SVP-Retail Branch Operations

Job Description

Job Description

Role :

To direct the delivery of member service and sales through the Retail Branch Network. This includes oversight of branch day-to-day operations, business development, community engagement, and retail sales strategies that support the credit union's growth objectives. This position plays a key leadership role in driving sales performance, enhancing member experience, expanding relationships, and strengthening Align Credit Union's presence in the communities we serve. As a member of the Senior Management Team, this role participates in the development, support, and implementation of organizational strategic plans, ensuring regulatory compliance and promoting operational excellence across the retail network. This role will work closely with the SVP of Retail Digital Operations to drive retail strategies and support core systems

Essential Functions & Responsibilities :

Directs and monitors branch operations and community development initiatives through subordinate managers to ensure organizational goals and objectives are achieved. Monitors product delivery, sales performance, and service quality, taking proactive action to improve member satisfaction and business growth.

Develop, implement, and monitor retail sales strategies and incentive programs to drive deposit growth, consumer and small business lending, and overall membership expansion. Reinforce a culture of service excellence and consultative relationship-building across all branches.

Lead the development and execution of business development plans that cultivate partnerships, strengthen community relationships, and increase brand visibility. Engage with local organizations, businesses, and nonprofits to advance Align’s community impact and growth.

Oversee the financial and operational performance of each branch, ensuring efficient operations, sales achievement, and profitability goals are met. Collaborate with Finance and Marketing to analyze performance trends and implement corrective actions when necessary.

Work with the SVP Retail Digital Operations to produce accurate monthly reports for the Board, President / CEO, and Senior Leadership Team, highlighting retail performance, growth, and community engagement.

Participate in the establishment of the annual retail operational budget and monitor branch performance to budget throughout the year. Establish annual sales and service goals in conjunction with Marketing and Lending, taking appropriate action to achieve results.

Lead retail staff training and development with a focus on sales, service delivery, business development, and community engagement. Coach branch leadership teams to drive accountability, motivation, and continuous improvement.

To abide by all federal, state, and local laws including but not limited to : The Bank Secrecy Act, including the Office of Foreign Assets Control (OFAC) and Financial Crimes Enforcement Network (FinCEN); Uniform Commercial Code (UCC); Federal Reserve Bank; and National Credit Union Administration (NCUA). Other job-related duties, as assigned.