Member Sales & Growth Advisor

WESTconsin Credit Union Careers•Menomonie, WI

3d•Hybrid

About The Position

At WEST consin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture—then you're in the right place! We’re more than just a credit union; we strive to make a real difference. Ready to make an impact? Let’s grow together! What You’ll Be Doing: Leads the development, delivery, and sustainment of WEST consin’s member-focused sales and growth culture by initiating new strategies, reinforcing existing practices in alignment with direction of the Vice President – Member Advocacy & Sales. Researches, recommends, participates in, and possibly leads training programs that could impact member engagement Provides thought leadership on emerging trends in member engagement and sales Drives growth and retention strategies aligned with organizational goals Utilizes analyzed insights from both the Voice of Member data and Customer Relationship Management tools to inform enhanced member experiences. Identifies and provides actionable insights to inform strategic recommendations to the Vice President – Member Advocacy & Sales for all areas in the credit union, including frontline, lending, and CUSOs. Partners with department leaders assess sales performance and identify opportunities for improvement based on metrics of success and organization-wide goals. Monitors effectiveness of engagement and sales programs and adjust strategies as needed. Ensures consistent adoption of sales and growth culture throughout the entire organization. Promotes cross-functional collaboration to ensure consistency in member experiences across channels. Manages the administration and development of organizational Service Level Agreements (SLAs) and collaborates with leaders to create and refine SLA standards. Lead employees and/or project teams through member journey mapping to help identify gaps in service. Partners with leaders to support coaching, trainings, observations, and meetings within their teams to help increase knowledge and skills around member engagement and sales. Coaches and mentors leaders to strengthen their ability to provide effective performance feedback and enhance coaching skills, driving success in member experience metrics Acts as project lead or participates on a project team with any project that is assigned through Strategic Planning and/or departmental projects Hybrid Position based out of Menomonie, WI and will require some onsite work. Must reside in either Wisconsin or Minnesota

Requirements

Bachelor's degree or equivalent experience
3-5 years related work experience required
Must reside in either Wisconsin or Minnesota

Responsibilities

Leads the development, delivery, and sustainment of WEST consin’s member-focused sales and growth culture by initiating new strategies, reinforcing existing practices in alignment with direction of the Vice President – Member Advocacy & Sales.
Researches, recommends, participates in, and possibly leads training programs that could impact member engagement
Provides thought leadership on emerging trends in member engagement and sales
Drives growth and retention strategies aligned with organizational goals
Utilizes analyzed insights from both the Voice of Member data and Customer Relationship Management tools to inform enhanced member experiences.
Identifies and provides actionable insights to inform strategic recommendations to the Vice President – Member Advocacy & Sales for all areas in the credit union, including frontline, lending, and CUSOs.
Partners with department leaders assess sales performance and identify opportunities for improvement based on metrics of success and organization-wide goals.
Monitors effectiveness of engagement and sales programs and adjust strategies as needed.
Ensures consistent adoption of sales and growth culture throughout the entire organization.
Promotes cross-functional collaboration to ensure consistency in member experiences across channels.
Manages the administration and development of organizational Service Level Agreements (SLAs) and collaborates with leaders to create and refine SLA standards.
Lead employees and/or project teams through member journey mapping to help identify gaps in service.
Partners with leaders to support coaching, trainings, observations, and meetings within their teams to help increase knowledge and skills around member engagement and sales.
Coaches and mentors leaders to strengthen their ability to provide effective performance feedback and enhance coaching skills, driving success in member experience metrics
Acts as project lead or participates on a project team with any project that is assigned through Strategic Planning and/or departmental projects