Financial Engagement Coach and Branch & Business Relations Manager

Financial Engagement Coach:
Air Academy Credit Union (AACU) has merged Routt Federal Credit Union's membership with our membership. This is an exciting opportunity for both credit unions that will greatly expand the financial services available to Steamboat and surrounding communities.
Job Responsibilities:
* Act as a trusted advisor to help members identify financial goals, provide tailored recommendations, and develop actionable plans to increase overall financial well-being.
* Conduct basic financial transactions to include cash handling, account opening, and account maintenance, as well as processing loans and maintaining loan accounts.
* Develop and nurture relationships with current members and potential members based on a foundation of trust, transparency, and commitment to financial well-being.
* Serve as a credit union brand ambassador at local community events by engaging event attendees and promoting credit union products and services. Events could take place after regular business hours or weekends.
* Be a financial technology guru for members. Educate members about the credit union's robust online and mobile banking features and electronic services. Identify and recommend solutions to enhance each members' banking experience and provide maximum convenience.
* Be an advocate for each member. Demonstrate unwavering pursuit of doing what is right for every member, every time, with every interaction.
* Embody AACU's core values of integrity, quality, service, and community.
Core Competencies:
* Member Focused - Members are our priority. Serving our membership with a sense of urgency is our goal every day.
* Patient - Investing in our relationships with members. Listening to members and delivering a personalized approach to helping members achieve financial wellness.
* Compassionate - Actively listening to and collaborating with members to create a positive and supportive environment as we help them navigate their financial journey.
* Adaptable - Ability to change gears quickly to meet member needs.
* Decisive - Acting with confidence and providing clear solutions and recommendations when interacting with members.
Job Requirements:
* High school diploma or equivalent.
* Excellent communication and organizational skills.
* Availability to work branch hours as needed including some Saturdays.
* Ability to educate and promote credit union products and services.
* Meets or exceeds individual and Branch goals for referrals and closed sales.
* This position requires standing for prolonged periods of time.
Pay Information:
Pay ranges represent the low and high-end values of the base salary range for this position. This position is eligible for incentives and an annual corporate bonus based on overall performance.
$18.70 - $26.81 hourly + hiring bonus
Air Academy Credit Union (AACU) is an innovative, full-service financial institution committed to its employees and providing value-driven products, convenient electronic banking channels, and world-class member service. With assets over $860 million and over 45,000 members, AACU strives to be a trusted financial partner who helps its members advance their lives, grow financially, and achieve their goals. In addition to helping our members achieve financial success, we are also proud to be an active and engaged community partner who invests time, money, and resources in numerous community organizations and projects each year.
Branch and Business Relations Manager
This Branch and Business Relations Manager incorporates financial coaching, developing and coaching employees, community involvement, and implementing strategies to meet the organizations corporate goals which may include increasing members, accounts, deposits, and loans in the community. The Branch and Business Relations Manager is responsible for the administration and efficient daily operations of a full-service branch office, including operations, consumer lending, product sales, member engagement, consultative conversations, security, employee experience, and safety, all following the Credit Union's business priorities and strategic objectives. Responsibility for overall branch activities include developing new business for branch growth by promoting member experience standards to create membership engagement and retention. The Branch and Business Relations Manager is expected to spend time in the local community, establishing and cultivating relationships to grow the credit union's influence accordingly.
Job Responsibilities:
* Promotes strong relationships within the community. Contributes to the brand image of the Credit Union and works to actively engage potential and current members to make the Credit Union their primary financial institution.
* Responsible for prospecting and enhancing Business Relationships. Expectation is regular interaction with the local business owners, offering business services to increase accounts and growth.
* Actively recruits representatives of associated industries (Select Employee Groups) to evaluate and promote improved and expanded services in the branch's geographic area.
* Develops and fosters relationships with existing SEG's, including but not limited to in-person events, seminars, and business visits.
* Build partnerships with local businesses to build the brand in the local market area through strong community involvement. Participate in community activities, e.g., Chamber of Commerce and other local community organizations.
* Establishes and implements branch goals, standards, and expectations to meet and/or exceed branch profitability and growth goals.
* Manages the full spectrum of management responsibilities to include hiring, writing, and administering performance evaluations. Recommends appropriate employee action, salary increases and promotions.
* Mentors and motivates the branch team through individual and group coaching sessions to ensure the successful development and performance of all team members in areas of branch productivity, consultative conversations using the member Experience model and retention and engagement of community members.
Knowledge, Skills, and Abilities:
* The ability to communicate effectively with internal and external audiences through both verbal and written communication. Ability to prioritize and organize heavy workloads and demonstrate effect time management skills.
* Ideal candidates will have a minimum of five to six years of banking or financial services experience.
* Prior management experience preferred.
$55,100 - $82,700 yearly + hiring bonus
We love our family-like culture here at AACU. Our full-time employees enjoy a great benefits package, including paid sick and vacation days, comprehensive medical, dental, and vision plans, along with an outstanding 401K plan. Additionally, full-time employees are eligible for our tuition reimbursement program after 90 days of employment and we'll assist you with your professional goals. Join our team and be a part of a company whose members' and employees' dreams are our passion.
AACU is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, gender expression, marital status, familial status, ancestry, national origin, disability, status as a protected veteran or any other status protected by local, state, or federal law. We perform pre-employment drug testing, consumer credit history checks and criminal background checks.
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