Senior Market Development Manager (Sales)

General Summary (What is done and why)

The Senior Market Development Manager focuses on growing consumer and business memberships through referrals. They provide financial guidance and promote deposit accounts and lending options for Credit Union members. They work to increase deposit and loan volume based on growth goals and budget. Additionally, they engage with the community, lead Credit Union events, and drive business development while fostering positive relationships and corporate growth.

Essential Functions, in Priority Order (Majority of duties, but not meant to be all inclusive or prevent other duties from being assigned as necessary)

1. Recruit and maintain new members: Establish new Corporate Members and build relationships with Corporate Members' management teams to highlight credit union benefits for employees. Collaborate with Branch Managers, business line partners, and the Regional VP to strengthen key regional connections and drive business initiatives. (Time: 35%)
2. Promote credit union products and services: Ensure member satisfaction and strong sales performance by expanding member product utilization through partnerships with MAs, CLOs, Indirect Advisors, Branch Managers, and UIP. Play a key role in onboarding Branch Managers to foster productive business and community relationships. (Time: 25%)
3. Engage with the community: Identify and lead regional community impact initiatives that will increase brand recognition and grow membership. Strengthen community impact through partnerships with Chambers of Commerce, credit union leagues, civic organizations, and attendance at relevant events. (Time: 25%)
4. Support marketing efforts: Partner with local branch management to implement regional marketing campaigns, identifying opportunities to activate broader initiatives. (Time: 15%)

Education (Minimum education required to perform the duties of this position)

• Bachelor's degree in related field preferred.

Experience (Minimum experience required to perform the duties of this position)

In addition to the education requirement:

• One-year financial services industry required.
• Five years' experience in field sales or sales management required.
• NMLS registration upon hire.

Knowledge, Skills and Abilities (Minimum technical and communication skill levels and licenses/certificates normally required to perform the duties of this position)

• Strong motivation for sales.
• Ability to effectively manage time and territory.
• Business development or external sales calling skills.
• Developed business relationships and established professional network within community desired.
• Excellent communication skills.
• Leadership skills in team development.
• Working knowledge of quality service components.
• Knowledge of management techniques and strategies. 
• Conflict management skills.
• Ability to conduct formal presentations to individuals and groups.
• Ability to analyze data, use good judgment and make sound decisions in a timely manner.
• Ability to foster teamwork within the organization.
• High self-motivation, results oriented with little supervision required.
• Ability to effectively deal with all professional levels.
• Ability to monitor and maintain expenses within budgetary guidelines.
• Thorough business knowledge of the business lending industry.
• Demonstrated secondary market skills and knowledge.
• Knowledge of lending laws, regulations, policies and compliance.
• Ability to develop or improve loan products.

Required Competencies

• Innovation Management
• Drive for Results
• Building Effective Teams
• Demonstrates Courage
• Customer Focus
• Integrity and Trust
• Self-Development
• Business Acumen
• Developing Direct Reports & Others
• Managing Through Systems
• Organizational Agility
• Problem Solving
• Dealing with Ambiguity
• Time Management
• Interpersonal Savvy

Mental Requirements

• Ability to analyze Corporate Member market potential for membership growth.
• Ability to analyze and interpret sales activities and any new product suggestions.
• Ability to work under pressure.
• Self-confidence.
• Conceptual skills. Think creatively.
• Proven problem-solving abilities.
• Ability to understand strategic objectives.
• Ability to analyze budgets, trends, training/staffing needs, reports and statistics.
• Ability to concentrate in a multi-task environment.
• Ability to maintain a positive attitude and professional image.
• Ability to train and evaluate results.

Tools and Equipment Used

• All available general office equipment as needed.
• All available computer software and hardware as needed.

Working Relationships/Contacts (Positions with which incumbent has frequent contact)

• As necessary, personal/written/phone contact with Strategic Leadership Team members.
• Daily, personal/written/phone contact with other department managers.
• Occasional, personal/written/phone contact with Credit Union members.
• As scheduled, personal/written/phone contact with Corporate Members.
• Occasional, personal/written/phone contact with community agencies.

Physical Demands (Physical effort generally associated with this position)

Work involves standing and walking for brief periods of time, but most work is done from a seated position. There is potential for eyestrain from prolonged work at the computer.  Individual must be able to travel to Corporate Member locations and be able to use effective listening, observation and speech skills. Deadlines, workloads and pressure to achieve goals may cause increased stress levels.

Working Conditions (Typical working conditions associated with this type of work and environmental hazards, if any, that may be encountered in performing the duties of this position)

Internal - Work is normally performed in climate-controlled office environment, where exposure to conditions of extreme heat/cold, poor ventilation, fumes and gases is very limited. Noise level is moderate and includes sounds of normal office equipment (computers, telephones, etc).  No known environmental hazards are encountered in normal performance of duties. Length of day is unpredictable; long hours may be required to accommodate deadlines or special meetings.

External - Travel is required (approximately 50% of the time); however, information on environmental conditions are not available.

EOE/Vets/Disability