Regional Branch Director

Job Summary Overview

The position is responsible for overall accountability for loan production, sales, member satisfaction, business expertise, membership growth and employee engagement results for a minimum of four retail branches.

• Develops and executes production strategies. Leads and influences the branch network to achieve organizational objectives.
• Develops, recommends, and executes compensation incentive plans.
• Actively supports business development efforts by developing branch leaders with skills to identify, obtain and manages key business relationships. Responsible to understand markets within their area and ensures community involvement leads to strong relationships and financial results.
• Contributes to the strategic direction and decisions of the credit union by providing insight and recommending actions using data gained from member and employee experiences. Must be able to analyze and presents results/recommendations effectively to credit union leadership.
• Accountable to designs and supports relationship banking efforts. This includes developing service strategies, reporting, as well as analyzing and presenting results to executive management.
• Develops and leads a team of competent and productive branch leaders, providing coaching that establishes standards of consistency throughout the network.
• Must maintain an understanding of all lending and business services processes to ensure production and member experience are in line with monthly and yearly organizational objectives.
• Must obtain certification to facilitate organizational Consultative Sales training course.
• Drives growth and profitability by holding accountability for integration of consultative sales tactics into day‑to‑day coaching efforts and all branch network training.
• Remains engaged with the Organizational Development team for the development of Branch Operations/Training program and execution of training practices.
• Responsible to lead and develop Personal Banker II and Personal Banker III programs that result in team members delivering a best in class service and sales experiences.
• Develops and manages the Branch Operations Manager and lead to strong results related to audits, losses, and errors.
• Develops and manages Consultative Sales Specialist program and drive strong sales and service results.
• Responsible for identifying skill and resource gaps and partner with internal groups to implement solutions.
• Accountable to effectively resolve complex escalated concerns submitted to the Board of Directors, NCUA or other external or internal sources.
• Performs other job‑related duties as assigned.

High School diploma or general education degree (GED) and five (5) years’ experience in a financial institution branch operations, retail, or service industry. Three (3) years supervisory/managerial experience.

Registered MLO required. Knowledge of PC software applications in Windows and Word required. Ability to read, write, speak, and use proper grammar in English. Ability to read, analyze and interpret technical procedures, financial reports, legal documents, and government regulations. Ability to write business correspondence in response to sensitive inquiries or complaints. Ability to communicate verbally both in person and on the telephone.

Ability to speak effectively presenting information to groups of membership and branch leadership. Ability to provide leadership support throughout Branch network. Provides counsel and assistance to branch leadership as directed. Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to calculate rates, ratios, and percentages.

In compliance with the federal Secure and Fair Enforcement for Mortgage Licensing (S.A.F.E.) Act of 2008, Arizona Federal employees acting as Mortgage Loan Originators (MLO) must be registered with the Nationwide Mortgage Licensing System (NMLS).

Prior to performing MLO duties, the registration process requires that applicants and/or current employees: