable future scenarios that may impact the company.
Can anticipate the future needs of the company. Have the ability to
develop strategies that can mitigate risks and capitalize on business
opportunities. Are willing to take reasonable risks to achieve
strategies.
• Completes and communicates Performance Review and Individual
Development Plans for each direct report by predetermined deadlines.
Manages low performers and rewards top performers.
• Sets clear, realistic goals and objectives; possessing an unwavering resolved to ensure that a plan gets executed; knowing how to effectively allocate
resources to achieve goals.
• Manages change process including the following steps; foreseeing the need for change well in advance of the change event; appreciating the impact of
significant change on an organization; developing smart, effective, and
achievable change strategies; providing confident leadership during the most
trying or challenging moments during the change event; making compelling
cases regarding the need for change; directing the change process.
• Conducts regular department meetings and one-on-on ones with direct
reports.
• Conducts ongoing training, coaching, and sales meetings with branch to
ensure quality ser *** and sales initiatives are met.
- Assumes responsibility for the effective and efficient performance of branch
operations and sales.
• Leads and manages branch operations, including Member Ser *** and Teller
areas to meet/exceed key measures.
• Develops and implements sales strategies to meet and exceed all sales targets.
• Supervises work scheduling and workflow of daily routine operations.
• Ensures that operations are conducted in accordance with established Credit
Union policies, legal and regulatory requirements, and audit standards.
Provides suggestions for improved effectiveness.
• Ensures branch security. Opens and closes the building in accordance with set
hours and tests security equipment quarterly.
• Supervises and assists with Member Services functions. Cross-sells Credit
Union services.
• Manages and leads the branch sales team to ensure achievement of sales
goals.
• Ensures delivery of high-quality Member Ser *** in all aspects of sales and
operational activities of the assigned branch.
• Implements changes to established policy and procedures within the
branch.
• Tracks and assesses sales performance using reports from PIXIE, Synapsys
and CORE. Communicates results to Employees.
• Ensures loan quality targets and membership quality targets are met by
ensuring Branch Ser *** Managers, Membership Officer, and Member Service
Representative accountability.
- Assumes responsibility for the effective administration of branch functions.
• Approves check deposits and withdrawals, the waiving and releasing of check
holds, wires, and all other negotiable items above teller or MSR limits or other
exception basis.
• Ensures that branch operations are well coordinated with Credit Union
accounting, loan processing, and credit functions.
• Manages the department budget and development of Operating Expense
(OPEX) controls.
• Continually seeks ways to improve branch operations and productivity and to
meet established goals.
• Oversees the branch audit processes. Review results, implements corrective
actions, and responds in written form to senior management and Internal
Audit.
• Ensures that adequate supplies, forms, and equipment are available for
Employees.
• Institutes prudent safety measures.
• Keeps management informed of branch activities, progress toward established
objectives, and of any significant problems. Requests assistance when
necessary.
• Transforms local branch into a high-performance sales and ser *** culture that
builds long-term Member centric profitable relationships with our Members.
This will be achieved through retention, acquisition and growth of assets and
membership base.
• Supports the achievement of the retail branch sales goals through the personal
selling of all offered financial products and services.
- Assumes responsibility for establishing and maintaining effective, professional
business relations with Members.
• Ensures that Members' requests and questions are promptly resolved. Handles
Members' complaints.
• Ensures that Members are informed of Credit Union services and policies.
Counsels Members regarding their financial needs and services requested.
• Supports Business Development by conducting presentations to increase
membership, improve sponsor relationship, and educate membership.
• Supports Business Development with the development and implementation
of promotions within the market area.
• Works with Credit Union's business partners to ensure a well-trained sales
staff in all products and services.
- Assumes responsibility for related functions as required or assigned.
• Fills in and performs duties in branch positions as needed.
• Manages telemarketing activities for the branch including: identifying lists,
scheduling Employees, summarizing and reporting results.
• Attends assigned training sessions and stays current on new operational
procedures.
• Travels and makes sales calls, participates in and supports all business
development initiatives.
