Manager-in-Training

What you'll do:

• Develop proficiency in the Member Advisor and Member Relationship Specialist roles while building a strong understanding of Credit Union products and services.
• Meet individually assigned sales and service goals while delivering exceptional experiences to members.
• Handle member concerns, questions, and complaints with professionalism, courtesy, and a focus on resolution.
• Learn and support branch opening and closing procedures while serving as a backup to branch leadership.
• Assist branch management with achieving branch goals and supporting day-to-day operations.
• Participate in employee coaching, performance documentation, training initiatives, and team development activities.
• Help maintain a professional branch environment that reflects FORUM's commitment to service excellence.
• Build leadership, networking, sales, and operational management skills through structured training and hands-on experience.

You may enjoy this job if:

• You are eager to grow into a leadership role and enjoy learning new aspects of branch operations.
• You enjoy building relationships with members and helping them find financial solutions.
• You thrive in a fast-paced environment and can balance multiple priorities effectively.
• You enjoy coaching, supporting, and motivating others to achieve success.
• You communicate effectively and build strong relationships with members, colleagues, and business partners.
• You take ownership of your work, maintain professionalism, and consistently strive for excellence.

What we are looking for:

• A two-year college degree, completion of a specialized course of study at a business or trade school, or completion of a specialized and extensive in-house training program.
• One to three years of similar or related experience, preferably in banking, financial services, retail, or customer service.
• Nationwide Mortgage Licensing System (NMLS) certification or the ability to obtain and maintain certification.