Manager In Training - North East Region

Bellco Credit Union•Brighton, CO

12d•$64,000 - $70,000•Hybrid

About The Position

Thank you for your interest in Bellco Credit Union! We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of.

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
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.

Nice To Haves

Loan experience preferred.

Responsibilities

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.
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.
Understand and communicate various types of loan and deposit products. Communicates key mortgage product features including LTV, discount points and rate bumps, escrows, mortgage insurance, etc.
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.