AVP CO Market Manager
Job in
Broomfield, Boulder County, Colorado, 80020, USA
Listed on 2026-10-13
Listing for:
Meritrust Credit Union
Full Time
position Listed on 2026-10-13
Job specializations:
-
Management
Area Manager, Business Administration, Client Relationship Management -
Sales
Area Manager, Business Administration, Client Relationship Management
Job Description & How to Apply Below
** POSITION SUMMARY
** The responsibility of the Market Manager position is to lead the overall performance of Retail branches, within their assigned area, while working in partner with all Market Managers to convey one message. Overall performance is based on Retail branch teams gaining profitability, providing a first-in-class member experience, while also meeting compliance and growth objectives.
** ESSENTIAL FUNCTIONS
*** Drive sales results by promoting a needs-based sales approach and the use of the approved sales process. Focus on deepening member relationships, while expanding market share/share of wallet. Drive sales teams to build a strong pipeline and relate branch and individual performance to the company’s balanced scorecard.
* Connect the idea of sales and service. Be a champion of exceptional member service and exemplify it by showing how the successful recommendation of the correct products and services can improve members’ financial well-being. Ensure member experience through the selection, development, and coaching of Retail branch teams.
* Coach Retail associates in relationship building and referral techniques and strategies, while also coaching managers to coach these behaviors in order to reach scorecard objectives.
* Practice on-the-spot coaching with Retail staff. Interact with members, demonstrate sales and referral practices, and provide skill-building opportunities through sales meetings and branch huddles.
* Track sales and service scorecards. Teach Retail teams to interpret sales and performance numbers to engage teams in understanding how their performance and strategies directly affect the success of the branch and Meritrust. Coach Retail teams to improve results by analyzing key scorecard components and behaviors aligned to a successful performance.
* Regularly review reports, scorecards, and sales data for missed opportunities or ideas for action plans to support achievement of expected results. Partner with Retail managers and branch teams to analyze results and execute follow-up plans.
* Plan and facilitate weekly team conference calls to discuss scorecard progress, best practice strategies, and manager development.
* Develop Retail wide sales and service contests to support overall organizational goals.
* Collaborate with business partners to develop initiatives to support growth in all delivery channels.
* Coach associates in strategic behaviors to meet referral targets. Build solid relationships with teammates, business partners, and specialists by valuing and displaying collaboration.
* Apply banking and coaching expertise to educate members and associates on various banking issues, regulations, and business practices.
* Educate employees and members on available tools and resources, with a focus on self-help tools, allowing them to explore solutions to achieve their immediate and overall financial goals.
* Maintain knowledge of state and federal regulations applicable to transactions performed within the branch. Assist with resolution of regulatory and audit findings.
* Maintain knowledge of current Meritrust sales and service practices. Regularly attend training, branch huddles, and sales meetings.
* Conduct weekly branch visits to ensure consistent adherence to policies, sales efforts, and implementation of new products and services. Hold managers and branch teams accountable to the consistent policy/procedure standards.
* Hold teams accountable to running efficient branch staffing and setting standards for how to manage time off requests for branches.
* Regularly participate…
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