Manager, Business Banking Sales

Wings Credit Union•Westminster, CO

18d

About The Position

The Manager, Business Banking Sales leads, coaches, and develops a team of Business Bankers to grow Wings’ Business Banking presence and strengthen member relationships across the Castle Rock and I-25 corridor north through Fort Collins and Greeley. The position may be based at Wings’ Quebec office in Highlands Ranch or its Northern Colorado Headquarters in Westminster, depending on the selected candidate and business needs. Working closely with the Director of Business Banking, the Manager helps establish sales and market objectives, turns strategy into clear team priorities, and coaches bankers in prospecting, relationship development, portfolio growth, and performance. This is a hands-on leadership role involving call planning, prospect and member meetings, market activities, and ongoing coaching. The Manager supports sales execution, market development, internal partnerships, member engagement, performance management, and adherence to Bank Secrecy Act policies and procedures.

Requirements

Bachelor’s degree in Business, Finance, Management, or a related field.
At least 7 years of combined experience in financial services.
At least 5 years of direct experience selling business banking products and services.
At least 5 years of developing business relationships within the financial industry.
At least 3 years of management or team leadership experience.
Proven leadership skills, including sustained development, influencing, mentoring, feedback, planning, and coaching in a financial institution environment.
Familiarity with supervisory skills and best practices.
Strong command of business banking practices.
Ability to acquire business members through cold calling, prospecting, nurturing, and business development.
Knowledge of credit union products and services, credit union operations, and current market trends.
Ability to make critical decisions independently.
Business relationship management skills, including retention and expansion of business services and products and networking activities.
Knowledge of sales and sales strategies.
Working knowledge of commercial and small-business practices, processes, and procedures.
Relationship management skills, including influencing, advisory, and acquisition skills.
Superior problem-solving skills.
Superior verbal and written communication skills.
Sound decision-making skills and ability to manage the member experience while following credit union regulations and procedures.
Strong knowledge of business economics and banking.
Proficiency with Microsoft Office, including Word, Excel, and Outlook.
Valid driver’s license with an acceptable driving record.

Responsibilities

Lead, coach, and develop Business Bankers to achieve individual and team production, revenue, volume, and market-share objectives.
Provide regular coaching and feedback on relationship management, prospecting, business development, and banker effectiveness.
Join bankers in prospect and member meetings and facilitate call planning, joint calls, and pre-call preparation.
Recruit, retain, and develop Business Bankers; support performance management, reviews, and hiring activities.
Build a positive, accountable, and collaborative team culture focused on member relationships and growth.
Partner with the Director of Business Banking to establish sales goals, market objectives, budgets, and strategies.
Develop and execute market strategies to grow revenue, portfolio performance, relationship acquisition, and market presence.
Monitor individual and team performance, identify opportunities and barriers, and coach toward established goals.
Coordinate outreach to targeted businesses, industry segments, prospective members, and referral partners.
Use community involvement, sponsorships, events, and market activities to strengthen Business Banking presence.
Maintain and develop profitable relationships with business members, industry associations, referral partners, and key market contacts.
Translate Business Banking strategy and organizational goals into team priorities and actionable plans.
Use sales plans, CRM reporting, pipeline activity, and performance metrics to evaluate progress and guide coaching.
Evaluate pipeline activity and sales performance to help bankers prioritize opportunities and progress toward objectives.
Support annual budget administration and other planning for the assigned market or segment.
Partner with Business Banking leadership to improve execution, market performance, and departmental outcomes.
Build internal partnerships to increase Business Banking awareness, referrals, and a consistent member experience.
Collaborate with Service Center teams and other internal partners to execute sales strategies and exchange leads and referrals.
Support expansion markets and areas where Business Banking visibility and partnership are needed.
Support bankers in addressing complex member needs, relationship opportunities, and escalated concerns.
Model consultative, relationship-focused service that balances member needs, business objectives, and long-term relationship value.
Maintain visibility into team performance using CRM activity, pipeline reports, dashboards, sales plans, and other measures.
Ensure bankers use CRM tools effectively and maintain accurate relationship, pipeline, and activity information.
Establish expectations, provide timely feedback, and address performance opportunities in partnership with the Director.
Support consistent execution of Business Banking sales and service plans and department practices.
Remain knowledgeable of and adhere to Wings policies, procedures, and regulations related to the Bank Secrecy Act.

Benefits

Generous 401(k) match
Discretionary profit sharing
Health insurance
Dental insurance
Vision insurance
Life insurance
Short-term and long-term disability
Health Savings Account with company contribution
Employee Assistance Program
Paid vacation, sick leave, floating holidays, and volunteer time off
Paid holidays
Tuition reimbursement
Paid parental leave
Monthly incentive opportunities based on achievement of established scorecard goals and performance metrics
Annual car allowance