Work in partnership with the assigned credit unions to provide clear and unbiased guidance, education, and tools to build the knowledge members need to make confident financial decisions
Build and nurture collaborative partnerships with multi-level credit union management and front-line lending staff to increase loyalty to TruStage and lending-related solutions
Partner with internal stakeholders, including coworkers and cross-functional account teams, to gain buy-in and support for strategic initiatives, ensuring effective communication and alignment across the organization
Manage assigned territory as a business, utilizing economic, financial, and results data to diagnose territory strengths and/or weaknesses and execute strategic plans to drive results
Be a subject member expert regarding the digital lending landscape and provide expertise to credit unions using proven methodologies to help navigate and implement the appropriate digital optimization opportunity
Analyze financial data, including revenue, expenses, profitability, and financial ratios, to identify opportunities and develop sales strategies for revenue growth, risk reduction, and improved financial performance
Regularly monitor performance and provide recommendations and support for continuous improvement
Execute credit union recommendations on an ongoing basis through structured plans for adaption and implement of change with continuous feedback for sustained success
Gather information through consultation and utilize the strategic objectives and culture of the credit union to identify inefficiencies in processes, lending workflows, and systems
Propose solutions to streamline lending operations, enhance member experiences, and improve credit union non-interest income
Provide coaching, training, and support to credit union management and staff on products, customer-centric best practices, presentation techniques, and tools to maximize the success of our Credit Union Partners to protect more members
Requirements
Bachelor’s degree in business administration, Finance, Economics, or a related field, or equivalent trade-off of related professional work experience
Demonstrated knowledge and understanding of financial service-related products, overall financial services operations, and multi-channel lending ecosystems
Use of data analysis skills with the ability to use critical thinking to derive actionable insights, problem solve, create, and implement plans for measurable change
Proven time management skills with the ability to prioritize tasks, meet deadlines, and manage multiple objectives/goals simultaneously
Demonstrated consultation, facilitation, and presentation skills, with the ability to motivate, influence, and convey complex ideas to others in both face to face and virtual channels
Ability to adapt style based on size of group and method of delivery
Ability to navigate complex situations in partnership with internal stakeholders
Ability to address specific client needs, provide strategic guidance, and leverage experience
Life and Health insurance resident license – If currently not licensed, must earn within 90 days of starting the position
Demonstrated deep understanding of the ADKAR Prosci methodology
4 Years of lending/management experience preferred with a proven track record of success in coaching, consulting, and staff development and training preferably in a lending or financial services environment