Management Trainee

Reposted 20 Hours Ago
Be an Early Applicant
West Milwaukee, WI, USA
In-Office
Junior
Financial Services
The Role
Rotates through credit union branches and departments to develop banking expertise and leadership skills. Builds member relationships, offers financial products and services, originates consumer loans within approval limits, achieves branch and department goals, and delivers efficient, professional customer service while complying with policies and regulations.
Summary Generated by Built In
At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you’ll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.
 
NATURE AND SCOPE
Reports directly to the immediate department Supervisor along with the Vice President of Branch Sales and Service. Rotates through the majority of branches and departments in the credit union in order to obtain a solid knowledge base.
 
REQUIREMENTS
1. High school diploma or equivalent. College degree or working towards degree is preferred. Minimum of one year of supervisory experience. Combination of education and experience will be considered.
2. Experience leading a team to achieve customer service and sales goals.
3. Must have experience or be able to gain proficiency in all programs and systems used for this job.
4. Must possess excellent oral and written communication skills, problem solving skills, organizational skills and the ability to work independently.
5. Must have a thorough understanding of company policies and procedures as they relate to this position. Must understand and comply with all job-related State and federal laws and regulations.
6. Must be able to adapt to change as the rotation dictates.
7. Must have or attain National Mortgage Licensing System registration (NMLS#).
 
PRINCIPAL ACCOUNTABILITIES
1. Observes experienced staff and gains knowledge on policies, procedures, methods and standards required of the various departments.
2. Achieves goals set by department or branch during each rotation.
3. Demonstrates leadership skills and knowledge-growth from each rotation.
4. Builds banking relationships with members, offering financial products and services. Originates consumer loans within approval limits.
5. Assures that members receive high quality, efficient, friendly and professional service.
6. May be required to attend meetings or training at headquarters or an off-site location.
7. Performs other duties as assigned.

EEO/Veterans/Disabled

Skills Required

  • High school diploma or equivalent
  • College degree or current college enrollment
  • At least one year of supervisory experience
  • Experience leading a team to achieve customer service and sales goals
  • Ability to gain proficiency in all programs and systems used for the job
  • Excellent oral and written communication skills
  • Problem-solving and organizational skills
  • Ability to work independently
  • Understanding of company policies, procedures, and applicable state and federal laws
  • Ability to adapt to changing rotations
  • Current or attainable National Mortgage Licensing System registration
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The Company
HQ: New Berlin, WI
1,064 Employees
Year Founded: 1933

What We Do

Landmark Credit Union is a not-for-profit financial cooperative focused on serving its members by delivering great rates and low fees, providing personal service, and investing in improved member experiences.

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