AVP, Market Development Manager

Technology Credit Union • San Jose, CA

8d • $97,000 - $135,000

About The Position

The AVP, Market Development Manager (AVP, MDM) develops and acquires business through outside sales activities within their assigned Territory and as needed in other territories. The incumbent promotes the overarching organizational objectives of exceeding goals, delivering stellar service, building brand awareness and growing Technology Credit Union (Tech CU) membership, deposits, and loans through, among other methods, outreach to Member Companies, mortgage brokers, community development agencies and business/civic leaders. The AVP, MDM is responsible for developing direct and indirect sales growth including but not limited to mortgage and auto lending. In addition, conducts sales presentations, enrolls new companies/community organizations as strategic partners, and establishes ongoing 12-month calendar of business development/relationship management events in their territory.

Requirements

• Bachelor’s Degree in related business discipline or equivalent work experience.
• 7+ years of experience in related disciplines products, policies and procedures.
• 3+ years of outside sales or business development experience.
• Strong leadership and sales acumen.
• Solid time and project management skills.
• Solid ability to self-manage priorities.
• Self-motivated and goal driven.
• Strong knowledge of financial products and services, the financial services industry and the competitive landscape.
• Proficient in Microsoft Office products
• Solid knowledge and fluency in utilizing digital/virtual platforms to meet with internal/external contacts.
• Strong knowledge and ability to facilitate workshops/seminars in-person and virtually
• Positive disposition.
• Solid team orientation.
• Strong commitment to make excellence a habit.
• Strong written, verbal and presentation skills.
• Highly adaptive and open to changes as the organization grows and its needs evolve.
• Upon employment, must enroll and maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CU’s company registration.
• Frequent travel by car within assigned territory to attend meetings/events or develop business.
• Holds a clear and valid driver license valid in assigned territory.
• Possesses current automobile insurance.
• Occasional travel to corporate headquarters in San Jose and/or other locations to attend offsite training, meetings or events, typically with advance notice.
• Infrequent overnight travel may be required, with advance notice.

Responsibilities

• Sales and Service Within the Territory of responsibility, Communicates the enterprise-wide message and builds Tech CU brand awareness within the target market, i.e. the tech ecosystem, community development agencies.
• Develops and implements a strategic plan to optimize the business opportunities for assigned Tech CU profit centers with a focus on achieving and exceeding all goals.
• Delivers Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand.
• Sells and processes, Tech CU’s products & services in person and via Virtual Branch
• Collaborates with internal partners to optimize outreach efforts.
• Connects and develops relationships with key employers as well as business and civic leaders in the territory.
• Establishes and expands partnerships with mobility management organizations, benefits brokers, realtors, mortgage brokers, Certified Public Accountants (CPAs), etc.
• Develops, maintains, and expands relationships with existing and prospective Member Companies, and community organizations that allow optimal acquisition opportunity.
• Participates in community organizations and events aligned with Tech CU’s organizational objectives.
• Utilizes social media channels to promote events and engage community and Tech CU membership.
• Maintains current industry, competitive and product knowledge.
• Develops and nurtures a network of referral sources and business contacts.
• Communicate sales results to own manager for inclusion in territory management reports.
• Works under general supervision from leadership.
• May offer periodic coaching to other less experienced staff.

Benefits

• Health Coverage : Medical, dental, and vision plans
• Income Protection : Life and disability insurance
• Retirement : 401(k) plan with company match
• Paid Holidays : 12 days annually
• Paid Time Off (PTO) : Accrues at 7 .08 hours per bi-weekly paycheck (approximately 23 days per year)
• Increases with length of service
• Voluntary Time Off (VTO) : 8 hours annually for full-time employees to support charitable organizations
• Additional Benefits : Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees