AVP, Regional Manager

Chevron Federal Credit Union is one of the top-run credit unions in the country – and one of the largest, with $5 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. As you might imagine, we provide competitive pay and great benefits, including:

• Bonus/incentives for all regular employees
• 401(k) with 8% company contribution
• Medical, dental, and vision insurance for employees and dependents paid at 80%
• PTO and paid sabbaticals
• Tuition reimbursement

GENERAL SUMMARY

Responsible for daily activities and results of at least three full-service Credit Union branches within a designated regional area. Directly manages branch managers or assistant branch managers, with responsibility for all staff in the region.

Position Duties & Functions

• Responsible for all growth, sales, operations, and member experience results within the assigned region.  Achieves all loan and deposit growth goals. 
• Manages daily sales activities, including outbound calling, onsite membership events, and other sales events. 
• Manages MARS (CRM) cases and opportunities to ensure that member experience goals and service level agreements are met or exceeded.

• Ensures effective management of the region’s staff.  Allocates staffing and other resources as needed to achieve business objectives. 
• Provides regular coaching to direct reports and ensures coaching routines are in place across the region.  Conducts performance appraisals for all direct reports and monitors appraisals of other region employees.
• Develops career path opportunities for all levels of branch staff.  

• Works with direct reports to ensure that every branch location is operating in accordance with policies and procedures established by the Credit Union. 
• Reviews the balancing of branch cash, general ledger accounts, and daily reports. 
• Identifies systemic issues impacting business results and works with partners to develop and implement solutions.

• Regularly visits branch offices to observe operations and to monitor results.  As necessary, recommends changes to branch network, including branch openings, closings, relocations or remodels. 
• Maintains a positive branch image at all times.

• Ensures a positive relationship with key partners, including primary sponsors, SEG management, building management, and local community contacts. 
• Manages local advisory councils along with branch managers, attends/holds regular meetings to solicit input and share results.

• Assumes responsibility for other projects and duties as assigned.

POSITION REQUIREMENTS

EXPERIENCE and EDUCATION

• 3 to 5 years’ experience in managing credit union or other financial institution branches.
• Bachelor’s degree from four-year college or university.
• Equivalent combination of education and experience may substitute for stated qualifications.

KNOWLEDGE and SKILLS

• Ability to write and speak effectively in English using correct spelling and grammar.
• Basic math skills including the ability to compute rates, ratios, and percentages using a 10-key.
• Proficient in the use of basic applications in a Windows-based environment, including Outlook, Word, and Excel. Moderate keyboard skills at 40 wpm.
• Strong partnership and relationship building skills and an ability to influence leaders without a direct reporting relationship.
• Ability to lead and get granular on daily activities, while connecting to the broader vision and enterprise level impacts.
• Ability to read and interpret information such as account information, written agreements, vendor contracts, and procedure manuals on systems and written documents.
• Excellent customer service skills.

COMPETENCIES

• Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems.
• Initiative and self-direction.
• Ability to effectively communicate and collaborate with people at all levels.
• Sound problem-solving and decision-making ability, including the ability to prioritize. 
• Ability to understand and align with our core competencies through daily projects and tasks:

Growth Mindset

Diversity & Inclusion

Communication

Change Ready Leadership

Responsibility

Problem Solving

Tech & Data