Regional Director -Financial Services Industry
Opportunity.OpportunityDetail.PostedLabel : August 28, 2020
Reporting to the AVP of Retail, the Regional Director will be
responsible for the overall execution of Desert Financials Retail
Sales & Service strategy. This vital role will oversee multiple
retail locations, and responsible for the strategic direction,
development and overall achievement for each location based on
defined objectives towards member experience, advisory services,
sales and overall branch performance. First point of contact for
all issues concerning the branches – member concerns, employee
concerns, performance reviews, budget preparation, sales goals and
results, manager and employee coaching. The Regional Director is
also responsible for creating an environment that aligns to
organization’s Mission, Vision, and Values, and promotes our goal
to create a culture of high performing organization.
What you will do here:
Partner with senior retail leadership on the development, and
responsible for the execution of retail service, sales, standard
operating procedures, budgets, goals and training to drive
efficiency, ease of use and exceptional-seamless member experience
while driving our commitment of building a culture of
Analyze regions performance metrics and provide strategic
direction to branch leaders in accomplishing defined objectives
around member experience, advisory services, sales and overall
branch performance. Responsible for the overall execution of key
performance metrics for branch locations through effective
leadership, well thought out business development plans, and
providing guidance to ensure achievement of both financial goals
and member growth targets. Lead and direct all daily branch
activity (Huddles, Business Development, Bank At Work, Sales
Meetings, Training, and consistent usage of the Members Needs Guide
and follow up call planning. Coach branch employees to success to
ensure referral and branch sales goals are met.
Maintain and enhance Desert Financials member centric model
through influential leadership and guidance to branch locations by
promoting the click, call and come in organizational strategy.
Identify and proactively resolve member problems to ensure member
retention and loyalty. Ensure adherence of consistent consultative
sales process to include expected sales and service excellence
behaviors. Actively participate in lobby management efforts to
improve member experience and gain member feedback. Use the Branch
Observation Guide to provide consistent feedback.
Partner with regional and senior retail leaders to design,
deploy and execute a standardized community outreach strategy by
region to support brand awareness and member growth targets.
Partner with Business Development in commercial/business
development efforts through Bank At Work activities, work directly
with assigned Business Relationship Banker, Insurance
Representative, Wealth Management and Vendors to acquire new
members, build deposit and membership base.
Actively grow talent and participate in all branch recruitment
efforts to include screening resumes, interviewing and selection.
Collaborate with HR Business Partner to prepare and administer
Corrective Actions and Performance Improvement Plans, to include
weekly Performance Improvement Plan follow-up meetings. Actively
retain top talent through daily coaching both formally and
Effectively resolve escalated member and employee complaints,
concerns and conflicts.
Perform other job-related duties as assigned.
What you will need:
Bachelor’s Degree from a four-year college or university or 5+
years of related experience and/or training or certification
Equivalent combination of education and experience
5+ Years of experience leading large and/or multiple sales teams
within the financial services industry or similar industry
Minimum 5+ years of branch management experience in a Banking or
Credit Union environment required.
5+ years of financial services sales and customer service
Extensive experience with member contact, relationship building,
and development/execution of sales and service goals required.
Strong financial acumen and understanding of how financial
markets impact the financial services industry required.
Excellent interpersonal, verbal and communication skills with
ability to effectively represent the organization in community,
civic and professional organizations required.
Strong probing, analytical, problem-solving and decision-making
Ability to identify talent and lead, coach, mentor, develop and
train multiple leaders required.
Ability to travel and work remotely required.
Strong background in branch operations to include new accounts,
loan origination, transaction processing and Digital/ATMs.
Demonstrated ability to manage multiple projects
Demonstrated ability to develop, recommend and implement new
We are proud to be an EEO/AA employer M/F/D/V. We maintain a
drug-free workplace and perform pre-employment substance abuse
For additional information about our organization, careers, and
benefits visit: http://www.desertfinancial.com/careers.