Branch Vice President I

Summary

The Branch Vice President will be responsible for planning, organizing and directing the credit union's business development activities and strategies that promote the growth of the credit union by attracting new, and maintaining existing business relationships. The Branch Vice President must engage all staff in meeting assigned goals and must ensure all branch staff adheres to the Sales Audit Program. Branch Vice President's are required to achieve a Sales Audit rating of “Meets Standards” or better. Branch Vice President's are responsible for overseeing all aspects of branch management and maybe called upon to manage more than one location. As staffing levels dictate, Branch Vice President's will perform all operational and platform duties, including members’ transactions normally conducted at a teller window, accepting and processing all types of loan applications, compiling loan packages, opening new accounts, and handling member transactions, inquiries and complaints. The Branch Vice President is responsible to ensure their branch or branches consistently meet or exceed the assigned production goals and is ultimately responsible for the branch or branches’ operational integrity.

Essential Functions

1. Plan and direct the communication of information designed to keep membership groups, and potential membership groups informed of credit union products and services.

2. Responsible to ensure the branch meets or exceeds the assigned production goals, and is responsible to ensure all staff within the branch promotes Sierra Central products and services and all staff participates in the branch sales efforts.

3. Organize in conjunction with SEG management, the sponsorship of events, within various SEGS, that introduce the credit union to potential members.

4. Required to make sales calls on a variety of individuals, small businesses, and merchants, to generate new business.

5. Expected to install and operate an effective telemarketing program.

6. Working with local merchants or vendors, install display racks, pamphlet racks, and posters and distribute other Sierra Central advertising and promotional materials

7. Arrange for and conduct public contact initiatives designed to identify new prospects and will be required to follow up with staff making direct contact and sales presentation.

8. Direct and promote goodwill through such publicity efforts as speeches, exhibits, films, tours, and question/answer sessions. A high degree of community involvement is expected from the Branch Vice President who is expected to professionally represent Sierra Central during community projects and events at public, social and business functions.

9. Perform all regular operational and platform duties as needed to ensure members receive quality member service at all times. This includes, but is not limited to, members’ transactions normally conducted at a teller window, accepting and processing all types of loan applications, compiling loan packages, opening new accounts, and handling member transactions, inquiries and complaints.

10. Responsible for monitoring, coaching, and counselling all branch staff. The Branch Vice President in conjunction with the Operations Manager will write all branch employees’ annual performance appraisals.

11. Must be actively involved in the day-to-day running of the branch and be capable of adequately running all aspects of the branch functions without any loss of operational integrity or negative impact on member service.

12. Responsible for the overall safety, security and soundness of the branch and must ensure that all opening and closing procedures are followed as prescribed. The Branch Vice-President will be responsible for opening and closing the branch as staffing needs dictate.

13. Must ensure that all inter-action with members and co-workers is polite, professional, and respectful at all times.

14. Must be able to travel to other locations on short notice to fill-in where needed or as staffing needs dictate.

15. Must maintain current knowledge in all previously completed training classes and courses and must attend all new training as developed and implemented.

16. Must adhere to the terms and conditions set forth in the Branch Commission Agreement at all times.

17. Must successfully complete and pass all required and/or assigned training within 180-day training period.

18. Additional duties as assigned.