Retail Branch Management Trainee

Position Title: Retail Branch Management Trainee

Reports To: Senior Branch Manager

General Purpose:

Isabella Bank’s Retail Branch Management Trainee Program is designed to prepare high-potential individuals for future branch leadership roles. The individual will gain hands-on experience in all aspects of retail banking, including customer service, branch operations, business development, compliance, lending, and talent development. They will develop the knowledge, skills, and leadership capabilities necessary to effectively manage a retail branch while supporting the Bank's commitment to customer service, operational excellence, and community engagement.

The Retail Branch Management Trainee Program may require travel between branch locations as needed to support training, development, and business requirements. Participants will be positioned for advancement into branch leadership positions based on demonstrated performance, leadership readiness, and business requirements.  Candidates may be required to relocate as career growth progresses.

Location: Clare South

Responsibilities:

• Complete a structured leadership development program covering branch management, operations, compliance, customer experience, and business development.
• Develop proficiency in teller functions, account opening, consumer lending, and branch operations.
• Deliver exceptional customer service by handling inquiries, correspondence, and issue resolution.
• Maintain expertise in Bank products, services, policies, procedures, and technology.
• Identify customer needs and promote appropriate products and services.
• Build knowledge of operational controls, risk management, fraud prevention, and regulatory compliance. Support branch leadership in ensuring compliance with operational, security, and regulatory requirements.
• Gain experience in employee coaching, scheduling, performance management, and staff development.
• Participate in branch rotations, special projects, and community/business development activities to broaden leadership experience.
• Engage in mentoring, leadership training, professional development, and other duties as assigned to prepare for future branch leadership roles.
• Works collaboratively with branch staff and internal business partners to support branch performance goals and strengthen customer relationships.
• Other duties as assigned.

Education/Experience:

• Bachelor's degree from an accredited college or university or associate’s degree in pursuit of a bachelor’s degree required.
• Demonstrated leadership experience through internships, organizations, military service, volunteer activities, or professional work experience.
• Isabella University graduates are encouraged to apply.

Skills:

• Excellent communication, interpersonal, and relationship-building skills with customers, coworkers, and community partners.
• Strong organizational, time management, problem-solving, and conflict resolution abilities.
• Demonstrates accountability, initiative, adaptability, and a positive attitude with a commitment to continuous learning.
• Business-minded professional with financial awareness, emotional intelligence, and a strong focus on customer satisfaction.
• Strong analytical and decision-making abilities.
• Strong proficiency in Microsoft Office applications, including Word, Excel, and Outlook.

Position Requirements:

• A willingness to relocate, if necessary, to support future career growth and advancement within the organization.
• This role is performed in the office to ensure exceptional customer service and relationship management.

Isabella Bank is an AA/EEO employer.