- Established routine visits to CFCs to track and understand the direct market and staffing needs.
- Establish sales and revenue plans and objectives and manage results by defining high expectations for themselves and branch teams.
- Leads and manages the sales and revenue planning process, adjusting plans and forecasts as required to ensure the district meets or exceeds all performance goals.
- Coach, develop, and mentor Assistant managers and branch staff by equipping them with the sales, service, and advice skills and disciplines necessary to deliver holistic advice and guidance to our members to improve their financial health and well-being.
- Provides strong leadership to the team to promote a culture of ongoing feedback, performance, and development discussions to enhance overall employee engagement and improve retention.
- Routinely coaching using the Integrity Coaching principles and Member Advantage philosophy, evaluate progress and provide frequent and timely feedback to the team.
- Utilize Credit Union provided market data and networking and prospecting information to solicit business services prospects and members for business services products and services.
- Perform business development sales calls to existing and prospective members to grow business membership and growth in business deposits and loans.
- Understand the nature of a business member or prospect’s business operations to provide consultative and needs based solutions.
- Have complete knowledge of all Business Banking products and services and make applicable recommendations to business members.
- Works directly and in close partnership with the Management Team and Line of Business partners to focus on business development opportunities in their Market.
- Helps GTE Financial build brand awareness and works to own the community they serve.
- Develops and enables an engaged, capable, and confident team to implement programs and processes focused on building deep relationships with members.
- Actively seeks opportunities to recognize staff and share best practices.
- Leads and supports the successful roll-out of new products, services, and initiatives.
- Works with Retail Leadership Team to develop and execute a deposit strategy to exceed growth goals in terms of deposit growth and cost of funds.
- Works with Retail Leadership Team to develop and implement a strategic plan to achieve sales goals and expand our member base, which includes active prospecting to build a short-term and long-term pipeline.
- Maintains and adheres to risk management policy and procedures ensuring managers and teams are up-to-date and in compliance.
- Must demonstrate 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.
- Excellent coaching and strong motivators bring energy and enthusiasm to the team every day.
- Full understanding of all banking-related products and services.
- Advanced knowledge of holistic advice practices.
- Full understanding of the importance of the member (customer) experience.
- Forward-thinking, innovative, collaborative, and team based.
- Strong coaching, performance management, communication (verbal-written), and interpersonal skills.
- Proven conflict resolution, people management, and leadership skills.
- High Integrity and authentic leadership principles.
- Committed to doing the right thing in the right (ethical) way.
- Must have a team-oriented work style and be a consensus builder.
- Polished and comfortable in all environments – front-line banking center team member to Board of Directors.
- Must be a self-starter with the confidence to deal effectively with a growth-oriented Executive Management Team as a Team Member.
- Undergraduate degree in Business, Finance, or a related field required; commensurate years of related experience may be considered in lieu of a degree.
- Minimum ten years’ experience with at least five years of progressive management experience within a financial institution (experience in the Credit Union industry is a plus) or a combination of education and experience.
- Proven sales management skills with a history of achieving outstanding results.
- Ten years of prior retail bank /credit union lending experience.
- Location: Jacksonville - Intercostal
- Department Hours: Monday– Friday (8:00 am to 6:00 pm)
Skills Required
- Undergraduate degree in Business, Finance, or related field (or commensurate experience)
- Minimum 10 years' experience with at least 5 years progressive management within a financial institution
- Ten years prior retail bank/credit union lending experience
- Proven sales management skills with a history of achieving outstanding results
- Functional knowledge of Bank Secrecy Act, Patriot Act, OFAC, AML, Right to Financial Privacy Act, and Bank Bribery Act
- Qualify for NMLS registration according to the SAFE Act
- Strong coaching, performance management, communication, conflict resolution, and leadership skills
- Experience in the credit union industry
What We Do
WE’RE ALL ABOUT GIVING BACK— TO OUR MEMBERS, COMMUNITY, AND EMPLOYEES. Supporting the goals of our employees as well as our neighbors and outreach partners At GTE Financial, you’ll enjoy much more than a career. You’ll experience something truly unique: a friendly, committed community of employees who are dedicated to your success—and to the advancement of the businesses, neighbors, friends, and outreach partners that give our work meaning. Established as a not-for-profit cooperative and a federal credit union in 1935, we are one of the region’s largest locally owned and operated financial institutions. We care deeply about your well-being, and that of the people we serve. You’ll see that commitment in: 401 (k) company match up to 7% Full- time employees accrue 4 weeks of PTO a year 11 paid holidays annually 1 day of paid Volunteer Time Off to support charities and service organizations And much more… • Exceptional compensation: - Competitive base and incentive pay - Eligibility for annual bonus based on performance • An outstanding benefits package: - Medical - Dental - Vision - Flexible spending account - Additional insurance - Employee assistance program - 401 (k) company match up to 7% - Corporate wellness programs o Wellness Time Off o Wellness Reimbursement Program • Work/life balance: - Full and part-time employees accrue PTO each pay period - 11 paid holidays annually - 1 day of paid Volunteer Time Off to support charities and service organizations • Workplace accolades we have earned: - Tampa Bay Times list of Tampa Bay’s Top Workplaces: o an award based on feedback from our employees • The career-development programs we offer: - GTE University featuring internal training programs - Leadership development programs - Generous tuition reimbursement • Our philanthropic efforts throughout the communities we serve: - Corporate charitable efforts - Monthly charities - Holiday charities - GTE Cares Program - GTE Foundati
