Branch Financial Sales & Service Manager

Overview

If you are interested in working for a leader in the credit union industry, then we are looking for you! We are a dynamic company with growth opportunities. Our membership base consists of Com Ed/Exelon, Constellation, Northwestern Medicine, and Northwestern University employees and students, as well as a 14-county community charter including Evanston and Rockford.

We are currently seeking a Branch Financial Sales & Service Manager for our Evanston Branch. In analyzing members' financial needs, a qualified candidate must lead and motivate the branch sales and service staff with their proven skills in leadership, sales, business development, and lending. A qualified candidate must be able to achieve the assigned sales goals for the branch and department.

• Lead and motivate the branch sales and service staff to achieve assigned sales goals for the branch and department.
• Manage and develop sales and service activities, including new memberships and loan production, with emphasis on new membership follow-up (typically within the first 60 days), pending lending application follow-ups, completed lending applications, cross-sale follow-ups, and outbound calling.
• Process and oversee consumer/personal deposit and loan applications from multiple channels (in-person, telephone, online, mail, business development, etc.).
• Promote cross-selling and account penetration through consumer and business banking products, aligned with goals and campaigns.
• Organize and participate in community and Select Employee Group events, coordinating with Business Development and Marketing to promote First Northern products and services.
• Collaborate with local businesses, organizations, and community leaders to strengthen relationships and brand presence in the community.
• Ensure compliance with background and credit checks as part of the hiring and employment process.

• Bachelor's degree required; solid computer, analytical, math, and communication skills.
• Sales and management experience required; credit union or banking experience preferred.
• Bilingual (English/Spanish) is a plus.

Branch address:

First Northern Credit Union

1705 Sherman Ave

Evanston, IL 60201

(near Evanston-Davis St. CTA and Metra stations)

Compensation: $64,800 base annual salary plus monthly incentives.

We offer great benefits and pay.

Please be advised that First Northern Credit Union conducts background and credit checks for all positions.

First Northern has been Northwestern University's credit union (employee benefit) since 1935. The Evanston Branch is located in the heart of downtown Evanston near Northwestern University's campus. The branch consists of 5.5 FTE employees:
Branch Manager, two Personal Bankers, Senior Teller, Teller, and Part-time Teller.

Branch Managers and their team receive a variety of consumer/personal deposit (savings, checking, money market, CD, etc.) and loan (vehicle, credit card, signature, home equity, etc.) applications from various channels (in-person, telephone, online, mail, business development, etc.) and are responsible for most of the steps from start to finish. There is currently heavy emphasis on new memberships and loans. Special attention should be given to the new membership follow-up process (usually for first 60 days), Pending Lending Application Report follow-ups, Completed Lending Applications, Cross-sale Ticket follow-ups, and outbound calling.

There are sales goals and incentives for household and product penetration by cross-selling additional business that is not customer/member initiated or the result of a marketing campaign/promotion.

In addition, Branch Managers are responsible for organizing and participating in community and Select Employee Group events and lead these efforts in coordination with the Business Development and Marketing Departments. This can include outside activities to promote First Northern products and services, working with local businesses, organizations and community leaders to strengthen and enhance the relationships between them and First Northern.

If you are interested in this employment opportunity, please apply through the online link provided through this Web site.

EOE

Drug-free environment

M/F/D/V