Business Account Services Manager
4 weeks ago
We are seeking a highly skilled Business Account Services Manager to join our team at Redwood Credit Union. As a key member of our Business Services team, you will be responsible for strengthening business relationships by overseeing sales efforts of cash management products and services to both existing and prospective Credit Union Members.
Key Responsibilities- Lead and manage a team of Business Member Advisors to achieve target goals and deliver an outstanding Member experience.
- Develop and implement effective sales strategies, build strong relationships with Members and internal team members, and ensure alignment with department goals.
- Collaborate closely with the Vice President of Business Account Services and other departments to enhance Business Account Services.
- Analyze industry trends and continuously enhance the Credit Union's competitive edge by exploring and implementing innovative solutions tailored to business Members' needs.
- Utilize and maximize Salesforce to drive revenue and build relationships with Members and team members.
- Identify and target potential business Members within the Credit Union's membership and local business community.
- Collaborate with Marketing to promote Business Services to include marketing materials, organizing events, and participating in community outreach to attract business Members.
- Provide consultative guidance on products and services, payment solutions, and business accounts.
- Regularly connect with Members to ensure satisfaction and identify opportunities for upselling or cross-selling additional services.
- Provide training and education to team members and Members on new products, services, and processes.
- Ensure that all business services comply with relevant regulations and internal policies.
- Track and report on sales performance, revenue, and market trends.
- Analyze data to identify opportunities for improvement and growth.
- Resolve problems through analysis of data, identification of root cause(s), evaluation of options, rendering of decisions, and implementation of the action.
- Strong communication abilities and presentation skills.
- Excellent interpersonal skills with the ability to maintain credibility and engender trust.
- Excellent negotiation skills.
- Skill in the operation of a personal computer with proficient word processing, spreadsheet, and presentation software abilities.
- Ability to use Salesforce software to track and report on sales performance.
- Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, practical approaches.
- Ability to plan, implement, and evaluate achievement of goals, objectives, and work plans.
- Ability to effectively drive multiple tasks and deadlines simultaneously.
- Ability to supervise and coach team members.
- Ability to establish and maintain effective working relationships in a diverse environment.
- Ability to be out in the field 90% of the time.
- Competitive medical, dental, and vision insurance, mental health offerings.
- Employee performance incentive plan.
- Salary Advancement- Merit increase based on performance.
- 401(k) program with employer match.
- Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off.
- Local financial institution, providing unparalleled service since 1950.
- Recognized by Newsweek as one of "America's Best Credit Unions 2024".
- Top 5 Healthiest Credit Union in the USA, rated by Glatt Consulting.
- Voted Best Places to Work in the North Bay 19 years in a row.
- World-class employee engagement scores.
- Rated Superior in Service by more than 90% of Members, surveyed by SF Gate.
- Recognized by Forbes as one of "America's Best Small Employers 2023".
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