• Participates in various business development and community activities
within the branch's membership base promoting the Credit Union's brand
identity and goodwill. Represents the assigned branch and Credit Union in all
activities within the general market area.
Education• High School or GED (required)
• 5-10 years of relevant work experience
Certifications, Licenses, Registrations• NMLS
• Notary (preferred)
• Consumer Loan Underwriter (preferred)
• Proficient in Microsoft Office and Personal Computer Software
Abilities and Behaviors• Two years experience in the financial industry with a preference for Credit Unions is required
• Three years' experience in Leadership is required
• Three years' experience in Sales is preferred
• Lending Experience is preferred
• Strong analytical skills
• Excellent oral and written communication skills
• Effective project management abilities
• Solid interpersonal, decision making and supervisory abilities
• Excellent time-management skills
• Proficient customer ser *** and phone skills
• Proficient problem-solving skills
• Leadership: demonstrates leadership through skillful and effective written and oral communication. Undertakes continuous self-development of both functional and leadership skills.
Specifically, they demonstrate the following:• fosters a share equity of power
• is self-regulating
• has strong impulse control
• is emotionally mature
• is courageous
• promotes understanding through summarization of key
concepts
• gets *** ter outcomes the 1st time
• understands the subtle impact they have on others
• inspires commitment, not compliance
• creates energy, does not stifle it
• facilitates, does not control
Performance Standards • Loan Balances target
• Loan Quality
• Deposit Growth target
• Member satisfaction
• PLP Units / Penetration, GAP Units / Penetration, MBI Units / Penetration
• Membership growth
• Membership Invitation Quality
• Satisfactory Audit
• Wealth Management Referrals (Total Referrals /Qualified Referrals)
• Partners Home Mortgage Referrals (Total Referrals /Qualified Referrals)
• Auto Advisor / Autoland Referrals (Total Referrals /Qualified Referrals)
• Mystery Shops
• Cross Sells
Interactions This role has extensive contact with all PFCU departments as a resource in
resolving Member issues. Daily contact with Branch Leadership is required to communicate the branch's performance.
Training Requirements • Compliance Training Requirements
• Basic NEO Training Requirements
• Assigned training courses in Branch Sales Manager G & O Workbook
• Assigned training courses by Senior Management
• Leadership Essentials
• Partners Difference
• DiSC
• ELDP Training
• 360 Evaluation
About Partners Federal Credit Union: For more than 50 years, Partners Federal Credit Union has delivered The Partners Difference to our more than 175,000 members, with the highest levels of service, value, access and convenience. Plus, a full array of financial products you'll find at the biggest banks, including savings, checking, loans, wealth management and the latest in innovative account access. And always with an exclusive connection to *** that ensures a level of quality unsurpassed in banking. Named one of the 2019 "Best Credit Unions to Work For" by Credit Union Journal, Partners is truly Cast Members serving Cast Members, creating a genuine bond and commitment to ser *** that no other financial institution can match. Join and discover that at Partners, we honor membership for life - because members can confidently rely on us at every stage of it. And because of our connection to *** , every person who works for Partners is also a *** Cast Member/employee.
About *** : *** , together with its subsidiaries and affiliates, is a leading diversified international family entertainment and *** enterprise that includes three core business segments: *** Entertainment, *** , and *** Experiences. From humble beginnings as a cartoon studio in the 1920s to its preeminent name in the entertainment industry today, *** proudly continues its legacy of creating world-class stories and experiences for every member of the family. *** 's stories, characters and experiences reach consumers and guests from every corner of the globe. With operations in more than 40 countries, our employees and cast members work together to create entertainment experiences that are both universally and locally cherished.
This position is with *** Parks and Resorts U.S., Inc. , which is part of a business we call Partners Federal Credit Union .
*** Parks and Resorts U.S., Inc. is an equal opportunity employer. Applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, protected veteran status or any other basis prohibited by federal, state or local law. *** fosters a business culture where ideas and decisions from all people help us grow, innovate, create the best stories and be relevant in a rapidly changing world.