Branch Financial Sales & Service Manager

First Northern Credit Union•Chicago, IL

1d•Onsite

About The Position

We are a dynamic company with growth opportunities in the credit union industry, seeking a Branch Sales Manager (a.k.a. Branch Financial Sales & Service Manager) for our Streeterville Branch. This role involves analyzing members' financial needs, leading and motivating branch sales and service staff, and achieving assigned sales goals. The position requires a strong background in leadership, sales, business development, and lending. The branch team consists of 5 FTE employees and handles a variety of consumer/personal deposit and loan applications. There is a current emphasis on new memberships and loans, including follow-up processes for new memberships and pending/completed lending applications. The role also involves organizing and participating in community and Select Employee Group events to promote First Northern products and services and strengthen relationships with local businesses and organizations.

Requirements

Proven skills in leadership, sales, business development, and lending.
Sales and management experience.
Bachelor's degree.
Solid computer skills.
Analytical skills.
Math skills.
Communication skills.

Nice To Haves

Credit union or banking experience.
Bilingual (English/Spanish).

Responsibilities

Lead and motivate branch sales and service staff.
Achieve assigned sales goals for the branch and department.
Analyze members' financial needs.
Process a variety of consumer/personal deposit and loan applications.
Manage new membership follow-up processes.
Follow up on pending and completed lending applications.
Follow up on cross-sale tickets.
Conduct outbound calling.
Cross-sell additional products and services to members.
Organize and participate in community and Select Employee Group events.
Coordinate with Business Development and Marketing Departments for community outreach.
Work with local businesses, organizations, and community leaders to strengthen relationships.