New

Virtual Sales Manager

OneAZ Credit Union
paid time off, paid holidays, sick time, tuition reimbursement, 401(k)
United States, Arizona, Phoenix
Jun 07, 2025
Join Us in Making an Impact At OneAZ Credit Union, our success is measured only by yours. We're here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters-you've found it! Who You Are You're impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let's build something great together. What You'll Do This position will be located at our Corporate Office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027 Plans, directs and coordinates Virtual Banker's sales and service activities to achieve established goals through positive leadership, direction and guidance. Provides coaching to Virtual Banker's on member focused sales strategies. Creates an environment of teamwork, motivation and accountability. Develops a strong knowledge of the products and services being offered and how to present them to a member. This role will need a working knowledge of industry's climate and competition and be able to create and effectively implement a sales strategy. Ensures that all Virtual Banker's are exceeding member expectations through quality needs assessments Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsible for interviewing, hiring, and training associates; planning, assigning, and directing work; managing performance; rewarding and coaching associates; addressing complaints and resolving problems. Monitor, track and coach to each Virtual Banker's loan pipeline including partner referrals. Motivate Virtual Banker's to reach and exceed individual sales goals, while contributing to the overall team success. Conduct regular one on ones with each Virtual Banker Complete monthly trend base coaching Maintain knowledge of the Credit Union's membership eligibility. Ability to communicate effectively to members, vendors, and internal associates regarding sensitive inquiries, requests and complaints by email or phone. Directs, coordinates, and monitors activities to implement Credit Union's policies, procedures, and practices concerning granting or extending consumer credit loans Develops plans to reach Virtual Direct goals and action plans to achieve those goals, while continuously monitoring individual Virtual banker performance Review credit reports, debt to income ratios, loan to value and other pertinent underwriting information. Leads Virtual Bankers. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems Collects data to analyze the present and future financial status of the Virtual Region. Collaborates to prepare and monitor annual budgets and staffing. Collaborates with internal business partners, including Business Development Officers, Commercial Loan Officers, Wealth Advisors, and Mortgage Loan Officers. Perform required research to resolve escalated issues. Ability to apply common sense understanding when dealing with problems involving variables in standardized situations. Provide weekly feedback on Virtual Banker's pipeline of consumer loans, while reporting on pull-through ratios, overall performance and any obstacles that are present Perform funding duties for all unsecured products (CC, Signature Loan and Lines of Credit) as needed. What You Bring H.S. Diploma Required Bachelor's Degree Preferred 3-5 years similar or related experience in customer service, preferably in a financial institution and/or call center environment required. 1-3 years similar or related experience. Supervisory/leadership experience required. Leadership experience within a financial industry required. Demonstrate proficient writing ability and telephone etiquette. Must be able to multi-task. Chat experience is preferred. A passion for people, innovation, and growth. Not sure if you meet every requirement? That's okay. We believe great talent comes from all backgrounds and experiences. At OneAZ, we value potential, passion, and purpose. If you're excited about this opportunity and believe in our mission, we encourage you to join our Talent Community Compensation & Benefits Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time Low-cost Medical, Dental & Vision plans Paid childcare assistance Award-winning 401K Gym fee reimbursement Tuition Reimbursement Student loan repayment ...and much more. Explore all the details in our comprehensive Benefits Booklet Target hiring range $75K-$95K (Depending on experience and prior to any incentives this position is eligible for) Why Join OneAZ? At OneAZ, we're not just a credit union; we're a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers. We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you'll be part of a team committed to exceeding expectations and redefining what's possible. Additional Notes: Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This job description should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.