WinSouth Credit Union · 2 days ago
Business Leads Manager
Gadsden,AL,US
Full-time
Hybrid
Entry, Mid Level
$23/hr - $25/hr
2+ years expWinSouth Credit Union is committed to providing high-quality financial services and is seeking a Business Leads Manager to enhance their market presence. This role focuses on generating and managing leads to support growth in memberships, deposits, and lending while fostering relationships with members and coordinating with internal teams.
BankingFinancial ServicesNon Profit
Responsibilities
Proactively contact existing and prospective members through outbound calls, emails, referrals, and marketing-generated leads
Follow up on inbound business inquiries from branches, the website, and marketing campaigns
Conduct needs-based conversations to identify opportunities for accounts, services, and lending products
Develop relationships with members and organizations within Winsouth's communities
Educate members on Winsouth's products and services, including checking, savings, investment products, and loans
Coordinate with branch staff to transition qualified leads and ensure a smooth member experience
Maintain accurate documentation of leads, contacts, and follow-up activity
Track lead outcomes, conversions, and follow-up timelines
Provide routine activity and pipeline reports to management
Work closely with branch staff to encourage and support member referrals
Assist in educating staff on identifying potential opportunities
Participate in business development initiatives, community events, and outreach efforts as needed
Ensure all member and prospect interactions comply with Winsouth policies, procedures, and regulatory requirements
Adhere to BSA/AML, OFAC, privacy, and information security standards
Maintain confidentiality of all member information
Perform additional duties as assigned to support Winsouth's strategic goals and member service commitment
Qualification
Required
High school diploma or equivalent required
Minimum of 2-5 years of experience in business development, lending, sales, or financial services
Strong outbound calling and relationship-building skills
Ability to identify needs and qualify opportunities
Excellent verbal and written communication skills
Working knowledge of financial products
Strong organizational skills with attention to detail
Ability to manage multiple leads and follow-up timelines
Preferred
Associate or bachelor's degree in business, finance, or related field preferred
Credit union or community financial institution experience preferred
Company
WinSouth Credit Union
WinSouth Credit Union is a non-profit financial organization.
51-200 employees
Funding
Current Stage
Growth StageRecent News
2025-10-09
Company data provided by crunchbase