Fort Liberty Federal Credit Union
SVP Retail Services
Fort Liberty Federal Credit Union, Fayetteville, North Carolina, United States, 28305
SVP Retail Services
Purpose:
Directs and provides oversight for all retail services within branches, including direct consumer lending. As a member of the senior executive team, actively participates in strategic planning process. Develops and implements initiatives to support the successful achievement of organizational objectives.
Primary Duties and Responsibilities:
Leads service and sales efforts and ensures the effectiveness of Credit Union's training programs. Works closely with SVP of Member Services to create and maintain comprehensive sales and service training materials. Promotes a success-oriented, accountable environment. Oversees all direct consumer activities, excluding credit administration. Continually seek ways to achieve budgeted loan growth and tailor loan products to meet the needs of the membership. Promotes all deposit products including savings, checking, and money market accounts, certificates of deposit and IRAs. Ensures effective coaching, development and accountability measures are in place for assigned departments. Promotes a success-oriented, accountable environment. Responsible for the oversight and effective management of the Credit Union's day-to-day branch network transactions and all phone services. Champions activities that support credit union promotions and membership growth initiatives. Formulates and recommends operating guidelines and ensures execution and compliance with all policies and procedures. Works closely with other executives and departments to develop and maintain fraud mitigation controls, including staff education, processes, and procedures. Researches new products and services, keeping abreast of trends within the industry and other traditional and non-traditional providers of financial services. Collaborates with the President/CEO and the executive team to introduce new products and services. Works closely with the President/CEO and executive team to develop and implement improvements to existing processes, delivery channels and staffing. Recruits, hires, and effectively manages high performing teams within assigned departments. Represents Credit Union at community events, actively seeking new business contacts to assist in promoting the FLFCU brand. Other Duties and Responsibilities:
Writes and submits reports to the President/CEO in all matters of importance. Manages relationships with key partners/vendors. Oversees hiring, promotions, transfers, terminations, and other changes in status for assigned departments. Attends Board meetings and reports on assigned areas of responsibility as requested by the President/CEO. Coordinates special projects as assigned. Must comply with the Federal Bank Secrecy Act, Anti-Money Laundering and Customer Identification Policy (BSA), the OFAC Policy and the Identity Theft Policy.
Minimum Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum level of knowledge, skills and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Training: Bachelor's Degree (Business-related); Master's Degree preferred. On an annual basis, required to complete all mandatory Bank Secrecy Act, OFAC and Red Flag Identity Theft training. Sales and Service experience; certification(s) preferred. Prior Experience:
Minimum 10 years' experience with at least 5 years in a senior executive leadership role within a financial institution. Interpersonal Skills:
A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating, influencing or training others. Frequent contact with other entities (companies and/or individuals) that requires the ability to influence and/or sell ideas or services.
Other Special Skills and Abilities:
Demonstrated ability to plan, coordinate and organize service delivery, establish goals and objectives while mentoring and developing staff. Excellent written and verbal communication skills. Excellent people skills, with an ability to partner with a dynamic leadership team. Possesses personal qualities of integrity, credibility, and commitment to corporate mission. Ability to multitask within a fast-moving environment. Strong critical thinking skills. Knowledge of regulatory requirements and the credit union industry.
Purpose:
Directs and provides oversight for all retail services within branches, including direct consumer lending. As a member of the senior executive team, actively participates in strategic planning process. Develops and implements initiatives to support the successful achievement of organizational objectives.
Primary Duties and Responsibilities:
Leads service and sales efforts and ensures the effectiveness of Credit Union's training programs. Works closely with SVP of Member Services to create and maintain comprehensive sales and service training materials. Promotes a success-oriented, accountable environment. Oversees all direct consumer activities, excluding credit administration. Continually seek ways to achieve budgeted loan growth and tailor loan products to meet the needs of the membership. Promotes all deposit products including savings, checking, and money market accounts, certificates of deposit and IRAs. Ensures effective coaching, development and accountability measures are in place for assigned departments. Promotes a success-oriented, accountable environment. Responsible for the oversight and effective management of the Credit Union's day-to-day branch network transactions and all phone services. Champions activities that support credit union promotions and membership growth initiatives. Formulates and recommends operating guidelines and ensures execution and compliance with all policies and procedures. Works closely with other executives and departments to develop and maintain fraud mitigation controls, including staff education, processes, and procedures. Researches new products and services, keeping abreast of trends within the industry and other traditional and non-traditional providers of financial services. Collaborates with the President/CEO and the executive team to introduce new products and services. Works closely with the President/CEO and executive team to develop and implement improvements to existing processes, delivery channels and staffing. Recruits, hires, and effectively manages high performing teams within assigned departments. Represents Credit Union at community events, actively seeking new business contacts to assist in promoting the FLFCU brand. Other Duties and Responsibilities:
Writes and submits reports to the President/CEO in all matters of importance. Manages relationships with key partners/vendors. Oversees hiring, promotions, transfers, terminations, and other changes in status for assigned departments. Attends Board meetings and reports on assigned areas of responsibility as requested by the President/CEO. Coordinates special projects as assigned. Must comply with the Federal Bank Secrecy Act, Anti-Money Laundering and Customer Identification Policy (BSA), the OFAC Policy and the Identity Theft Policy.
Minimum Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum level of knowledge, skills and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Training: Bachelor's Degree (Business-related); Master's Degree preferred. On an annual basis, required to complete all mandatory Bank Secrecy Act, OFAC and Red Flag Identity Theft training. Sales and Service experience; certification(s) preferred. Prior Experience:
Minimum 10 years' experience with at least 5 years in a senior executive leadership role within a financial institution. Interpersonal Skills:
A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating, influencing or training others. Frequent contact with other entities (companies and/or individuals) that requires the ability to influence and/or sell ideas or services.
Other Special Skills and Abilities:
Demonstrated ability to plan, coordinate and organize service delivery, establish goals and objectives while mentoring and developing staff. Excellent written and verbal communication skills. Excellent people skills, with an ability to partner with a dynamic leadership team. Possesses personal qualities of integrity, credibility, and commitment to corporate mission. Ability to multitask within a fast-moving environment. Strong critical thinking skills. Knowledge of regulatory requirements and the credit union industry.