Harmony Bank is a great place to work!
Harmony Bank is an equal opportunity and affirmative action employer. Qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as protected veterans.
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Sales Director
Job Summary
Sales Director will work with a variety of different departments, leaders, and personnel responsible for sales to establish plans and strategies to expand Harmony Bank’s customer base. The Sales Director will be responsible for the development of sales training and educational programs (as necessary) for staff who have a sales role including lenders, treasury management officer, and market presidents. The sales director is a critical position within the team and is directly responsible for the success and growth of the Bank and will deliver outstanding customer service while aligning with the Bank’s mission and values.
Key Responsibilities:
- Responsible for both individual business development and for leading the overall sales activities for the organization.
- Assist senior management in the development and updating of sales plans.
- Identify, build, and develop new deposit and treasury management business opportunities, outside of the existing customers, and work with treasury management officer to deepen relationships with existing customers.
- Maintain accurate records and manage sales pipeline, including contacts, opportunities, lead lists, activities, and account updates and notes in a CRM system.
- Conduct several weekly meetings with clients to uncover and understand their developing needs. Deliver results from these meetings.
- Collaborate and problem-solve with lenders, treasury management officer, and market presidents to maximize sales team potential.
- Monitor and share observations related to competitor activities and market trends and keep current with industry developments.
- Meet and exceed sales goals.
- Develop, implement, and follow through on strategic marketing plans and sales strategies in partnership with local branches and the Marketing department to ensure attainment of company sales goals and profitability.
- Initiate and coordinate development of action plans to penetrate new markets.
- Conduct one-on-one reviews with lenders, treasury management officer, and market presidents to build more effective communications, address and implement training and development needs, and provide insight for the improvement of sales performance.
- Coach Universal Bankers on customer retention tactics and how to deepen existing relationships.
- Provide timely feedback to executive management related to performance.
- Collaborate with Marketing to set priorities based on primary focus of “lead generation”.
- Work with lenders, treasury management officer, and market presidents to measure effectiveness of sales programs. Design and implement changes, as appropriate.
- Analyze the success of the lead generation efforts through key performance indicators (KPIs) and set account development goals.
- Ensure sales tools (CRM, other tracking mechanisms) are used effectively by each representative.
- Provide input on sales performance for annual and quarterly assessments.
- Ad Hoc projects as needed.
What Matters Most:
- We Value Trust: Trust is the foundation of our Bank and our relationships. We work together through prompt communication and consistent, transparent processes.
- We Value Relationships: We honor every person and connection by serving each other with the utmost understanding and respect.
- We Value Change: Banks today cannot settle for just responding to change – we must anticipate it. We empower our team to be lifelong learners who confidently evolve with customer’s needs.
- We Value Community – We are a community bank. We cultivate meaningful relationships to ensure that Better Happens Together®.
Required Skills/ Qualifications:
- Thorough understanding of sales methodologies for new business acquisition, existing account growth and churn mitigation.
- Strong background in industry-related sales.
- Possess strong leadership skills and attributes (coaching, performance management, servant mentality)
- Ability to respond effectively to highly sensitive inquiries or complaints in a timely manner.
- Demonstrated excellent level written and verbal communication skills including the ability to make effective and persuasive speeches and presentations to top management, public groups, and/or boards of directors.
- Ability to define problems, collect data, establish facts, and draw valid conclusions in a proficient manner.
- Must be self-motivated with ability to work in an unstructured environment
- Must have strong/effective negotiation skills (externally and internally)
- Ability to develop relationships that will help foster opportunities for big market growth.
- Knowledge and proficient utilization of MS office 2000, Excel, Word, PowerPoint
- Knowledge and utilization of CRM systems
Education and Experience:
- Bachelor’s degree in business, marketing, or a related field.
- Minimum of 10 years of experience in banking or treasury management sales.
Physical Requirements:
- Must be able to lift up to 15 pounds at times.
- Prolonged periods of sitting at a desk and working on a computer.
Position Type and Schedule:
- Full-time
- Non-exempt
- On-site
- 8-hour shift
- Monday through Friday
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