Branch Financial Sales & Service Manager

About the role

First Northern Credit Union is 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.

Responsibilities

• Lead and motivate branch sales and service staff
• Achieve assigned sales goals for the branch and department
• Receive and process consumer/personal deposit applications (savings, checking, money market, CD, etc.) and loan applications (vehicle, credit card, signature, home equity, etc.) from various channels (in-person, telephone, online, mail, business development, etc.)
• Manage most steps of the application process from start to finish
• Focus on new memberships and loans, with special attention to the new membership follow-up process (usually for first 60 days)
• Manage Pending Lending Application Report follow-ups, Completed Lending Applications, Cross-sale Ticket follow-ups, and outbound calling
• Meet 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
• Organize and participate in community and Select Employee Group events, leading these efforts in coordination with the Business Development and Marketing Departments
• Conduct outside activities to promote First Northern products and services, working with local businesses, organizations, and community leaders to strengthen and enhance relationships

Requirements

• Bachelor's degree
• Solid computer, analytical, math, and communication skills
• Sales and management experience
• Ability to achieve assigned sales goals

Qualifications

• Credit union or banking experience preferred
• Bilingual (English/Spanish) is a plus

Pay

Salary range is $64,800 to $81,000 base annual salary plus monthly incentives.

Schedule

Evanston Branch (1705 Sherman Ave, Evanston, IL 60201, near Evanston-Davis St. CTA and Metra stations). The branch consists of 5.5 FTE employees: Branch Manager, two Personal Bankers, Senior Teller, Teller, and Part-time Teller.