Vice President Of Sales

American Heritage Credit Union, a $3 billion credit union, has an immediate opening for a Vice President of Sales. This position is responsible for leading the retail service delivery of the Credit Union through the management of daily sales activities, coaching/training of the retail staff and management and skillful collaboration with retail management that ensures the strategic direction of premiere service to the member, increased product and service usage and key corporate goal achievement. This role will work with all levels of retail staff, collaborate with training to ensure skill levels are maintained and to assess process and tools are in place to achieve optimal success. In addition to retail, this role will drive product and process design, marketing initiatives, research and development of incentive plans and appropriate risk controls to ensure compliance.

RESPONSIBILITIES INCLUDE:

• Monitor employee sales activities and results to identify best practices. Routinely visits branches and departments, listens to cross-selling and referral attempts, provides coaching and mentoring to the staff to build and improve their employee cross-selling and referral skills.
• Consult SVP Branch Operations in defining sales strategies and objectives. Work closely with front line managers to implement these sales strategies and achieve sales objectives. Develop and coordinate the execution of internal sales promotions and contests.
• Work closely with the branch managers to develop programs to implement sales strategies that will achieve sales objectives. Identifies appropriate motivational support and recognition vehicles. Develop tools, sales aids, and processes to facilitate the acquisition, retention, and cross-selling to profitable member segments. Provide branches with ongoing promotional kick-off training information.
• Provide appropriate feedback for staff development and appraisal.
• Display sales focus with the ability to analyze and identify member needs, promote and cross sell the credit union's products and services effectively, while ultimately achieving an acceptable level of production based on goals determined by the strategic planning process.
• Develop cross-sale methodology to increase share of members' financial services relationship, to include strategy for deepening relationships.
• Collaborate with the Training department to define the appropriate training methods and curriculums.
• Responsible for training retail staff, as well as other areas of the Credit Union, such as Business Development, Commercial Lenders etc. on the other products and services offered by credit union affiliates such as IRC, Insurance (TruStage, Allied, American Heritage Insurance Services), Mortgages, Title , Realty, Business Services and Commercial Loans.
• Establish budget, revenue, expense, and capital expenditure projections annually.
• Remain current on changes within the legal, regulatory, economic, competitive and technology environments that may affect the sales functions of the CU.
• Educate associates on identifying, monitoring, and capturing member information for current and future product and service needs through the use of the Customer Relationship Management system (CRM).
• Develop and review as needed, the retail sales plans and incentive structure to drive strategic goal attainment based on the Credit Union's critical measures.
• Develop and evaluate effective reporting metrics and analytics that drive productivity.
• Communicate the credit union vision, mission, and values to staff.
• Coordinate sales efforts with Marketing and Business Development initiatives.
• Track sales performance, compile data, prepare reports and validate actual sales information. Manage sale and incentive tracking programs to monitor, measure, reward and reinforce performance. Provide periodic progress reports to Senior Management. Serve as an expert resource on all sales and service-related programs, processes, and systems
• Create, calculate, and present quarterly sales awards at staff recognition meetings.
• Maximize brand awareness in community and at Workplace Partner (WPP) sites.
• Support revenue generating business partners.
• Ensure Net Promoter Score is achieved and maintained at a premiere level.
• Analyze trends and gaps in sales production.
• Recommend tools to enhance service and drive sales activities (cross-sales, awareness/education).
• Participate in strategic planning, implementation, and development of short- and long-term objectives and sales/service performance goals.
• Direct Regional VP and AVP's in the development of branch business plans as needed.
• Direct branch and department managers in implementing sales tasks and roles for each member-contact position, and guide managers in establishing a sales management process that create and support a proactive selling environment. Train and provide coaching and mentoring to front line managers in effective techniques to build their employee coaching skills.
• Provide feedback and suggestions regarding product promotions and identify and communicate sales opportunities to SVP Branch Operations
• Track sales performance, compile data, prepare reports and validate actual sales information. Manage sale and incentive tracking programs to monitor, measure, reward and reinforce performance. Provide periodic progress reports to Senior Management. Serve as an expert resource on all sales and service-related programs, processes, and systems.
• Create, calculate, and present quarterly sales awards at staff recognition meetings.
• Maximize brand awareness in community and at Workplace Partner (WPP) sites.
• Support revenue generating business partners.

QUALIFICATIONS:

• Five years to eight years of similar or related experience.
• Minimum of 5 years of retail branch management experience.
• Bachelor's degree in business or sales related field. 10 years - A combination of higher education/certificates and work experience will be considered.

• Proven track record of success in the sale of retail products and use of sales/member education tools in a retail environment.
• Proficiency in report writing and written communication skills.
• Ability to function professionally on many different levels.

• Travel to various locations (All retail branches) and Saturday hours (When needed) are required.

Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.

To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.