Retail Growth Manager bei Kitsap Credit Union

About Us

Kitsap Credit Union is a not-for-profit, member-owned financial cooperative with more than 300 employees and 14 branches throughout Western Washington. We have a passion for making a positive difference. As a $2 + billion-asset credit union, we are deeply committed to our members’ financial wellbeing and the prosperity and quality of life in the communities we serve. We are proud to be led by individuals with the experience and skills to drive our organization towards our goals for strategic growth and operational excellence. Our KCU Cares Foundation program focuses on providing resources and support for those struggling with homelessness or hunger and improving the financial well-being of the people in our communities. And beyond monetary efforts, we have provided thousands of hours in staff volunteerism and in-kind support.

At Kitsap Credit Union, our success is built on trust-based relationships and personalized service. We understand our employees are key to our success. They provide the personalized service to our members and contribute to the communities where we live. We are committed to providing a supportive, mission-driven, and inclusive culture where employees can grow their careers. To learn more, visit kitsapcu.org. 

About the Role

Kitsap Credit Union is searching for a Retail Growth Manager. This position is responsible to create, facilitate, and implement sales training through coaching, mentoring, and leading member facing staff to build relationships that uncover member product needs. This role will help Branch Operations employees improve skills and behaviors that reflect a service methodology and philosophy to create and foster a sales-oriented culture for the Credit Union. This will increase member engagement, product usage, market share, and overall member experience.

Quick Facts

Reports to: Director, Retail Banking

Employment Type: Full-time, salary, exempt, in-person

Salary Range: $84,769.53 - $105,961.91 depending on experience

Bonus Target: 8% potential incentive of base pay

Working Hours: Monday - Friday 8AM - 5PM 

Grade: 12BC

Industry: Banking

Key Responsibilities 

• Develop and deliver tools, sales aids, and processes to facilitate the acquisition, retention and cross-selling to profitable member segments as defined in the strategic plan.
• Provides sales expertise and actively works with management to clarify and define sales expectations and objectives that are aligned with overall credit union objectives.
• Meets with managers and staff to develop personal goals to achieve established sales targets.
• Performs ongoing individualized sales evaluations of staff performance, and works with managers to improve sales abilities and achievements.
• Partners with Sales/Marketing Department to establish monthly contests based on current business needs.
• Supports incentives for staff. Records and tracks results and coordinates payouts. Reports results to management with recommended enhancements as appropriate.
• Develop and implements member outreach sales scripts based on current Sales/Marketing lead generations to contribute to a standardized Member Experience.
• Meets with Retail Directors, VP Retail and VP of Sales, monthly to provide sales results, discuss barriers to success, and partners to make enhancements to achieve annual goals.
• Facilitate bi-monthly sales calls for Branch and Contact Center Management to address gaps in sales and service delivery.
• Evaluates existing products and make recommendations for changes, enhancements, or additions to the Product Development Committee.
• Oversees budget assigned to sales efforts.

Required Qualifications and Education 

• Bachelor’s degree in Business, Sales & Marketing, or comparable/equivalent experience.
• 3+ years of sales development/marketing experience in financial institution or similar organization with specific experience in sales-driven culture.
• 3+ years of experience in a retail branch sales environment or equivalent experience is required.
• Ability to translate and present data analytics and information to executive leadership team in a manner that is concise and understandable.
• Must be registered with the Nationwide Mortgage Licensing System (NMLS) within 30 days of hire and comply with the SAFE Act regulations.
• Experience designing, implementing, modeling, and tracking incentive plans aligned with business objectives.
• Strong analytical skills with the ability to interpret financial and operational data to inform decision-making.
• Ability to create clear, professional documentation and reports for diverse audiences.
• Proven track record of success growing an organization through creation of sales training and implementation.
• Understand, model, and represent KCU’s core values.

Preferred Qualifications

• Prior experience with Episys, Meridian ink, and Salesforce Financial Services Cloud (FSC)
• Prior experience implementing The Member Experience (TMA) methodology preferred.

Supervisory Status

This position does not supervise others.

Working Conditions

This position will be required to work in an office environment with moderate noise levels, and, with or without reasonable accommodation is required:

• Must be able to remain in a stationary position for a minimum of 75% of the time
• Constantly operates a computer and other office productivity machines
• The person in this position frequently communicates with peers, supervisors, vendors and employees to exchange accurate information and answer questions
• Works in an indoor office environment but expected to attend meetings in buildings that require travel in outdoor weather conditions
• Local travel up to 80% using personal vehicle

Our Values

Integrity: We believe in acting with honesty, trust, and respect which are at the forefront of our daily engagement.

Responsibility: We believe that responsibility is holding ourselves accountable for our decisions, actions, and their outcomes.

Collaboration: We believe in the power of a diverse group of people working together to achieve a united outcome.

Authenticity: We believe activities in actions that demonstrate our commitment to be transparent, dependable, and genuine in every day.

What We Offer

Not only are we one of the largest credit unions in Washington State, and growing, but we are also a company that cares about its employees. We back that up for our employees by offering competitive pay and a benefits package that helps support you and your family’s lifestyle. We value our employees, and we strive to keep our benefits comprehensive and affordable. Some of our benefits include:

Careers | Kitsap Credit Union (kitsapcu.org)

• Free onsite parking
• Annual time off and sick time accrued
• 11 Paid holidays
• 1 Personal floating day
• Medical, Dental, Vision, Short- and Long-term Disability, Life and AD&D Insurance
• Employee Assistance Program
• Choose from a PPO medical plan or a High Deductible with a Health Savings Account
• 3% KCU funded Safe Harbor Contribution to your 401K
• KCU will match up to 2% of your 401K contributions
• All 401K contributions are 100% vested
• Potential annual incentive in all roles within Kitsap Credit Union
• Tuition reimbursement
• 8 hours of paid volunteer time off
• Discounts on KCU's products and services
• Enjoy unlimited ORCA transit access through KCU for less than $45 a year—your cost as an employee

We believe in the power of belonging – it’s in our DNA as a not-for-profit, member-owned cooperative. Our un-bank-like structure ensures that we remain all about people: our members, our employees, and the people in the communities where we live and work. We work hard to provide a collaborative and inclusive environment where you can grow and excel in your career.

We are dedicated to serving our members by providing personalized experiences, convenient access, and highly competitive products and services. But it goes much deeper than that. For more than 86 years, we have been relentless about making a positive difference in our communities. We understand that when our members and communities succeed, we all succeed, and that success can’t happen without great employees. 

****** Employment is contingent upon satisfactory background check.  Kitsap Credit Union is an Equal Opportunity Employer. All qualified applicants for employment will receive consideration without regard to sex, marital status, race, color, religion, national origin, age, veteran status, disability, genetic information, or any other protected status. ****** 

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