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Role Accountability
At Allegacy, there’s a common thread that runs through all of us. It’s our commitment to doing right and our promise to members to always do the right thing for their wellbeing. Every employee in our organization is accountable to living out our brand in meaningful ways as our promise motivates our beliefs, our behaviors, and the benefits we share together. In order to achieve this state of success, this position manages the day-to-day business activities in a Financial Center including the supervision of all employees. This position is responsible for designing and maintaining the sales production efforts within the financial center. In addition, this position will generate participation in the credit union through prospecting of new sponsor companies while maintaining strong relationships with current affiliated companies and frequently attend community events sponsored by Allegacy.
Nature and Scope
This position reports to the AVP of Retail Operations. The position works within a team based environment with virtually all other departments to provide superior service to our membership. The position provides guidance and direction for all assigned staff including performance planning and evaluation. In addition, the position has responsibilities requiring reporting to the AVP of Member Development.
Specific Accountabilities
Develop each employee to their highest potential by identifying their areas for improvement and appropriately coaching, training or correcting the employees’ performance.
Hold employees accountable for their performance, attitude and behavior.
Meet with each employee to review previous performance, set goals for performance and develop plans to improve employee’s performance.
Oversee and direct financial center activities to achieve sales and organization goals to increase market share. Typically 50% of this job’s requirements are to lead the cross-sell efforts.
Responsible for audit compliance as well as security, safety and maintenance of financial center assigned.
Ultimate responsibility to assure that loan closings and product openings are completed on a timely basis, and are consistent with AFCU policies and procedures.
Assist other departments throughout the credit union to grow membership and increase community awareness of AFCU.
Solicit Allegacy’s benefits and services to potential Sponsor Companies (presentations/benefit fairs)
Maintain strong relationship with current Sponsor companies through on-site enrollments and servicing
Report business development enrollment activities and numbers to management to view progress
Assist Sponsor company representatives and individual members with opportunities/problems/concerns
Attend Chamber of Commerce and Community functions
