Manager In Training - Fort Collins

Bellco Credit Union; Fort Collins (CO); On-site; USD 65,000 - 80,000; Full time

Job summary

Bellco Credit Union in Fort Collins seeks an experienced Branch Manager to lead all aspects of customer relationships, including retail and community business development. You will oversee branch profitability, operations, staff coaching, and adherence to procedures to deliver exceptional member service.

The role requires a college degree or equivalent, plus 2+ years teller/operations experience and supervisory/leadership capability. Travel between branches may be required.

Qualifications

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

Responsibilities

• Demonstrates Bellco's core values in all member interactions.
• Responsible for overall branch financial results, operations, productivity and cost control.
• Develops and executes annual branch marketing, business development, sales and service plans.
• Leads staff training, coaching and development to meet sales/service goals.
• Manages branch operations and audit readiness, ensuring policy compliance.
• Oversees hiring, performance management, reviews and salary recommendations.
• Maintains strong client relationships and handles escalated member issues as needed.

Skills

Branch leadership

Sales & customer service

Coaching & mentoring

Financial services knowledge

Education

College degree or equivalent

Job description

Application deadline is 5 days after the date the role was posted.

Thank you for your interest in Bellco Credit Union! 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.

Function Description

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

Regional Director

Supervisory or Managerial Responsibility

Indirectly, all branch positions during training and observation; directly or indirectly (depending upon business need).

Contacts

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

Education

College degree or equivalent work experience is required

Minimum Qualifications

• Prefer 2+ years teller / operations experience
• One year sales and customer service preferably in financial services
• Supervisory/lead/coaching experience preferred

Special Training, Certification or Licensure

None

Work Environment And Conditions

• Office environment.
• Mobility throughout department.
• Travel between branches
• In order to meet the financial service needs of our members, position may necessitate changes in hours or location.
• Bellco requires all employees who drive their personal or a company vehicle in the routine performance of their jobs to have a valid Driver’s License. They must also provide proof of valid insurance.

Essential Responsibilities

• Demonstrates Bellco's Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments
• 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.
• 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 losses and other risk issues and ensures financial losses are within acceptable guidelines.
• Manage operations of the branch, including responsibility for audit scores. Ensure compliance with Operational Procedure Manuals. Ensure monthly branch audits are completed accurately and in