VP Retail Experience jobs in United States
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Numerica Credit Union · 20 hours ago

VP Retail Experience

Numerica Credit Union is seeking a VP Retail Experience to enhance lives, fulfill dreams, and build communities. This role is responsible for planning, organizing, and directing the credit union’s branch network, focusing on profitability, staffing, quality service delivery, and business development.

BankingCreditFinancial Services
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Growth Opportunities

Responsibilities

Understand and support credit union philosophy & principles
Actively participate in planning, goal setting and budget processes
Promote and implement pro-active sales culture in branches
Plan for, direct and develop new markets to grow business
Create community engagement strategies and participate in community service projects and build relationships with civic and community leaders
Represent Numerica at community events
Coach Branch Managers on establishing a balanced product mix, ensuring regulatory compliance and optimal member service
Proactively identify opportunities for improvement, recognizing the uniqueness of each branch
Ensure adoption of new technology and effectiveness of sales, services and implementation of new products and services at branch level
Work with other stakeholders in the organization to develop and introduce new products and services to the branch network
Build strong partnerships throughout the organization
Recruit, select, develop and evaluate branch managers
Ensure that branch manager implements professional growth plans
Ensure branch managers are facilitating engaged branch teams
Ensure consistent staffing for quality member service at all branches
Spend at least 50% of time observing branch operations to coach staff and monitor quality service
In absence of branch manager or unforeseen vacancy, serve as temporary branch manager
Provide timely feedback, documentation and performance evaluations
Proactively coach Branch Managers as it relates to leadership development and uphold Numerica’s leadership competencies, core values and CARE principles
Ensure branches are in compliance with company policies & regulatory procedures
Ensure security of branch operations including staff competency in security procedures
Cooperate with Internal Auditor, Supervisory Committee and Examiners
Share information regularly with Retail Experience leadership team
Support and represent Executive management strategy to branches
Maintain positive relationship with membership as well as internal business partners
Maintain professional business relationships with vendor partners
Maintain knowledge and adhere to all BSA regulations and compliance standards on internal and external policies
Effectively incorporate concepts of CARES Principles in daily behaviors and interactions: Connect – Create a welcoming, energized, and warm environment; Ask – Discover and confirm others’ needs to ensure they feel understood and known; Resolve – Take personal and full responsibility for meeting others’ needs; Elevate – Commit to long-term personal and organizational growth and improvement; Strengthen – Invest in our Numerica community and beyond

Qualification

Branch operations managementSales culture developmentCommunity engagement strategiesLeadership coachingRegulatory complianceBusiness developmentStaff recruitmentTrainingSpreadsheet applicationsWord processingDiplomacyTrust-building

Required

Bachelor's degree plus ten to fifteen years related experience and/or training or equivalent combination of education and experience acquired in a credit union, bank or other financial institution operating in a multi-branch environment
Proven success creating a professional sales/service team through recruiting, training, developing and retaining highly skilled professionals
Able to read, analyze and interpret general business periodicals, professional journals, technical procedures and government regulations
Able to write clear, professional business correspondence, reports and procedure manuals
Able to present information clearly and respond to questions from groups of managers, clients, members and the general public
Able to present ideas clearly using respectful language, tone and body language
Capable of motivating and influencing others through diplomacy and building trust
Adept at gaining cooperation from people both internally and externally
Able to operate personal computer including full working knowledge of spreadsheet applications and word processing
Familiar with variety of service delivery systems and products including input and output requirements, system maintenance, upgrading and general operations
Ability to lift up to 25lbs

Company

Numerica Credit Union

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Numerica Credit Union distributes financial products and services such as business products and mortgages.

Funding

Current Stage
Late Stage

Leadership Team

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Carla Cicero
President/CEO
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Ben Richardson
Chief Financial Officer
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Company data provided by crunchbase