Assistant Vice President of Sales

American Heritage Federal Credit Union; Philadelphia (Philadelphia County); On-site; USD 120,000 - 180,000; Full time

Job summary

American Heritage Federal Credit Union is seeking an Assistant Vice President of Sales to lead the retail service delivery, coach the sales team, and drive growth across branches in the Philadelphia area.

The role emphasizes transforming staff into trusted advisers, developing incentive plans, and collaborating with Marketing and Training to achieve strategic goals, with a strong focus on member experience and revenue growth.

Qualifications

• 3–5 years of experience in contract analysis, vendor management, procurement, or related work within a financial institution.
• Minimum of 5 years of retail branch management experience.
• Ability to travel to various locations (All retail branches) and occasional Saturdays.
• Advanced working knowledge of CRM system DataVerity.

Responsibilities

• Observe sales acumen of associates and provide coaching options to ensure premiere service and product delivery.
• Motivate retail staff to communicate and meet sales goals.
• Transform staff from order taking to trusted advisors.
• Provide feedback for staff development and appraisal.
• Analyze member needs to promote and cross-sell products and services while achieving goals.
• Develop cross-sale methodology to deepen member relationships.
• Collaborate with Training to define effective curriculums.
• Establish budgets, revenue, expenses and capital expenditure projections.
• Stay current on regulatory and market changes affecting sales.
• Educate associates on CRM usage and capturing member information for needs.
• Develop incentive structures to drive strategic goals.
• Create reporting metrics to drive productivity.
• Communicate vision, mission, and values to staff.
• Coordinate sales with Marketing and Business Development.
• Present quarterly sales awards at staff meetings.
• Maximize brand awareness at community and Workplace Partner sites.
• Support revenue-generating business partners.
• Ensure premiere Net Promoter Score.
• Analyze trends and gaps in sales production.

Skills

Sales leadership

Coaching

CRM systems

Report writing

Cross-functional collaboration

Education

Higher education / certificates considered

Tools

CRM DataVerity

Job description

Ready to lead, inspire, and drive results? We are looking for a dynamic Assistant Vice President of Sales who is passionate about sales, developing high-performing teams and driving growth!

This position is responsible for leading the retail service delivery of the Credit Union through the management of daily sales activities, coaching/training of the retail staff and management and skillful collaboration with retail management that ensures the strategic direction of premiere service to the member, increased product and service usage and key corporate goal achievement.

This role will work with all levels of retail staff, collaborate with training to ensure skill levels are maintained and to assess process and tools are in place to achieve optimal success. In addition to retail, this role will drive product and process design, marketing initiatives, research and development of incentive plans and appropriate risk controls to ensure compliance. As a member of the leadership team, this role will participate in strategic planning, development and implementation, development of short- and long-term objectives and the development of sales/service performance goals.

RESPONSIBILITIES INCLUDE:

• Observe sales acumen of associates and provide coaching options to ensure the member is receiving premiere service and product delivery.
• Motivates and encourages retail member associates and management to ensure sales goals are clearly communicated and met.
• Transform staff from order taking/sales to becoming trusted advisors.
• Provide appropriate feedback for staff development and appraisal.
• Display sales focus with the ability to analyze and identify member needs, promote and cross sell the credit union's products and services effectively, while ultimately achieving an acceptable level of production based on goals determined by the strategic planning process.
• Develop cross-sale methodology to increase share of members' financial services relationship, to include strategy for deepening relationships.
• Collaborate with the Training department to define the appropriate training methods and curriculums.
• Establish budget, revenue, expense and capital expenditure projections annually.
• Remain current on changes within the legal, regulatory, economic, competitive and technology environments that may affect the sales functions of the credit union.
• Educate associates on identifying, monitoring and capturing member information for current and future product and service needs through the use of the Customer Relationship Management system (CRM - Data Verity).
• Develop the incentive structure to drive strategic goal attainment.
• Develop and evaluate effective reporting metrics and analytics that drive productivity.
• Communicate the credit union vision, mission and values to staff.
• Coordinate sales efforts with Marketing and Business Development initiatives.
• Create, calculate and present quarterly sales awards at staff recognition meetings.
• Maximize brand awareness in community and at Workplace Partner (WPP) sites.
• Support revenue generating business partners.
• Ensure premiere Net Promoter Score.
• Analyze trends and gaps in sales production.

QUALIFICATIONS:

• Three to five years of experience in contract analysis, vendor management, procurement, or related work, preferably within a credit union, bank, or other financial institution.
• Three years to five years of similar or related experience.
• Minimum of 5 years of retail branch management experience.
• 10 years - A combination of higher education/certificates and work experience will be considered.
• Proven track record of success in the sale of retail products and use of sales/member education tools in a retail environment.
• Ability to travel to various locations (All retail branches) and Saturday hours (When needed) are required.
• Advanced working knowledge of CRM system (DataVerity)
• Proficiency in report writing and written communication skills.
• Ability to function professionally on many different levels

Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.

EOE M/F/D/V