Manager-in-Training

Forum Credit Union•Fishers, IN

13d•Onsite

About The Position

FORUM Credit Union is seeking a motivated and service-focused Manager-in-Training to learn all aspects of branch operations and prepare for future leadership opportunities. This role involves developing skills, knowledge, and experience to support branch operations and deliver exceptional member service. Through hands-on training, the Manager-in-Training will gain exposure to branch leadership, sales and service strategies, employee development, Credit Union products and services, and operational procedures. The ideal candidate is a driven professional who enjoys working with members, achieving goals, and growing into a leadership role.

Requirements

A two-year college degree, completion of a specialized course of study at a business or trade school, or completion of a specialized and extensive in-house training program.
One to three years of similar or related experience, preferably in banking, financial services, retail, or customer service.
Nationwide Mortgage Licensing System (NMLS) certification or the ability to obtain and maintain certification.

Nice To Haves

Eagerness to grow into a leadership role and enjoy learning new aspects of branch operations.
Enjoyment of building relationships with members and helping them find financial solutions.
Thriving in a fast-paced environment and ability to balance multiple priorities effectively.
Enjoyment of coaching, supporting, and motivating others to achieve success.
Effective communication skills and ability to build strong relationships with members, colleagues, and business partners.
Taking ownership of work, maintaining professionalism, and consistently striving for excellence.

Responsibilities

Develop proficiency in the Member Advisor and Member Relationship Specialist roles while building a strong understanding of Credit Union products and services.
Meet individually assigned sales and service goals while delivering exceptional experiences to members.
Handle member concerns, questions, and complaints with professionalism, courtesy, and a focus on resolution.
Learn and support branch opening and closing procedures while serving as a backup to branch leadership.
Assist branch management with achieving branch goals and supporting day-to-day operations.
Participate in employee coaching, performance documentation, training initiatives, and team development activities.
Help maintain a professional branch environment that reflects FORUM's commitment to service excellence.
Build leadership, networking, sales, and operational management skills through structured training and hands-on experience.