Business Account Services Manager

4 days ago


Santa Rosa, California, United States Redwood Credit Union Full time
Job Summary

Redwood Credit Union is seeking a highly skilled Business Account Services Manager to join our team. As a key member of our Business Services department, you will be responsible for developing and implementing effective sales strategies to achieve revenue targets, building strong relationships with members and internal team members, and ensuring alignment with department goals.

Key Responsibilities
  • Lead and mentor a team of Business Member Advisors to achieve target goals and deliver an outstanding member experience.
  • Develop and implement sales strategies to achieve revenue targets, analyze industry trends, and continuously enhance the Credit Union's competitive edge by exploring and implementing innovative solutions tailored to business members' needs.
  • Collaborate closely with the Vice President of Business Account Services and other departments to enhance Business Account Services.
  • Manage all business products and services, including ACH/Wires, Remote Deposit Capture, Payroll, Merchant Services, and Positive Pay.
  • 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, including 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.
Requirements
  • Strong communication abilities and presentation skills.
  • Excellent interpersonal skills with the ability to maintain credibility and engender trust.
  • Excellent negotiation skills.
  • 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.
Preferred Qualifications
  • Bachelor's degree in business administration, finance, or closely related field.
  • Minimum of eight years' experience in business services, including business development.
Why Work for Redwood Credit Union?

Redwood Credit Union is a local financial institution providing unparalleled service since 1950. We are recognized by Newsweek as one of "America's Best Credit Unions 2024" and have been voted Best Places to Work in the North Bay 19 years in a row. We offer a competitive total rewards package, including a wide range of medical, dental, vision, financial, and other benefits.



  • Santa Rosa, California, United States Redwood Credit Union Full time

    Job DescriptionAt Redwood Credit Union, we're on a mission to revolutionize the way we do business, and we need your expertise to make it happen.Since 1950, Redwood Credit Union has been dedicated to helping people achieve their financial goals and dreams. As a not-for-profit financial institution, our passion is for helping our Members meet their financial...


  • Santa Rosa, California, United States Redwood Credit Union Full time

    About the RoleWe 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...

  • Account Manager

    2 weeks ago


    Santa Rosa, California, United States Hilti Corporation Full time

    Account Manager Job Description **About Hilti Corporation** Hilti Corporation is a leading provider of innovative solutions for the global construction industry. Our company is committed to improving productivity, safety, and sustainability through strong customer relationships and cutting-edge technology. **Job Summary** We are seeking a highly...


  • Santa Rosa, California, United States ACRISURE Full time

    About AcrisureAcrisure is a global fintech leader that combines human expertise with cutting-edge technology to deliver innovative financial solutions to businesses and individuals worldwide. Our mission is to empower clients to protect and grow their assets through a diverse range of financial products and services.Job Summary:We are seeking a highly...

  • Sales Account Manager

    2 weeks ago


    Santa Rosa, California, United States Häfele GmbH & Co KG Full time

    Job Title: Sales Account ManagerJob Summary:The Sales Account Manager will be responsible for maintaining and expanding relationships with strategically important customers in the closet and home organization industry. This role will involve traveling within a defined geography to promote Häfele hardware to a group of pre-defined manufacturers and designers...

  • Sales Account Manager

    1 month ago


    Santa Rosa, California, United States Häfele GmbH & Co KG Full time

    Sales Account ManagerThe Sales Account Manager will play a crucial role in maintaining and expanding relationships with key customers in the closet and home organization industry. This position requires a strong understanding of the industry and the ability to develop and execute sales strategies that drive growth and customer satisfaction.Key...


  • Santa Rosa, California, United States Risk Strategies Full time

    About the RoleWe are seeking a highly skilled and motivated Surety Account Manager to join our team at Risk Strategies. As a Surety Account Manager, you will be responsible for assisting the production team in the production and service of new and existing accounts.Key ResponsibilitiesSupport surety bond producers, account executives, and senior account...


  • Santa Rosa, California, United States NELSON Full time

    Job Summary:As a Business Development Manager at NELSON, you will be responsible for driving business growth and client retention in your assigned geographical region. Your primary goal will be to manage and expand business relationships with targeted prospects and existing clients, ensuring the achievement of measurable production goals.Key...


