• AVP of Sales

    Job Locations US
    Req No.
    Branch Operations
    Regular Full-Time
  • Overview

    UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base.


    At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful.


    Job Function Summary:

    Develops a Business Plan for CU  Sales.

    The plan includes goals, objectives, strategies, tools and resources, and training that ensures the attainment of revenue, membership and growth targets, across all channels and in a manner which ensures superior service delivery.

    Keeps abreast of competitive landscape and innovation and design strategies to remain relevant and deliver results.

    Responsible for ensuring Reporting is in place to support sales, including trending. Uses data analytics to assist with targeting members, and creating offers and promotions to increase productivity.


    Specific Duties & Responsibilities:


    • Responsible for ensuring each Channel’s leadership team has insight into sales performance, trends and opportunities.
      • Provides data and insight from channel level down to individual level for sales.
    • Monitors Key Performance Metrics by Channel.
    • Creates, manages and adjusts Sales Business Plan for the CU
    • Produces reports or ensures reports are produced, on time and accurately, for use in driving performance in the organization
    • Meets with key stakeholders to ensure needs for Sales are known
    • Produces Monthly Recognition, as defined and forwards Channel Leadership, as appropriate, for delivery
    • Works with Leadership & Development to ensure training needs are known and supported
      • Assist with design and delivery, as appropriate
    • Gains Voice of the Line and identifies problems/pitfalls/gaps in process and/or product and, working with others, takes action to improve
    • Makes recommendations for execution changes based on the condition of the team(s), needs of the CU and the business climate
    • Responsible for the processes of Goal finalization and Incentive Plan creation
      • Monitors execution and makes adjustments as needed.
      • Models plan
    • Meets with SVP and other Senior Managers, as appropriate to evaluate progress of the CU toward goals and adjust Sales plan
    • Designs, along with Channel Leadership, sales approach and tools for Team Members to use when engaging Members
    • May lead a team of Sales Support Specialists or others to assist with sales execution
      • Ensures direct reports are provided oversight, training and development and are accountable for performance results, as defined
    • Works with Operations to ensure proper Quality Controls are built into sales processes
    • Responsible for processes which deliver Member SSLA’s
    • Assists with solving problems for Members and Team Members which involve products and services and the delivery of same
    • Forges partnerships across business lines to get work done
    • Participates on work teams and projects, as needed.
    • Ensures a pipeline of Calls Lists is available for Member Outreach
    • Monitors and evaluates Outbound Call effectiveness
    • Works with all LOBs in promoting excellent member and public relations by interacting with sponsor employer groups (SEGs)
    • Ensures full compliance with UNIFY Financial Credit Union Service Standards, policies, procedures and the Bank Secrecy Act

    Performs all other duties as assigned.


    Qualifications, Experience, & Education:

    Requires Bachelor’s degree with a minimum of five years related financial institution experience including communicating and promoting corporate mission and vision, team and business development, sales process, data analytics, coaching, mentoring, leading, problem solving, change management, project management and working through employment challenges. Must have thorough knowledge of Credit Union or Financial Institution services, products, procedures, and consumer and mortgage lending. Requires the ability to communicate effectively, both verbally and in writing, with individuals and groups and proficiency in Microsoft Word, Excel, PowerPoint and Visio applications.  Some travel is required.



    See the UNIFY Difference!

    Competitive Compensation and Excellent Benefits Package* Includes: 

    • Medical (PPO/EPO/CDHP), Prescription, Dental (PPO/DHMO), Vision, Life, and Short- and Long-Term Disability Insurance
    • Dependent and Medical Care - Flexible Spending Accounts
    • Vacation, Sick, Personal and Holiday Pay
    • 401(K) Plan with employer match
    • Education reimbursement for approved programs
    • UNIFY banking privileges for you and your family

    *All programs subject to review and change

    UNIFY is proud to be a drug-free, equal-opportunity employer.  For more information on UNIFY, visit us at www.unifyfcu.com


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