Responsible for directing and administering the sales, service 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 between 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 service 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 Service 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 Service 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 Service 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 service 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 service 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 better 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

Job ID: 10093232

Location: Lake Buena Vista,Florida

Job Posting Company: Partners Federal Credit Union

The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email Candidate.Accommodations@Disney.com with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.