Truliant Federal Credit Union
Matthews, North Carolina
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do. Purpose of the Job The Branch Manager ensures that a team of individuals are focused on successfully executing the organization's mission of improving members' financial lives. The Branch Manager is accountable for overseeing the daily functions of their Branch, which includes managing staff, fostering a positive environment/culture, ensuring member satisfaction and following proper Branch operation requirements. The Branch Manager must have a hands-on leadership approach and be committed to the expansion and success of their Branch by implementing and consistently executing strategies that increase productivity and meet financial performance expectations. Essential Functions and Responsibilities Generates new consumer and business development opportunities and drives all aspects of Branch performance, including expectations for outside business development. Builds a high performing team through the attraction, on-boarding, coaching and development of Branch team members. Demonstrates commitment to the community through active involvement in community organizations in a leadership capacity. Develops and executes the Branch's plan to ensure achievement of goals and objectives. Including but not limited to member service scores, budget management, loan production, deposit production and new member growth. Achieves individual production and service goals by engaging in meaningful financial conversations with members and by following all required components of member interactions. Coaches the Branch team to make qualified referrals to the Truliant Financial Advisors, Truliant at Work, Mortgage Loan Officers, and Member Business Lending areas. Establishes and maintains the proper environment for their Branch to allow for smooth operation of their location. Managers must leverage leadership and communication skills, actively coach, develop, motivate and support employees so that they can provide superior service to each and every member. Sets clear objectives, behaviors, and actions for each employee which are communicated and coached to on a regular basis. Monitors progress and tracks results for each employee and provides coaching, training, or remediation as necessary. Ensures that all employees demonstrate consistent adherence to member service standards throughout every member-owner interaction, including problem resolution. Ensures that the Branch team, including the Branch Manager, complies with all policies, procedures, protocol and regulatory banking requirements. Independently performs all Branch Coordinator, Lead Member Service Representative, Member Service Specialist and Member Service Representative functions accurately and efficiently, as needed. Adheres to the Branch budget by managing controllable operation expenses and payroll. Participates in the annual review process, including writing and delivering reviews. Responsible for interviewing, hiring, and training of employees in the Branch. Responsible for developing and creating relationships with internal and external partners/networking groups to achieve desired Branch production metrics Create, develop and execute an annual business plan for the Branch. Coordinates training classes, onboarding plans and departmental visitations for staff. Other Duties and Responsibilities Assists with other tasks and projects as assigned. Makes decisions that are within their authority and demonstrates good judgement by balancing the need of the member with the good of the credit union. First level of contact for all member escalations Knowledge, Skills, and Abilities Must have excellent communication skills in English, both verbal and written Must have superior interpersonal skills; ability to get along with diverse personalities; tactful, mature, flexible, compassionate Must have an advanced understanding of credit union operations, financial products, services and delivery systems Must have the ability to recognize and respond to member relationship opportunities Must have a proven, successful and consistent record of coaching and mentoring employees to improved results Must have ability to understand and interpret financial statements Must have analytical, problem-solving and decision-making abilities Must have demonstrated commitment to operational integrity, policies, procedures, and regulatory banking requirements Must have strong community involvement and/or experience building partnerships with local businesses and organizations Must be adaptable and flexible, with the ability to work Branch hours, including weekends and some evenings Must have advanced PC skills, with intermediate level knowledge on Microsoft Excel and Word Must have ability to work well under pressure in a goal oriented environment Must be able to resolve member complaints and coach others Must be detail oriented and well organized, with the ability to multi-task Must be able to work in a general office environment Must be able to complete all assignments with minimal supervision Should possess a strong commitment to providing excellent service to Truliant's members Physical Requirements Standing, walking, bending, and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds Education and Background Bachelor's degree or equivalent experience required Minimum 3 years of related management experience required; retail banking service, sales, and lending management experience highly preferred Requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008 Must have Notary appointment within 3 month period If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant! As a member of the Truliant family, you will enjoy the following full time benefits: No-cost employee Medical, dental, vision coverage Prescription benefits (including mail order) Paid holidays and Paid Time Off (PTO) 401(k) plan with contribution matching Retirement/pension plan Paid community involvement volunteers hours Paid group life Insurance Teammate loan discounts Tuition reimbursement Short and long-term disability Health & Wellness program Teledoc (physician video conferencing) Onsite fitness facilities or health club reimbursement Employee Assistance Program (EAP) Medical flexible spending account Dependent care flexible spending account
