AVP, Market Development Manager

The AVP, Market Development Manager (AVP, MDM) develops and acquires business through outside sales activities within their assigned Territory and as needed in other territories. The incumbent promotes the overarching organizational objectives of exceeding goals, delivering stellar service, building brand awareness and growing Technology Credit Union (Tech CU) membership, deposits, and loans through, among other methods, outreach to Member Companies, mortgage brokers, community development agencies and business/civic leaders. The AVP, MDM is responsible for developing direct and indirect sales growth including but not limited to mortgage and auto lending. In addition, conducts sales presentations, enrolls new companies/community organizations as strategic partners, and establishes ongoing 12-month calendar of business development/relationship management events in their territory.

Essential Duties

Sales and Service

Within the Territory of responsibility,

• Communicates the enterprise-wide message and builds Tech CU brand awareness within the target market, i.e. the tech ecosystem, community development agencies.
• Develops and implements a strategic plan to optimize the business opportunities for assigned Tech CU profit centers with a focus on achieving and exceeding all goals.
• Delivers Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand.
• Sells and processes, Tech CU’s products & services in person and via Virtual Branch
• Collaborates with internal partners to optimize outreach efforts.
• Connects and develops relationships with key employers as well as business and civic leaders in the territory.
• Establishes and expands partnerships with mobility management organizations, benefits brokers, realtors, mortgage brokers, Certified Public Accountants (CPAs), etc.
• Develops, maintains, and expands relationships with existing and prospective Member Companies, and community organizations that allow optimal acquisition opportunity.
• Participates in community organizations and events aligned with Tech CU’s organizational objectives.
• Utilizes social media channels to promote events and engage community and Tech CU membership.
• Maintains current industry, competitive and product knowledge.
• Develops and nurtures a network of referral sources and business contacts.
• Communicate sales results to own manager for inclusion in territory management reports.
• Works under general supervision from leadership.
• May offer periodic coaching to other less experienced staff.

Schedule

• Full-time; 40+ hours/week
• Flexible within core business hours, M-F (or as directed by management)
• Occasional extended early morning or late evening hours, and weekends, typically with advance notice.

Workplace Essentials                                                               

• Supports Tech CU’s Mission and Vision and consistently demonstrates Tech CU’s Values (Accelerate, Collaborate, Innovate, & Cultivate).
• Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.
• Complies with Tech CU policies and procedures.
• Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace.
• Complies with requirements imposed by federal, state and local regulatory agencies.
• Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.

Education:  Bachelor’s Degree in related business discipline or equivalent work experience.

Experience:

• 7+ years of experience in related disciplines products, policies and procedures.
• 3+ years of outside sales or business development experience.

Knowledge/Skills/Abilities:

• Strong leadership and sales acumen.
• Solid time and project management skills.
• Solid ability to self-manage priorities.
• Self-motivated and goal driven.
• Strong knowledge of financial products and services, the financial services industry and the competitive landscape.
• Proficient in Microsoft Office products
• Solid knowledge and fluency in utilizing digital/virtual platforms to meet with internal/external contacts.
• Strong knowledge and ability to facilitate workshops/seminars in-person and virtually
• Positive disposition.
• Solid team orientation.
• Strong commitment to make excellence a habit.
• Strong written, verbal and presentation skills.
• Highly adaptive and open to changes as the organization grows and its needs evolve.

Licensing:  Upon employment, must enroll and maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CU’s company registration.

Travel: Frequent travel by car within assigned territory to attend meetings/events or develop business.  Holds a clear and valid driver license valid in assigned territory.  Possesses current automobile insurance. Occasional travel to corporate headquarters in San Jose and/or other locations to attend offsite training, meetings or events, typically with advance notice.  Infrequent overnight travel may be required, with advance notice.

Typical Working Conditions:  Outside sales, business development, and office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance.

Equipment Used:  Routinely uses standard office equipment, including computer, phone, copier and other devices.

Physical Requirements:

• Walk/travel 60-80% of the time to develop business.
• While in the office (headquarters, branch or remote office) may sit 20-40% of the time.
• Keyboard and read computer screen for 75% of time during which one is seated.
• Ability to lift items up to 25 lbs. 

EQUAL EMPLOYMENT OPPORTUNITY

Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

• Position Grade: 106
• Salary Range: minimum-$97,000, midpoint-$116,000, maximum-$135,000
• Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location.
• Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications.
• Bonus Potential: Target 10% of base salary based on company and individual performance

Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals.

Tech CU offers a comprehensive benefits package, including:

• Health Coverage: Medical, dental, and vision plans
• Income Protection: Life and disability insurance
• Retirement: 401(k) plan with company match
• Paid Holidays: 12 days annually
• Paid Time Off (PTO):
• Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year)
• Increases with length of service
• Voluntary Time Off (VTO):
• 8 hours annually for full-time employees to support charitable organizations
• Additional Benefits:
• Flexible Spending Accounts
• Employee-paid voluntary benefits
• Leaves of absence in compliance with state and federal regulations