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 macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner.
Job Summary
Responsible for working closely with the VP of Corporate and Strategic Partnerships and Chief Marketing Officer to implement key strategic initiatives to develop and maintain strong business relationships and direct the Select Employer Groups and Financial Education teams to drive growth within the organization.
Job Description
SCHEDULE
Full-Time
LOCATION
*Hybrid work schedule: In-office and Remote
Mountain America Center
9800 S Monroe St
Sandy, Utah
To be effective, an individual must be able to perform each job duty successfully.
Team Leadership:
- Lead and manage the Select Employer Group (SEG) and Financial Education teams to execute departmental vision and goals.
- Recruit, develop, and coach high-performing teams with clear objectives, accountability, and growth plans.
- Establish performance standards, create ROI dashboards, and manage annual staffing, budgets, and business plans.
- Foster a culture of accountability and service excellence aligned with the Credit Union’s professional image.
- Develop and implement competitive strategies and scalable solutions to drive growth and member engagement.
- Perform other duties as assigned.
Select Employer Groups:
- Drive business development by soliciting new business from existing and potential SEGs, including collaborating with internal business teams to expand relationships to include multiple products and services such as loan and credit products (SBA, Commercial Real Estate), payroll processing, merchant services, treasury management services, 401k, etc.
- Manage the sales pipeline and create strategies to onboard large SEGs and associations.
- Ensure compliance with NCUA Field of Membership (FOM) requirements and educate internal teams on adherence.
- Build and deepen strategic partnerships with SEGs, collaborating across departments and branches to enhance offerings and coordinate workplace events.
- Oversee financial education programs tailored to SEGs, members, and community partners.
- Identify and resolve SEG needs, provide solutions, and document business development activities with regular reporting.
Financial Education:
- Collaborates with the Financial Education Manager to design curriculum and delivery strategies and content that help community and credit union members define and achieve their financial dreams.
- Builds strategic relationships with external organizations, schools, and nonprofits to expand the reach of financial education programs.
- Provides thought leadership and insights on financial wellness trends to inform strategic planning and product development.
- Ensures financial education content is compliant with regulatory standards and reflects current financial trends.
- Identifies opportunities to scale financial education
KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Education and Experience
- Typically requires minimum of 8 years sales or related experience
- 5 years of business services and/or financial services experience preferred
- 5 years leadership experience managing medium to large teams
- Bachelor's degree or equivalent experience
- Master's degree preferred
Licenses, Certifications, Registrations
Knowledge & Skills
- Prominent knowledge of theory and organizational experience through extensive exposure to complex practices across several different disciplines within business development and/or sales in a financial services setting.
- Leverages knowledge of trends in business development and financial education to influence strategy
- Public speaking skills
- Leadership and talent management skills
- Strategic thinking
- Problem solving skills
- Verbal/written communication skills
Leadership and Organization Development
- Creates a sense of urgency and accountability in delivering objectives and a culture which fosters innovation and creativity
- Develops multifunctional leadership
- Coaches individuals to reach full potential, builds coaching capability in others
- Helps orchestrate talent development & movement across the business unit or function
- Leads Work effectively & regularly across functions
- Responsible for effectiveness of team(s) and performance results
Scope and Strategic Impact
- Responsible for a business process in a function of notable risk and complexity
- Directs multiple related teams or function with significant and critical organization-wide impact
- Operates with autonomy on operational matters, accountable to BU Leadership
- Limited to no revenue generation responsibilities (except for sales)
- Has budget responsibility
- Actively develops strategic plan for the function or business processes with VP
- Sets objectives for self and/or a team/project members
- Delivers the results that have a tangible impact for function or business process
- Adapts strategy to changing conditions
- Identifies external threats and opportunities and adapts strategy to changing conditions
- Strategic planning horizon generally 1 - 3 years
- Actively participates in building BU plan
Analytical Thinking & Problem Solving
- Applies company level financial and economic perspectives to decision making and problem solving
- Uses substantial intuition and experience to complement data
- Gathers and analyzes information at an expert level
- Manages the resolution of complex or unusual business problems
- Applies analytical thinking, problem identification and solving and decision making
- Implementation of solutions requires a medium-term view
Other Skills and Abilities
- Ability to work both autonomously and collaboratively in a fast-paced environment.
- Self-starter with strong organizing and time management skills and the ability 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 base on financial concepts, strategies, systems etc.
- Excellent interpersonal skills including the ability to lead and collaborate with ad-hoc teams.
- Demonstrated ability to analyze and interpret complex data and implement short- and long-term strategies/business plans accordingly.
PHYSICAL ABILITIES / WORKING CONDITIONS
Physical Demands
Ability to sit, talk and hear consistently
Vision Requirements
Close vision (clear vision at 20 inches or less)
Distance vision (clear vision at 20 feet or more)
Color vision (ability to identify and distinguish colors)
Weight Lifted or Force Exerted
Ability to lift up to 10 pounds frequently and up to 25 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)
***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.