SVP
Role: To direct the delivery of service to members through the Branch and Contact Center Managers, and all staff. To achieve organization sales goals and community development goals. Participate in the development, support and implementation of organizational strategic plans. Ensures the organization follows all regulations, with primary responsibility for identifying and communicating compliance requirements. In addition, this role provides thought leadership on data sources and structures, appropriate analytical tools and methods, and advances our use of analytics to better serve our members. Participate in the general management of the organization as member of the Senior Management Team. Essential Functions & Responsibilities:
Directs and monitors community development, branch and contact center operations, through subordinate managers, to ensure organizational goals and objectives are met. Monitors product delivery quality and takes action to resolve problems internally and externally.
Ensure training of all retail and contact center staff progresses and oversee advanced professional development initiatives of the organizations retail and contact center staff, while consistently reinforcing sales culture. Develop and support sales initiatives and community development among branches.
Improves and streamline processes regarding data flow and data quality to improve data.
Oversees the financial performance of each branch location to ensure each branch runs efficiently and member service goals are met.
Participates in establishment of annual operational budget and monitor performance to budget throughout the year; helps in establishing annual sales goals in conjunction with marketing for deposit products and initiates actions to achieve those goals.
Low Income Designation. To increase and/or maintain the 50.1% and above so that we may achieve lifting the cap on our commercial lending.
Produce accurate monthly reports for the Board, President/CEO, Sr Team and CFO.
To abide by all federal, state, and local laws including but not limited to: The Bank Secrecy Act, including the Office of Foreign Assets Control (OFAC) and Financial Crimes Enforcement Network (FinCEN); Uniform Commercial Code (UCC); Federal Reserve Bank; and National Credit Union Administration (NCUA). Other job-related duties, as assigned.
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