Manager, Business Banking Sales

Wings Credit Union•Westminster, CO

14h•$111,500 - $130,100

About The Position

The Manager, Business Banking Sales leads and develops a team of Business Bankers responsible for building member relationships and growing Business Banking across the market. The team covers Castle Rock and the I-25 corridor north through Fort Collins and Greeley. The position may be based at the Quebec office in Highlands Ranch or the Northern Colorado Headquarters in Westminster, depending on the selected candidate and business needs. Working with the Director of Business Banking, the Manager helps set sales and market objectives, translates strategy into team priorities, and coaches bankers on prospecting, relationship development, portfolio growth, and performance. This is a hands-on leadership role that includes supporting call planning, prospect and member meetings, market activities, and ongoing coaching. The Manager also develops profitable business relationships, strengthens internal referrals and market presence, monitors performance, supports budgeting and business planning, and ensures effective use of CRM tools and adherence to Bank Secrecy Act requirements.

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 developing, influencing, mentoring, delivering 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.
Experience in business relationship management, including retention and expansion of business services and products and networking activities.
Knowledge of sales and sales strategies.
Working knowledge of commercial and small businesses and their typical processes and procedures.
Relationship management skills, including influencing, advisory, and acquisition skills.
Strong problem-solving skills.
Strong verbal and written communication skills.
Sound decision-making skills and ability to manage the member experience in accordance with credit union regulations and procedures.
Strong knowledge of business economics and banking.
Proficiency with Microsoft Office products, 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 to provide coaching and support relationship development.
Facilitate call planning, joint calling, and pre-call preparation.
Recruit, retain, and develop Business Bankers, and support performance reviews, performance management, and hiring.
Build a positive, accountable, and collaborative team culture.
Partner with the Director of Business Banking to establish sales goals, market objectives, budgets, and strategies.
Develop and execute market strategies supporting revenue growth, 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 assess progress and guide coaching.
Evaluate pipeline activity and sales performance to help bankers prioritize opportunities and meet objectives.
Support annual budget administration and other business planning for the assigned market or segment.
Partner with Business Banking leadership to improve execution and market performance and support department objectives.
Build internal partnerships to strengthen referral activity and provide a consistent member experience.
Develop relationships with Service Center teams and other internal partners to increase awareness, engagement, and referrals.
Collaborate with internal partners to execute sales strategies and exchange leads and referrals.
Support expansion markets and areas needing increased Business Banking visibility and partnership.
Help bankers navigate complex member needs, relationship opportunities, and escalated concerns.
Model a consultative, relationship-focused approach that balances member needs, business objectives, and long-term relationship value.
Maintain visibility into team performance using CRM activity, pipeline reporting, dashboards, sales plans, and other measures.
Ensure Business Bankers maintain accurate relationship, pipeline, and activity information in CRM tools.
Establish clear expectations, provide timely feedback, and address performance opportunities with the Director.
Support consistent execution of Business Banking sales and service plans and department practices.
Remain knowledgeable of and comply with Wings policies, procedures, and regulations related to the Bank Secrecy Act.

Benefits

Generous 401(k) match
401(k) 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
Car allowance