Focus on team and self-development, leadership, and management through training and ongoing communications.Conduct regular touchbases and annual performance evaluations. Consistently provide feedback, recommend promotions for high-performing staff, and take corrective action as needed.Conduct interviews, assess candidates and make hiring decisions to meet staffing level requirements ensuring exceptional member service levels are maintained.Develop and maintain banking relationships with potential and existing members.Assist in the management of the overall branch member experience focusing on new member growth and retention.Monitor staffing levels, scheduling and branch workflow to ensure coverage to exceed member expectations and accomplish operational duties.Generate new business within branch market for deposit accounts, loans, and cash management.Develop and implement strategies to drive business growth and achieve branch targets.Responsible for branch and staff performance, monitor and analyze branch metrics to determine branch performance toward strategic initiatives.Handle complex situations with confidence, knowledge and creativity.Mentor and train team members on how to build relationships with members, educating them about products and services they could benefit from.Remains cognizant of and adheres to Credit Union 1 policies and procedures, industry, and banking norms.Promote positive working relationships while working with other departments to provide service that exceed member expectations and consistency in processes for the membership and staff.Assist manager with community engagement efforts as needed.Perform other duties and assist other employees, as assigned.Promote CU1's core values of Be Great, Be Engaged, Be Open, Be Nice.

Educating and upselling, including gaining commitment for potential additional insurance products including renter's and homeowner's policies and offering to add options like paperless billing or electronic paymentsAdding/deleting vehicles and driversProcessing renewals, cancellations, reinstatements and paymentsAnswering questions about policy coverage, rate changes and much moreIn this high-volume call center role, you'll typically take a total of 60-70 calls per day and will be expected to meet several metrics, including goals for upselling, accuracy and phone efficiency.

Subject matter expert in RMC personal loan product offerings; uses knowledge to present loan solutions to current and potential customers that help them achieve their financial goals• Assist in developing marketing strategies to increase branch's loan portfolio and enhance profitability• Establish and build customer relationships through delivering exceptional service• Utilize RMC account management practices to assist delinquent customers• Complete weekly progress report and work with management group to develop, communicate, and track daily/weekly/monthly goals• Report, manage, and maintain branch standards on all aspects of delinquency• Process credit loan applications and use product knowledge to present loan solutions to current and potential customers• Maintain office cash with accuracy and proper security• Grow account volume through good judgment and effective customer solicitations in the branch and by telephone• Minimize delinquent debt through calling customers and collecting on past-due accounts

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Accountable for the operational soundness of the branch and team, specifically the maintenance of security procedures, ensuring audit controls are followed and the support and adherence to compliance and regulatory guidelines• Built a high performing team through the attraction, on-boarding, coaching and development of branch team members. Led through influence and impacts a broad range of eco-system partners in an omni channel environment. Drove revenue and loyalty through proactive interactions with clients• Managed, coached and executed a proactive client experience within an omni channel environment. Provided solutions and advice to improve client financial well-being. Led effective problem resolution strategies.• Growing branch revenue through acquisition and share-of-wallet growth of consumer and business households• Consistently inspects, supports and coach the branded sales process to proactively achieve sales targets and customer loyalty. Exercised sound decision making to identify and mitigate potential risk• Managed operational, human capital, reputational and business risk through adherence to established policies and procedures.

Primary contact for assigned market(s) for all Sales Operations functions to support assigned market(s)• Fully supported metric driven sales goal attainment• Thrived in a fast-paced environment, while striving toward quality support and problem resolution for our field Marketing Outreach and Sales teams• Supported communication efforts between internal shared services departments, field leadership and external partners to achieve enrollment goals• Accountable to create and utilize reporting to influence sales goal attainment• Supported key National strategic field retail partnerships• Supported relationships between external vendor partners and field sales• Supported vendor invoice and contract submissions and requests through Coupa (or related systems)• Facilitated promotional item and marketing collateral ordering for Marketing Outreach and Sales teams• Acted as the primary contact for assigned field sales markets/teams for ad-hoc questions, concerns and requests by monitoring and responding to inquiries received by email and/or phone.

Continuously work to build expertise in uncovering our customers’ needs and have a passion to educate, demonstrate and recommend device and service solutions• Explored individual needs and providing hands-on demonstrations of the latest and greatest technology in-store• Side-by-side selling to find personalized solutions beyond the bare-bones device and service plan that keep our customers connected to the people and lifestyle they love, including anything from unique accessories cutting-edge IoT devices• Approached service and sales needs with composure, integrity and compassion. Established relationships with and partners with T-Mobile employees across channels, including business and customer service to:• Successfully identify and handoff small business leads• Support team initiatives and create an inclusive environment.

Led, supervised and mentored over 30 retail sales consultants to include scheduling, reviewing time/attendance, payrolltimesheets, training, coaching, interviewing, hiring and corrective action.• Trained all new hires and ensured staff were highly knowledgeable of AT&T products and services; able to handlecustomer inquiries and understood sales goals and selling techniques.• Drove operational compliance of back office processes, procedures, and policies with associates; informedmanagement of any gaps in compliance.