This site uses cookies. To find out more, see our Cookies Policy

Branch Sales Manager 1- Laguna Hills in Laguna Hills, CA at Nuvision Credit Union

Date Posted: 6/12/2018

Job Snapshot

Job Description

Pay Range: $64,373.76-$80,467.20/ yearly

The BSM 1 position typically exists in a small to medium size single location, where the staff is equivalent to not more than 9 full and part time employees and may include: Member Service Representatives, Branch Operations Team Lead, Financial Service Consultants, Branch Operations Supervisor, and at some locations, a satellite Member Service Representative(s).  Under limited supervision and within established guidelines, assists the VP of Retail Sales in all assigned areas of branch operations by leading and implementing the established branch sales, service and business plan.  Increases market visibility and awareness in designated areas by representing the credit union through civic involvement, Chamber Member, and community relations.  The BSM 1 position may be required to provide coverage for a larger branch or BSM 2 position on an as needed basis and is required to be able to perform all job functions within the branch for which he/she is responsible.  The BSM 1 maximizes the return on credit union human and financial resources in the development and implementation of a branch sales and business plans corresponding with sales huddles, community grassroots and business development.  The BSM 1 also partners with the BDO (Business Development Officer) to seek out new SEG/individual business opportunities leading to membership, deposit and loan growth.  The BSM 1 promotes products and services to achieve established annual goals.  The BSM 1 develops employees to ensure they can deliver quality service to the membership at all times executing the Service and Sales Standards Document strategies.  They plan, control and direct the activities of branch personnel towards the attainment of all branch goals, including minimum performance standards for sales and referrals, member service and risk management. The BSM 1 oversees daily operations and ensures compliance with credit union policies and procedures and in accordance with established daily, weekly and monthly audit checklists.  The BSM 1 adds value to the organization by allowing for in-person, personalized service and provides active liaisons with business and community organizations towards helping to create credit union awareness and garnish new business.  Also, the BSM 1 develops, coaches and empowers staff towards reaching needs-based sales using referrals / sales for other Credit Union products and services that support various production goals.


  • Provides leadership, directs the day to day operations of sales, and service functions within the branch that assures a high degree of member retention.
  • Conducts outside business development functions and local grassroots that assure a high degree of new member / account acquisition.
  • Ensuring that data reported on Dashboard and other sales reports is accurately stated and reviews results daily.
  • Develops staff by providing continuous training and opportunities for growth: coaches, counsels and mentors staff to enhance service, sales, and performance results.  Fosters an environment for employee empowerment.
  • Leads weekly staff meetings to maintain effective communication, holds one on one monthly / quarterly individual meetings and ensures daily sales huddles.
  • Responsible for development of all branch budgets and monitoring all variance reports.
  • Provides quick turn around and professional responses to complex and sensitive service issues.  Uses sound judgment when investigating and resolving service matters while striving to obtain an equitable resolution and assure a high degree of member satisfaction.
  • Supports, promotes, recommends, and participates in branch and company events. Provides planning and coordination support to event coordinators. Attends civic and community functions; maintains active liaisons with business and community organizations.  This includes      supporting business partners such as; MFS, Autoland and Real Estate Loan      Consultants.
  • Writes and delivers performance evaluations using PerformancePro, recommends promotions, salary increases, development action plans, recruits and conducts interviews and makes recommendations for hiring and for termination.
  • Attends and participates in all required meetings.
  • Determines sets and monitors individual staff goals.
  • Ensures execution of sales/retail environment; ensures accurate and      consistent tracking of sales and marketing programs.
  • Other related duties as assigned.

Job Requirements


  • Minimum 3+ years in a financial institution, including two (2) years supervisory experience at a Branch Supervisor level, outside Business Development, experience in a sales culture and supervised at least 5 people of which at least 1 must be a lead/supervisor.
  • Preferred 4+ years management experience in a financial institutions plus 2 years with NuVision Financial, including two years      supervisory experience in a branch at least the size of the branch for which they are applying, outside Business Development, experienced in driving sales and managed/lead a team of at least 10 people.
  • Must have knowledge of all depository and loan products, knowledge of Branch Operations in a financial institution, share insurance and regulations.
  • Preferred knowledge of all depository and loan products at NuVision, Knowledge of Sales / Service Techniques, preparation of job descriptions, preparation of annual branch budget, and annual performance      evaluations using PerformancePro or other similar application, share insurance and regulations.
  • Must be proficient in MS Word and MS Excel.
  • Must be an effective team-builder and demonstrated ability to empower and mentor staff.
  • Able to interface and communicate with a diversified workforce, all levels of staff and management. Ability to build relationships.
  • Must possess critical thinking skills, able to resolve problems independently, able to coordinate and manage multiple priorities and projects simultaneously with effectiveness, excellent organization skills, ability and willingness to make decisions that can impact the entire      organization and be accountable, able to work in a fast paced, dynamic      environment, willing to work flexible hours and fill in where needed.
  • Must be a Notary and Medallion Stamp Certified.
  • Must have Sales and Service Training. Preferred Branch Operations Institute Sales Training or CUNA Management School training or equivalent. 
  • Associates Degree or some college level coursework along with related experience. College degree in business related field is preferred.
  • Bilingual preferred.