Meritrust Credit Union

  • Retail Manager

    Location US-KS-Lawrence
    Posted Date 1 week ago(1 week ago)
    Job ID
    # Positions
    Mon-Fri 9am-6pm and Saturday rotation 9am-12noon
    Regular Full-Time
    2321 Harper Street
  • Overview

    The primary function of this position is to deliver high quality service to our members. This includes identifying members’ needs and offering Meritrust products and services.


    The following duties are normal for this position. These are not to be construed as exclusive or all-inclusive. Other duties may be required and assigned.

    • Participates in the hiring process for branch staff. Responsible for supervision, development, training, evaluation and discipline of direct reports.
    • Participates in goal setting and tracking at branch level with guidance of Regional Manager, VP Retail Delivery and VP Sales and Service.
    • Models the established sales process. Coaches and documents this process with direct reports; monitors and motivates employee sales and production goals; holds staff accountable for established goals; attends ongoing sales training.
    • Coaches around sales reports; congratulates top performers and helps under-performers with targeted coaching.
    • Conveys the desire to develop people and help them succeed.
    • Celebrates significant team and individual success. Recognition in small and large settings of high performers.
    • Communicates expectations clearly.
    • Regularly monitors, coaches and evaluates individual employee sales, production and job proficiency.
    • Responsible for achieving established branch goals including loans, deposits, ancillary products, services per household, efficiency and other areas deemed vital.
    • Adapts readily to changes.
    • Facilitates regular staff meetings for purposes of sales and operational proficiency
    • Responsible for operational aspects of branch including security, cash management, balancing, negotiable items, fraud, audits, offages and errors.
    • Support other Meritrust department functions including Lending, Marketing and Human Resources.
    • Participates in budgeting process, and adheres to said budget
    • Actively participates in management meetings
    • Demonstrates initiative in identifying problems/solutions and enhancing quality service
    • Provides timely feedback including reports, analysis, etc.
    • Performs other duties as assigned by supervisor.
    • Completion of annual Meritrust education and development program, as well as applicable Management Training programs offered.


    • Sales Experience of 5 years or more preferred.
    • 1-3 years in management role of relative experience, including employee development
    • Previous financial institution experience preferred, including cash handling and member service.  Knowledge of principles and practices of a financial institution
    • Excellent oral communication skills
    • Ability to operate applicable PC programs necessary for job function
    • High School diploma or equivalent


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