Member Engagement Center Sales Manager

RadiFi Credit Union; Jacksonville (FL); On-site; USD 85,000 - 110,000; Full time

Job summary

A financial institution in Jacksonville is seeking a Member Engagement Center Sales Manager to lead and manage the consumer loan sales team. The role focuses on driving loan production and ensuring high levels of member service. The ideal candidate will have a strong sales background and the ability to coach team members effectively. This position requires excellent communication skills and a strategic mindset to support the organization’s growth objectives.

Qualifications

• Minimum of five years of sales leadership experience required.
• At least three years of lending experience needed.
• Prior Contact Center experience preferred.
• Bachelor's degree or industry-equivalent certifications.

Responsibilities

• Supervise and coach the consumer loan sales team.
• Ensure quick turnaround of loan applications.
• Monitor call performance metrics.
• Set individual and team sales goals; monitor results and provide regular feedback.
• Conduct regular quality reviews of calls and digital interactions to maintain compliance and professionalism.
• Work with the Director of Sales to execute targeted campaigns and promotions.
• Provide member information and product knowledge; resolve escalated concerns with professionalism and empathy.
• Monitor call performance metrics such as service levels and conversion rates.
• Promote ancillary products while ensuring regulatory disclosures.
• Performs other job-related duties as assigned.

Skills

Sales leadership

Coaching

Effective communication

Problem-solving

Education

Bachelor's degree or equivalent experience

Job description

Overview

RadiFi Credit Union is seeking a Member Engagement Center Sales Manager to be responsible for leading and managing the consumer loan sales team. This role focuses on driving loan production through effective sales strategies, coaching originators, and ensuring high levels of member service. The Sales Manager oversees the origination of consumer loans and junior liens, and ensures the successful promotion and sale of ancillary loan products including GAP, credit life/disability insurance, and vehicle service agreements. This position does not have underwriting authority; the Sales Manager coordinates closely with underwriting and processing teams to ensure efficient loan delivery. The Member Engagement Center Sales Manager will execute sales strategies, coach team members to exceed performance expectations, and implement tools and processes that support service excellence and productivity. This position requires a balance of strategic leadership, operational efficiency, and member-centric thinking to support the credit union\'s overall growth and retention objectives.

Responsibilities

• Supervise, coach, and motivate the consumer loan sales team to meet or exceed loan production and product penetration goals.
• Ensure quick turnaround of loan applications.
• Lead and coach team members to meet or exceed sales, cross-sell, and referral goals. Must actively look for opportunities to increase loan volume as well as new accounts, and ancillary products and services.
• Set individual and team sales goals; monitor results and provide regular performance feedback.
• Conduct regular quality reviews of calls, chats, and digital interactions to maintain compliance, accuracy, and professionalism.
• Work closely with the Director of Sales to execute targeted campaigns and promotions.
• Serve as an information resource to members and possess a thorough knowledge of products, services, policies, and procedures, to handle all inquiries effectively. Resolve escalated member concerns with professionalism, empathy, and efficiency.
• Monitor call performance metrics including service levels, handle times, abandonment rates, and conversion rates.
• Promote the sale of ancillary products, ensuring team compliance with regulatory guidelines and disclosures.
• Performs other job-related duties as assigned.

Qualifications

• A minimum of five years of sales leadership experience is required (preferably in a credit union or financial institution).
• Minimum three years of lending experience with a focus on sales is needed.
• Prior Contact Center experience is preferred.
• (1) A bachelor\'s degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor\'s degree, or (3) substantial job-specific skills gained through relevant work experience. Degree in Business, Communications, Finance, or related field preferred.

Seniorities

• Mid-Senior level

Employment type

• Full-time

Job function

• Management and Manufacturing

Industries

• Banking