05/04/2024
Full time
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do. Purpose of the Job The Branch Manager ensures that a team of individuals are focused on successfully executing the organization's mission of improving members' financial lives. The Branch Manager is accountable for overseeing the daily functions of their Branch, which includes managing staff, fostering a positive environment/culture, ensuring member satisfaction and following proper Branch operation requirements. The Branch Manager must have a hands-on leadership approach and be committed to the expansion and success of their Branch by implementing and consistently executing strategies that increase productivity and meet financial performance expectations. Essential Functions and Responsibilities Generates new consumer and business development opportunities and drives all aspects of Branch performance, including expectations for outside business development. Builds a high performing team through the attraction, on-boarding, coaching and development of Branch team members. Demonstrates commitment to the community through active involvement in community organizations in a leadership capacity. Develops and executes the Branch's plan to ensure achievement of goals and objectives. Including but not limited to member service scores, budget management, loan production, deposit production and new member growth. Achieves individual production and service goals by engaging in meaningful financial conversations with members and by following all required components of member interactions. Coaches the Branch team to make qualified referrals to the Truliant Financial Advisors, Truliant at Work, Mortgage Loan Officers, and Member Business Lending areas. Establishes and maintains the proper environment for their Branch to allow for smooth operation of their location. Managers must leverage leadership and communication skills, actively coach, develop, motivate and support employees so that they can provide superior service to each and every member. Sets clear objectives, behaviors, and actions for each employee which are communicated and coached to on a regular basis. Monitors progress and tracks results for each employee and provides coaching, training, or remediation as necessary. Ensures that all employees demonstrate consistent adherence to member service standards throughout every member-owner interaction, including problem resolution. Ensures that the Branch team, including the Branch Manager, complies with all policies, procedures, protocol and regulatory banking requirements. Independently performs all Branch Coordinator, Lead Member Service Representative, Member Service Specialist and Member Service Representative functions accurately and efficiently, as needed. Adheres to the Branch budget by managing controllable operation expenses and payroll. Participates in the annual review process, including writing and delivering reviews. Responsible for interviewing, hiring, and training of employees in the Branch. Responsible for developing and creating relationships with internal and external partners/networking groups to achieve desired Branch production metrics Create, develop and execute an annual business plan for the Branch. Coordinates training classes, onboarding plans and departmental visitations for staff. Other Duties and Responsibilities Assists with other tasks and projects as assigned. Makes decisions that are within their authority and demonstrates good judgement by balancing the need of the member with the good of the credit union. First level of contact for all member escalations Knowledge, Skills, and Abilities Must have excellent communication skills in English, both verbal and written Must have superior interpersonal skills; ability to get along with diverse personalities; tactful, mature, flexible, compassionate Must have an advanced understanding of credit union operations, financial products, services and delivery systems Must have the ability to recognize and respond to member relationship opportunities Must have a proven, successful and consistent record of coaching and mentoring employees to improved results Must have ability to understand and interpret financial statements Must have analytical, problem-solving and decision-making abilities Must have demonstrated commitment to operational integrity, policies, procedures, and regulatory banking requirements Must have strong community involvement and/or experience building partnerships with local businesses and organizations Must be adaptable and flexible, with the ability to work Branch hours, including weekends and some evenings Must have advanced PC skills, with intermediate level knowledge on Microsoft Excel and Word Must have ability to work well under pressure in a goal oriented environment Must be able to resolve member complaints and coach others Must be detail oriented and well organized, with the ability to multi-task Must be able to work in a general office environment Must be able to complete all assignments with minimal supervision Should possess a strong commitment to providing excellent service to Truliant's members