Manager-Retail Development (Finance)
Company Description
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
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 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 training programs, ensure product knowledge and skills development, and track progress. Career Development: Oversight of coaching and career path development activities. Performance Management: Monitor and address sub-standard performance, recognize achievements, and ensure compliance with policies and procedures.
- Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Qualifications
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.
Minimum Formal Qualifications for this Position
- Bachelor's Degree in Marketing, Business Administration, Communication, Finance, Statistics, or a similar field of study
- 8+ years' experience in Business Development / Marketing/ Financial Services positions of increasing responsibility, required, to include:
- 5+ years' management experience, required
- 3+ years' lending experience specific to consumer lending products, required
- 3+ years' agriculture lending experience, preferred
Technical or Specialized Knowledge/Skills:
- Oral and written communication skills
- Ability to develop and deliver compelling presentations at all organizational levels, from front line to executive and board members.
- Demonstrated track record of strong relationship-building skills, influencing partnerships and driving business results with persuasion and sales-specific experience
- ability to effectively collaborate on cross-functional teams and with senior executives; strong negotiation skills; polished and effective use of interpersonal skills.
- Analytical, organization and problem-solving skills; proficiency with data analysis, forecasting and deriving insights.
- Knowledge pertaining to the credit union industry/retail financial services business, with the well-rounded knowledge of credit union practices strongly preferred.
- Knowledge, skills and abilities in project management, including effective budget development and management.
- Proficient with Microsoft Word, Excel, and PowerPoint. Contact Management Software experience a plus.
- Self-motivated with demonstrated initiative and comfort with ambiguity; entrepreneurial, creative and results-oriented; fearless enthusiasm for networking
- Ability to work with a broad range of individuals and organizations; excitement, curiosity and passion for people and their personal and business needs.
- Knowledge of Credit Union Policies, Procedures, and Audit requirements.
- Ability to organize, supervise, and delegate effectively.
- (preferred) Experience using Jack Henry Symitar/Episys.
- Valid Driver's License required
- Standing - Occasionally
- Walking - Occasionally
- Sitting - Frequently
- Lifting - Rarely (40 Lbs)
- Carrying - Rarely
- Pushing - Rarely
- Pulling - Rarely
- Balancing - Rarely
- Stooping - Rarely
- Kneeling - Rarely
- Crouching - Rarely
- Crawling - Rarely
- Reaching - Occasionally
- Handling - Occasionally
- Grasping - Occasionally
- Feeling - Occasionally
- Talking - Frequently
- Hearing - Frequently
- Repetitive Motions - Frequently
- Eye/Hand/Foot Coordination - Occasionally
- Noises louder than normal speaking volume - Occasionally
- Temperature Changes - Rarely
- Atmospheric Conditions - Rarely
Additional Information
The pay range for this position is: $130,228.80 to $143,956.80 per Year (S18)
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.
Final compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, and internal pay equity.
This position is eligible for our corporate bonus program based on company performance.
Benefits Summary Sheet
At Ent Credit Union, we offer a comprehensive benefits package, including:
- Health Benefits: Affordable insurance, 24/7 doctor access, and a nationwide provider network.
- 401(k): 3% automatic contribution after three months, plus up to 6% matching.
- Paid Time Off: During your first year, enjoy 16 days of paid time off (PTO) plus 9 paid holidays. And it grows from there.
- Volunteer Time Off: Paid time off to give back to the community.
- Education Support: Up to $10,000 annually for higher education and assistance for certifications.
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Exclusive Discounts: Significant savings on home, car, and personal loans.
For more information about our outstanding benefits please visit our careers page at www.ent.com/careers.
We anticipate this position to close on 04/25/2025. Please submit your application at your earliest convenience to be considered.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
