Branch Lead

CCFBank; Chippewa Falls (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health plans

Vision plans

Dental plans

HSA contributions

401K retirement plan

Paid time off

Parental leave

Wellness program

Professional development

Job summary

CCFBank in Wisconsin is seeking an innovative Branch Lead to guide branches to new heights in a fast-paced, customer-focused environment. You will drive sales growth, build a high-performing team, and ensure exceptional service while aligning with bank policies.

The role requires strategic thinking, strong leadership, and excellent communication. You will motivate staff, manage operations, and foster relationships with customers and stakeholders across Wisconsin and Minnesota.

Qualifications

• Associate’s Degree in accounting, finance, or related field.
• Four years of lending in consumer and/or consumer real estate may be considered in lieu of the degree.
• Three years of experience in the financial services industry
• Three years of experience working in sales or customer service

Responsibilities

• Sales Strategy: Develop and execute strategic sales plans to achieve and exceed branch targets. Identify market opportunities, analyze trends, and drive innovative sales initiatives.
• Team Leadership: Lead, mentor, and inspire a team of sales professionals. Foster a positive and collaborative team culture, providing coaching and guidance to help team members achieve their full potential.
• Customer Focus: Ensure the delivery of excellent customer service by understanding customer needs, resolving issues, and maintaining strong customer relationships. Strive for customer satisfaction and retention.
• Operational Excellence: Oversee branch operations, ensuring efficiency, accuracy, and compliance with company policies. Monitor inventory levels, manage budgets, and optimize resources.
• Proven experience in a leadership role with a strong focus on sales and customer excellence.
• Exceptional communication and interpersonal skills.
• Performs other duties as assigned.

Skills

Leadership

Sales

Customer service

Communication

Education

Associate’s Degree in accounting, finance, or related field

Four years of lending in consumer and/or consumer real estate may be considered in lieu of the degree

Three years of experience in the financial services industry

Three years of experience working in sales or customer service

Job description

Description

We are looking for an innovative leader to guide our branches to new heights. This is a fast-paced, interactive position with CCFBank, a successful financial institution with locations throughout Wisconsin and Minnesota. If you’re a visionary with a passion for leadership, we want you!

Description

We are looking for an innovative leader to guide our branches to new heights. This is a fast-paced, interactive position with CCFBank, a successful financial institution with locations throughout Wisconsin and Minnesota. If you’re a visionary with a passion for leadership, we want you! As a Branch Lead, you will play a pivotal role in driving sales growth, building a high-performing team, and ensuring exceptional customer experiences. We are looking for a candidate with outstanding leadership skills, a strategic mindset, and a proven track record in sales. The ideal candidate must display poise and have an engaging, empathetic communication style to achieve success in this job. Someone in this role must have a sincere appreciation for people. They should be comfortable selling their ideas, whether that’s a new process within the organization or a new product or service in the market. This job focuses heavily on working with and through others, building and maintaining relationships, and working closely and accurately within established guidelines. It requires an effective communicator: someone who is able to motivate others while understanding and responding to their needs and concerns. The person in this position must be friendly and genuinely interested in the needs of others, whether that’s managers, team members, customers, or the company itself. This person must have a persuasive, teaching-oriented mindset and be able to easily communicate the company’s policies, programs, and systems. Expect a faster-than-average pace of work for this position.

Primary Responsibilities

• Sales Strategy: Develop and execute strategic sales plans to achieve and exceed branch targets. Identify market opportunities, analyze trends, and drive innovative sales initiatives.
• Team Leadership: Lead, mentor, and inspire a team of sales professionals. Foster a positive and collaborative team culture, providing coaching and guidance to help team members achieve their full potential.
• Customer Focus: Ensure the delivery of excellent customer service by understanding customer needs, resolving issues, and maintaining strong customer relationships. Strive for customer satisfaction and retention.
• Operational Excellence: Oversee branch operations, ensuring efficiency, accuracy, and compliance with company policies. Monitor inventory levels, manage budgets, and optimize resources.
• Proven experience in a leadership role with a strong focus on sales and customer excellence.
• Exceptional communication and interpersonal skills.
• Performs other duties as assigned.

Education And Experience

• Associate’s Degree in accounting, finance, or related field
• Substitution: Four (4) years of lending in consumer and/or consumer real estate may be considered in lieu of the degree.
• Three (3) years of experience in the financial services industry
• Three (3) years of experience working in sales or customer service

Desired Qualifications

• Two (2) years of supervisory experience.

What’s in it for you?

• Full Time, 40 hours per week.
• Monday – Friday work week; occasional Saturdays required.
• Competitive pay.
• Eligible for annual incentive based upon company performance and goals.

Perks

• Health, Vision & Dental Plans
• Health Savings Account (HSA) with CCF Contributions
• Health Reimbursement Arrangement
• Flexible Spending Account
• Employer Paid Life Insurance and Long-Term Disability Plans
• Voluntary Life Insurance and Short-Term Disability Plans
• Accident and Critical Illness Plans
• Hospital Indemnity
• 401K Retirement Plan and Company Match
• Paid Time Off, Bereavement Leave, and Paid Holidays
• Parental Leave
• Company-Wide Wellness Program
• Employee Achievement Program
• Colleague Referral Program
• Professional Development Reimbursement Program
• Career Planning
• Colleague Pricing on Secondary Market Mortgage Loans
• Colleague Beyond Save & Spend Accounts Perks

What can you expect from us?

At CCFBank you are more than just a number, you are a partner to our team. We are dedicated to investing in our colleagues and providing them with tools they need to grow and develop their careers. We prioritize the needs of our community by allocating resources and encouraging colleague involvement across the regions we operate in. We are proud to be a part of our local communities, and we look forward to continuing to support and serve them. Learn more here about how we make more possible: https://ccf.us/careers/

CCFBank is committed to fostering and cultivating an inclusive and diverse culture and we are proud to be an Equal Opportunity Employer, including disability and veterans.