VP of Branch Services

Job Summary Overview

The position is responsible for serving as the strategic leader responsible for overseeing the efficient and effective management of all twenty plus (20+) branch locations. Develops and implements critical strategies that support the organization’s mission, growth/production objectives, member satisfaction goals, business development efforts and solid operations requirements.

• Leads, manages, and provides strategic direction for the branch network. Serves as the retail branch subject matter expert for business services, business development, operational excellence, service excellence, annual growth/production/sales strategies, and adherence to compliance requirements.
• Monitors and analyzes market trends, competitive landscape, and member needs to identify growth opportunities.
• Collaborates with senior leadership and cross-functional teams to implement strategic projects, including but not limited to enhancing retail banking products, services, and experiences.
• Recruits, trains, and mentors a high-performing retail banking team with an emphasis on leadership.
• Develops branch budgets, as well as growth, production, and revenue targets. Monitors branch profitability, cost control, and adherence to financial goals.
• Oversees the sales and incentive tracking programs to monitor, measure, reward, and reinforce performance.
• Identifies opportunities for branch network expansion, relocation, or consolidation.
• Evaluates market trends and competitor activities to inform decision-making.
• Develops and executes business development strategies to attract new members and deepen existing relationships.
• Fosters community partnerships and participates in local events to enhance the credit union's visibility.
• Fosters a positive work environment, emphasizing teamwork, professional development, employee engagement and productivity.
• Serves as the vendor relationship owner for assigned vendors (includes contract and lease negotiations).
• Stays updated on federal, state, and local regulations related to lending and sales, ensuring the credit union’s compliance with all applicable laws.
• Performs other job-related duties as assigned.

Bachelor's degree, in Business, Finance or related field or seven to ten (7 to 10) years of retail branch experience required. A minimum of seven (7) years of sales leadership in the financial services industry required. A minimum of three (3) years’ experience in a senior leadership role within a financial institution is required. Experience managing multiple branch locations across diverse geographic regions is essential.

Ability to speak effectively presenting information to groups of membership, management, and board of directors. Ability to define problems, collect data, establish facts, and draw valid conclusions.

• Ability to analyze data and provide insights to inform decision-making. Includes establishing and evaluating the success of annual deposit growth, loan production and membership growth strategies.
• Must have strong knowledge of business structures and treasury management services.
• Demonstrated ability for creating a strong leadership culture balancing sales and service.
• This position requires travel throughout Arizona.

None.

• Credit Union management experience.

While performing the duties of this job, the employee is regularly required to stand; walk; climb or balance; stoop, kneel, crouch or crawl; reach with hands and arms. While performing the duties of this job, the employee is frequently required to walk. While performing the duties of this job, the employee is regularly required to sit; use hands to finger keys accurately when using calculator machines, keyboards and counting cash/coin.

The employee must occasionally lift and/ or move up to 50 pounds. Specific vision abilities required by this job include close vision; distant vision; color vision; peripheral vision; depth perception; ability to adjust focus. The noise level in the work environment is usually moderate. Must be able to travel independently to department and branch locations.