Consumer Sales Manager

COMMUNITY FIRST CREDIT UNION OF FLORIDAJacksonville, FL
Onsite

About The Position

This position is responsible for the growth of consumer loan and new membership production by developing leadership direction, action plans and initiatives that result in staff performance meeting individual and organizational goals. This position assists Credit Union members with consumer loan products via multiple channels, and processes new membership applications both over the phone and via digital. This individual also directs the work of the Outbound Sales Team staff and supervises the Sales Supervisor who manages the Relationship and Express team staff. This position assists in establishing and monitoring goals, implementing policies and procedures, training, and assisting them with the development of business opportunities.

Requirements

  • 3-5 years of previous experience in a Leadership role.
  • Knowledge of lending and savings policies and procedures in order to assist branch staff and members.
  • Ability to supervise, monitor and evaluate the work of others.
  • Requires clears and professional communication in writing, in person, and on the telephone.
  • Must be capable of climbing / descending stairs in an emergency situation.
  • Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
  • Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.
  • Must be capable of regular, reliable and timely attendance.
  • Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
  • Must be able to read and carry out various written instructions and follow oral instructions.
  • Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics.
  • Must be able to speak clearly and deliver information in a logical and understandable sequence.
  • Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
  • Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
  • Must be able to effectively handle multiple, simultaneous, and changing priorities.
  • Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Nice To Haves

  • Must be able to work extended hours or travel off site whenever required or requested by management.

Responsibilities

  • Meets or exceeds annual goals as established. Meets all new membership and consumer loan production goals as defined in the individual’s performance plan by working with staff in meeting or exceeding their goals.
  • Inspires team to achieve department goals of over $62 Million by: creating a high-performance culture, creating a highly engaged and collaborative team and displaying personal engagement in the credit union’s success. Serves as motivational coach and mentor to all Sales staff and Relationship Supervisor. Monitors their performance relative to application generation, follow up, and conversion numbers. Trains them on the features and benefits of the new programs. Coaches them on how to promote the programs. Completes weekly quality monitors for the Outbound, Express and Relationship teams. Reinforces their knowledge of existing programs to ensure understanding
  • Stays abreast of new product lines and offerings and strategies. Conducts research and analysis, and makes appropriate recommendations to management to ensure organizational goals are met
  • Leads the strategic direction of the Outbound, Express and Relationship teams by partnering closely with Marketing on the development and promotion of membership and consumer lending programs. Partners closely with Retail Sales Operations team to ensure that member needs are met, that there is smooth functioning between departments, and that organizational goals are successfully achieved.
  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Asset Control
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