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Manager-Retail Development

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Job Location drjobs

Alamosa, CO - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Please note that this role includes an expectation of periodic travel to our headquarters located in Colorado Springs Colorado. Candidates should be prepared and willing to travel as needed to support team collaboration training and key organizational initiatives.

Ent Credit Union is Colorados premier financial institution and is currently expanding service offerings across the state. This role is responsible for designing developing and operationalizing Ents new combined Center Leadership and Business Development function for rural markets. This individual leads a team that builds and cultivates new member/ group sales within the center and in the community. The role is accountable for using data and market trends to identify and develop new business while partnering to create outreach lead capture and development support programs and providing a centralized view for organizationwide business development activities and practices. A large focus is on BusinesstoBusiness (B2B) identifying and developing relationships with highpotential community organizations and businesses to secure opportunities to engage with their employees and offer free financial education to support Ents mission and earn opportunities to introduce products to support their needs. Another key emphasis includes BusinesstoConsumer (B2C) support representing Ent at employer and community events driving inperson interactions to build brand awareness and consideration This position closely collaborates with Financial Education Marketing and Business Unit Sales teams on strategy and to provide value to organizations and their employees. Maintain and increase working relationships with various business units and functions (Marketing Financial Education Sales ECommerce Compliance Procedures Operations Risk Management Information Technology etc. to manage projects and organize business development initiatives. This position provides strategic oversight and direction for all activities associated with the Service Center to increase operating revenue for the Credit Union.

Essential Functions

  • Business Development and Relationship Management: Community and Business Networking: Create and maintain strong relationships with community partners influencers and various business units. Business Development Strategy: Lead business development initiatives motivate staff and coach for performance improvement. CrossDepartment Collaboration: Maintain working relationships across departments like Marketing Financial Education Sales ECommerce Compliance Procedures Operations IT and Risk Management to manage projects and business development initiatives. Lead Tracking: Establish goals and monitor the progress of member leads through CRM Tableau and other internal reporting. Board representation or affiliation with the local chamber/economic development council/realtor association
  • Operational Compliance and Oversight: Regulatory Compliance: Oversee operational matters including compliance with BSA CFPB and other regulations ensuring staff follow financial procedures. Budget and Resource Management: Manage center budget FTE allotments and ensure regulatory Canvas assignments are completed. Oversee operational Audits: Oversee center and internal audits and ensure SCCM compliance. Operational Meetings: Conduct staff meetings focused on operational and regulatory issues.
  • Service and Sales Leadership: Service and Sales Activities: Initiate and direct service and sales strategies lead in setting and achieving goals and track results. Member FollowUp: Ensure staff maintain an active followup program for members. Member Profiling: Conduct consultative member service through needs assessment product recommendations and problem resolution. Sales Meetings and Briefings: Conduct regular sales meetings and daily briefings to drive performance.
  • Staff Management and Development: Oversee staff supervision: Conduct staff meetings delegate responsibilities and accountabilities to assure a smooth running center and provide positive reinforcement. Training and Development: Oversight of training programs ensure product knowledge and skills development and track progress. Career Development: Oversight of coaching and career path development activities. Performance Management: Monitor and address substandard performance recognize achievements and ensure compliance with policies and procedures.
  • Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures and regulations pertaining to the Bank Secrecy Act.

Qualifications :

Please note that this role includes an expectation of periodic travel to our headquarters located in Colorado Springs Colorado. Candidates should be prepared and willing to travel as needed to support team collaboration training and key organizational initiatives.

Minimum Formal Qualifications for this Position

  • Bachelors Degree in Marketing Business Administration Communication Finance Statistics or a similar field of study
  • 8 years experience in Business Development / Marketing/ Financial Services positions of increasing responsibility required to include:
  • 5 years management experience required
  • 3 years lending experience specific to consumer lending products required
  • 3 years agriculture lending experience preferred

Each year of relevant work experience may be exchanged for a year in a relevant degree program or vice versa. For example a requirement of a bachelors degree in accounting and 2 years of account experience could be substituted for a high school diploma and 6 years of relevant accounting work experience or a masters degree in accounting and 0 years of work experience.

Technical or Specialized Knowledge/Skills:

  • Oral and written communication skills
  • Ability to develop and deliver compelling presentations at all organizational levels from front line to executive and board members.
  • Demonstrated track record of strong relationshipbuilding skills influencing partnerships and driving business results with persuasion and salesspecific experience
  • ability to effectively collaborate on crossfunctional teams and with senior executives; strong negotiation skills; polished and effective use of interpersonal skills.
  • Analytical organization and problemsolving skills; proficiency with data analysis forecasting and deriving insights.
  • Knowledge pertaining to the credit union industry/retail financial services business with the wellrounded knowledge of credit union practices strongly preferred.
  • Knowledge skills and abilities in project management including effective budget development and management.
  • Proficient with Microsoft Word Excel and PowerPoint. Contact Management Software experience a plus.
  • Selfmotivated with demonstrated initiative and comfort with ambiguity; entrepreneurial creative and resultsoriented; fearless enthusiasm for networking
  • Ability to work with a broad range of individuals and organizations; excitement curiosity and passion for people and their personal and business needs.
  • Knowledge of Credit Union Policies Procedures and Audit requirements.
  • Ability to organize supervise and delegate effectively.
  • (preferred) Experience using Jack Henry Symitar/Episys.

Certifications Required:

  • Valid Drivers License required

Environmental Physical and Psychological Requirements

  • Standing Occasionally
  • Walking Occasionally
  • Sitting Frequently
  • Lifting Rarely 40 Lbs)
  • Carrying Rarely
  • Pushing Rarely
  • Pulling Rarely
  • Balancing Rarely
  • Stooping Rarely
  • Kneeling Rarely
  • Crouching Rarely
  • Crawling Rarely
  • Reaching Occasionally
  • Handling Occasionally
  • Grasping Occasionally
  • Feeling Occasionally
  • Talking Frequently
  • Hearing Frequently
  • Repetitive Motions Frequently
  • Eye/Hand/Foot Coordination Occasionally
  • Noises louder than normal speaking volume Occasionally
  • Temperature Changes Rarely
  • Atmospheric Conditions Rarely

 


Additional Information :

The pay range for this position is: $130228.80 to $143956.80 per Year (S18

Please note that this role includes an expectation of periodic travel to our headquarters located in Colorado Springs Colorado. Candidates should be prepared and willing to travel as needed to support team collaboration training and key organizational initiatives.

Final compensation for this position will be determined by various factors such as relevant work experience specific skills and competencies education certifications and internal pay equity.

This position is eligible for our corporate bonus program based on company performance.

Benefits Summary Sheet

At Ent Credit Union we offer a comprehensive benefits package including:


Remote Work :

No


Employment Type :

Fulltime

Employment Type

Full-time

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