Regional Manager

GEOGRAPHICAL REGION

• This position will cover branches in the Salt Lake Valley and will be discussed more in the interview process.

To be effective, an individual must be able to perform each job duty successfully.

Leadership & Organizational Development

• Hires, develops, and manages Branch Managers. Maintains pipelines of "ready now" talent to fill future leadership roles through active succession plans.
• Coaches and develops others using multiple methods including peers/others both inside and outside own silo to help them develop and navigate through job/career paths and progression.
• Effectively establishes performance requirements and personal development plans for branch leaders, continually monitors performance, and coaches for continuous improvement and development.
• Provides leadership and works with Branch leadership to develop and retain highly competent, member service-oriented branch staff through selection, compensation, training and day-to-day management practices which support the credit union's philosophy and values.
• Creates a culture that motivates and reinforces accountability of development with managers.
• Regularly visits assigned branches and with the Branch Managers.
• Ensures consistency in ongoing sales coaching (AAA) of branch managers through regular sales meetings, and assists in planning and coordinating regional leadership development meetings.
• Adjusts communication content and style to meet the needs of diverse stakeholders.
• Demonstrated ability of surfacing productive conflict both in employee issues and surfacing issues to upper management.

Member Focus

• Consistently implements Member Service Team and Credit Union member experience strategies across area of responsibility.
• Provides leadership and support to the branches for quality improvements for member and team member service and in work processes to more effectively use resources.
• Embraces and trains others to consistent service standards and delivery methods by purposefully aligning to the needs of the organization.

Branch Operations

• Complies with all regulations as required by law, including but not limited to; Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position.
• Performs other duties as assigned.

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience
8+ years experience in financial industry and knowledge of Branch Operations required, which includes 6+ years of progressive leadership experience.

Education
Bachelor’s Degree in Finance, Business Administration, Sales/Marketing or similar or equivalent experience required.

Other Skills and Abilities

• Must have a thorough knowledge and understanding of credit union policies and procedures as well as related work experience in operations, lending and sales in a financial institution.
• Ability to take and follow instructions from a direct supervisor in conjunction with implementing strategic initiatives to supervising managers.
• Ability to communicate effectively in highly critical one-on-one and group situations.
• Ability to provide effective leadership and guidance to managerial staff.
• Ability to analyze and interpret complex data and implement short and long term strategies/business plans accordingly.

Licenses, Certificates, Registrations

Notary Public

Computer/Office Equipment Skills

Intermediate to advanced level skills in Microsoft Office (Outlook, Word, PowerPoint, and Excel) and Symitar

Managerial Responsibility

• Proven track record of coaching, mentoring and developing others is required. Successful candidate will be responsible to coach, mentor and develop branch personnel and up to seven to ten branch managers.
• Determines goals to be reached and lead the achievement of goals.
• Recommends candidates for employment, conducts performance evaluations and salary reviews for assigned staff, and applies company policy/disciplinary action.

Language Skills

Must have the ability to read, understand and carry out instructions in written and oral form. A high degree of telephone etiquette is also required.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently. Ability to stand, walk, kneel and crouch occasionally

Travel

Job may require some overnight travel and/or significant driving times.

Vision Requirements

Close vision (clear vision at 20 inches or less) Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusual environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

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