Director, Experience Center Sales

First Tech Federal Credit UnionHillsboro, OR, United States

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Description

The Director, Experience Center (XC) Sales is responsible for establishing and executing on the XC Sales strategy and programs. This role oversees a team of Sales Coaches that provide coaching to drive performance and develop / deepen existing member relationships to meet enterprise goals through solutions, education, and advice. Additionally leads all strategy, programs, development of bankers and incentive planning for XC Channel.

Primary Responsibilities :

Lead a team of high-performing and engaged employees through effective people leadership practices including regular communication of performance expectations and feedback to employees to maintain high team performance; provide coaching and corrective action as required; actively support employee professional growth and development
Meet established department metrics including high quality member experience, effectiveness and efficiency; update VP on all major projects, employee matters, and goal progress
Develop and implement the end-to-end sales program and partner with the XC Training team to train, deliver, and enhance content
Collaborate and calibrate with XC senior leadership to ensure consistent experience across the XC channel
Develop, track and report key sales performance measurements for the sales coaches and member relationship managers
Partner with XC leadership and Regional Directors to assess the strengths and weaknesses of the sales teams and make the necessary adjustments to drive performance and organizational goals
Follow up to ensure proper execution of the developed coaching plans and partner with XC leadership and Regional Directors to determine next steps for coaching and action planning
Deliver training and direction on incentive plans, sales strategies and behaviors that enhance the membership experience and empower employees and leaders
Reinforce the adoption and usage of sales strategy, business processes, systems, and technology through observation

Experience and Education Requirement :

Minimum Education : Bachelor's degree is preferred

Minimum 7 years' experience in retail or outbound sales environment in the financial services industry

Minimum 5 years' experience leading a diverse team including hiring, coaching and performance management

Ability to create and deliver a business plan and strategy that aligns with each business unit and credit union directives

Ability to effectively prioritize tasks, handling a variety of responsibilities simultaneously

Experience in business program analysis, evaluation, and implementation in retail financial services environment preferred

Ability to use data and analytic information to gain insights and drive strategic direction

Ability to deliver effective stakeholder presentations to both peer and executive level audiences

Ability to articulate complex concepts; able to write / speak clearly and professionally tailoring the message to various audiences, including leadership, technical teams, and member support teams

Ability to influence others and move toward a common vision or goal

Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines

Broad knowledge of credit union operations

Working knowledge of Microsoft Office Suite

Location : Hillsboro, OR 97124 (HYBRID)

Target Compensation in Hillsboro, OR, 97124 : $120,000 to $140,000 annually + annual bonus

Benefits options include :

Traditional medical, dental, and vision coverage

401K matching up to 5% per pay period

Accrue up to 17 days of Paid Time Off your first year of employment

11 paid federal holidays

Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

What makes First Tech different? Click here to learn more!

First Tech is not currently offering Visa sponsorship for this position

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Center Director • Hillsboro, OR, United States