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Meritrust Credit Union · 2 hours ago

VP Retail Banking

Broomfield, CO

Full-time

Onsite

Senior Level

Meritrust Credit Union is committed to representing and serving its communities through a culture of diversity and belonging. The Vice President (VP) of Retail Banking will oversee retail banking operations in Kansas, ensuring exceptional member service and driving strategic initiatives to enhance retail banking services while leading a team of professionals.

Banking

Responsibilities

Collaborate with KS Market Managers to manage, develop, and lead branch teams. Develops coaching strategies focused on relationship building, referral, and sales techniques. Guides Market Managers and Branch Managers in coaching the behaviors and activities essential for achieving scorecard objectives

Collaborates with the Vice President of retail banking in opposite markets to ensure consistency between branch experiences for both members and employees

Monitors and evaluates sales scorecard and service performance, clearly communicating results to keep everyone informed of their standing. Engage team members in understanding the factors behind their numbers and coaches retail teams to enhance results by analyzing key scorecard components and behaviors linked to successful performance

Oversees the scorecard and incentive process by developing and adjusting objectives, monitoring results, auditing for accuracy, and directing action plans to address areas needing improvement

Takes responsibility for understanding and communicating branch NPS scores and related information. Collaborate with retail managers and branch teams to analyze results and implement follow-up plans based on member feedback. Articulates a compelling vision of exceptional member service to the team

Works with the Retail Management Team to cultivate a member-centric environment across all branches, holding associates accountable for delivering consistently exceptional member experience

Acts as a culture ambassador, reinforcing the credit union’s mission and values. Clearly communicates expectations and motivates the team to integrate core values into daily interactions with members and colleagues

Understands the Credit Unions Strategic plan, and its implementation at the branch level. Shares an exciting vision of initiatives detailed in the business plan and translates strategy into actionable plans to drive branch performance

Takes responsibility for ensuring adequate staffing at branch locations. Utilizes transaction reports and staffing models to forecast needs and sets scheduling models for branch teammates and Flex associates accordingly

Collaborates with the community development department to support community partnerships as needed by the growth department

Identifies training needs at branches and collaborates with Market Managers and Retail Training to deliver local, policy/procedure, or sales/service training

Participates in and/or facilitates regular and effective Retail Manager meetings, including weekly team conference calls to discuss scorecard progress and share best practice strategies

Maintains up-to-date knowledge of state and federal regulations applicable to branch transactions. Assists with resolving regulatory and audit findings

Keeps current with Credit Union sales and service practices by regularly attending training sessions, line of business presentations, branch huddles, and sales meetings

Qualification

Retail Banking OperationsSales Performance ManagementTeam LeadershipMember Experience EnhancementCoaching StrategiesCommunity PartnershipsRegulatory ComplianceTraining Needs AssessmentCommunication Skills