Manager Business Services Sales & Performance-Hybrid

Logix Federal Credit Union; Santa Clarita (CA); On-site; USD 126,000 - 196,000; Full time

Job summary

Logix Federal Credit Union is seeking a Manager Business Services Sales & Performance to lead the execution and performance of the Business Banking sales function.

You will drive team results across business development, pipeline management, portfolio management, and member service, while developing officers into disciplined relationship managers who deepen deposits, treasury management, and partner solutions.

Qualifications

• Proven ability to lead a sales team with clear expectations, coaching, accountability, and results.
• Strong consultative selling and relationship-building capabilities.
• Working knowledge of business deposits, treasury, credit, and lending products.

Responsibilities

• Leads, coaches, and holds Business Banking Officers accountable for originating and deepening business relationships.
• Establishes a consistent sales-management cadence with pipeline reviews and coaching.
• Assesses knowledge gaps and coordinates targeted development in consultative selling and relationship planning.
• Builds a collaborative sales culture focused on accountability and member service.
• Develops territory, segment, and campaign strategies using market data and performance analytics.
• Represents Logix in the business community and coordinates with Marketing on outreach and education.

Skills

Sales Leadership

Relationship Management

Strategic Planning

Data-driven Decisions

Cross-functional Collaboration

Education

Bachelor’s Degree Preferred

Bachelor’s in Business/Finance

Job description

If you love connecting with people and are ready to grow your career in a company that invests in your success, we’d love to meet you. Come be part of something amazing where your contributions truly matter. If you have a passion for helping people achieve their financial goals, we are looking for you! Come be part of a thriving team! The Manager Business Services Sales & Performance leads the execution and performance of Logix’s Business Banking sales function, with accountability for team results across business development, pipeline management, portfolio management, and member service. Develops Business Banking Officers into disciplined, consultative relationship managers who acquire and deepen business member relationships across deposits, treasury management, business credit, and strategic partner solutions. Establishes a consistent sales operating rhythm, strengthens branch and enterprise partnerships, uses data to improve execution, and promotes growth that is member-focused, compliant, and consistent with Logix’s risk appetite.

Responsibilities

• Leads, coaches, and holds Business Banking Officers and Virtual Business Banking Officers accountable for originating and deepening business relationships through targeted prospecting, proactive account planning, disciplined time management, and consistent execution of individual business plans. Develops the team’s ability to engage decision-makers, cultivate prospects, members, centers of influence, brokers, community partners, and internal referral sources, and deliver needs-based recommendations with clear expectations and reliable follow-through.
• Establishes a consistent sales-management cadence that includes pipeline reviews, individual coaching, activity and conversion reviews, field observation, branch engagement, recognition, career development, and timely performance follow-through.
• Assesses team knowledge and skill gaps and coordinates targeted development in consultative selling, prospecting, networking, presentation skills, negotiation, relationship planning, business cash flow, financial statements, credit fundamentals, treasury management, compliance, and risk identification.
• Builds a collaborative, empathetic, results-oriented sales culture that reinforces accountability, solution ownership, professional curiosity, adaptability, integrity, and exceptional member service.
• Develops and executes territory, segment, and campaign strategies using market, portfolio, referral, and performance data to identify priority prospects, industries, geographic opportunities, and relationship-deepening opportunities.
• Establishes and monitors clear expectations for outbound prospecting, portfolio outreach, centers-of-influence development, community engagement, appointment generation, follow-up, and accurate activity documentation.
• Represents Logix in the business community and coordinates with Marketing and internal partners on campaigns, events, financial education, thought leadership, and targeted outreach that strengthen awareness and generate qualified opportunities.
• Maintains an active external network and selectively participates in joint calls, field visits, prospect meetings, branch huddles, and community events to model effective business development and remove barriers for the team.
• Monitors competitive and market developments; gathers internal and external feedback on the product lineup, member needs, recurring objections, lost-business themes, and process friction; and provides practical recommendations for product, pricing, feature, and delivery enhancements.
• Owns team execution against approved goals and service standards for new relationships, deposits, active checking, treasury and partner solutions, business credit, portfolio retention, relationship expansion, and member experience.
• Manages sales pipeline quality, aging, next steps, conversion, and forecasting. Collaborates closely with Commercial Lending, Underwriting management, Credit Administration, and Operations to improve opportunity quality, support timely and well-informed credit decisions, clarify expectations, resolve recurring issues, and maintain sound credit quality without assuming independent underwriting authority.
• Uses dashboards, scorecards, referral data, production trends, pipeline analytics, portfolio activity, service measures, and quality results to identify gaps early, forecast outcomes, and implement corrective actions.
• Ensures bankers actively manage assigned portfolios through relationship reviews, deposit retention, needs-based cross-sell, maturing-loan and delinquency follow-up, transaction and risk awareness, and timely documentation of member contact.
• Promotes a balanced product mix and full-relationship approach across deposits, treasury management, business credit cards, lines and loans, SBA and other partner referrals, merchant services, payroll, and other approved solutions.
• Builds effective working relationships with branch leadership and other internal channels, clarifies referral and handoff expectations, reinforces reciprocal partnership, and improves the quality, responsiveness, and conversion of business referrals.
• Ensures appropriate cross-referrals and coordinated relationship ownership across Business Services, branches, Commercial Lending, Brokerage and Insurance, Marketing, Member Service Center, Fraud, BSA/AML, and other enterprise partners.
• Champions a high-touch onboarding and service experience for priority relationships, monitors service breakdowns and member feedback, and leads timely resolution and root-cause follow-through.
• Leads growth within applicable laws, regulations, policy, procedures, approval authorities, and Logix’s risk appetite. Contributes business, member, market, and relationship perspectives to Senior Loan Committee discussions, the recommend/approve process, and assigned strategic initiatives within delegated authority. Represents the sales function by providing subject-matter expertise and user feedback, supporting testing and change adoption, and preparing teams and partners for implementation while maintaining independent credit judgment, established governance, accurate documentation, appropriate escalation, transparent control reporting, and sound ethical judgment.
• Maintains sufficient working knowledge of business deposits, ACH origination, online business banking, remote deposit capture, account analysis, fraud controls, and related compliance requirements to effectively coach the sales team and partner with Sales Operations.
• Manages assigned expenses and resources within approved budgets and completes required administrative, reporting, audit, and people-management responsibilities accurately and timely.
• Performs other duties and special projects as assigned.

