Branch Manager

Manager Community Financial Center – Ocala

Branch Manager

Come join our GTE Financial team!

We are looking for a leader to ensure an exceptional member and employee experience.  The Branch Manager is responsible for the growth and development of their Community Financial Center production while developing employees to acquire new business and deepening existing member relationships. 

The Manager drives productivity, market growth/business development, and member/customer engagement, through both outside sales and community-driven activities. The manager is managing outside sales and community outreach on an average of 2 – 3 days a week. 

As a leader, you will coach, develop, and motivate your team to achieve their full potential to support the credit union’s corporate goals and strategic plan. 

What does GTE look for in a Branch Manager?

Business/Sales Development:

• Develops and executes local sales strategies that increase member engagement and membership deepening through community activities.
• Outside sales developing the business market within the geographic proximity of the assigned Community Financial Center(s). Branch Managers are expected to be out in the community and conducting outside business calls 2-3 days per week.
• Reviews and analyzes sales activity and forecast data to determine processes towards goals and objectives.
• Reviews and utilizes reports to implement action plans that support sales goals for the Center. Reports outside business activities “plan of action” to District Manager and debrief of activities and successes at the end of the week.

Leadership:

• Empower the sales team to achieve the highest performance and meet objectives set forth by leadership.
• Strong leadership, business acumen, and strategic agility in the planning, leading, and driving change in the organization while meeting and exceeding business objectives.
• Attracts, retains, and develops talent to increase bench strength, and improve productivity, proficiency, member engagement, and overall competitive position.
• Accountable for managing individual and team queues to ensure loan questions, and messages are responded to in a timely and professional manner.
• Strong Leader, assertive, highly motivated with a sense of urgency.
• Ultimately accountable for the overall sales, service, and operational success and growth of the Community Financial Center – and direct report management responsibilities of the Assistant Branch Manager.

Member Experience:

• Monitors and tracks Community Financial Centers service quality levels through Google ratings as well as Mpulse scores.
• Effective negotiation, sales, and relationship-building skills are a must.
• Proven success in prospecting, building a pipeline, and moving sales opportunities.
• Partner with community organizations to establish and maintain relationships that will enhance the growth and recognition of the credit union.
• Responsible for maintaining a Google rating of 4.0 or higher.

 Operational:

• Reviews loan documentation for accuracy and completeness.
• Work closely with the Operation Support Managers on adhering to GTE’s Branding “Brandtastic” standards.
• Support the Operations Support team in implementing the needed procedures, processes, or experiences to create a “Franchise” business model where all Community Financial Centers operate identically to one another, as well as adhere to documented Golden Standards.
• Oversees, in conjunction with the Facilities Department, that Community Financial Center facilities are properly maintained and secured both interior and exterior.
• Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act
• Qualify for NMLS registration according to the Safe Act.

Position Details:

• Location: Community Financial Center
• Hours: Monday – Friday (9:00 am to 6:00 pm)
• Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects.
• Work arrangements (in-office, hybrid, or remote) may be changed at any time by management with appropriate notice if possible.

Required Qualifications: 

• Undergraduate degree required.
• Min 5 years experience preferably in the finance industry with at least 1 year’s management experience or a combination of education and experience.
• Bilingual preferred (English/Spanish).

GTE was named one of Tampa’s Top Workplaces!

Come and join our award-winning team.

GTE Financial is an Equal Opportunity Employer.

Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish an employment contract and are subject to change at the discretion of the employer.