Wellby Financial · 2 days ago
Growth & Development Manager
Wellby Financial is a company that values passion and customer focus. The Growth & Development Manager will partner with the District Director to implement growth strategies and enhance operational readiness, while also developing talent and ensuring exceptional team member experiences.
Credit CardsFinanceFinancial ServicesLending
Responsibilities
Willingness and ability to exhibit Wellby Core Values every day
Works with purpose and is driven to provide the best team member experience
Attract, hire, and develop a high-performing team responsible for retail channel advisement, including providing expertise and recommendations to deliver exceptional member and team member experiences
Provide coaching and insights that lead to an enduring organization, that providing exceptional experiences
Conduct quarterly professional development conversations with team members, discussing next quarter’s development goals
Champion change with the team and around the organization
Remove barriers between business units and collaborate cross-functionally
Ensure team members understand both how they contribute to the end-to-end member experience / financial success and how to provide exceptional member experiences
Create a work environment that supports innovation, creativity, teamwork, and diversity to enhance the organization’s ability to recruit and retain high caliber team members
Lead cross-functional manager teams that work on process improvements, recognition, leadership, and other related topics
Collaborate with Talent & Development to propose training materials to executive leadership that will assist the Branch team members in successfully delivering on business goals
Partner with Product Management and Digital to recommend best-in-class experiences for solutions
Collaborate with Risk, Accounting and other CU departments to ensure the RQA program improves operational effectiveness. Deliver recommendations to executive leadership
Contribute to the success of organizational initiatives that impact the Branches
Act as a Branch Subject Matter Expert (SME) in initiatives
Shared accountability for the performance of the District’s Branch performance against Key Performance Indicators
Partner with internal stakeholders and business analysts to develop reporting dashboards for leadership
Performs other duties as assigned
Qualification
Required
Bachelor's degree in business, marketing, finance, or a related field required
Minimum five (5) to seven (7) years of experience in financial industry required
Minimum two (2) years of leadership experience, preferably in financial services
Experience in business development, marketing, or related roles within the financial services industry
Knowledge of Wellby's organizational functions and general operating policies and procedures
Knowledge of secretarial practices and procedures, business English, spelling, and punctuation
Knowledge of personal computer, utilizing Microsoft Office Suite and other software's
Knowledge of coaching best practices
Knowledge and a strong understanding of credit union operations, regulations, and financial products
Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines
Ability to communicate clearly and concisely, orally and in writing
Ability to work collaboratively and lead cross-functional teams
Ability to utilize data to inform operational change recommendations
Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members
Ability to coordinate several concurrent activities simultaneously
Ability to exercise independent judgment
Preferred
Experience in a technically advanced branch/financial services environment (use of CRM, modern core banking system, ITMs, video telephony, etc.)
Experience implementing branch transformation technology (CRM, modern core banking system, ITMs, video telephony, etc.)
Escalation management experience
Company
Wellby Financial
We were founded more than 60 years ago with the mission of supporting those who put the first person on the moon.
Funding
Current Stage
Growth StageRecent News
2023-06-09
Company data provided by crunchbase