Danville, PA, 17822, USA
13 days ago
Regional Vice President
Full Time - Exempt Monday through Saturday Availability Required Regional territory currently includes Danville, Elysburg, Bloomsburg and Wilkes-Barre. This territory is subject to change, and position may require travel across all branch locations. Role: The Regional Vice President is responsible to execute the strategic plan for a designated geographic area of branches by providing leadership and guidance to the Market Managers (VP and AVPs), Assistant Market Managers, Financial Service Specialists, Member Service Supervisors and Member Service Representatives. As a key decision maker and leader in regional branch operations, the Regional Vice President is directly responsible for goal attainment of sales and strategic initiatives. In addition, oversees activities that drive staffing and human resource functions within the branch and is responsible for ensuring branch focus on member service, membership growth, business development, individual sales and activities specific to assigned branches and their respective region. This involves all aspects of performance management to deliver extraordinary member service, use of consultative sales skills, team building, employee career/job development, sound judgement, and community involvement. This position is eligible for a hybrid work from home schedule, as set and approved by the positions manager in accordance with the credit union's Remote Work policy. Essential Functions & Responsibilities: + 35% - Attract new external business relationship opportunities. Nurture existing relationship with select employer groups (SEGs). Represent the credit union in relationships with members, organizations, centers of influence and community groups. Work collaboratively with VP/AVP Market Managers to achieve goals. + 35% - Lead, develop and implement all branch member service and sales initiatives. Execute growth strategies and promote and develop sales and referrals skills of branch staff. + 10% - Direct and monitor branch operations, through VP/AVP Market Managers, to ensure the branch meets organizational goals and objectives. + 10% - Ensure branches are in compliance with all regulations, policies and procedures. + 5% - Hire, review, schedule, train, coach, motivate and monitor branch personnel. Conduct performance reviews and allocate resources to meet operational needs within the department. + 5% - Perform other job duties as assigned. Performance Measurements: + Under the direction of the Chief Experience Officer, contributes to the development of annual and long term strategic and business development plans for assigned branches. Formulates and develops a regional strategy using Objectives and Key Results (OKR) planning method to ensure credit union goals are achieved and works directly with Market Managers (VP & AVPs) to implement plans and achieve desired results. Through research and integration within the assigned communities, understands the unique qualities and needs of the region, and uses this knowledge to adapt tactics and goals as needed. + Makes recommendations to enhance credit union competitive advantage within region by monitoring existing practices and current product offering. Make recommendations and measures effectiveness of new product offerings and provides feedback to the Chief Experience Officer. + Responsible for managing regional budget while working closely with the Chief Experience Officer. + Works with Market Managers (VP & AVPs) to develop and execute external and internal business development efforts for member growth and community awareness. Identifies and calls on key prospects and centers of influence within the assigned region with the goal of increasing new membership, deposits and loans. Maintains Market Manager's (VPs & AVPs) weekly business development reports and consistently reviews and ensures follow-up. + Sets branch and individual performance goals and monitors progress toward goal attainment for each branch and all branch staff. Provides feedback to Market Managers (VP & AVPs) and coaches staff on new and innovative ways of achieving goals. + Works to enhance the sales skills of branch staff using a consultative sales approach to deepen member relationships. Assesses strengths and opportunities for staff and provides on the spot positive reinforcement, coaching and/or correction to enhance skills and meet Service 1st's service standards. In addition, identifies ongoing training needs that may assist in the overall development of sales and service skills. + Assists in the development of and provides feedback for sales policies and procedures that will support membership growth, branch efficiency and member satisfaction. + Travels regularly to all branch locations within assigned region to directly monitor member service and branch operations in order to ensure the level of service meets the credit union’s standards and to ensure adherence and consistency to branch operations policies, procedures, compliance and audit procedures. + Provides informed, professional and accurate service and support to all members and associates. Researches and resolves member service problems and complaints that have escalated above the Vice President or Assistant Vice President branch market level. + Executes loan growth strategies within the assigned regional branches. Monitors branch personnel activity as it relates to lending to ensure loan policy is adhered to and service standards are consistently met. Uses loan authority to underwrite loans as needed to support operations. + Monitors results from the credit union's Member Service Survey tool. Reviews results and feedback, contacting members and/or staff as necessary to follow up on individual concerns. Develops and implements member service improvement plans when needed. + Provides direct guidance to branch staff on the use of the credit union's Member Relationship Management (MRM) system, ensuring effective use of the system to meet organizational goals. + Monitors branch staff productivity and staffing levels and prepares recommendations related to regional branch staffing needs. Assists with providing and coordinating branch staffing coverage when needed. + Builds relationships with branch team members to foster and assist with retention. Conducts regular follow up with Market Managers (VP & AVPs) to determine the effectiveness of recruiting, onboarding, development and training. Assists with the Ambassador program. + Makes recommendations concerning hiring, promoting and terminating staff as it relates to member service, branch operations and performance. + Provides leadership to teams with regard to issues involving conflict resolution, process improvement, development and communication. + Conducts monthly Assistant Market Manager meetings. + Attends Rate Review and Asset Liability Management (ALM) meetings and participates in various project meetings and committees as requested. + Participates in the Performance Management process for all branch staff. Completes individual performance appraisals for direct reports and assists in reviewing and providing feedback for reviews for all other branch staff. Conducts ongoing coaching and mentoring sessions to reinforce and encourage positive performance and growth. + Works closely with management, various departments and branch staff to maintain consistency in the execution of policies and procedures. + Consistently utilizes data insights to monitor, report on and address trends related to member service, operations and deposit services within assigned region and keep management informed of key operational issues. + Projects a positive and professional image on behalf of the Credit Union in all interactions. + Represents the credit union in the communities served and in the credit union community by attending community events, civic functions, credit union council meetings, Reality Fairs, etc. When appropriate, assumes leadership roles on committees and civic organizations. Actively seeks opportunities to join community groups in a position of leadership. Also, guides Market Managers (VP & AVPs) to seek out opportunities to expand their community presence. + Serves as a member of the Management Team of the credit union. + Attends conferences, seminars and workshops relating to the job. + Maintains a current understanding of lending regulations and complies with credit union policies and regulations including, but not limited to, Bank Secrecy Act, Truth in Lending, Fair Lending, RESPA, HMDA, FCRA and the SAFE Act. Knowledge, Skills and Abilities: Education - (1) A two year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program. Experience - Five to eight years of progressive experience in a branch sales and service, branch operations management, management, and/or retail sales environment. Interpersonal Skills - Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others Other Skills - Strong leadership, compliance, sales, business development, organizational planning and communication skills are required. Qualified candidates must also demonstrate strong skills using technology and digital tools including personal computers, personal finance software, mobile applications and virtual meeting and communication platforms. Physical Requirements + Requires the expression or exchanging of ideas by means of the spoken word to communicate with members in person and using the telephone. + Requires the ability to perceive the nature of sounds at normal speaking levels with or without correction, and have the ability to receive detailed information through oral communication, including making fine discrimination in sound. + Repetitive finger movements to perform typing or otherwise working with paper and electronic files and documents. + Requires close visual acuity to prepare and analyze data and figures; view a computer screen; read and assess work quality. Work Environment - Not substantially exposed to adverse environmental conditions.  - State of Pennsylvania residency required. - Position is eligible for a hybrid work from home schedule, as set and approved by the positions manager in accordance with the credit union's Remote Work policy. In order to be approved to work from home, a cable modem or fiber internet connection is required which must have minimum service speed of 10M download / 2M upload, with less than 1% packet loss. Internet service and modem are the employee's expense. Service 1st Federal Credit Union provides equal opportunity without regard to sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by applicable law in employment and in our business activities. Powered by JazzHR
Confirm your E-mail: Send Email