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WESTconsin Credit Union · 3 days ago

Member Sales & Growth Advisor

Menomonie, WI

Full-time

Hybrid

Mid Level

3+ years exp

WESTconsin Credit Union is dedicated to empowering individuals and communities towards financial wellness. The Member Sales & Growth Advisor will lead initiatives to enhance member engagement and drive sales strategies, ensuring a culture of growth and collaboration within the organization.

Financial Services

Comp. & Benefits

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

Qualification

Member engagement strategiesSales performance analysisCustomer Relationship ManagementCoachingData analysisMentoringProject managementTeam collaborationCommunication skills