Manager, Business Services, Sales & Performance
Logix Federal Credit Union
Posted: 10/20/2026
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Logix Federal Credit UnionPosted 10/20/2026full-timeValencia • California • United StatesMid-LevelSenior💰 $126,498 - $196,072 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading sales teams within business banking, focusing on relationship management, consultative selling, and performance analytics. Proficient in developing strategies for business deposits, treasury management, and compliance within financial services.
Highest-signal resume keywords
Sales LeadershipBusiness Banking ExperienceRelationship ManagementConsultative SellingFinancial Compliance Knowledge
About the role
Key responsibilities & impact- Lead, coach, and hold Business Banking Officers and Virtual Business Banking Officers accountable for originating and deepening business relationships.
- Establish a consistent sales-management cadence including pipeline reviews, individual coaching, activity and conversion reviews, field observation, branch engagement, recognition, career development, and performance follow-through.
- Assess team knowledge and skill gaps and coordinate targeted development.
- Build a collaborative, empathetic, results-oriented sales culture.
- Develop and execute territory, segment, and campaign strategies using market, portfolio, referral, and performance data.
- Establish and monitor expectations for outbound prospecting, portfolio outreach, centers-of-influence development, community engagement, appointment generation, follow-up, and activity documentation.
- Represent Logix in the business community and coordinate with Marketing and internal partners on campaigns, events, financial education, thought leadership, and targeted outreach.
- Maintain an active external network and participate in joint calls, field visits, prospect meetings, branch huddles, and community events.
- Monitor competitive and market developments and recommend product, pricing, feature, and delivery enhancements.
- Own team execution against goals and service standards for new relationships, deposits, checking, treasury and partner solutions, business credit, portfolio retention, relationship expansion, and member experience.
- Manage pipeline quality, aging, next steps, conversion, and forecasting; collaborate with lending, underwriting, credit administration, and operations.
- Use dashboards, scorecards, referral data, production trends, pipeline analytics, portfolio activity, service measures, and quality results to identify gaps and implement corrective actions.
- Ensure bankers actively manage assigned portfolios through relationship reviews, deposit retention, cross-sell, loan and delinquency follow-up, risk awareness, and documentation.
- Promote a balanced product mix across deposits, treasury management, business credit cards, lines and loans, SBA and partner referrals, merchant services, payroll, and other approved solutions.
- Build working relationships with branch leadership and internal channels to improve business referrals.
- Ensure coordinated relationship ownership and cross-referrals across enterprise partners.
- Champion high-touch onboarding and service experiences and lead resolution of service breakdowns.
- Lead growth within applicable laws, regulations, policies, procedures, approval authorities, and Logix’s risk appetite.
- Contribute to Senior Loan Committee discussions, the recommend/approve process, and strategic initiatives within delegated authority.
- Provide sales-function subject-matter expertise, user feedback, testing support, and change-adoption support.
- Maintain working knowledge of business deposits, ACH origination, online business banking, remote deposit capture, account analysis, fraud controls, and compliance requirements.
- Manage assigned expenses and resources within approved budgets and complete administrative, reporting, audit, and people-management responsibilities.
- Perform other duties and special projects as assigned.
Requirements
What you’ll need- Bachelor’s degree in business administration, finance, economics, or a related field, or an equivalent combination of relevant education and experience.
- Minimum 6 years of progressively responsible business banking, commercial banking, treasury management, or related financial services experience, including demonstrated sales leadership or people-management responsibility.
- Experience leading relationship managers and supporting C&I and small-business credit is strongly preferred.
- Proven ability to lead a sales team through clear expectations, coaching, inspection, recognition, accountability, and change.
- Demonstrated success acquiring, retaining, and deepening business relationships through consultative selling and disciplined business development.
- Working knowledge of business deposits, treasury and cash-management solutions, business credit cards, C&I and small-business lending, SBA referral programs, merchant services, payroll, and related partner solutions.
- Ability to understand business cash flow, bank statements, tax returns, financial statements, debt structures, and core credit concepts sufficiently to coach bankers and improve the quality of opportunities submitted for credit review.
- Strong quantitative and analytical skills, including the ability to interpret scorecards, pipeline and conversion metrics, portfolio trends, market data, and member-experience results.
- Working knowledge of financial-institution compliance, BSA/AML, fraud-risk awareness, deposit and lending controls, and appropriate escalation practices.
- Excellent written, verbal, presentation, facilitation, interpersonal, and influence skills, including the ability to communicate effectively with business owners, senior leaders, and cross-functional partners.
- Strong judgment, organization, attention to detail, adaptability, and ability to prioritize competing demands in a field-based, multi-market environment.
- Ability to use CRM, appointment, pipeline, loan-origination, core, reporting, and digital-banking systems to manage execution and ensure reliable documentation.
- Proficiency with Microsoft 365, including Excel, Outlook, Word, OneNote, SharePoint, Teams, and PowerPoint.
- Ability to travel regularly throughout Logix’s market area for branch visits, joint prospect calls, team coaching, member meetings, and community events.
- Occasional evening or weekend participation may be required.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business DepositsTreasury ManagementC&I LendingSmall-Business LendingSales Strategy DevelopmentPipeline ManagementQuantitative AnalysisCredit ReviewRisk AwarenessPerformance Metrics Interpretation
Soft Skills
CoachingInterpersonal SkillsAttention to DetailAdaptabilityCommunication Skills
Tools & Technologies
CRM SystemsMicrosoft 365Digital Banking SystemsLoan Origination SystemsReporting Tools
Industry Keywords
Financial ServicesBSA/AML ComplianceFraud Risk ManagementBusiness Credit CardsMerchant Services