Branch Financial Sales & Service Manager

First Northern Credit Union•Evanston, IL

20d•$64,800 - $80,900•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 is responsible for achieving assigned branch and department sales goals. The Evanston branch has 5.5 FTE employees: a Branch Manager, two Personal Bankers, a Senior Teller, a Teller, and a Part-time Teller. The branch and its team handle consumer and personal deposit applications, including savings, checking, money market, and certificates of deposit, as well as loan applications for vehicles, credit cards, signature loans, home equity, and other products. Applications arrive through in-person, telephone, online, mail, and business-development channels. The team is responsible for most application steps from start to finish, with a current emphasis on new memberships and loans. The manager oversees follow-up on new memberships, pending and completed lending applications, cross-sale tickets, and outbound calls, and supports cross-selling to increase household and product penetration. The manager also organizes and participates in community and Select Employee Group events, coordinating these efforts with the Business Development and Marketing Departments. Activities may include promoting First Northern products and services, working with local businesses and organizations, and building relationships with community leaders. The role is based at First Northern Credit Union’s Evanston branch at 1705 Sherman Ave, near Evanston-Davis Street CTA and Metra stations and Northwestern University’s campus. First Northern conducts background and credit checks for all positions.

Requirements

Sales experience.
Management experience.
Bachelor’s degree.
Solid computer, analytical, math, and communication skills.
Ability to lead and motivate branch staff and achieve assigned sales goals.

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.
Oversee the processing of consumer and personal deposit and loan applications from various channels, including most steps from start to finish.
Focus on new memberships and loans.
Manage follow-ups for new memberships, pending lending applications, completed lending applications, cross-sale tickets, and outbound calling.
Support cross-selling to increase household and product penetration, including business not initiated by a member or resulting from a marketing campaign or promotion.
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 and develop relationships with local businesses, organizations, and community leaders.