responsibilities. Role focus will be on an emphasis on excellent member service, new member acquisition, deepening member relationships, and adherence to operational standards. The Regional Manager develops and coaches Branch Managers and creates a culture of excellence and an environment that meets a high standard of member service and excellence within the community.
RESPONSIBILITIES Responsible for instilling the Coastal1 Credit Union Mission, Vision, and Values within the assigned group of branches. Establish strong communication routines to set expectations, keep employees informed, share best practices, and gather feedback: status updates, 1:1 meetings, role specific meetings, branch
huddles, branch visits, etc. Manage and coach Branch Managers to manage their teams, make sound decisions, work independently within their authority limits, and address any member or internal escalations.
Develop best practice techniques for reviewing results, setting expectations, closing performance gaps, coaching, delegating, and holding people accountable within the region to ensure goals are achieved. Resolve escalated member-related issues and items outside the authority limits of the managers. Ensure execution of the Coastal1 Member Experience within the branches. Ensure that all Branch Managers are effectively adhering to internal controls and remaining in compliance with a proper
emphasis on operational risks. Establish strong partnership with Coastal1 Credit Union's Compliance Officer, Security Officer, Internal Auditor, Operations, Loan Servicing, and Retail Lending to ensure all branch employees are trained and doing their work within the established requirements and standards.
Monitor loan, deposit, and transactional production of each branch office to realize goals and objectives. Serve as an informational resource to Branch Management, resolving or helping to resolve operational questions or problems as they arise. Identify gaps and develop action plan with the Branch Managers to improve new member acquisition, member retention, and relationship deepening; delegate accountability to execute the actions and empower Branch Managers to take ownership of the action plan.
Partner with Employee Development and other departments to ensure that all branch staff are properly educated on aspects of branch operations and effective sales techniques to increase organizational efficiency and ready to implement new initiatives or changes. Deploy resources to optimize market performance and ensure Coastal1 member service expectations are delivered and maximize operations efficiently by managing non-interest expenses. Recruit, retain, and develop excellent branch manager, assistant branch manager, and teller operations supervisor talent and instill an environment where employees feel valued and can achieve career growth.
Work closely with the Branch Managers in assigned branches for optimal staffing of the branch teams and develop their abilities to: Recruit, interview, and select, Train and develop, Efficiently staff branch, schedule employees, and manage time keeping, Recommend and administer promotions, transfers, and salary increases, Routinely coach and improve performance, Write and deliver timely performance reviews, and Address underperformance issues and take corrective action when appropriate.
Perform other duties as assigned. QUALIFICATIONS 5-7 years of branch management or other related leadership experience 3 years of experience in financial services. Proven track record of coaching and developing high performing teams. Demonstrates ability to build relationships and proactively collaborate with internal partners. Is proactive; takes initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency. Strong commitment to upholding a sound risk and controls environment.
Strong interpersonal, sales and relationship management skills. Strong written, verbal and communication skills. Demonstrate ability to provide leadership and to handle multiple priorities under time constraints. Familiarity of local/regional market trends and demographics Ability to set the tone of commitment to diversity and inclusion. Consumer credit knowledge. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check. Bachelor's degree preferred. Ability to maintain a positive and upbeat Credit union image.
Established ability to work collaboratively across all levels and functions of the Credit Union to coordinate solutions. Ability to work independently and as a team member. Bi-lingual helpful. EOE/M/F/Vet/Disabled Job Posted by Applicant Pro
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