Assistant Vice President of Sales

American Heritage Credit Union•Philadelphia, PA

About The Position

The Assistant Vice President of Sales leads the Credit Union’s retail sales and service delivery by managing daily sales activities, coaching and training retail staff and management, and collaborating with retail leadership to deliver premier member service, increase product and service usage, and achieve corporate goals. The role works across retail teams and with the Training department to maintain staff skills and ensure processes and tools support effective performance. The position also drives product and process design, marketing initiatives, research and development of incentive plans, and appropriate risk controls to support compliance. As a member of the leadership team, the Assistant Vice President participates in strategic planning and implementation, establishes short- and long-term objectives, and develops sales and service performance goals.

Requirements

Three to five years of experience in contract analysis, vendor management, procurement, or related work, preferably in a credit union, bank, or other financial institution.
Three to five years of similar or related experience.
At least five years of retail branch management experience.
A combination of higher education or certificates and work experience will be considered; the posting states “10 years” in connection with this qualification.
Proven success selling retail products and using sales and member-education tools in a retail environment.
Ability to travel to various retail branch locations.
Ability to work Saturday hours when needed.
Advanced working knowledge of the CRM system (DataVerity).
Proficiency in report writing and written communication.
Ability to function professionally on many different levels.

Responsibilities

Observe associates’ sales skills and provide coaching to support premier member service and product delivery.
Motivate and encourage retail associates and managers, ensuring sales goals are communicated and achieved.
Develop staff into trusted advisors rather than order takers or transactional salespeople.
Provide feedback to support staff development and performance appraisal.
Analyze member needs, promote and cross-sell Credit Union products and services, and achieve production goals established through strategic planning.
Develop cross-selling methods and strategies to deepen members’ financial services relationships.
Collaborate with the Training department to define appropriate training methods and curricula.
Establish annual budget, revenue, expense, and capital expenditure projections.
Monitor legal, regulatory, economic, competitive, and technology changes that may affect Credit Union sales functions.
Educate associates on identifying, monitoring, and capturing member information for current and future needs using the CRM system (Data Verity).
Develop incentive structures that support achievement of strategic goals.
Develop and evaluate reporting metrics and analytics to drive productivity.
Communicate the Credit Union’s vision, mission, and values to staff.
Coordinate sales efforts with Marketing and Business Development initiatives.
Create, calculate, and present quarterly sales awards at staff recognition meetings.
Maximize brand awareness in the community and at Workplace Partner (WPP) sites.
Support revenue-generating business partners.
Ensure a premier Net Promoter Score.
Analyze sales production trends and gaps.