Business Leads Manager

WinSouth Credit Union•Gadsden, AL

About The Position

At WinSouth Credit Union, we are committed to providing our members with high-quality financial services that promote financial well-being. We pride ourselves on our member-first approach and continually evolve to meet the needs of our community. In keeping with this commitment, we seek an experienced, motivated Business Development Manager to join our dynamic team and strengthen our market presence. Position Summary The Business Leads Manager at Winsouth Credit Union is responsible for generating, qualifying, and managing leads to support the credit union's growth in memberships, deposits, and lending. This role is a hands-on, member-facing position focused on outbound contact, inbound lead follow-up, and relationship development with members and potential members across Winsouth's field of membership. In alignment with Winsouth's mission and values, the Business Leads Manager serves as a trusted resource for members while coordinating closely with internal lending, branch, and marketing teams.

Requirements

High school diploma or equivalent required
Minimum of 2-5 years of experience in business development, lending, sales, or financial services
Strong outbound calling and relationship-building skills
Ability to identify needs and qualify opportunities
Excellent verbal and written communication skills
Working knowledge of financial products
Strong organizational skills with attention to detail
Ability to manage multiple leads and follow-up timelines

Nice To Haves

Associate or bachelor's degree in business, finance, or related field preferred
Credit union or community financial institution experience preferred

Responsibilities

Lead Generation & Outreach Proactively contact existing and prospective members through outbound calls, emails, referrals, and marketing-generated leads
Follow up on inbound business inquiries from branches, the website, and marketing campaigns
Conduct needs-based conversations to identify opportunities for accounts, services, and lending products
Member Relationship Support Develop relationships with members and organizations within Winsouth's communities
Educate members on Winsouth's products and services, including checking, savings, investment products, and loans
Coordinate with branch staff to transition qualified leads and ensure a smooth member experience
Pipeline Management & Reporting Maintain accurate documentation of leads, contacts, and follow-up activity
Track lead outcomes, conversions, and follow-up timelines
Provide routine activity and pipeline reports to management
Internal Collaboration Work closely with branch staff to encourage and support member referrals
Assist in educating staff on identifying potential opportunities
Participate in business development initiatives, community events, and outreach efforts as needed
Compliance & Risk Awareness Ensure all member and prospect interactions comply with Winsouth policies, procedures, and regulatory requirements
Adhere to BSA/AML, OFAC, privacy, and information security standards
Maintain confidentiality of all member information
Other Duties Perform additional duties as assigned to support Winsouth's strategic goals and member service commitment