Physical Requirements Standing, walking, bending, and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds Education and Background Bachelor's degree or equivalent experience required Minimum 3 years of related management experience required; retail banking service, sales, and lending management experience highly preferred Requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008 Must have Notary appointment within 3 month period If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant! As a member of the Truliant family, you will enjoy the following full time benefits: No-cost employee Medical, dental, vision coverage Prescription benefits (including mail order) Paid holidays and Paid Time Off (PTO) 401(k) plan with contribution matching Retirement/pension plan Paid community involvement volunteers hours Paid group life Insurance Teammate loan discounts Tuition reimbursement Short and long-term disability Health & Wellness program Teledoc (physician video conferencing) Onsite fitness facilities or health club reimbursement Employee Assistance Program (EAP) Medical flexible spending account Dependent care flexible spending account
PUT YOUR CAREER IN MOTION AS A CONSUMER LOAN SALES SPECIALIST At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast and affordable financing for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career with access to a variety of robust training programs and opportunities to advance toward leadership roles such as Branch Manager and District Manager. Other team member benefits include competitive pay, variable incentives tied to business performance, medical, dental, vision, 401(k), paid time off, paid volunteer time, tuition reimbursement and more. Full Time and Part-time hours (20-30 per week) are available and vary based upon the needs of the branch. IN THE ROLE Deliver results related to individual and branch sales goals as well as customer expectations Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle Present financial solutions, based on customer needs, that meet their goals Present customers with optional insurance products Educate customers on the terms and conditions of their loan to ensure a clear understanding Partner with local businesses to seek out and develop new customers Learn how to utilize credit underwriting techniques and sales tools Manage the life cycle of the loan, including collections activities, complying with all laws and regulations REQUIREMENTS HS Diploma/GED Must be able to travel locally for business development purposes PREFERRED REQUIREMENTS Sales or Customer Service experience Bilingual - Spanish WHO WE ARE OneMain Financial is the country's largest lending-exclusive financial company, proudly serving millions of customers with safe, affordable and transparent installment loans. Our customers turn to us every day-online and at 1,500 branches in 44 states-to help them take control and improve their financial lives with solutions for debt consolidation, medical expenses, household bills, home improvements and auto purchases. Our talented and dedicated team members constantly look for responsible ways to serve our customers when, where and how they want. It's all about doing the right thing-a mission that hasn't changed for more than 100 years. ** Sign on bonus of $1500 will be paid in 2 installments. $500 will be paid after 4 weeks and $1000 will be paid after 6 months. Team Members first day of work must take place between 11/23/2020 and 1/29/2021. Team member must be active at the time of the payout. Part Time positions: Sign on bonus will be prorated based upon the scheduled biweekly hours** Key Word Tags Sales, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
01/31/2021
Full time
PUT YOUR CAREER IN MOTION AS A CONSUMER LOAN SALES SPECIALIST At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast and affordable financing for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career with access to a variety of robust training programs and opportunities to advance toward leadership roles such as Branch Manager and District Manager. Other team member benefits include competitive pay, variable incentives tied to business performance, medical, dental, vision, 401(k), paid time off, paid volunteer time, tuition reimbursement and more. Full Time and Part-time hours (20-30 per week) are available and vary based upon the needs of the branch. IN THE ROLE Deliver results related to individual and branch sales goals as well as customer expectations Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle Present financial solutions, based on customer needs, that meet their goals Present customers with optional insurance products Educate customers on the terms and conditions of their loan to ensure a clear understanding Partner with local businesses to seek out and develop new customers Learn how to utilize credit underwriting techniques and sales tools Manage the life cycle of the loan, including collections activities, complying with all laws and regulations REQUIREMENTS HS Diploma/GED Must be able to travel locally for business development purposes PREFERRED REQUIREMENTS Sales or Customer Service experience Bilingual - Spanish WHO WE ARE OneMain Financial is the country's largest lending-exclusive financial company, proudly serving millions of customers with safe, affordable and transparent installment loans. Our customers turn to us every day-online and at 1,500 branches in 44 states-to help them take control and improve their financial lives with solutions for debt consolidation, medical expenses, household bills, home improvements and auto purchases. Our talented and dedicated team members constantly look for responsible ways to serve our customers when, where and how they want. It's all about doing the right thing-a mission that hasn't changed for more than 100 years. ** Sign on bonus of $1500 will be paid in 2 installments. $500 will be paid after 4 weeks and $1000 will be paid after 6 months. Team Members first day of work must take place between 11/23/2020 and 1/29/2021. Team member must be active at the time of the payout. Part Time positions: Sign on bonus will be prorated based upon the scheduled biweekly hours** Key Word Tags Sales, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
