Branch Manager at jovia financial credit union
Oceanside, NY 11572, USA -
Full Time


Start Date

Immediate

Expiry Date

04 Dec, 25

Salary

90565.0

Posted On

05 Sep, 25

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Marketing/Advertising/Sales

Description

WHAT WE NEED FROM YOU:

  • 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.
    Be part of a growing not-for-profit organization where People are Everything—You are important to us. Help our members meet their financial goals and achieve their dreams. Let’s talk!
    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!
    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

How To Apply:

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Responsibilities
  • 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.
  • Review and approve new account opening documentation within 1 business day.
  • Manage the lobby waiting area by actively walking the floor to ensure employees are providing efficient service and exhibiting behaviors that promote a highly satisfied experience for every member.
  • Coach proficiency in Connections to make referrals to Jovia partners including NIS, Mortgage and Business services.
  • Proactively engage members throughout the branch in conversation to provide assistance and/or make appropriate referrals to MSRs for additional products and services.
  • Take ownership of member complaints to promptly and efficiently resolve, and use Connections to record member feedback on the member experience log.
  • Provide guidance to team and perform due diligence when reviewing member’s history to determine if fee reversals are appropriate. Educate members to avoid similar occurrences.
  • Provide assistance at the Coordinator Counter to conduct member maintenance related tasks including changes to account profile, printouts, research request, ordering checkbooks, pinning and/or and replacement of debit cards, product & rate information and general inquiries.
  • Conduct various duties that contribute to running a smooth, efficient operation including but not limited to proof of GLs, currency counts, proof of tellers, ATMs, EDs and recyclers, scanning teller work & checks, monthly audits and reports.
  • Ensure branch general ledgers are in proof daily and report discrepancies prior to 11 am.
  • Work with the Fraud and Card Operations teams in handling of fraudulent cases and submission of paperwork.
  • Schedule team to ensure maximum service coverage during peak periods and organize breaks and lunches to ensure proper coverage.
  • Cultivate a team-working environment where employees are valued and take pride in their work.
  • Other duties include but are not limited to: order and monitor branch cash and supplies, maintain branch lobby appearance, restock brochures, maintain rate boards, review timesheets and prepare overtime reports, provide supervisor overrides when appropriate, research and respond to member inquiries.
  • Lead daily huddles and weekly meetings to review sales results, recognize outstanding performance, set expectations and goals for the day/week and communicate operational updates. Adhere to and enforce Jovia’s policies and procedures, keep standards in the forefront of daily activities.
  • Look for ways to implement cost-effective, more efficient ways of functioning in all areas; implement positive changes.
  • Attend and participate in Middle Management and monthly Executive meetings.
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