Role Accountability

At Allegacy, there’s a common thread that runs through all of us. It’s our commitment to doing right and our promise to members to always do the right thing for their wellbeing. Every employee in our organization is accountable to living out our brand in meaningful ways as our promise motivates our beliefs, our behaviors, and the benefits we share together. In order to achieve this state of success, this position manages the day-to-day business activities in a Financial Center including the supervision of all employees. This position is responsible for designing and maintaining the sales production efforts within the financial center.

Specific Accountabilities

• Develop each employee to their highest potential by identifying their areas for improvement and appropriately coaching, training or correcting the employees’ performance.
• Recognize employees who perform at a high level.
• Hold employees accountable for their performance, attitude and behavior.
• Meet with each employee to review previous performance, set goals for performance and develop plans to improve employee’s performance.
• Responsible for exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external member that is in alignment with our Brand Culture.
• Ensure that the employees meet sales and/or service goals as established by the credit union.
• Demonstrate enthusiastic support of corporate mission, core values and long-term objectives.Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures.
• Assign, direct, coordinate and review work performed by staff.
• Must possess effective knowledge of the credit union’s products and services.
• Ensure understanding of the Performance Management system and company-wide objectives.
• Fairly and consistently evaluate employees against the Allegacy behaviors.
• Manage daily activities of a financial center.
• Supervise, motivate and develop assigned staff.
• Oversee and direct financial center activities to achieve sales and organization goals to increase market share. Typically 50% of this job’s requirements are to lead the cross-sell efforts.
• Responsible for the development and implementation of bi-weekly sales meetings to develop and coach employees.
• Responsible for audit compliance as well as security, safety and maintenance of financial center assigned.
• Ultimate responsibility to assure that loan closings and product openings are completed on a timely basis, and are consistent with AFCU policies and procedures.
• Assist other departments throughout the credit union to grow membership and increase community awareness of AFCU.
• Incorporate AFCU performance attributes in daily work activities along with the willingness and ability to display a professional, courteous and helpful attitude to members (internal as well as external).
• Responsible for hiring employees, directing work assignments, performance reviews, rewarding and disciplining employees.
• Evaluate and implement appropriate new sales techniques to increase the financial center’s sales volume.
• Recommend product or service enhancements to improve member satisfaction and sales potential.

Knowledge, Skills and Abilities

Demonstrate strong verbal and written communication skills

Ability to work well with others

Ability to problem solve and find solutions

Ability to coach, motivate and develop others

Strong customer service skills

Strong sales approach

Demonstrated leadership qualities

Ability to multi-task and meet deadlines

Minimum requirements:

• Three or more years related experience in financial institution branch management.
• Two or more years of consumer lending experience.
• Possess strong sales, interpersonal, leadership, oral and written communication skills.
• Strong computer proficiency with at least an intermediate knowledge of MS Word and Excel.
• Eligible to be registered as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System.