Manager Business Services Sales & Performance-Hybrid

Logix Federal Credit Union•Valencia, CA

2d•$126,498 - $196,072•Hybrid

About The Position

The Business Services & Treasury Sales Manager leads the execution and performance of Logix’s Business Banking sales function, with accountability for team results across business development, pipeline management, portfolio management, and member service. The manager develops Business Banking Officers into disciplined, consultative relationship managers who acquire and deepen business member relationships across deposits, treasury management, business credit, and strategic partner solutions. The role establishes a consistent sales operating rhythm, strengthens branch and enterprise partnerships, uses data to improve execution, and promotes member-focused growth consistent with compliance requirements and Logix’s risk appetite. The manager leads and develops Business Banking Officers and Virtual Business Banking Officers, sets performance expectations, coaches sales execution, and builds a collaborative, accountable sales culture. The role develops territory, segment, and campaign strategies; manages pipelines and portfolios; and works with lending, underwriting, credit administration, operations, branches, and other partners to improve relationship growth, service, and opportunity quality. It also represents Logix in the business community, supports strategic initiatives and change adoption, and manages assigned expenses, resources, reporting, and people-management responsibilities.

Requirements

Bachelor’s degree in business administration, finance, economics, or a related field, or an equivalent combination of relevant education and experience.
At least 6 years of progressively responsible business banking, commercial banking, treasury management, or related financial services experience, including demonstrated sales leadership or people-management responsibility.
Proven ability to lead a sales team through clear expectations, coaching, inspection, recognition, accountability, and change.
Demonstrated success acquiring, retaining, and deepening business relationships through consultative selling and disciplined business development.
Working knowledge of business deposits, treasury and cash-management solutions, business credit cards, C&I and small-business lending, SBA referral programs, merchant services, payroll, and related partner solutions.
Ability to understand business cash flow, bank statements, tax returns, financial statements, debt structures, and core credit concepts sufficiently to coach bankers and improve the quality of opportunities submitted for credit review.
Strong quantitative and analytical skills, including ability to interpret scorecards, pipeline and conversion metrics, portfolio trends, market data, and member-experience results.
Working knowledge of financial-institution compliance, BSA/AML, fraud-risk awareness, deposit and lending controls, and appropriate escalation practices.
Excellent written, verbal, presentation, facilitation, interpersonal, and influence skills, including communicating effectively with business owners, senior leaders, and cross-functional partners.
Strong judgment, organization, attention to detail, adaptability, and ability to prioritize competing demands in a field-based, multi-market environment.
Ability to use CRM, appointment, pipeline, loan-origination, core, reporting, and digital-banking systems to manage execution and ensure reliable documentation.
Proficiency with Microsoft 365, including Excel, Outlook, Word, OneNote, SharePoint, Teams, and PowerPoint.
Ability to travel regularly throughout Logix’s market area for branch visits, joint prospect calls, team coaching, member meetings, and community events.
Occasional evening or weekend participation may be required.

Nice To Haves

Experience leading relationship managers and supporting C&I and small-business credit is strongly preferred.
A bachelor’s degree in business administration, finance, economics, or a related field is preferred.

Responsibilities

Lead, coach, and hold Business Banking Officers and Virtual Business Banking Officers accountable for originating and deepening business relationships through prospecting, account planning, time management, and individual business plans.
Develop the team’s ability to engage decision-makers, prospects, members, centers of influence, brokers, community partners, and internal referral sources, and provide needs-based recommendations with clear expectations and follow-through.
Establish a sales-management cadence that includes pipeline reviews, individual coaching, activity and conversion reviews, field observation, branch engagement, recognition, career development, and timely performance follow-through.
Assess team knowledge and skill gaps and coordinate development in consultative selling, prospecting, networking, presentations, negotiation, relationship planning, cash flow, financial statements, credit fundamentals, treasury management, compliance, and risk identification.
Build a collaborative, empathetic, results-oriented sales culture that reinforces accountability, solution ownership, curiosity, adaptability, integrity, and member service.
Develop and execute territory, segment, and campaign strategies using market, portfolio, referral, and performance data to identify prospects, industries, geographic opportunities, and relationship-deepening opportunities.
Set and monitor expectations for prospecting, portfolio outreach, centers-of-influence development, community engagement, appointments, follow-up, and activity documentation.
Represent Logix in the business community and coordinate with Marketing and internal partners on campaigns, events, financial education, thought leadership, and targeted outreach.
Maintain an external network and participate selectively in joint calls, field visits, prospect meetings, branch huddles, and community events to model business development and remove barriers for the team.
Monitor competitive and market developments; gather feedback on products, member needs, objections, lost business, and process friction; and recommend product, pricing, feature, and delivery enhancements.
Own team execution against approved goals and service standards for new relationships, deposits, active checking, treasury and partner solutions, business credit, portfolio retention, relationship expansion, and member experience.
Manage pipeline quality, aging, next steps, conversion, and forecasting; collaborate with Commercial Lending, Underwriting management, Credit Administration, and Operations to improve opportunity quality and support timely, informed credit decisions while not assuming independent underwriting authority.
Use dashboards, scorecards, referral data, production trends, pipeline analytics, portfolio activity, service measures, and quality results to identify gaps, forecast outcomes, and implement corrective actions.
Ensure bankers manage assigned portfolios through relationship reviews, deposit retention, needs-based cross-selling, maturing-loan and delinquency follow-up, transaction and risk awareness, and timely member-contact documentation.
Promote a balanced product mix and full-relationship approach across deposits, treasury management, business credit cards, lines and loans, SBA and other partner referrals, merchant services, payroll, and other approved solutions.
Build effective working relationships with branch leadership and internal channels, clarify referral and handoff expectations, reinforce reciprocal partnerships, and improve referral quality, responsiveness, and conversion.
Ensure appropriate cross-referrals and coordinated relationship ownership across Business Services, branches, Commercial Lending, Brokerage and Insurance, Marketing, Member Service Center, Fraud, BSA/AML, and other enterprise partners.
Champion high-touch onboarding and service for priority relationships, monitor service breakdowns and member feedback, and lead timely resolution and root-cause follow-through.
Lead growth within applicable laws, regulations, policies, procedures, approval authorities, and Logix’s risk appetite; contribute business, member, market, and relationship perspectives to Senior Loan Committee discussions, the recommend/approve process, and assigned strategic initiatives within delegated authority.
Represent the sales function by providing subject-matter expertise and user feedback, supporting testing and change adoption, and preparing teams and partners for implementation while maintaining independent credit judgment, governance, accurate documentation, escalation, control reporting, and ethical judgment.
Maintain sufficient working knowledge of business deposits, ACH origination, online business banking, remote deposit capture, account analysis, fraud controls, and related compliance requirements to coach the sales team and partner with Sales Operations.
Manage assigned expenses and resources within approved budgets and complete administrative, reporting, audit, and people-management responsibilities accurately and on time.
Perform other duties and special projects as assigned.