Bellco Credit Union · 23 hours ago
Manager In Training - South Region
4441 Integrity Center Point, Colorado Springs, CO 80917, USA
Full-time
Onsite
Entry Level
$64K/yr - $70K/yr
2+ years expBellco Credit Union is a local not-for-profit organization dedicated to serving its members and communities. They are seeking a Manager in Training to lead customer relationships in the branch, oversee branch operations and profitability, and support staff development through training and coaching.
BankingFinancial Services
Responsibilities
Responsible for leading all aspects of customer relationships delivered through the branch
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
Provides a valuable and enjoyable experience to both internal customers and members during interactions
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
Required
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
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
Additions or modifications to these requirements may be made as needed to maintain service levels to members
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
Preferred
Loan experience preferred
Supervisory/lead/coaching experience preferred
Benefits
Medical
Dental
Vision
401 (k) with company match
Supplemental Life Insurance
Paid Vacation
Paid Sick Days
Paid Holidays
Company
Bellco Credit Union
Bellco Credit Union offers great checking accounts, CDs, auto, home loans and savings.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Carrie Fredenburg
Senior Vice President - Chief Human Resources Officer
John Rivera
SVP - Chief Retail Officer
Recent News
2024-04-10
2024-02-10
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