Branch Financial Sales & Service Manager

firstnortherncu

Evanston (IL)

On-site

USD 65,000 - 81,000

Full time

8 days ago
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Job summary

First Northern Credit Union in Evanston, IL is seeking a Branch Financial Sales & Service Manager to lead the Evanston branch. The role drives sales, service excellence, and lending growth while guiding staff and delivering strong member experiences.

The ideal candidate has sales and management experience, a Bachelor's degree, solid computer/analytical skills, and the ability to communicate effectively. Credit union experience is preferred; bilingual in English/Spanish is a plus.

Qualifications

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

Responsibilities

  • Lead and motivate branch sales and service staff to achieve sales goals.
  • Manage daily operations and ensure superior member service at the Evanston branch.
  • Coordinate community and Select Employee Group events to promote First Northern products.
  • Oversee lending applications and cross-sell opportunities while meeting performance metrics.

Skills

Leadership
Sales
Business development
Lending
Communication

Education

Bachelor's degree

Job description

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 ComEd/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.


A qualified candidate should also have both sales and management experience. Bachelor's degree as well as solid computer, analytical, math, and communication skills are required. Credit union or banking experience is 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)


We offer great benefits and pay.

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

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

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