AVP Cash Management Sales

Overview

When you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly—a tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to grow, and we hope that you will choose to grow along with us.  Wanting the absolute best for our associates means more than just competitive pay. It means fantastic healthcare, paid benefits, opportunities for professional advancement and work-life balance - and best of all, a place where you are accepted and respected for your individuality.

Responsibilities

The AVP Cash Management Sales leads and directs all aspects of the Credit Union’s Cash Management sales function, with a focus on driving a cost centric, analytics based sales model that reduces reliance on referral based activity. This role is accountable for quality portfolio growth, pricing discipline, account security, revenue optimization, and exceptional member service. Responsibilities include oversight of Cash Management processing, controls, settlement, and portfolio expansion, as well as ownership of the annual operating budget and revenue growth objectives.
 
This position supports strategic and annual business planning by developing and implementing business plans and SOPs that enhance the sales team’s understanding of market dynamics, member demographics, and growth opportunities. The AVP drives the Cash Management sales function by ensuring the sales team effectively recommends appropriate products and manages vendor relationships, while maintaining regulatory and network compliance. Additionally, the role evaluates product and pricing effectiveness, monitors competitive positioning, provides strategic analysis of Members 1st’s Cash Management sales performance relative to peers, and recommends enhancements to products, pricing, and systems. With limited supervision, the AVP oversees staff development and performance and fosters a collaborative, accountable team culture focused on sustainable growth.
 
SKILLS
• Decision making requires analytical ability, independent judgment and ingenuity with significant discretion on daily operational decisions
• Ability to motivate or influence others and demonstrate a significant level of trust and diplomacy, in addition to normal courtesy and tact
• Demonstrated knowledge of cash management services, including analysis of appropriate financial information
• Advanced sales, interpersonal and communication skills
• Advanced proficiency in policy and process documentation and execution
• In-depth knowledge of federal and state regulations governing deposit accounts
• General knowledge of deposit accounts and payment processing theory, industry practices and Credit Union policies
• Familiarity with PCs and applicable software
 
COMPETENCIES
• Accountability and self-management
• Communication
• Effective knowledge
• Innovation and problem-solving
• Teamwork and leadership
 
WORKING CONDITIONS/PHYSICAL DEMANDS
• Ability to communicate effectively in English, both orally and in writing
• Visually able to perform activities such as preparing and analyzing data and figures, viewing a computer terminal, and extensive reading
• Ability to sit for extended time periods
• Sufficient manual skill for operation of PC keyboard and other standard office equipment
• Ability to travel, including occasional overnight travel
• Ability to exert minimum amounts of force occasionally to lift, carry, push, pull or move objects

Qualifications

8-10 years of related experience; 5-8 years of leadership/management experience

Does this position require a valid Drivers License?

No
Education Level

General and business knowledge equivalent to a bachelor's degree
Certifications

None

About Us

At Members 1st, we look for individuals who will show up as their whole self because we value diversity, inclusion, and belonging, as well as people who believe in the philosophy of, WE>me. To be sure you align with our company mission, vision, values and culture reference the information below.

Company Culture is at Our Core

If there is one concept, we want you to understand about us, it is this. WE. It is a simple little word but means everything here. We think as one. One faM1ly. One community. One place where everyone belongings. Everything we do is in the best interest of all of us.

What WE Believe

Our Missions: WE serve our members, associates, and communities through support, empowerment, and meaningful relationships.

Our Vision: WE are growing our faM1ly by delivering everything they need to live well financially, through all life’s moments and milestones.

Our Values: WE deliver unparalleled experiences through a culture of WE. WE > me. WE are servant leaders- at work and in the communities we serve. WE are financially safe and sound stewards of members dollars. WE are faM1ly.

 

Join a company that grows with you – personally and professionally

 

Equal Opportunity Employer

Members 1st provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Compensation Overview

We are excited to offer a competitive salary for this position. This figure serves as the entry point in our salary range, and there is potential for the actual salary to be higher based on a variety of factors, such as your experience, skills, education, and location. We believe in recognizing and rewarding talent, so our compensation packages are thoughtfully designed to reflect the unique qualifications and contributions of each candidate.

The minimum salary for this position is:

$120,000+/yr
Certifications

None

8-10 years of related experience; 5-8 years of leadership/management experience

The AVP Cash Management Sales leads and directs all aspects of the Credit Union’s Cash Management sales function, with a focus on driving a cost centric, analytics based sales model that reduces reliance on referral based activity. This role is accountable for quality portfolio growth, pricing discipline, account security, revenue optimization, and exceptional member service. Responsibilities include oversight of Cash Management processing, controls, settlement, and portfolio expansion, as well as ownership of the annual operating budget and revenue growth objectives.
 
This position supports strategic and annual business planning by developing and implementing business plans and SOPs that enhance the sales team’s understanding of market dynamics, member demographics, and growth opportunities. The AVP drives the Cash Management sales function by ensuring the sales team effectively recommends appropriate products and manages vendor relationships, while maintaining regulatory and network compliance. Additionally, the role evaluates product and pricing effectiveness, monitors competitive positioning, provides strategic analysis of Members 1st’s Cash Management sales performance relative to peers, and recommends enhancements to products, pricing, and systems. With limited supervision, the AVP oversees staff development and performance and fosters a collaborative, accountable team culture focused on sustainable growth.
 
SKILLS
• Decision making requires analytical ability, independent judgment and ingenuity with significant discretion on daily operational decisions
• Ability to motivate or influence others and demonstrate a significant level of trust and diplomacy, in addition to normal courtesy and tact
• Demonstrated knowledge of cash management services, including analysis of appropriate financial information
• Advanced sales, interpersonal and communication skills
• Advanced proficiency in policy and process documentation and execution
• In-depth knowledge of federal and state regulations governing deposit accounts
• General knowledge of deposit accounts and payment processing theory, industry practices and Credit Union policies
• Familiarity with PCs and applicable software
 
COMPETENCIES
• Accountability and self-management
• Communication
• Effective knowledge
• Innovation and problem-solving
• Teamwork and leadership
 
WORKING CONDITIONS/PHYSICAL DEMANDS
• Ability to communicate effectively in English, both orally and in writing
• Visually able to perform activities such as preparing and analyzing data and figures, viewing a computer terminal, and extensive reading
• Ability to sit for extended time periods
• Sufficient manual skill for operation of PC keyboard and other standard office equipment
• Ability to travel, including occasional overnight travel
• Ability to exert minimum amounts of force occasionally to lift, carry, push, pull or move objects