Branch Sales Manager - Branch Financial Sales & Service Manager

First Northern Credit Union•Evanston, IL

30d•$63,200•Onsite

About The Position

If you are interested in working for a leader in the credit union industry, then we are looking for you! We are a dynamic company with growth opportunities. Our membership base consists of ComEd/Constellation/Exelon, Northwestern Medicine, and Northwestern University employees and students, as well as a 14-county community charter including Evanston and Rockford. We are currently seeking a Branch Sales Manager (a.k.a. Branch Financial Sales & Service Manager) for our Evanston Branch. In analyzing members' financial needs, a qualified candidate must lead and motivate the branch sales and service staff with their proven skills in leadership, sales, business development, and lending. A qualified candidate must be able to achieve the assigned sales goals for the branch and department. Branch Sales Managers and their team receive a variety of consumer/personal deposit (savings, checking, money market, CD, etc.) and loan (vehicle, credit card, signature, home equity, etc.) applications from various channels (in-person, telephone, online, mail, business development, etc.) 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 (usually for first 60 days), 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 Sales 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

Sales and management experience
Bachelor's degree
Solid computer skills
Analytical skills
Math skills
Communication skills
Background and credit checks for all positions

Nice To Haves

Credit union or banking experience
Bilingual (English/Spanish)

Responsibilities

Analyzing members' financial needs
Lead and motivate the branch sales and service staff
Achieve the assigned sales goals for the branch and department
Responsible for most of the steps from start to finish for consumer/personal deposit and loan applications
New membership follow-up process
Pending Lending Application Report follow-ups
Completed Lending Applications
Cross-sale Ticket follow-ups
Outbound calling
Organizing and participating in community and Select Employee Group events
Lead efforts in coordination with the Business Development and Marketing Departments
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.