Outreach Manager for Member Engagement

Position: Manager, Member Outreach

Overview: We are actively seeking a dedicated and results-oriented Manager to lead our Member Outreach team, overseeing the Outbound Calling Team’s initiatives aimed at engaging members and bolstering enterprise sales. In this influential role, you will be instrumental in driving the team’s growth and development as we prepare for expansion in 2025 and beyond. Your responsibilities will include recruiting, onboarding, and coaching top talent, while collaborating closely with the Team Lead to ensure the team’s ongoing support and success.

Key Responsibilities

• Develop and implement a strategic plan that aligns with our enterprise sales objectives, focusing on generating loan and deposit production.
• Set and revise department sales goals, ensuring that compensation structures are competitive and motivating.
• Provide personalized, needs-based financial solutions to enhance members’ overall financial wellness.
• Lead consultative communications with members through multiple channels (phone, email, virtual), ensuring adherence to all service level agreements.
• Drive outbound calling efforts and engage with the community to strengthen member relationships.
• Oversee the integration of an omni-channel call center solution within the department.
• Evaluate and onboard new vendors and technology to enhance operational efficiencies.
• Achieve key performance indicators for member outreach, including appointment setting and partner referrals.
• Facilitate collaborative project team meetings, ensuring clear alignment on goals and deliverables.
• Lead the integration of innovative technologies and practices within the department to stay ahead of industry trends.
• Provide leadership and strategic guidance to the outbound calling team, focusing on skill development, performance coaching, and joint sales efforts.
• Ensure the team possesses the necessary tools and resources for success, and report on performance metrics to leadership.
  
  

Qualifications

• High school diploma required; Bachelor’s degree preferred.
• A minimum of 5 years of relevant managerial experience, particularly in sales growth and coaching, ideally in retail banking or contact centers.
• Extensive experience in lending practices and outbound calling strategies.
  
  

Career Growth Opportunities: This position offers an exceptional opportunity for professional development and career advancement within our organization. You will have the chance to lead initiatives, support team skill development, and significantly impact the growth and success of your team.

Company Culture and Values: Our organization is committed to fostering an inclusive and diverse workforce, where every individual is respected and valued. We thrive on collaboration and a shared dedication to enhancing our members’ financial wellness.

Compensation And Benefits

• Salary Range: \(73,800 - \)118,000 annually (commensurate with experience)
• Quarterly incentives based on productivity goals
• Annual corporate incentives
• Comprehensive medical, vision, and dental coverage
• 401(k) plan with company matching
• Generous sick, vacation, and personal leave
  
  

Diversity & Inclusion: We strongly endorse diversity and inclusion within our workforce and encourage applications from all qualified individuals, regardless of race, ethnicity, gender, sexual orientation, gender identity, religion, military status, or any characteristic protected by law.

Employment Type: Full-Time