Kitsap Credit Union · 1 month ago
Retail Growth Manager
Bremerton, WA
Full-time
Onsite
Mid Level
$92K/yr - $106K/yr
3+ years expKitsap Credit Union is a not-for-profit, member-owned financial cooperative dedicated to improving the financial wellbeing of its members and communities. The Retail Growth Manager is responsible for creating and implementing sales training to enhance member engagement and foster a sales-oriented culture within the organization.
BankingFinancial Services
No H1B
Responsibilities
Develop and deliver tools, sales aids, and processes to facilitate the acquisition, retention and cross-selling to profitable member segments as defined in the strategic plan
Provides sales expertise and actively works with management to clarify and define sales expectations and objectives that are aligned with overall credit union objectives
Meets with managers and staff to develop personal goals to achieve established sales targets
Performs ongoing individualized sales evaluations of staff performance, and works with managers to improve sales abilities and achievements
Partners with Sales/Marketing Department to establish monthly contests based on current business needs
Supports incentives for staff. Records and tracks results and coordinates payouts. Reports results to management with recommended enhancements as appropriate
Develop and implements member outreach sales scripts based on current Sales/Marketing lead generations to contribute to a standardized Member Experience
Meets with Retail Directors, VP Retail and VP of Sales, monthly to provide sales results, discuss barriers to success, and partners to make enhancements to achieve annual goals
Facilitate bi-monthly sales calls for Branch and Contact Center Management to address gaps in sales and service delivery
Evaluates existing products and make recommendations for changes, enhancements, or additions to the Product Development Committee
Oversees budget assigned to sales efforts
Qualification
Required
Bachelor's degree in Business, Sales & Marketing, or comparable/equivalent experience
3+ years of sales development/marketing experience in financial institution or similar organization with specific experience in sales-driven culture
3+ years of experience in a retail branch sales environment or equivalent experience is required
Ability to translate and present data analytics and information to executive leadership team in a manner that is concise and understandable
Must be registered with the Nationwide Mortgage Licensing System (NMLS) within 30 days of hire and comply with the SAFE Act regulations
Experience designing, implementing, modeling, and tracking incentive plans aligned with business objectives
Strong analytical skills with the ability to interpret financial and operational data to inform decision-making
Ability to create clear, professional documentation and reports for diverse audiences
Proven track record of success growing an organization through creation of sales training and implementation
Understand, model, and represent KCU's core values
Preferred
Prior experience with Episys, Meridian ink, and Salesforce Financial Services Cloud (FSC)
Prior experience implementing The Member Experience (TMA) methodology preferred
Benefits
Free onsite parking
Annual time off and sick time accrued
11 Paid holidays
1 Personal floating day
Medical, Dental, Vision, Short- and Long-term Disability, Life and AD&D Insurance
Employee Assistance Program
Choose from a PPO medical plan or a High Deductible with a Health Savings Account
3% KCU funded Safe Harbor Contribution to your 401K
KCU will match up to 2% of your 401K contributions
All 401K contributions are 100% vested
Potential annual incentive in all roles within Kitsap Credit Union
Tuition reimbursement
8 hours of paid volunteer time off
Discounts on KCU's products and services
Enjoy unlimited ORCA transit access through KCU for less than $45 a year—your cost as an employee
Company
Kitsap Credit Union
Kitsap Credit Union helps employees to achieve more by helping them grow professionally through in-house trainings.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Shawn Gilfedder
President and Chief Executive Officer
C
Colin Morrison
Senior Vice President and CIO
Recent News
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