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Company: Technology Credit Union
Location: San Jose
Posted on: May 3, 2021

Job Description:

The 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.

Essential Duties

Sales and Service

Within territories of responsibility,

  • Communicates the enterprise-wide message and builds Tech CU brand awareness within the target market, i.e. the tech ecosystem, community development agencies.
  • Develops 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.
  • Delivers Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU solutions, and its brand.
  • Collaborates with internal partners to optimize outreach efforts.
  • Connects and develops relationships with key employers as well as business and civic leaders in assigned territories.
  • Establishes and expands partnerships with mobility management organizations, benefits brokers, realtors, mortgage brokers, Certified Public Accountants (CPAs), etc.
  • Develops, maintains, and expands relationships with existing and prospective Member Companies, and community organizations that allow optimal acquisition opportunity.
  • Participates in community organizations and events aligned with Tech CUs organizational objectives.
  • Utilizes social media channels to promote events and engage community and Tech CU membership.
  • Maintains current industry, competitive and product knowledge.
  • Develops and nurtures a network of referral sources and business contacts.
  • Communicates sales results to own manager for inclusion in territory management reports.
  • Works with limited supervision from leadership.
  • May offer periodic coaching to other less experienced staff.

Work Schedule

  • Full-time; 40+ hours/week
  • Flexible within core business hours, M-F (or as directed by management)
  • Occasional extended early morning or late evening hours, and weekends, typically with advance notice.

Workplace Essentials

  • Supports Tech CUs Mission and Vision and consistently demonstrates Tech CUs Values (Accelerate, Collaborate, Innovate, & Cultivate).
  • Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.
  • Complies with Tech CU policies and procedures.
  • Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace.
  • Complies with requirements imposed by federal, state and local regulatory agencies.
  • Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.

Education: Bachelors Degree in related business discipline or equivalent work experience.


  • 7+ years of experience in related disciplines, products, policies and procedures.
  • 5+ years of outside sales or business development experience.


  • Strong leadership and sales acumen.
  • Solid time and project management skills.
  • Self-motivated and goal driven.
  • Strong knowledge of financial products and services, the financial services industry and the competitive landscape.
  • Proficient in Microsoft Office products.
  • Solid knowledge and fluency in utilizing digital/virtual platforms to meet with internal/external contacts.
  • Strong knowledge and ability to facilitate workshops/seminars in-person and virtually.
  • Positive disposition.
  • Team orientation.
  • Commitment to make excellence a habit.
  • Strong written, verbal and presentation skills.

Licensing: Upon employment, must enroll and maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CUs company registration.

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 notice.

Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices.

Physical Requirements:

  • Walk/travel 60-80% of the time to develop business.
  • While in the office (headquarters, branch or remote office) may sit 20-40% of the time.
  • Keyboard and read computer screen for 75% of time during which one is seated.
  • Ability to lift items up to 25 lbs.


Technology 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 remotely.

Keywords: Technology Credit Union, San Jose , VP, Other , San Jose, California

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