Branch Financial Sales & Service Manager

First Northern Credit Union•Evanston, IL

3d•$64,800 - $81,000•Onsite

About The Position

We are seeking a Branch Financial Sales & Service Manager for our Evanston Branch. In this role, you will analyze members' financial needs and lead and motivate the branch sales and service staff. You will be responsible for achieving assigned sales goals for the branch and department. Branch Managers and their team receive a variety of consumer/personal deposit and loan applications from various channels and are responsible for most of the steps from start to finish. There is currently heavy emphasis on new memberships and loans. Special attention should be given to the new membership follow-up process, Pending Lending Application Report follow-ups, Completed Lending Applications, Cross-sale Ticket follow-ups, and outbound calling. There are sales goals and incentives for household and product penetration by cross-selling additional business that is not customer/member initiated or the result of a marketing campaign/promotion. In addition, Branch Managers are responsible for organizing and participating in community and Select Employee Group events and lead these efforts in coordination with the Business Development and Marketing Departments. This can include outside activities to promote First Northern products and services, working with local businesses, organizations and community leaders to strengthen and enhance the relationships between them and First Northern.

Requirements

Proven skills in leadership, sales, business development, and lending.
Sales and management experience.
Bachelor's degree.
Solid computer skills.
Solid analytical skills.
Solid math skills.
Solid communication skills.

Nice To Haves

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

Responsibilities

Lead and motivate the 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 process.
Follow up on Pending Lending Application Report.
Follow up on Completed Lending Applications.
Follow up on Cross-sale Tickets.
Conduct outbound calling.
Achieve sales goals and incentives for household and product penetration by cross-selling.
Organize and participate in community and Select Employee Group events.
Lead efforts in coordination with Business Development and Marketing Departments for community events.
Promote First Northern products and services through outside activities.
Work with local businesses, organizations, and community leaders to strengthen relationships.