  • Santa Rosa, California, United States Hansel Automotive Group Full time

    Commercial Account ManagerAt Hansel Automotive Group, we are seeking a highly motivated and results-driven Commercial Account Manager to join our team. The ideal candidate will have a proven track record of success in sales and account management, with a strong ability to build and maintain relationships with clients.Key Responsibilities:Develop and execute...


  • Santa Rosa, California, United States Hansel Automotive Group Full time

    Commercial Account ManagerHansel Automotive Group is seeking a highly motivated and results-driven Commercial Account Manager to join our team. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our commercial customers, identifying new business opportunities, and driving sales...


  • Santa Rosa, California, United States Hansel Automotive Group Full time

    Job OverviewHansel Automotive Group is seeking a highly motivated Commercial Account Manager to join our team.This role is responsible for building and maintaining strong relationships with our commercial customers, identifying new business opportunities, and driving sales growth.Key Responsibilities:Develop and execute sales strategies to meet and exceed...


  • Santa Rosa, California, United States Häfele GmbH & Co KG Full time

    About the Role:The Sales Account Manager will play a crucial role in maintaining and expanding relationships with strategically important customers in the closet and home organization industry.Key Responsibilities:Maintain and expand relationships with customers in the closet and home organization industry.Develop and manage a detailed sales and support plan...

  • Accounting Manager

    1 day ago


    Santa Rosa, California, United States Troon Golf Full time

    Financial Planning SpecialistOur Financial Planning Specialist is responsible for planning, directing, and coordinating the financial, accounting, and administrative activities of the facility. This position requires a Bachelor’s degree or equivalent, or four to ten years of related experience and/or training.Key ResponsibilitiesPrepares and submits...


  • Santa Rosa, California, United States ESSENTIAL SOLAR SERVICES LLC Full time

    Job OverviewWe are seeking a highly motivated and self-driven individual to join our team at Essential Solar Services LLC as a Customer Relation Manager. As a key member of our growing company, you will play a vital role in building and maintaining strong relationships with our clients, ensuring their satisfaction and loyalty.Key ResponsibilitiesDevelop and...


  • Santa Rosa, California, United States NELSON Full time

    Job SummaryWe are seeking a highly motivated and results-driven Business Development Manager to join our team at Nelson. As a key member of our sales team, you will be responsible for driving business growth and client retention in your assigned region.Key ResponsibilitiesDevelop and execute sales strategies to meet or exceed revenue targetsBuild and...


  • Santa Rosa, California, United States NELSON Full time

    Job SummaryWe are seeking a highly motivated and results-driven Business Development Manager to join our team at Nelson. As a key member of our sales team, you will be responsible for driving business growth and expansion in your assigned region.Key ResponsibilitiesDevelop and execute sales strategies to meet or exceed revenue targetsBuild and maintain...

  • Account Executive

    2 weeks ago


    Santa Rosa, California, United States Alcon Full time

    Account Manager Job DescriptionWe are seeking a skilled Account Manager to join our team in the North Bay and Santa Rosa area. This is a field sales role that requires a consultative approach to match Alcon products and services with customer needs.Key Responsibilities:Develop and execute a strategic plan to capitalize on revenue from high-potential...


  • Santa Rosa, California, United States NELSON Full time

    Job SummaryWe are seeking a highly motivated and experienced Business Development Manager to join our team at Nelson. The successful candidate will be responsible for driving business growth and client retention in the specified geographical region.Key ResponsibilitiesDevelop and implement sales strategies to meet business objectives and drive revenue...

  • Account Executive

    3 weeks ago


    Santa Rosa, California, United States Crawford Thomas Recruiting Full time

    Dynamic Account Executive Wanted for Retail and Long Term Care ExpansionCrawford Thomas Recruiting is seeking a seasoned Account Executive to spearhead our growth initiatives in the Retail and Long Term Care sectors. The ideal candidate will possess a deep understanding of both retail and LTC environments and will be responsible for cultivating and expanding...


  • Santa Rosa, California, United States NELSON Full time

    Job SummaryNelson is seeking a highly motivated and results-driven Business Development Manager to join our team. As a key member of our sales team, you will be responsible for driving business growth and expansion in your assigned region.Key ResponsibilitiesDevelop and execute a sales strategy to meet or exceed revenue targetsBuild and maintain strong...