Hybrid AVP KS Market Manager na Meritrust Credit Union

Description

Overview: 
The responsibility of the Market Manager position is to lead the overall performance of Retail branches, within their assigned area, while working in partner with all Market Managers to convey one message. Overall performance is based on Retail branch teams gaining in profitability, providing a first-in-class member experience, while also meeting compliance and growth objectives.

Duties and Responsibilities: 
The following duties are normal for this position. These are not to be construed as exclusive or all-inclusive.

Drive Sales and Service

• Drive sales results by promoting a needs based sales approach and the use of the branded sales process. Focus on deepening member relationships, while expanding market share/share of wallet.  Drive sales teams to build a strong pipeline and relate branch and individual performance to company’s balanced scorecard.
• Connect the idea of sales and service. Be a champion of exceptional member service and exemplify it by showing how the successful recommendation of the correct products and services can improve members’ financial well-being. Ensure member experience through the selection, development, and coaching of Retail branch teams.
  • Coach Retail associates in relationship building and referral techniques and strategies, while also coaching managers to coach these behaviors in order to reach scorecard objectives.
  • Practice on-the-spot coaching with Retail staff.  Interact with members, demonstrate sales and referral practices, and provide skill-building opportunities through sales meetings and branch huddles.
  • Track sales and service scorecards. Teach Retail teams to interpret sales and performance numbers in order to engage teams in understanding how their performance and strategies directly affect the success of the branch and Meritrust. Coach Retail teams to improve results by analyzing key scorecard components and behaviors aligned to a successful performance.
  • Regularly review reports, scorecards, and sales data for missed opportunities or ideas for action plans to support achievement of expected results.  Partner with Retail managers and branch teams to analyze results and execute follow-up plans.
  • Plan and facilitate weekly team conference calls to discuss scorecard progress, best practice strategies, and manager development.
  • Develop Retail wide sales and service contests to support overall organizational goals.

Be a Collaborative Partner

Collaborate with line of business partners to develop initiatives to support growth in all delivery channels. Coach associates in strategic behaviors to meet referral targets.  Build solid relationships with teammates, business partners, and specialists by valuing and displaying collaboration.

Educate and Support Retail

Apply banking and coaching expertise to educate members and associates on various banking issues, regulations, and business practices. Educate employees and members on available tools and resources, with a focus on self-help tools, allowing them to explore solutions to achieve their immediate and overall financial goals.

• Maintain knowledge of state and federal regulations applicable to transactions performed within the branch. Assist with resolution of regulatory and audit findings.
• Maintain knowledge of current Meritrust sales and service practices.  Regularly attend training, line of business presentations, branch huddles, and sales meetings.
• Conduct weekly branch visits to ensure consistent adherence to policies, sales efforts, and implementation of new products and services.  Hold managers and branch teams accountable to the consistent policy/procedure standards.
• Work with Chief Retail Officer, Director of Retail Banking and Director of Retail Operations to identify, assess, and address training needs.
• Ensure adequate staffing at branch locations.  Utilize transaction reports and staffing models to forecast staffing needs and schedule branch teammates accordingly.  Manage time off requests across the branch network.
• Participate and/or facilitate regular, effective Retail Manager/Assistant Retail Manager/Member Consultant meetings with Director of Retail Banking and Director of Retail Operations.  

Be a Meritrust Champion
Reinforce the credit union’s mission and values by serving as a culture agent. Communicate expectations clearly and motivate team to integrate Meritrust’s core values into daily member and team interactions.

• Work in partnership with the Director of Retail Banking to understand Meritrust’s strategic plan. Share vision of initiatives detailed in the strategic plan and translate strategy into actionable steps to drive branch performance.
• Assume personal accountability for leading the Retail transformation.  Share the vision with the Retail branch team, while using a positive message that supports the vision and purpose of the transformation.
• Promote the credit union’s community development activities and participate in community projects and partnerships.
   

Qualifications

Qualifications and Education:
•    Minimum 3-5 years of experience in a Retail Banking environment
•    Strong communication and interpersonal skills
•    Experience as a highly effective team player in a goal-oriented environment
•    Reputation for collaborating well with peers, support teams, and upper management
•    Demonstrated effectiveness in the ability to motivate a team to reach goals
•    Able to manage challenging situations and recommend effective solutions
•    High school diploma required
•    Post high school education, or equivalent, preferred