Area Vice President II
Job Description:
06 (Depending on Experience)
Exempt
Manager
Yes
Varies by location This is a Supervisory Position
Area Branch Operations, Administration, Sales, and Member Business Development
Monitor, direct and control activities within assigned area with emphasis on member service and expansion of market share including commercial loan and deposit products and services.
- Participate in the establishment, and ensure the attainment, of applicable service delivery, market share, business, commercial and merchant relationships, as specified in the area business plan.
- Represent and promote the credit union’s interests to employer/association groups, select groups (SGs), qualifying businesses within the Field of Membership (FOM) and dealer/merchants, as required by area.
- Serve as credit union representative for community, professional and trade associations, as assigned.
- Coordinate and ensure appropriate staffing levels, compliance with training requirements, and the propriety and equity of performance related actions.
- Maintain current knowledge of credit union service FOM, products, services, pricing, policies, procedures and general operations practices as well as regulatory requirements.
- Accurately and fairly reflect costs and results of Member Business Development activities through reports to senior executive management.
- Enhance regional performance and growth in market share through consumer and business product and services training, as assigned.
- Assist with coordination and completion of operational and sales training and set up of new branch locations, as assigned.
- Maintain regular schedule of sales calls on area businesses for both existing and prospective business members to obtain new business, keep business members informed of new services, and determine product needs, as assigned.
- Identify business and commercial loan origination opportunities and, when appropriate, provide member referrals to commercial lending staff for follow-up, as assigned.
- Coordinate loan origination activities for the Small Business Administration (SBA) loan program to include, answering questions for potential borrowers, handling the details necessary to receive a complete loan package and work with lending officer to obtain any other paperwork that may be necessary to complete the transaction, as assigned.
- Perform other duties as assigned.
Requirements
Bachelor’s degree in business-related field
.
Five years related management experience.
Strong communications and personnel management skills required. Extensive business to business sales experience. Must be able to travel and may be required to use own vehicle.
Not Applicable