Branch Financial Sales & Service Manager

First Northern Credit Union•Evanston, IL

19d•Onsite

About The Position

First Northern Credit Union is seeking a Branch Financial Sales & Service Manager for its Evanston branch. The manager leads and motivates branch sales and service staff, analyzes members’ financial needs, and works to achieve assigned branch and department sales goals. The role oversees consumer and personal deposit and loan applications received through in-person, telephone, online, mail, business-development, and other channels, with responsibility for most steps of the application process from start to finish. There is a strong focus on new memberships and loans, follow-up, cross-selling, outbound calling, and household and product penetration. The manager also organizes and participates in community and Select Employee Group events, coordinating with the Business Development and Marketing Departments to promote First Northern’s products and services and strengthen relationships with local businesses, organizations, and community leaders. The Evanston branch is in downtown Evanston near Northwestern University and has 5.5 FTE employees. Compensation is a base annual salary of $64,800 to $80,900 plus monthly incentives. First Northern conducts background and credit checks for all positions.

Requirements

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

Nice To Haves

Credit union or banking experience is preferred.
Bilingual English/Spanish is a plus.

Responsibilities

Analyze members’ financial needs.
Lead and motivate branch sales and service staff.
Achieve assigned sales goals for the branch and department.
Manage consumer and personal deposit and loan applications through most steps from start to finish.
Focus on new memberships and loans.
Follow up on new memberships, typically during the first 60 days; pending lending applications; completed lending applications; and cross-sale tickets.
Conduct outbound calling and cross-sell additional products and services to achieve household and product penetration goals.
Organize and participate in community and Select Employee Group events in coordination with the Business Development and Marketing Departments.
Promote First Northern products and services through outside activities and build relationships with local businesses, organizations, and community leaders.