Apply on Employer Site

Bellco Credit Union · 1 month ago

Manager In Training - North Region

Fort Collins, CO

Full-time

Onsite

Entry Level

2+ years exp

Bellco Credit Union is a local not-for-profit organization committed to serving its members and communities. The Manager In Training is responsible for leading customer relationships, branch profitability, and operations while developing staff and ensuring compliance with procedures.

BankingFinancial Services

Responsibilities

Provides a valuable and enjoyable experience to both internal customers and members during interactions. Consistently suggests ways to improve the member/customer experience through improved processes and technology

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

Maintain key customer relationships, responsible for the branch meeting service standards in all interactions. 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 human resource issues: recruiting, hiring, training, performance management, conducting monthly one-on-ones, writing reviews, scheduling and making salary recommendations

Manages losses and other risk issues and ensures financial losses are within acceptable guidelines

Understands and effectively implements all appropriate regulations

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

Recommends and helps develop and implement new policies and procedures

Delegate daily and weekly operational task to high potential direct reports for staff development and growth

Represent Bellco in a professional and friendly manner by practicing Bellco Quality Service Standards and sales behaviors in all interactions with members, prospective members and Bellco personnel

Act as backup and provide support to Mentor Branch Manager or branch management across entire branch network

May perform Teller, Financial Specialist, and Sales and Service Rep duties as needed

Regular and punctual attendance

Qualification

Loan experienceSalesCustomer serviceSupervisory experienceMicrosoft OfficeCoachingTrainingRelationship managementOperational skillsService skillsInterpersonal skillsWritten communicationVerbal communicationIndependent work