Manager In Training - North Region

Final date to receive applications is 5 days after the date the role was posted.

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.

LOCATION: Branch DIVISION: Branch Sales & Service

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.

Reports to:

Mentor Branch Manager

Supervises:
Indirectly, all branch positions during training and observation; directly or indirectly (depending upon business need):
Financial Specialists, Sales and Service Representatives, Floating Sales and Service Representatives, Tellers and Lead Tellers and Member Sales and Service Supervisors.

Contacts:
Credit Union members, merchants, vendors, other financial institutions, miscellaneous Bellco departments and employees.

• Education:
  
  College degree or equivalent work experience is required
• Experience:
  
  Prefer 2+ years teller / operations experience
• One year sales and customer service preferably in financial services;
  Supervisory/lead/coaching experience preferred
• Skills:
  
  Loan 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.

Equipment:
On-line computer/P.C. terminal keyboard and mouse with visual monitor, calculator, copy machine, fax machine, telephone, computer printer, ATM, TCR, check signer, check scanner and security alarms

• 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,…