Business Account Services Manager
3 weeks ago
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.
- 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.
- Bachelor's degree in business administration, finance, or closely related field.
- Minimum of eight years' experience in business services, including business development.
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.
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