Company: Technology Credit Union
Location: San Jose
Posted on: May 3, 2021
AVP, Senior Market Development Manager (SMDM) develops and acquires
business through outside sales activities within their assigned
territories and as needed in other territories. The incumbent
promotes the overarching organizational objectives of exceeding
goals, delivering stellar service, building brand awareness and
growing Technology Credit Union (Tech CU) membership, deposits, and
loans through, among other methods, outreach to Member Companies,
mortgage brokers, community development agencies and business/civic
leaders. The AVP, SMDM is responsible for developing both direct
and indirect sales growth including but not limited to mortgage and
auto lending. In addition, the incumbent conducts sales
presentations, enrolls new companies and community organizations as
strategic partners, and establishes ongoing 12-month TechCU@Work
events in their territories.
Sales and Service
territories of responsibility,
the enterprise-wide message and builds Tech CU brand awareness
within the target market, i.e. the tech ecosystem, community
and implements a strategic plan to optimize the business
opportunities for assigned Tech CU profit centers with a focus on
achieving and exceeding all goals.
Educational Workshops, using digital/virtual platforms and in
person, to acquire business, raise awareness of Tech CU solutions,
and its brand.
with internal partners to optimize outreach efforts.
and develops relationships with key employers as well as business
and civic leaders in assigned territories.
and expands partnerships with mobility management organizations,
benefits brokers, realtors, mortgage brokers, Certified Public
Accountants (CPAs), etc.
maintains, and expands relationships with existing and prospective
Member Companies, and community organizations that allow optimal
in community organizations and events aligned with Tech CUs
social media channels to promote events and engage community and
Tech CU membership.
current industry, competitive and product knowledge.
and nurtures a network of referral sources and business
sales results to own manager for inclusion in territory management
with limited supervision from leadership.
offer periodic coaching to other less experienced
within core business hours, M-F (or as directed by
extended early morning or late evening hours, and weekends,
typically with advance notice.
Tech CUs Mission and Vision and consistently demonstrates
Tech CUs Values (Accelerate, Collaborate, Innovate, &
with manager on a regular basis to discuss goal alignment,
performance metrics, and development plans.
with Tech CU policies and procedures.
employee Code of Conduct and Business Ethics and ensures
confidentiality of the workplace.
with requirements imposed by federal, state and local regulatory
to internal control and security measures designed to ensure
regulatory compliance and mitigate losses and errors.
Degree in related business discipline or equivalent work
years of experience in related disciplines, products, policies and
years of outside sales or business development
leadership and sales acumen.
- Solid time and
project management skills.
and goal driven.
knowledge of financial products and services, the financial
services industry and the competitive landscape.
in Microsoft Office products.
knowledge and fluency in utilizing digital/virtual platforms to
meet with internal/external contacts.
knowledge and ability to facilitate workshops/seminars in-person
to make excellence a habit.
written, verbal and presentation skills.
employment, must enroll and maintain registration with Nationwide
Multistate Licensing System (NMLS) under Tech CUs company
Travel: Frequent travel
by car within assigned territory to attend meetings/events or
develop business. Holds a clear and valid driver license. Possesses
current automobile insurance. Occasional travel to corporate
headquarters in San Jose or other locations to attend offsite
training, meetings or events, typically with advance notice.
Overnight travel may be required, typically with advance
Equipment Used: Routinely uses standard office equipment, including
computer, phone, copier and other devices.
60-80% of the time to develop business.
in the office (headquarters, branch or remote office) may sit
20-40% of the time.
and read computer screen for 75% of time during which one is
to lift items up to 25 lbs.
EQUAL EMPLOYMENT OPPORTUNITY
Credit Union is an Equal Opportunity Employer. All qualified
employees and applicants receive consideration for employment
without regard to race, color, religion, gender, gender identity or
expression, sexual orientation, national origin, genetic
information, age, disability, veteran status or any other legally
protected basis. This policy applies to all terms and conditions of
employment, including recruiting, hiring, placement, promotion,
termination, layoff, recall, transfer, leaves of absence,
compensation and training.
This is a
grade 14 position, with a salary range from $92,300 to $147,700
with bonus potential of 10%. The anticipated range for new hires is
between the low-end and midpoint of the range, depending on
experience. Tech CU is a pay-for performance organization that
benchmarks base pay to the 50th percentile of our market
and we provide incentive-based compensation aligned with successful
accomplishment of individual and corporate goals. The salary
mentioned above is based on working in San Jose, CA. Salaries are
based on the geographic location in which you live if working
Keywords: Technology Credit Union, San Jose , VP, Other , San Jose, California
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