Manager Virtual Sales Branch-Hybrid

Directs and manages all sales, member experience, service, and operational activities of the Virtual Sales Branch (VSB) to achieve a profitable distribution of the Credit Union's products and services. Strengthens member relations through the efficient delivery of high-quality, personalized sales and a memorable service experience. Responsible for leading and managing effective outbound sales, referral developing activities, and deepening of new member relationships.

Manages the Virtual Sales Branch team to ensure achievement of sales and service goals, including, but not limited to, desired levels of product sales, volume, and mix.
• Develops and manages the outbound activities for the Virtual Sales Branch including, but not limited to, identifying lists, scheduling staff, and summarizing and reporting results.
• Responsible for scheduling of Virtual Sales Branch staff to ensure effective deployment of resources to receive and serve members throughout the business day.
• Assures all staff members consistently execute the day-to-day elements of the Credit Union's Member Experience.
• Works closely with the Sr. Manager, Virtual Sales to lead member experience, cross-sell and deepening activities across all teams of the Loan Centers and Virtual Channels.
• Responsible for operational duties including pipeline management and audits of loans to assure the quality of loans produced.
• Leads the evolution of the Virtual Sales Branch by participating in business development and community activities within the Credit Union's market footprint to increase sales and awareness of the Virtual Sales Branch.
• Prepares and manages the budget for the assigned branch.
• Analyzes Virtual Sales Branch financial results to ensure profitability.
• Ensures delivery of high-quality member service in all aspects of sales and operational activities of the assigned branch. Responds appropriately to member inquiries and complaints. Conducts follow-up to ensure a satisfactory response and/or resolution through member outreach and call calibrations.
• Collaborates with key stakeholders to achieve organizational goals and provide a consistent Omni Channel experience.
• Foster an environment of challenge, openness, and trust. Creates a sales culture that values performance and accountability.
• Ensures that the hiring, training, coaching and development of all assigned staff members results in an effectively utilized and motivated staff, committed to continuous improvement, an outstanding member experience, and teamwork.
• Assists Sr. Manager, Virtual Sales with data collection, analysis and recommendations related to proposed business workflow changes.

Education

• Preferred
• 4 Year / Bachelors Degree

Experience

• Minimum of 3 years financial services sales management experience or retail banking sales management experience.

Disclaimer

Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.