Sales and Service Manager
Do you want to be part of an organization that offers exceptional service and financial advice demonstrated through honesty, integrity, and true caring?
Do you want to be part of an organization that is helping achieve financial wellness and success with members, communities and employees based on the strength of their financial framework?
Are you an accomplished sales and service leader in search of a unique opportunity where your contributions will go far beyond your role as a business development professional.
Then this Sales and Service Manager role is for you!
Summary of the Position
Our client is looking for a Sales and Service Manager (SSM) to serve as a multi-branch manager with an emphasis on regular and ongoing sales and performance leadership and direction to facilitate the provision of quality member relationship services, to maximize revenue generation, promote growth and help members achieve and maintain their financial health.
We are looking for a leader who will identify, develop and further the company’s brand within the branch communities, and initiate and maximize business development opportunities. The incumbent is a member of the retail network management team and contributes to the growth and sustainability of the company.
The Sales and Service Manager who is a member of the leadership team will report to the Director, Retail Sales and Services.
Key Areas of Focus
The SSM provides leadership, oversight and translates business strategies into goals, objectives, and processes to affect sound and prudent financial health of the credit union and ensure exemplary member service.
- Sales and Service Leadership – Provides coaching, supervision, direction, and leadership to direct reports.
- Operational Leadership – Responsible for the effective operations of the assigned branches, oversees day to day activities through onsite management.
- Managerial Leadership
- Community Relations and Business Development
- Identifies and develops opportunities to further the credit union brand image within the branch communities.
- Coordinates and supports marketing and promotional activities in conjunction with the Director, Marketing and Community Engagement
- Maintains knowledge of credit union branch operations as well as events and conditions impacting our local and regional business environment and communities
- Requires the willingness and ability to travel regularly between the branches
- Role models the credit union organizational values and leadership competencies
Requirements and Qualifications
Education
- Bachelor’s degree in business administration, operations management within the financial sector is preferred (or equivalent experience)
- Completion of, or enrolment in and actively progressing towards the ACUIC Designation
Experience
- 8 to 10 years of financial services or credit union experience
- Minimum 5 years demonstrable experience in sales management
- At least 1 year branch management level experience
- Expert knowledge of Finance and Accounting and regulatory requirements
Requirements
Proven leadership skills – proven ability to successfully lead individuals and teams within a sales and service environment. Demonstrated leadership skills, including mentoring, motivating, and coaching.
Proven skills in business development – proven achievement of sales goals and targets.
Results Orientation – The ability to drive own and team performance to achieve objectives, focus on results, monitor performance, and make adjustments to improve both efficiency and effectiveness.
Service Orientation – The ability to observe, communicate and coach employees to ensure exceptional member experience consistent with the brand and in accordance with service standards.
Adaptable and Flexible – The ability to rapidly adjust to meet the needs of a changing work environment and priorities; supportive of others to stay focused and respond cooperatively to change. The ability to seek new ways of doing things; a continuous improvement mindset; ability to engage others to find new solutions.
Teamwork – The ability to work as a team player, and to apply creative approaches to resolve team issues.
Technical skills – PC literacy including Microsoft Word, Excel, and banking software programs.
Credit Union knowledge – working knowledge of credit union legislation, policies, credit deposit products and services, commercial banking experience. Working within a unionized environment an asset.
Effective Communication – Excellent communication and interpersonal skills with the ability to interact with a wide variety of people. The ability to communicate complex information, both orally and in writing, in a way that brings understanding to the target audience Innovation.