Growth & Development Manager

Position Summary

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.
• Works with purpose and is driven to provide the best team member experience.

Leadership:

• Attract, hire, and develop a high-performing team responsible for retail channel advisement, including providing expertise and recommendations to deliver exceptional member and team member experiences. 
• Provide coaching and insights that lead to an enduring organization, that providing exceptional experiences.
• Conduct quarterly professional development conversations with team members, discussing next quarter’s development goals.
• Champion change with the team and around the organization.
• Remove barriers between business units and collaborate cross-functionally.

Team Member Experience

• Ensure team members understand both how they contribute to the end-to-end member experience / financial success and how to provide exceptional member experiences.
• Create a work environment that supports innovation, creativity, teamwork, and diversity to enhance the organization’s ability to recruit and retain high caliber team members.
• Lead cross-functional manager teams that work on process improvements, recognition, leadership, and other related topics.

Advisor & Training

• Collaborate with Talent & Development to propose training materials to executive leadership that will assist the Branch team members in successfully delivering on business goals.
• Partner with Product Management and Digital to recommend best-in-class experiences for solutions. 
• Collaborate with Risk, Accounting and other CU departments to ensure the RQA program improves operational effectiveness.  Deliver recommendations to executive leadership.
• Contribute to the success of organizational initiatives that impact the Branches.
• Act as a Branch Subject Matter Expert (SME) in initiatives.

Branch Metrics, Tracking & Reporting:

• Shared accountability for the performance of the District’s Branch performance against Key Performance Indicators.
• Partner with internal stakeholders and business analysts to develop reporting dashboards for leadership.
• Performs other duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of Wellby’s organizational functions and general operating policies and procedures.
• Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.
• Knowledge of personal computer, utilizing Microsoft Office Suite and other software’s.
• Knowledge of coaching best practices.
• Knowledge and a strong understanding of credit union operations, regulations, and financial products.
• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.
• Ability to communicate clearly and concisely, orally and in writing.
• Ability to work collaboratively and lead cross-functional teams.
• Ability to utilize data to inform operational change recommendations
• Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.
• Ability to coordinate several concurrent activities simultaneously.
• Ability to exercise independent judgment.

Supervisory Responsibilities

Complexity & Scope of Work

• The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.
• The team member performs routine and generally related tasks without supervisory direction.
• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
• Courses of action are determined by established procedures and/or the Director of Retail Experience - District
• The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.
• The team member uses independent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position.  Reasonable accommodations may enable individuals with disabilities to perform essential functions.
• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings. 
• The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with management, members and other team members.
• The ability to observe details at close range (within a few feet of the observer).
• Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.
• The noise level in the work environment is usually moderate.
• Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.

Minimum Qualifications

• Bachelor's degree in business, marketing, finance, or a related field required.
• Minimum five (5) to seven (7) years of experience in financial industry required.
• Minimum two (2) years of leadership experience, preferably in financial services.
• Experience in business development, marketing, or related roles within the financial services industry.
• Experience in a technically advanced branch/financial services environment (use of CRM, modern core banking system, ITMs, video telephony, etc.) preferred
• Experience implementing branch transformation technology (CRM, modern core banking system, ITMs, video telephony, etc.) preferred
• Escalation management experience preferred

For All Candidates

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance. 

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.