CONSUMER LOAN SALES SPECIALIST **SIGN ON BONUS** PUT YOUR CAREER IN MOTION AS A CONSUMER LOAN SALES SPECIALIST At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast and affordable financing for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career with access to a variety of robust training programs and opportunities to advance toward leadership roles such as Branch Manager and District Manager. Other team member benefits include competitive pay, variable incentives tied to business performance, medical, dental, vision, 401(k), paid time off, paid volunteer time, tuition reimbursement and more. Full Time and Part-time hours (20-30 per week) are available and vary based upon the needs of the branch. IN THE ROLE Deliver results related to individual and branch sales goals as well as customer expectations Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle Present financial solutions, based on customer needs, that meet their goals Present customers with optional insurance products Educate customers on the terms and conditions of their loan to ensure a clear understanding Partner with local businesses to seek out and develop new customers Learn how to utilize credit underwriting techniques and sales tools Manage the life cycle of the loan, including collections activities, complying with all laws and regulations REQUIREMENTS HS Diploma/GED Must be able to travel locally for business development purposes PREFERRED REQUIREMENTS Sales or Customer Service experience Bilingual - Spanish WHO WE ARE? OneMain Financial is the country's largest lending-exclusive financial company, proudly serving millions of customers with safe, affordable and transparent installment loans. Our customers turn to us every day-online and at 1,500 branches in 44 states-to help them take control and improve their financial lives with solutions for debt consolidation, medical expenses, household bills, home improvements and auto purchases. Our talented and dedicated team members constantly look for responsible ways to serve our customers when, where and how they want. It's all about doing the right thing-a mission that hasn't changed for more than 100 years. ** Sign on bonus of $1500 will be paid in 2 installments. $500 will be paid after 4 weeks and $1000 will be paid after 6 months. Team Members first day of work must take place between 11/23/2020 and 4/2/2021. Team member must be active at the time of the payout. Part Time positions: Sign on bonus will be prorated based upon the scheduled biweekly hours** Key Word Tags Sales, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
01/30/2021
Full time
CONSUMER LOAN SALES SPECIALIST **SIGN ON BONUS** PUT YOUR CAREER IN MOTION AS A CONSUMER LOAN SALES SPECIALIST At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast and affordable financing for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career with access to a variety of robust training programs and opportunities to advance toward leadership roles such as Branch Manager and District Manager. Other team member benefits include competitive pay, variable incentives tied to business performance, medical, dental, vision, 401(k), paid time off, paid volunteer time, tuition reimbursement and more. Full Time and Part-time hours (20-30 per week) are available and vary based upon the needs of the branch. IN THE ROLE Deliver results related to individual and branch sales goals as well as customer expectations Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle Present financial solutions, based on customer needs, that meet their goals Present customers with optional insurance products Educate customers on the terms and conditions of their loan to ensure a clear understanding Partner with local businesses to seek out and develop new customers Learn how to utilize credit underwriting techniques and sales tools Manage the life cycle of the loan, including collections activities, complying with all laws and regulations REQUIREMENTS HS Diploma/GED Must be able to travel locally for business development purposes PREFERRED REQUIREMENTS Sales or Customer Service experience Bilingual - Spanish WHO WE ARE? OneMain Financial is the country's largest lending-exclusive financial company, proudly serving millions of customers with safe, affordable and transparent installment loans. Our customers turn to us every day-online and at 1,500 branches in 44 states-to help them take control and improve their financial lives with solutions for debt consolidation, medical expenses, household bills, home improvements and auto purchases. Our talented and dedicated team members constantly look for responsible ways to serve our customers when, where and how they want. It's all about doing the right thing-a mission that hasn't changed for more than 100 years. ** Sign on bonus of $1500 will be paid in 2 installments. $500 will be paid after 4 weeks and $1000 will be paid after 6 months. Team Members first day of work must take place between 11/23/2020 and 4/2/2021. Team member must be active at the time of the payout. Part Time positions: Sign on bonus will be prorated based upon the scheduled biweekly hours** Key Word Tags Sales, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee