Credit Union of the Rockies is looking for an innovative sales leader for our retail branch network! This position is responsible for the overall sales success of our credit union branches and their direct loan production. The ideal candidate for our Regional Sales Manager position is someone who takes a hands-on approach in coaching and training teams with effective needs-based selling techniques. The Regional Sales Manager will also ensure that branch personnel have the knowledge and tools available to ensure they are successful and grow in their roles, through providing excellent service and meaningful solutions for our members. This position presents a unique opportunity to help in driving in new business through expected representation of Credit Union of the Rockies at hosted events in communities we serve. The Regional Sales Manager will supervise branch loan officers and will report to the Assistant Vice President of Retail Operations.
Responsible for the overall management of retail banking sales activities within a geographic area. Develops, implements and manages strategic sales and service initiatives throughout the credit union. Represents the credit union in the community and partners with executive leadership to ensure that credit union initiatives and goals are communicated and implemented across the branch network. Works closely with front line staff to ensure continued development in areas such as product knowledge, needs based cross-selling and efficiently managing high levels of sales volume to provide the best experience for our members. Responsible for ensuring implementation of short and long term strategic goals for assigned area. Reports to the Assistant Vice President of Retail Operations.
Travels extensively throughout the branch network to evaluate and lead the credit union sales and service culture.
Conducts on the spot and formally scheduled coaching for branch representatives.
Provides formal counseling regarding production expectations and results.
Holds team accountable to production expectations and takes appropriate steps to keep staff engaged and productive.
Ensures personnel are well trained in all their respective job duties. This includes but is not limited to ensuring staff is well versed in credit union products and solutions, have the technical skills necessary to effectively and efficiently help the members, and are staying abreast of industry trends.
Encourages and demonstrates use of member needs assessment and consultative selling approach.
Actively participates in cross-training personnel through regular formal coaching sessions and the encouragement of use of online training tools available to staff.
Supports corporate operations and service messaging and training provided by the Regional Operations Manager.
Assures that the growth and development of the member product and services portfolio occurs through methods including, but not limited to: outbound member onboarding, SEG events, local chambers and other community development activities.
Encourages and coaches outbound business development for the sales staff of the retail branch network.
Manage direct reports, as assigned, to maximize productivity, efficiency, and the potential of the human assets of the company, including: hiring, directing job assignments, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements and organizational mission, values, policies and work rules.
Appraise performance and provide recommendations for staff compensation, promotion, and termination, as appropriate.
Periodically leads branch specific meetings to provide ongoing sales and service consultations throughout the retail branch network, or as needed to correct deficiencies or reviews areas for improvement.
Measures and reports on sales and service performance standards to retail sales staff and credit union leadership to ensure that branch performance improvement initiatives are implemented and managed effectively.
Participates in task groups or special projects as determined by the needs of the credit union. Participates in ongoing training programs.
Acts as the retail network liaison for the dissemination and implementation of credit union initiatives as directed by senior leadership.
Remain current on changes within the legal, regulatory, economic competitive and technology environments which may affect the companys operations. Ensure procedures are in compliance with applicable federal and state regulations. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Education: A college degree.
Experience: Two to five years of similar or related experience, including time spent in preparatory positions.
The ability to motivate or influence internal or external senior level professionals is a critical part of the job, requiring a significant level of influence and trust.
Obtaining cooperation and agreement on important outcomes via frequently complex, senior level dialogues, as well as a professional level of written communication skills are essential to the position.
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs.
Must be capable of climbing/descending stairs in emergency situation.
Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator.
Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.
Must be able to work extended hours whenever required or requested by management.
Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities.
Must be capable of regular, reliable and timely attendance.
Working Conditions: Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Mental and/or Emotional Requirements:
Must be able to perform job functions independently and work effectively either on own or as part of a team.
Must be able to plan and direct the work activities of self and others.
Must be able to read and carry out various written instructions and follow oral instructions.
Must be able to speak clearly and deliver information in a logical and understandable sequence.
Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace.
Must be able to effectively handle multiple, simultaneous, and changing priorities.
Must be capable of exercising highest level of discretion on both internal and external confidential matters.