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Allegacy Federal Credit Union · 6 days ago

Regional Executive

Charlotte, NC

Full-time

Onsite

Director/Executive

10+ years exp

Allegacy Federal Credit Union is focused on fostering business relationships in the Charlotte area and is seeking a Regional Executive to oversee its strategic vision. The role involves managing business services, developing employee potential, and driving growth through client relationships and market analysis.

Financial Services

Responsibilities

Develop each employee to their highest potential by identifying their areas for improvement and appropriately coaching, training or correcting the employees’ performance

Recognize employees who perform at a high level

Hold employees accountable for their performance, attitude and behavior

Meet with each employee to review previous performance, set goals for performance and develop plans to improve employee’s performance

Responsible for exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external member that is in alignment with our Brand Culture

Ensure that the employees meet sales and/or service goals as established by the credit union

Demonstrate enthusiastic support of corporate mission, core values and long-term objectives. Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures

Identify potential sources of investment and non-interest income; refer consumer and business financial needs of business clients to appropriate Allegacy resources

Optimize the handling of bank and deposit relationships and initiate appropriate strategies to enhance cash position

Meet with potential business partners and maintain existing client relationships. Create positive, long-lasting relationships with current and potential clients. Communicate with clients to understand their needs and offer solutions to their problems

Attract new clients by innovating and overseeing the sales process for the business

Develop, design and present proposals customized for each client’s specific business needs

Evaluate current product offerings and industry trends and recommend changes to ensure Allegacy is positioned competitively in the market

Monitor market trends to develop new business opportunities

Collaborate with the leadership team in the Charlotte area and work closely with other company executives and management teams

Coordination across business lines: Combine efforts of Business Services staff and foster a collaborative environment within the Credit Union’s Charlotte area business units as a whole

Work with senior team members to identify and manage company risks that might prevent growth

Represent the company at community, social and corporate events in ways that strengthen our brand presence and communicate the company’s message

Create brand awareness in the area and implement the necessary processes and procedures to develop the brand

Perform other related duties as required and assigned

Qualification

Corporate strategy executionMember service focusLoan portfolio managementLeadership skillsRisk managementMarket researchFinancial regulations knowledgeCommercial lending experienceBusiness developmentProject managementAnalytical skillsCommunication skillsCollaboration skills

Required

Experienced in the execution of corporate strategy and associated plans, programs, and projects in support of new market penetration

Demonstrated high quality leadership skills

Must be very member focused. Able to provide world-class service to our internal and external members

Able to analyze raw data, draw conclusions, and develop actionable recommendations

Process oriented with project management experience

Able to analyze current processes, suggest and define improvements, and implement them with a group

Knowledge in loan portfolio, risk, and reserve management. Experience in pricing models and the application of capital market products, loan underwriting, third party reports, commercial loan documentation, indentures, covenants, financial regulations and different collateral/valuations models

Comprehensive understanding of the credit union processing regulatory environment, industry trends and practices, and have a thorough knowledge of Allegacy's products, policies and procedures

Hands-on experience with market research and trends, advertising and public relations

Undergraduate degree in business or related field

Ten plus years of appropriate industry experience as financial executive