Meritrust Credit Union · 11 hours ago
AVP CO Market Manager
Broomfield, CO
Full-time
Onsite
Senior LevelMeritrust Credit Union is committed to representing and serving its communities with a diverse workforce. The AVP CO Market Manager will lead the performance of Retail branches, focusing on sales results, member experience, and compliance while collaborating with other Market Managers to achieve organizational goals.
Banking
Responsibilities
Drive sales results by promoting a needs-based sales approach and the use of the approved sales process. Focus on deepening member relationships, while expanding market share/share of wallet. Drive sales teams to build a strong pipeline and relate branch and individual performance to the company’s balanced scorecard
Connect the idea of sales and service. Be a champion of exceptional member service and exemplify it by showing how the successful recommendation of the correct products and services can improve members’ financial well-being. Ensure member experience through the selection, development, and coaching of Retail branch teams
Coach Retail associates in relationship building and referral techniques and strategies, while also coaching managers to coach these behaviors in order to reach scorecard objectives
Practice on-the-spot coaching with Retail staff. Interact with members, demonstrate sales and referral practices, and provide skill-building opportunities through sales meetings and branch huddles
Track sales and service scorecards. Teach Retail teams to interpret sales and performance numbers to engage teams in understanding how their performance and strategies directly affect the success of the branch and Meritrust. Coach Retail teams to improve results by analyzing key scorecard components and behaviors aligned to a successful performance
Regularly review reports, scorecards, and sales data for missed opportunities or ideas for action plans to support achievement of expected results. Partner with Retail managers and branch teams to analyze results and execute follow-up plans
Plan and facilitate weekly team conference calls to discuss scorecard progress, best practice strategies, and manager development
Develop Retail wide sales and service contests to support overall organizational goals
Collaborate with business partners to develop initiatives to support growth in all delivery channels
Coach associates in strategic behaviors to meet referral targets. Build solid relationships with teammates, business partners, and specialists by valuing and displaying collaboration
Apply banking and coaching expertise to educate members and associates on various banking issues, regulations, and business practices
Educate employees and members on available tools and resources, with a focus on self-help tools, allowing them to explore solutions to achieve their immediate and overall financial goals
Maintain knowledge of state and federal regulations applicable to transactions performed within the branch. Assist with resolution of regulatory and audit findings
Maintain knowledge of current Meritrust sales and service practices. Regularly attend training, branch huddles, and sales meetings
Conduct weekly branch visits to ensure consistent adherence to policies, sales efforts, and implementation of new products and services. Hold managers and branch teams accountable to the consistent policy/procedure standards
Hold teams accountable to running efficient branch staffing and setting standards for how to manage time off requests for branches
Regularly participate in and/or facilitate effective meetings involving Retail Managers, Assistant Retail Managers, and Member Consultants, alongside the VP, Retail Banking
Reinforce the credit union’s mission and values by serving as a culture agent. Communicate expectations clearly and motivate team to integrate Meritrust’s core values into daily member and team interactions
Work in partnership with the VP, Retail Banking to understand Meritrust’s strategic plan. Share vision of initiatives detailed in the strategic plan and translate strategy into actionable steps to drive branch performance
Execute strategies and initiatives that support the vision of the retail branch network set by leadership
Promote the credit union’s community development activities and participate in community projects and partnerships as requested by the community development department
Aid in the creation, implementation, and periodic review of retail policies and procedures, ensuring updates are communicated effectively for retail staff adherence
Other duties as assigned
Qualification
Required
Lead the overall performance of Retail branches within assigned area
Drive sales results by promoting a needs-based sales approach
Focus on deepening member relationships while expanding market share
Coach Retail associates in relationship building and referral techniques
Practice on-the-spot coaching with Retail staff
Track sales and service scorecards
Regularly review reports, scorecards, and sales data
Plan and facilitate weekly team conference calls
Develop Retail wide sales and service contests
Collaborate with business partners to develop initiatives
Coach associates in strategic behaviors to meet referral targets
Apply banking and coaching expertise to educate members and associates
Maintain knowledge of state and federal regulations
Conduct weekly branch visits to ensure adherence to policies
Hold teams accountable to running efficient branch staffing
Regularly participate in and/or facilitate effective meetings
Reinforce the credit union's mission and values
Work in partnership with the VP, Retail Banking
Execute strategies and initiatives that support the vision of the retail branch network
Promote the credit union's community development activities
Aid in the creation, implementation, and periodic review of retail policies
Benefits
Comprehensive medical insurance plan
Dental and vision insurance
Generous paid-time-off
12 paid holidays
Annual bonus (discretionary bonus based on achievement of organizational scorecard results)
401(k) plan
Wellness program
Tuition assistance
Employee loan discount
Employee Assistance Program (EAP)
Life and disability coverage
Company
Meritrust Credit Union
Meritrust Credit Union offers loans, insurance, financial education, digital banking, and other services.
Founded in 1935
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
James Nastars
President/CEO
Jess Howard
VP, Chief Financial Officer
Recent News
2025-11-02
2025-11-01
Company data provided by crunchbase