Sales & Experience Manager

Here at SFCU we define our culture as one of GROWTH . Growing our member , growing our employee , and growing our organization . This is a great opportunity to join our innovative and growing SFCU team.

The Sales and Experience Manager drives growth in both consumer and business membership through proactive sales leadership, targeted business development, and seamless alignment of sales strategies with marketing initiatives. This includes creating impactful sales contests, coaching staff, and developing effective training programs. The role fosters a high-performing, member-focused culture that empowers employees to deliver exceptional service and achieve outstanding results.

The Sales and Experience Manager leads and develops a high-performing sales culture across all branches. This position directly oversees the Member Engagement Officer, Member Account Specialist, and all business development activities, ensuring a unified approach to prospecting, onboarding, and relationship expansion.

Salary : $80,392-$90,455

Status : Exempt

Reporting :

• Travel to all NY branch locations for coaching and training of staff will be an expectation for this role. 2 day per week onsite reporting required for this hybrid role.

Essential Functions & Responsibilities :

Lead all credit union sales and business development functions to drive measurable growth in new memberships, loans, deposits, and service adoption. Set clear, high-performance sales targets and ensure consistent achievement across all channels.

Oversee the Member Engagement Officer, business development efforts, and Member Account Specialist to ensure cohesive strategies that strengthen relationships, expand partnerships, and enhance the overall member experience through outreach, community engagement, and consistent service delivery.

Develop comprehensive training programs for staff to improve product knowledge, sales techniques, and service delivery. Ensure training aligns with the credit union's values and promotes a member-centric needs based selling approach.

Travel to credit union branches to provide regular coaching and feedback to staff, focusing on improving sales performance and enhancing the member experience. Provides written recap of visit to leadership that includes observations, employee strengths, growth opportunities, and next steps.

Design and manage sales contests in collaboration with the marketing team to drive engagement, motivate staff, and align with broader marketing campaigns and branch sales goals.

Monitor and evaluate key satisfaction indicators such as NPS and MES (Member Effort Score), developing and delivering insight-driven dashboards for cross-functional leaders. Take full ownership of KPIs related to member satisfaction and engagement.

Analyze sales performance, member satisfaction, and feedback from surveys and focus groups to identify trends, measure effectiveness, and develop strategic initiatives that enhance products, services, and processes. Provide insights to leadership and regularly adjust team and branch strategies to drive continuous improvement and organizational advancement.

Performs other job-related duties as assigned.

Knowledge and Skills :

Experience Three years to five years of similar or related experience.

Education (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.

Interpersonal Skills

Demonstrate excellence in coaching and mentoring staff, using clear and effective communication to guide them toward achieving sales and service goals. Collaborate closely with retail and marketing teams to align strategies and drive growth. Maintain a strong growth mindset, emphasizing continuous development of employees and overall sales performance. By actively listening and fostering a positive, member-focused environment, this role builds a motivated team committed to delivering exceptional service and achieving results.

Other Skills

Computer system knowledge required.

Knowledge of financial products & services.

Above average interpersonal and communication skills.

Able to work well under pressure and meet deadlines.

A professional appearance and willingness to work flexible hours as required.

Equal Opportunity Employer / Veterans / Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Job Posted by ApplicantPro