Director Business Development (Select Employer Groups) and Financial Education

Mountain America Credit Union•Sandy, UT

31d

About The Position

Responsible for working closely with the VP of Corporate and Strategic Partnerships and Chief Marketing Officer to implement key strategic initiatives to develop and maintain strong business relationships and direct the Select Employer Groups and Financial Education teams to drive growth within the organization.

Requirements

5 years of business services and/or financial services experience preferred
5 years leadership experience managing medium to large teams
8 years sales or related experience preferred
Bachelor's degree or equivalent experience
Prominent knowledge of theory and organizational experience through extensive exposure to complex practices across several different disciplines within business development and/or sales in a financial services setting.
Leverages knowledge of trends in business development and financial education to influence strategy
Public speaking skills
Leadership and talent management skills
Strategic thinking
Problem solving skills
Verbal/written communication skills
Creates a sense of urgency and accountability in delivering objectives and a culture which fosters innovation and creativity
Develops multifunctional leadership
Coaches individuals to reach full potential, builds coaching capability in others
Helps orchestrate talent development & movement across the business unit or function
Leads Work effectively & regularly across functions
Responsible for effectiveness of team(s) and performance results
Responsible for a business process in a function of notable risk and complexity
Directs multiple related teams or function with significant and critical organization-wide impact
Operates with autonomy on operational matters, accountable to BU Leadership
Limited to no revenue generation responsibilities (except for sales)
Has budget responsibility
Actively develops strategic plan for the function or business processes with VP
Sets objectives for self and/or a team/project members
Delivers the results that have a tangible impact for function or business process
Adapts strategy to changing conditions
Identifies external threats and opportunities and adapts strategy to changing conditions
Strategic planning horizon generally 1 - 3 years
Actively participates in building BU plan
Applies company level financial and economic perspectives to decision making and problem solving
Uses substantial intuition and experience to complement data
Gathers and analyzes information at an expert level
Manages the resolution of complex or unusual business problems
Applies analytical thinking, problem identification and solving and decision making
Implementation of solutions requires a medium-term view
Ability to work both autonomously and collaboratively in a fast-paced environment.
Self-starter with strong organizing and time management skills and the ability to work productively and efficiently in a fast-paced environment with multiple projects and timelines.
Adaptive to change, responds positively to altered circumstances or conditions.
Possess a desire and willingness to learn and continually update knowledge base on financial concepts, strategies, systems etc.
Excellent interpersonal skills including the ability to lead and collaborate with ad-hoc teams.
Demonstrated ability to analyze and interpret complex data and implement short- and long-term strategies/business plans accordingly.
Ability to sit, talk and hear consistently
Close vision (clear vision at 20 inches or less)
Distance vision (clear vision at 20 feet or more)
Color vision (ability to identify and distinguish colors)
Ability to lift up to 10 pounds frequently and up to 25 pounds occasionally

Nice To Haves

Master's degree preferred

Responsibilities

Team Leadership: Lead and manage the Select Employer Group (SEG) and Financial Education teams to execute departmental vision and goals.
Recruit, develop, and coach high-performing teams with clear objectives, accountability, and growth plans.
Establish performance standards, create ROI dashboards, and manage annual staffing, budgets, and business plans.
Foster a culture of accountability and service excellence aligned with the Credit Union’s professional image.
Develop and implement competitive strategies and scalable solutions to drive growth and member engagement.
Perform other duties as assigned.
Select Employer Groups: Drive business development by soliciting new business from existing and potential SEGs, including collaborating with internal business teams to expand relationships to include multiple products and services such as loan and credit products (SBA, Commercial Real Estate), payroll processing, merchant services, treasury management services, 401k, etc.
Manage the sales pipeline and create strategies to onboard large SEGs and associations.
Ensure compliance with NCUA Field of Membership (FOM) requirements and educate internal teams on adherence.
Build and deepen strategic partnerships with SEGs, collaborating across departments and branches to enhance offerings and coordinate workplace events.
Oversee financial education programs tailored to SEGs, members, and community partners.
Identify and resolve SEG needs, provide solutions, and document business development activities with regular reporting.
Financial Education: Collaborates with the Financial Education Manager to design curriculum and delivery strategies and content that help community and credit union members define and achieve their financial dreams.
Builds strategic relationships with external organizations, schools, and nonprofits to expand the reach of financial education programs.
Provides thought leadership and insights on financial wellness trends to inform strategic planning and product development.
Ensures financial education content is compliant with regulatory standards and reflects current financial trends.
Identifies opportunities to scale financial education