Manager Business Services Sales & Performance-Hybrid

Logix Federal Credit Union•Valencia, CA

1d•Hybrid

About The Position

The Manager Business Services Sales & Performance 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 role 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. It establishes a consistent sales operating rhythm, strengthens branch and enterprise partnerships, uses data to improve execution, and promotes member-focused growth that is compliant and consistent with Logix’s risk appetite. The manager leads and develops the sales team, sets territory and campaign strategies, monitors performance and forecasts, and partners with internal groups to improve referrals, credit decisions, service, and relationship growth. The role also represents the sales function in business-community and enterprise initiatives, supports product and process improvements, manages assigned expenses and resources, and completes administrative, reporting, audit, and people-management responsibilities.

Requirements

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 credit-review opportunities.
Strong quantitative and analytical skills, including the 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 the ability to communicate 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.

Nice To Haves

Experience leading relationship managers and supporting C&I and small-business credit is strongly 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 to 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 performance follow-through.
Assess team skill gaps and coordinate development in consultative selling, prospecting, networking, presentations, negotiation, relationship planning, business cash flow, financial statements, credit fundamentals, treasury management, compliance, and risk identification.
Build a collaborative, empathetic, results-oriented 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, appointment generation, 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.
Monitor competitive and market developments and provide recommendations on product, pricing, features, and delivery based on feedback about member needs, objections, lost business, and process friction.
Own team execution against approved goals and service standards for new relationships, deposits, active checking, treasury and partner solutions, business credit, 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, support timely and informed credit decisions, clarify expectations, resolve recurring issues, and maintain sound credit quality without 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 actively manage assigned portfolios through relationship reviews, deposit retention, needs-based cross-selling, maturing-loan and delinquency follow-up, transaction and risk awareness, and timely 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 relationships with branch leadership and internal channels; clarify referral and handoff expectations, reinforce reciprocal partnerships, and improve business-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 in accordance with 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, documentation, escalation, control reporting, and ethical standards.
Maintain working knowledge of business deposits, ACH origination, online business banking, remote deposit capture, account analysis, fraud controls, and related compliance requirements to coach the 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.