Think Beyond The Label Jobs

To be considered for this position, you must apply on the Fortera website. Apply at: https://www.forteracu.com

Life Credit Union powered by Fortera Credit Union

**Location: Mid Town Medical Plaza, Nashville, Tennessee

Training will be in Clarksville.**

Market Manager

**Tracking Code 654-064

POSITION PURPOSE

The Market Manager will develop and implement strategies to grow market share within the Market's territory, while driving operational and service excellence. Responsible for overall performance and revenue of a full-service branch. Leads the acquisition strategy for their assigned branch. Develops partnerships and seeks opportunities to promote credit union products and services through the acquisition of new deposit, loan and wealth management business. Trains, directs, and supervises Branch staff.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Acquisition and Community Engagement

• Responsible for building branch awareness for the Credit Union in the respective market.
• Responsible for external business development through partnerships with local business and by establishing relationships with Centers of Influence (C.O.I.).
• Responsible for growing deposit and loan production through the establishment of new Fortera@Work opportunities in your assigned market.
• Assesses local market conditions and identify current and prospective growth opportunities.

Branch Oversight.

Responsible for branch financial results.

Analyzes specific sales, margins, and expense levers affecting branch profitability.

Ensures established branch goals and metrics are met. Motivates staff to success.

Acts as the primary loan and deposit acquisition coach for the branch team, ensuring comprehensive solutions are being recommended to our members on a consistent basis.

Directs branch business development by partnering with Member Advisors to make outside calls.

Conducts training and coaching on proper in-branch member financial education techniques, call nights and branch targeted correspondence.

Ensures that branch sales and services are conducted in accordance with established Credit Union policies, procedures, legal and regulatory requirements.

Maintains positive member relations; handles escalated member concerns. Performs necessary research and provides written responses as outlined in the CU Member Complaint Program. Ensures complaints are resolved quickly and accurately.

Provides best in member service expertise through joint appointments and branch referrals to CUSO partners.

Monitors the Asst. Branch Manager's enforcement of standard operating procedures to ensure they are being followed by staff.

Ensures the Asst. Branch Manager uses prudent judgement and provides coaching and guidance as necessary.

Works with the Asst. Branch Manager to address branch personnel issues. Acts as the lead when the escalation of disciplinary action is necessary.

Reviews and reports daily branch production, to include acquisition activities, lead tracking, call log management, business call reports, submission of new business, and pipeline forecasting.

Responsible for proper controls and consistent daily compliance of branch security and the safeguarding of Credit Union's assets.

Ensures the premises is clean, orderly, and that all equipment is in good working condition.

Completes required reports, maintains accurate records and ensures that Branch functions are properly documented and retained.

Conducts daily huddles, monthly one-on-one performance updates with action plans and quarterly branch sales and service rallies.

Coordinates the hiring, and training of branch personnel. Coaches, counsels, develops and evaluates all branch staff.

Approves PTO requests, timecards and branch schedules. Keeps accurate payroll and attendance records to include compliance of state DOL requirements for meal and rest breaks.

Develops and nurtures a hilosophy focusing on honest, open communication, individual productivity and strong member orientation.

Encourages staff to generate ideas to improve service, reduce operating expenses, and increase branch profitability.

Participates in community and civic events to promote awareness of the Credit Union in the community.

Provides day-to-day oversight responsibility for ensuring compliance with regulatory laws as they relate to functions within their departments to include OFAC, Bank Secrecy Act and USA Patriot Act compliance.

Provides support to management to ensure the mission, vision and core values