Keesler Federal Credit Union · 2 weeks ago
Director of Sales and Services 5050
Gulfport, MS
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expKeesler Federal Credit Union is seeking a Director of Sales & Services who will be responsible for developing and leading a retail sales and service strategy to enhance member experience and drive revenue growth. This role involves overseeing the execution of sales and service frameworks while collaborating with various departments to foster a high-performing culture across Retail Operations.
BankingFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Serves as the "champion" of our internal sales and service program
Leads the creation and execution of a Sales & Service strategy that supports organizational growth, member experience targets, and operational performance goals
Establishes retail sales and service standards and coaching frameworks across all member-facing channels
Chairs or co-chairs Sales & Service governance councils, working groups, and quarterly business reviews with executive and VP-level leaders
Oversees enterprise performance dashboards, KPIs, and analytics tied to sales effectiveness, service quality, member engagement, onboarding success, and channel performance
Directs the design and delivery of comprehensive training programs for sales, service, coaching, discovery, and consultative conversations
Develops strategic sales initiatives that support loan, deposit, and membership growth goals across all channels including branches, call center, outbound, and digital
Designs and oversees contests, campaigns, incentive structures, recognition programs, and performance accelerators aligned with institutional objectives
Ensures sales and service practices align with compliance, risk management, BSA/OFAC requirements, and internal policies
Leads a team of managers, trainers, and specialists responsible for equipping leaders across the retail network with coaching tools and performance insights
Implements sales and service training strategies for use by our team members
Provides ongoing support for sales and service operations across all Retail channels, including call center, branches, and back-office functions
Measures the effectiveness of sales and service strategies through key performance indicators
Oversees routine visits with team members regarding sales and service throughout Retail Operations
Acts as the liaison between Keesler Federal and ancillary product vendors from a Sales and Service training perspective
Facilitates meetings to develop and improve service commitment to members and team members and is responsible for executing Service Commitments across the organization
Develops credibility by acting as a role model, providing leadership, and coaching staff toward achieving their goals
Responsible for compliance with all Federal regulations including the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC)
Any other assigned duties
Qualification
Required
Bachelor's Degree with a major in Business or a Business Discipline (Economics, Finance, Accounting, Business Management, Human Resources, etc.,) or equivalent combination of education and experience
8 years of progressive experience in sales, service or member experience leadership within financial services
Minimum 5 years of leadership experience managing managers or leading initiatives
Lending experience required, preferably in a financial institution
Knowledge of adult learning concepts
Excellent project management skills, including the ability to manage multiple and concurrent projects to a successful conclusion by a stated deadline
Analytical skills and the ability to present supporting data
Strong public speaking and presentation skills
Knowledge of credit union operational procedures, products, and services
Ability to work under stringent deadlines stressing the urgency to achieve monthly goals with expected quality and in accordance with required policies and procedures
Excellent communication skills
Ability to work independently with minimal supervision
Must be willing to travel to branches and other departments as needed for training & coaching
Must be flexible to work evenings or weekends as needed
Extensive use of PC required
Must be proficient in Microsoft Word, Excel, Teams, Outlook, reporting tools, CRM, LOS, and the use of the internet and e-mail
Ability to effectively use the CRM to create system events, referrals, incentive systems, and utilize the delivered reporting system to track sales
Ability to effectively use the CRM system to ensure that staff is effectively using the system to complete new member onboarding, routing & resolving service requests, and complete new product sales promptly
Benefits
Medical, dental, and vision insurance
Section 125 Flexible Spending Accounts (Health Care and Dependent Care)
Employee and dependent life insurance
401(k) retirement plan with a 100% match on the first 5% of employee contributions
Paid time off and leave benefits
Tuition reimbursement
Short-term and long-term disability coverage
Company
Keesler Federal Credit Union
Keesler Federal Credit Union offers banking, money transfers, fraud & security, wealth management, retirement planning & insurance services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Andrew Swoger
President/ CEO
Recent News
New Orleans CityBusiness
2025-12-27
Company data provided by crunchbase