Bank First
Sales & Strategy Director, OSF
Bank First, Indianapolis, IN
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!
If you are interested and qualified for this role, we invite you to apply.
The Director, Sales & Strategy is responsible for leading Oak Street Funding's and First Franchise Capital's (FCF) national sales and strategy. The Director will lead the sales and strategy/partnership teams. This role will obtain a deep customer, competitive and market understanding to provide strategic recommendations to management while ensuring the sales organization is well trained to better compete in the marketplace. This role will maximize portfolio growth while enhancing our brands in the marketplace through the development of strategies and initiatives that drive lead flow and partnership referrals while prudently driving down loan acquisition costs. This role will report to the President of FCF.
Essential Functions/Responsibilities
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
Preferred Knowledge and Skills
Level of Complexity and Scope
Degree of Independence and Decision-Making
Required Supervisory Responsibilities
Physical Requirements
Compliance Statement
The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Development and Training
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.
If you are interested and qualified for this role, we invite you to apply.
The Director, Sales & Strategy is responsible for leading Oak Street Funding's and First Franchise Capital's (FCF) national sales and strategy. The Director will lead the sales and strategy/partnership teams. This role will obtain a deep customer, competitive and market understanding to provide strategic recommendations to management while ensuring the sales organization is well trained to better compete in the marketplace. This role will maximize portfolio growth while enhancing our brands in the marketplace through the development of strategies and initiatives that drive lead flow and partnership referrals while prudently driving down loan acquisition costs. This role will report to the President of FCF.
Essential Functions/Responsibilities
- Lead FCF growth initiatives, ensuring proactive management of employee performance and development- Oversee business growth across all customer segments while also improving the customer experience
- Oversee the monitoring of performance dashboards, competitor's products and services to develop insights that can help executive management make more informed business decisions.
- Evaluate new products, services and new verticals and provide recommendations to executive management on whether to pursue opportunities.
- Liaise with FFB on any opportunities that might not fit OSF business model but could fit FFB's.
- Lead annual strategic planning process, ensuring alignment with FFB processes.
- Direct, plan and manage strategic projects to secure resources and ensure on-time project completion. Identify project risks and issues, drive resolution, escalating as appropriate.
- Oversee the development of an on-going Sales training program for new and existing salespeople.
- Direct staffing, training, performance evaluations and development for team.
- Perform additional responsibilities as may be required to achieve the needed financial business results.
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
- 10+ years in a strategic, business development or management consulting role.
- Intellectually curious, analytical, logical thinker with a drive for results and confidence to develop a point of view and provide recommendations to management.
- Creative problem solver with experience in creating business cases and business analysis.
- Strong communication and listening skills, clear storytelling ability, and the ability to persuade, influence and train others.
- Leadership skills to provide direction, feedback and development to team.
- Effective internal and external communicator.
- Bachelor's degree in business related function
Preferred Knowledge and Skills
- MBA or equivalent advanced degree
- Project management skills
- Continuous improvement methodologies and procedures
Level of Complexity and Scope
- Highly Complex
- Handles complex issues & problems
- Possesses comprehensive knowledge of subject matter
Degree of Independence and Decision-Making
- Works with limited supervision
- Applies guidelines with proficiency and collaborates with senior roles
- Seen as a subject matter expert
Required Supervisory Responsibilities
- Provides leadership, coaching, and/or mentoring to subordinate groups
Physical Requirements
- Remain in a stationary position (stand or sit) for majority of the day
- Operate a computer, telephone, and other office equipment as needed
- Communicate clearly, including oral and written correspondence, in order to exchange information with internal and/or external partners/clients
- View, read, and interpret information
Compliance Statement
The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Development and Training
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.