Provides positive leadership on a daily basis. Ensures the effective delivery of consumer and business products and services to new and existing members. Directs efforts towards the achievement of department sales and member service goals. Provides direction and growth of branch activities as well as develops staffs individual growth potential.
Encourage and develop trust among staff members, between branches and departments to ensure a “team effort” and prompt courteous member service. Maintain a highly motivated and well-trained, competent staff, maintaining effective employee relations. Identify training opportunities to enhance individual development in sales, service, product knowledge and interpersonal and technical skills. Provide coaching and counseling to staff to optimize employee sales and service capabilities. Ensure new employees are thoroughly trained in all phases of their positions.
Support hiring efforts of qualified applicants. Evaluate job performance of branch office staff to ensure quality of work and service to members. Schedule and cross-train adequately to ensure effective succession and efficient branch operations. Manage the security and safety of the branch. Analyze and monitor security and safety policies and procedures on an on-going basis. Ensure staff receives on-going training on security and robbery procedures. Monitor branch operations and appearance to ensure a consistent, professional approach. Apply and evaluate policies and procedures set for the branch.
Effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization (Do the right things, Do them correctly, Do both proactively). Consistently advocates for Harborstone’s members, through every interaction, by delivering and/or supporting effective financial products, services, and solutions. Effectively leads the efforts required of his/her staff to embody and demonstrate these same attributes.
Knowledge of all local, state, and federal law and regulations governing all products and services.
Credit Union loan and deposit procedure and policies.
Consultative Selling skills: coach/mentor, train, and provide as a role model.
Thorough knowledge of Credit Union loan/deposit platforms and digital services.
Basic accounting principles and practices.
A minimum three years in a management position directing retail financial sales; or in another retail business.
A bachelor’s degree in finance, business, marketing or related field is preferred.