Job Description

This highly motivated professional focuses on the long-term strategic development and optimization of business and commercial sales products and functions. The responsibilities include business development, overall growth and performance, relationship building, member retention, management, and team development. This sales management role will personally carry a portfolio of business and new prospects while contributing to the performance of Business Services and Summit by being an advisor, leader, and motivator to ensure employee engagement, member service, and positive business performance. This sales leader will collaborate closely with other departments, including servicing, processing, and closing to ensure seamless communication, timely turnarounds, and a positive member experience. This individual will translate the credit union’s mission, vision, and business strategies into everyday action and results.

Expected Outcomes

• Inspirational leadership cultivates a dynamic team, driving growth and fostering a culture of recognition and development.

• Team is held accountable to performance metrics that demonstrate attainment of key business objectives, including loan and deposit growth, fee income, and portfolio quality.

• Highly engaged team members provide excellent service to all members.

• Engagement and retention of employees is strong.

• Employees’ professional growth and development is elevated through day-to-day direction, coaching, training and development.

• Strategic planning drives business goals, fosters innovation, and aligns resources and budgets. Decisions are driven by data. 

• Close cross-functional partnerships and collaboration yield excellent service to business members.

• Member experience and profitability is strengthened through the implementation and promotion of Business Services initiatives and the fostering of a service to sales culture.

Selection Criteria

• Bachelor's degree in Business, Finance, or a related field.

• 10 years or more of experience in commercial banking and 5 years or more in a leadership role; or combination of applicable work experience and education.

• Strong leadership and management skills, including the management of other people managers.

• Proven track record of successfully growing a commercial banking portfolio as an individual contributor and leader.

• Excellent communication and interpersonal skills.

• In-depth knowledge of commercial banking products and services.

• Strong analytical and problem-solving skills.

• Ability to develop and implement effective strategies.

• Knowledge of banking regulations and compliance requirements.

• Ability to build and maintain strong relationships with clients and stakeholders.

The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all outcomes, responsibilities and qualifications required of employees assigned to this job.

Additional Information

• Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds.

• Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.

• Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc).

• EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law.  We embrace diversity and believe that inclusion is critical to our success as a credit union.  Different makes us better.  Employment decisions are made based on qualifications, merit, and business need.