
Branch Manager - Location To Be Determined
Required skills
- financial institution experience
- management or supervisory capacity
- managerial experience
- financial industry
- service industry
- Corporate appearance
- professional attitude
- Flexible work schedule
- High level of energy
- enthusiasm
Nice to have
- coaching guidelines
- performance documentation
- Conversational Sales training
- Connections
- Business Development partners
- site visits
Role summary
Jovia Financial Credit Union is seeking a Branch Manager to lead a team and drive success in a positive, innovative, and community-focused environment. The role involves coaching, training, and mentoring employees to achieve sales, service, and quality goals, while ensuring operational integrity and member satisfaction. Responsibilities include developing and executing sales plans, prospecting for new business members, managing relationships, and processing various financial accounts and loans. The ideal candidate will have a strong background in financial institution management, sales, and leadership, with excellent communication and decision-making skills. This position offers competitive compensation, comprehensive benefits, and opportunities for professional development within a growing not-for-profit organization.
- Competitive compensation with paid training
- Engaged Managers who value your input, are transparent, and provide coaching for your success
- Professional Development with growth opportunities and a supportive learning environment
- A friendly, inviting work culture filled with social activities that inspire creativity and collaboration
- Retirement Benefits, featuring a 401(k) with a generous match plus a defined pension plan
- Comprehensive benefits including Medical, Dental, and Vision coverage
- Employee Activity Groups that foster a sense of belonging and teamwork
- Tuition Reimbursement and School Loan Repayment plans for Full-Time employees
- Gym Reimbursement and Employee Wellness time off to support your health and wellness
- Flexible PTO options that include vacation payout and sick time incentive payouts
- Discounts on Employee Loans to help you create financial success
- Supplemental Benefits such as Pet Insurance, Legal plan, and AFLAC plans
- A CEO with brilliant vision and aspiration
- Provide consistent coaching, training & mentoring to all employees to ensure high level member satisfaction, quality service and achievement of all sales, service & quality goals.
- Adhere to prescribed coaching guidelines and performance documentation requirements.
- Plan and execute sales plans and activities that drive results.
- Recognize and reward outstanding performance.
- Identify, mentor and develop high potential employees to prepare them for career advancement opportunities.
- Partner with Learning and Development to recruit, interview and select new hires.
- Ensure integrity of operations. Achieve audit ratings of Satisfactory, avoiding audit exceptions, especially those that result in a rating of Unsatisfactory.
- Confidently and competently articulate, communicate, sell and process applications for Consumer accounts, IRAs, Business accounts and all Real Estate loans including Mortgages.
- Proactively educate members on utilizing available access channels including ATM network, Mobile Banking, Online Banking, Remote Deposit and Shared Branch Services.
- Utilize Conversational Sales training and techniques to identify needs and leverage opportunities to deepen relationships by proactively cross selling products and services. Adhere to standardized daily sales process utilizing tools in designated folders in Connections.
- Readily volunteer and participate in external sales events that promote brand awareness and contribute to achievement of goals including membership in a local service organization.
- Execute a consistent Business sales prospecting plan both independently and jointly with Business Development partners. Business sales prospecting includes achieving assigned goals, maintaining superior knowledge of business products and related services, and conducting sales via in-person cold calling, warm lead follow-ups, phone and in-branch appointments.
- As branch business member relationship manager: Conduct required site visits to newly opened businesses designated as High Risk, within 7 days of account opening. Complete annual review for High Risk business relationships as instructed by the Compliance department. Source, book and conduct presentations at businesses to recruit new members.
- Ensure business member satisfaction through direct involvement and follow-up both at account opening as well as periodically throughout the relationship.
- Review exception payment items daily, following prescribed timeframes and follow up to ensure positive account balance.
- Bachelor’s degree plus three years financial institution experience with 18 mos. in a management or supervisory capacity, or five years managerial experience in the financial or service industry.
- Corporate appearance and positive, professional attitude.
- Flexible work schedule to include extra hours when needed.
- High level of energy, enthusiasm, ambition, and drive.
- Good administrative and organizational skills.
- Knowledge of savings regulations (federal and state).
- Strong written and verbal communication skills.
- PC literate; Microsoft Word and Excel skills.
- Ability to lead, motivate and influence the performance of a team.
- Ability to negotiate, take decisive action, solve problems, and make effective decisions independently.
- Demonstrated ability to prioritize multiple demands.
- Proficiency with systems and reports to resolve daily issues encountered and recommend updates to the system and the manner in which it is used in the department.
- Successful completion of training certification process for IRAs, Business Accounts, and all Real Estate Loans, including Mortgages.
- Proven record of reliability, dependability, and flexibility.
- Subject matter expert on all products, services, policies and procedures.
- Results oriented, self- starter with consistent performance in achievement of sales, service, and quality goals.
- Holds Notary Public license.
- Detail oriented & organized.
- Each employee in a capacity of a Branch Manager who acts as a mortgage loan originator must/will be registered with the NMLS Registry (National Mortgage
- Licensing System), obtain a unique identifier, and maintain this registration in accordance with the requirements of the S.A.F.E Act.
At Jovia, we celebrate innovation, diversity, teamwork, excellence, and integrity. We are an equal opportunity employer and offer competitive compensation and benefits packages to recruit, retain, and reward top talent. We would like to be your partner in success and happiness! We provide a competitive salary that aligns with qualifications and experience. Compensation may differ based on factors including experience, skill set, and current performance (if applicable). While candidates who do not fulfill the minimum requirements may be considered, this may require a position level, salary, or salary grade adjustment to reflect current experience.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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