Now Hiring - SMW 104 Federal Credit Union - Director of Sales and Operations in Livermore, CA

Full description of the position

Director of Sales & Operations

Location: Livermore, California

Company: SMW 104 Federal Credit Union

Salary Range: $120,000 - $140,000

Benefits Medical, Dental, and vision insurance. Eleven paid holidays, Paid Time Off.

Job Summary:

The Director of Sales & Operations at SMW 104 FCU will be pivotal in overseeing and optimizing sales processes, ensuring compliance with regulatory, BSA, and OFAC requirements, and driving operational efficiency. This leadership position requires a strategic thinker with a strong background in sales operations, compliance management, and financial services.

Responsibilities:

1. Sales Management:

Develop and implement strategic sales plans to achieve revenue targets and growth objectives.

Lead and mentor the sales operations team to drive performance, productivity, and accountability.

Analyze sales data and market trends to identify opportunities for improvement and optimization.

Collaborate with cross-functional teams to streamline processes and enhance the overall customer experience.

Utilize tools and systems to track sales performance, forecast trends, and generate actionable insights.

2. Operations and Compliance Oversight:

Ensure adherence to all regulatory requirements and industry standards, including but not limited to banking regulations, BSA, OFAC, consumer protection laws, and compliance frameworks.

Develop and maintain policies, procedures, and controls to mitigate compliance risks and uphold the integrity of operations.

Conduct regular audits and assessments to monitor compliance with internal policies and external regulations.

Provide guidance and training to staff on compliance matters, fostering a culture of ethical conduct and regulatory awareness.
Stay informed about legislation and industry best practices changes, and proactively adjust compliance strategies as needed.

3. Strategic Planning and Execution:

Collaborate with senior leadership to define strategic objectives and align sales operations and compliance initiatives with organizational goals.

Participate in developing annual budgets, forecasts, and business plans, ensuring alignment with financial targets and operational priorities.

Identify process improvement, automation, and technology adoption opportunities to drive operational efficiency and scalability.

Monitor key performance indicators (KPIs) and metrics to evaluate the effectiveness of sales and compliance initiatives and make data-driven recommendations for improvement.

4. Stakeholder Engagement and Relationship Management:

Cultivate strong relationships with internal stakeholders, including sales teams, executive leadership, and support functions, to foster collaboration and alignment.

Represent the organization externally with NCUA, regulatory agencies, industry associations, and other relevant stakeholders, advocating for the credit unions interests and promoting a positive reputation.

Communicate effectively with stakeholders at all levels, providing regular updates on sales performance, compliance status, and operational initiatives.

Qualifications:

Strong understanding of sales processes and sales performance metrics.

Minimum of 7-10 years of experience in management, sales, and operations, within the financial services industry, preferably in a credit union or banking environment.

Bachelors degree in business administration, or a related field; or professional certifications (e.g., CAMS) preferred.

Deep knowledge of regulatory requirements relevant to financial institutions, including but not limited to consumer lending, deposit operations, and anti-money laundering (AML) compliance.

Proven leadership skills with the ability to inspire, coach, and motivate teams, drive change, and foster a culture of excellence and accountability.

Excellent analytical, problem-solving, and decision-making abilities, with a demonstrated track record of driving results and achieving business objectives.

Outstanding communication, negotiation, and interpersonal skills, with the ability to interact effectively with diverse stakeholders and influence outcomes.

Strategic mindset with the ability to think creatively, anticipate future trends, and develop innovative solutions to complex challenges.

Excellent project management and organizational skills

Administrative skills

High levels of confidentiality, credibility, and integrity

Job Type: Full-time

Pay: $120,000.00 - $140,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience:

• Management Sales and Operations: 7 years (Preferred)

Work Location: In person