Qualifications

Education

• 4 Year / Bachelors Degree Preferred
• Bachelor’s degree in business administration, finance, economics, or a related field, or an equivalent combination of relevant education and experience.

Experience

• Minimum 6 years of progressively responsible business banking, commercial banking, treasury management, or related financial services experience, including demonstrated sales leadership or people-management responsibility. Experience leading relationship managers and supporting C&I and small-business credit is strongly preferred.

Knowledge, Skills & Ability

• Proven ability to lead a sales team through clear expectations, coaching, inspection, recognition, accountability, and change.
• Demonstrated success acquiring, retaining, and deepening business relationships through consultative selling and disciplined business development.
• Working knowledge of business deposits, treasury and cash-management solutions, business credit cards, C&I and small-business lending, SBA referral programs, merchant services, payroll, and related partner solutions.
• Ability to understand business cash flow, bank statements, tax returns, financial statements, debt structures, and core credit concepts sufficiently to coach bankers and improve the quality of opportunities submitted for credit review.
• Strong quantitative and analytical skills, including the ability to interpret scorecards, pipeline and conversion metrics, portfolio trends, market data, and member-experience results.
• Working knowledge of financial-institution compliance, BSA/AML, fraud-risk awareness, deposit and lending controls, and appropriate escalation practices.
• Excellent written, verbal, presentation, facilitation, interpersonal, and influence skills, including the ability to communicate effectively with business owners, senior leaders, and cross-functional partners.
• Strong judgment, organization, attention to detail, adaptability, and ability to prioritize competing demands in a field-based, multi-market environment.
• Ability to use CRM, appointment, pipeline, loan-origination, core, reporting, and digital-banking systems to manage execution and ensure reliable documentation.
• Proficiency with Microsoft 365, including Excel, Outlook, Word, OneNote, SharePoint, Teams, and PowerPoint.
• Ability to travel regularly throughout Logix’s market area for branch visits, joint prospect calls, team coaching, member meetings, and community events. Occasional evening or weekend participation may be required.

Disclaimer

Equal Opportunity Employer/Veterans/Disabled

Pay Range

USD $126,498.04 - USD $196,071.96 /Yr.