Overview

POSITION SUMMARY:

Experienced leader overseeing the operations, growth, and profitability of the branches within the district. Responsible for a team of branch managers and staff, providing support and guidance to optimize branch operations, drive sales initiatives, maintain a high standard of member service, and represent GreenState in the community through events and networking.

GREENSTATE CULTURE:

At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.

Salary range for this position is $190,237.58 - $222,409.72 with a progressive benefit package.

Responsibilities
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change.

1. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
2. Demonstrates a positive member service (internal and external) focus at all times.
3. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
4. Ensures confidentiality of member information.
5. Supports a diverse and inclusive work environment.
6. Conduct routine on-site visits to each branch to maintain visibility, build rapport, and support staff.
7. Observe and coach sales and service standards ensuring Branch Managers lead and coach daily in alignment with expectations.
8. Observe and support managers in preparing and leading productive staff meetings.
9. Serve as a resource for managers, providing actionable guidance to boost team motivation, cohesion, and overall satisfaction.
10. Offer guidance and resources during operational challenges, staff shortages, or member concerns, acting as the first point of contact for issue resolution.
11. Promote employee engagement and morale.
12. Drive branch performance by monitoring and coaching Branch Managers to achieve sales, service, and growth goals.
13. Ensure operational efficiency and compliance with audit and regulatory standards.
14. Coordinate and collaborate with District Managers and Retail Enablement to maintain consistency across branches.
15. Conduct market-wide training sessions and targeted training for MSRs/ACE staff.
16. Actively identify and mentor high-potential employees within the district to support succession planning and leadership development.
17. Foster cross-branch collaboration by encouraging communication and best practice sharing.
18. Lead initiatives to address shared challenges and identify growth opportunities.
19. Partner with Branch Managers to identify and drive business development efforts, deepen member relationships, and strengthen community connections.
20. Collaborate with Business Development to identify SEG and community partners aligned with retail goals; participate in initial outreach and onboarding before transitioning to branch staff.
21. Represent GreenState in the community by attending credit union-sponsored events, networking, and forming new local partnerships to enhance brand presence; ensure branch staff participation.
22. Responsible for identifying and adding new Direct Dealer partners and supporting targeted acquisition programs or partner referrals.
23. Lead and/or participate in projects and perform other duties as assigned.

Qualifications

1. High school diploma or equivalent (GED) required; associate or bachelor’s degree preferred.
2. Minimum of seven (7) years of financial institution experience, preferably with retail product knowledge.
3. Five (5) years of supervisory experience with demonstrated leadership ability and team building skills.
4. Proven sales experience with a track record of meeting or exceeding targets.
5. Strong understanding of retail products/services, particularly those offered through phone-based sales.
6. Familiarity with CRM software, loan and deposit core systems, and call center phone system.
7. Competent in using Microsoft Office systems.
8. Excellent leadership, coaching, and mentoring abilities.
9. Strong verbal and written communication skills.
10. Ability to motivate teams and meet sales goals.
11. Skilled at conflict resolution and managing team dynamics.
12. Capable of delivering feedback constructively and conducting performance reviews.
13. Must maintain a valid driver’s license, an acceptable driving record, and current auto insurance, and have access to reliable transportation for work-related travel. Regular and punctual attendance at work.
14. Must be registered pursuant to requirements of the S.A.F.E. Act.
15. Must be bondable.