Manager In Training - North East Region

Bellco Credit Union • Brighton, CO

11d • Hybrid

About The Position

Responsible for leading all aspects of customer relationships delivered through the branch. This encompasses retail, small business relationships, and community business development. Responsible for branch profitability and branch operations. Supervises all branch positions, including hiring, performance management, reviews and salary recommendations. Ensures compliance with operational procedures, and is responsible for audit scores. Supports branch sales and service goals by training, coaching and developing branch staff. Provide on the spot coaching to employees relevant to member service, referrals, sales and operational integrity. Resolves escalated issues keeping Mentor Branch Manager informed. Assumes managerial duties in the absence of the Mentor Branch Manager or Branch Management at assigned branch.

Requirements

• College degree or equivalent work experience is required
• Prefer 2+ years teller / operations experience
• One year sales and customer service preferably in financial services
• Supervisory/lead/coaching experience preferred
• Loan experience preferred.
• Strong interpersonal, sales, and relationship management skills
• Strong written, verbal and communication skills
• Ability to provide leadership and handle multiple priorities under time constraints
• Working knowledge of Microsoft Office desktop applications
• Strong operational skills
• Strong service skills
• Coaching and training abilities with willingness to sell products and services and to coach others to do so
• Ability to work independently without supervision
• Can accurately and efficiently enter data and update member financial records via computer terminal
• Ability to accurately maintain a teller drawer.
• Must have a valid Driver’s License.
• Must provide proof of valid insurance.

Nice To Haves

• College degree or equivalent work experience is required
• Prefer 2+ years teller / operations experience
• One year sales and customer service preferably in financial services
• Supervisory/lead/coaching experience preferred
• Loan experience preferred.

Responsibilities

• Responsible for overall branch financial results, operations effectiveness, productivity, and cost effectiveness.
• Track and report sales and operational productivity.
• Ensures goals are met for other business groups/partners that work with the branch (investments, etc.)
• Responsible for the data-gathering, research, development and accomplishment of an annual branch marketing, business development, sales and service plan.
• Assists in defining and developing strategy needed to set or meet organizational goals.
• Successfully develops and follows an annual operating plan and budget leading to expense control, select purchasing and efficient property management.
• Manages the branch to achieve sales and growth goals, conducts weekly sales sessions, performs periodic sales audits, coaches and develops sales staff.
• Personally manages the largest, most profitable relationships at the branch, as identified by profitability analysis.
• Evaluates, develops, motivates and trains branch personnel, coaches staff in sales and service activities.
• Create a positive sales and service environment by training, coaching and developing branch staff.
• Ensures branch staff has strong product and process knowledge.
• Accurately enter and complete transactions including loan applications in Bellco systems.
• Manages losses and other risk issues and ensures financial losses are within acceptable guidelines.
• Manage operations of the branch, including responsibility for audit scores.
• Ensure compliance with Operational Procedure Manuals.
• Ensure monthly branch audits are completed accurately and in a timely manner.
• Produce daily, weekly & monthly audit reports.
• Ensures branch effectiveness and adherence to all branch operations, procedures, and compliance.
• Maintains thorough knowledge of lending process, Security and Fraud procedures, and functions of all automated equipment.
• Serves as a branch-wide source of knowledge on credit union operating procedures in order to provide necessary support to branch staff.
• Conducts ongoing analysis of branch activities, workflow and operations with a specific strategy devised towards meeting corporate goals.
• Act as backup and provide support to Mentor Branch Manager or branch management across entire branch network.
• Performs other related duties as assigned by management.
• Be available to work as scheduled and report to work on time.
• Be willing to accept supervision and work well with others.
• Comply with all organizational policies, the Employee Handbook, Code of Conduct, and required annual training.
• Fosters an inclusive workplace where diversity and individual differences are valued and leveraged to achieve the vision and mission of the organization.
• Adheres to safe working practices and always follows all organizational safety policies and procedures.
• Demonstrates compliance with all state, federal and all other regulatory agency requirements.
• Ensure strict confidentiality of all records and PII.

Benefits

• Bellco requires all employees who drive their personal or a company vehicle in the routine performance of their jobs to have a valid Driver’s License. They must also provide proof of valid insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree