Business Services Regional Manager - Phoenix, AZ

Please reference the schedule and minimum qualifications listed below before applying.

If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email [email protected] and every reasonable effort will be made to accommodate your needs in a timely manner.

Job SummaryThe Regional Manager is responsible for the overall performance of the Business Advisors and Portfolio Managers. This includes new business acquisition, the onboarding experience and overall retention of business members. A regional manager also oversees the onboarding of new Treasury Management products and Business Visa Credit Cards. Their teams oversee the financial underwriting and financial package received from the member for Business Visa Credit Cards and Treasury Management products.

Job Description

LOCATION

Off-site Arizona

SCHEDULE

Full Time

To be effective, an individual must be able to perform each job duty successfully.

·       Manage, lead and motivate sales / production teams.

·       Onboard, train and develop business advisors and portfolio managers to be able to perform at a high level and represent MACU professional standards.

·       Perform joint calling efforts at a high-level portraying MACU expectations of successful business development calls.

·       Oversee and manage team expense budget.

·       Oversees and provides all production sales reports and relevant KPI’s to Sr management.

·       Adapts to market needs to ensure MACU business remains highly competitive in the markets we serve.

·       Responsible for the efficiency and accuracy of new business product onboardings. This includes products such as Business Visa Credit Card and Treasury Management.

·       Oversee the business relationship transition experience for new members to MACU.

·       Address escalated member issues that require management involvement.

·       Lead company initiatives to increase knowledge and business acumen to branch and other front line team members.

KNOWLEDGE, SKILLS, and ABILITIES

Experience

5+ years’ professional B2B sales or business development experience.

Proven track record of leading and developing team members & employees.

Education

Bachelor’s degree in business, marketing, finance, economics or related field.

Or

An additional 5+ years with combined experience in a relevant financial setting.

Licenses, Certifications, Registrations

NA

Managerial Responsibility

Leads a team of 8-12 business professionals.

Computer/Office Equipment Skills

·       Advanced skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel

·       Experience with analytical and reporting software preferred

·       Strong ability to create and present relevant material using PowerPoint and other visual related software.

Language Skills

·       Demonstrates ability to clearly express ideas, methodology, results and recommendations verbally, in writing and through insightful reports and graphic illustrations.

·       Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.

Other Skills and Abilities

·       Strong knowledge of business finance and business cash flow processes.

·       Proven track record of leading and developing team members & employees.

·       Must be able to reflect strong leadership skills that include:

·       Decisive decision making

·       Transparent and constructive feedback to team members.

·       Attract and retain top market talent.

·       Motivate and inspire team members to meet and exceed company goals and expectations.

·       Proven B2B sales and business development leader in the financial industry.

·       Ability to describe growth and successes using data and division KPI’s to sr leadership.

·       Ability to work both autonomously and collaboratively in a fast-paced environment.

·       Self-starter with strong organization and time management skills.

·       Needs to work productively and efficiently in a fast-paced environment with multiple projects and timelines.

·       Adaptive to change, responds positively to altered circumstances or conditions.

·       Possess a desire and willingness to learn and continually update knowledge based on financial concepts, strategies, systems etc.

·       Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies.

·       Excellent inter-personal skills including the ability to lead and collaborate with ad-hoc teams.

·       Data analytics and data validation skills and proficiency in business data analysis (MS Excel, etc.)

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to sit, talk and hear.

Light traveling required.

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds occasionally.

Environmental

There are no unusual environmental factors (such as a typical office)

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

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Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.