Manager - Retail Development

Company Description

Please note that this role includes an expectation of periodic travel to our headquarters located in Colorado Springs, Colorado. Candidates should be prepared and willing to travel as needed to support team collaboration, training, and key organizational initiatives.

Ent Credit Union exists to improve the financial quality of life of the people we serve. This mission drives us every day, but we are more than our mission. We're also individuals using our unique abilities to make our organization, and the communities we serve, better than they were yesterday. We're a not-for-profit that puts people above profits and actively invests in our community. Our rapidly growing team is expanding our reach to serve more people throughout Colorado. To spread our mission far and wide, we need people like you. If you're interested in a paycheck with a purpose, apply with us today. Our people make the difference, and we truly believe you are our greatest asset.

Job Description

Ent Credit Union is Colorado's premier financial institution and is currently expanding service offerings across the state. This role is responsible for designing, developing, and operationalizing Ent's new combined Center Leadership and Business Development function for rural markets. This individual leads a team that builds and cultivates new member/ group sales within the center and in the community. The role is accountable for using data and market trends to identify and develop new business, while partnering to create outreach, lead capture, and development support programs, and providing a centralized view for organization-wide business development activities and practices. A large focus is on Business-to-Business (B2B), identifying and developing relationships with high-potential community organizations and businesses to secure opportunities to engage with their employees and offer free financial education to support Ent's mission and earn opportunities to introduce products to support their needs. Another key emphasis includes Business-to-Consumer (B2C) support, representing Ent at employer and community events, driving in-person interactions to build brand awareness and consideration. This position closely collaborates with Financial Education, Marketing, and Business Unit Sales teams on strategy and execution to provide value to organizations and their employees. Maintain and increase working relationships with various business units and functions (Marketing, Financial Education, Sales, ECommerce, Compliance, Procedures, Operations, Risk Management, Information Technology, etc.) to manage projects and organize business development initiatives. This position provides strategic oversight and direction for all activities associated with the Service Center to increase operating revenue for the Credit Union.

Essential Functions

• Business Development and Relationship Management: Community and Business Networking: Create and maintain strong relationships with community partners, influencers, and various business units. Business Development Strategy: Lead business development initiatives, motivate staff, and coach for performance improvement. Cross-Department Collaboration: Maintain working relationships across departments like Marketing, Financial Education, Sales, ECommerce, Compliance, Procedures, Operations, IT, and Risk Management to manage projects and business development initiatives. Lead Tracking: Establish goals and monitor the progress of member leads through CRM, Tableau, and other internal reporting. Board representation or affiliation with the local chamber/economic development council/realtor association
• Operational Compliance and Oversight: Regulatory Compliance: Oversee operational matters including compliance with BSA, CFPB, and other regulations, ensuring staff follow financial procedures. Budget and Resource Management: Manage center budget, FTE allotments, and ensure regulatory Canvas assignments are completed. Oversee operational Audits: Oversee center and internal audits, and ensure SCCM compliance. Operational Meetings: Conduct staff meetings focused on operational and regulatory issues.
• Service and Sales Leadership: Service and Sales Activities: Initiate and direct service and sales strategies, lead in setting and achieving goals, and track results. Member Follow-Up: Ensure staff maintain an active follow-up program for members. Member Profiling: Conduct consultative member service through needs assessment, product recommendations, and problem resolution. Sales Meetings and Briefings: Conduct regular sales meetings and daily briefings to drive performance.
• Staff Management and Development: Oversee staff supervision: Conduct staff meetings, delegate responsibilities and accountabilities to assure a smooth running center, and provide positive reinforcement. Training and Development: Oversight of t