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The BM II, AVP position typically exists in a large size branch, new branch (denovo), or managing multiple locations, including; Relationship Specialists, Relationship Managers, Branch Team Lead, Assistant Manager. Under limited supervision and within established guidelines, assists the VP of Sales in all assigned areas of branch operations by leading and implementing the established branch sales, service and business plan. Increases market visibility and awareness in designated areas by representing the credit union through civic involvement, Chamber Member, and community relations. The BM II, AVP position may be required to provide coverage for the VP of Sales position on an as needed basis and for purposes of succession planning and is required to be able to perform all job functions within the branch for which he/she is responsible. The BM II, AVP maximize the return on credit union human and financial resources in the development and implementation of a branch sales and business plan corresponding with sales huddles, community grassroots and business development. The BM II, AVP also seeks out new SEG/individual business opportunities leading to membership, deposit and loan growth. The BM II, AVP promotes products and services to achieve established annual goals. The BM II, AVP develops employees to ensure they can deliver quality service to the membership at all times executing the Service and Sales Standard Documents strategies. They plan, control and direct the activities of branch personnel towards the attainment of all branch goals, including minimum performance standards for sales and referrals, member service and risk management. BM II, AVP oversees daily operations and ensures compliance with credit union policies and procedures and in accordance with established daily, weekly and monthly audit checklists. The value the BM II, AVP adds to the organization is it allows for in-person, personalized service and provides active liaisons with business and community organizations towards helping to create credit union awareness and garnish new business. Also, the BM II, AVP develops, coaches and empowers staff towards reaching needs-based sales using referrals / sales for other Credit Union products and services that support various production goals.
Responsibilities:
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