Sales Manager

Discover the Westmark Difference!!

Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance.

· 60 % of our employees have been part of the Westmark family for 5+ years.

· 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.

· 85% of our managers were promoted from within the company.

· Westmark has been in business since 1954 and has recently grown to over $1.2 billion in assets, 15 branches, and over 70,000 members!

We also have some of the most impressive benefits in the industry:

· Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.

· Excellent health insurance options for employees and family with shared premiums

· 401k with 75% company match and 2% profit sharing contribution

· Tuition Reimbursement and Scholarships

· Employee Assistance Program (Free counseling and legal services)

Position Summary: The Sales Manager plays a critical role in driving sales performance, coaching branch employees, and supporting managers in delivering exceptional member experiences. Working day-to-day in the branch, this individual partners directly with Member Advisors, observing, coaching, and providing real-time feedback, tips, and encouragement.

This role combines the skills of a sales leader, coach, and consultant — bringing expertise in the sales process, financial solutions, and soft skills such as listening and relationship building. The Sales Manager guides with expertise and empathy, serving as a trusted, approachable resource for employees and managers while fostering a welcoming, motivating environment that supports sales growth and member satisfaction.

Schedule: Approximately 40 hours within a Monday through Friday work week.

Work Location: Southeast Idaho, Twin Falls, or Boise

Hybrid Eligible

Key Responsibilities

• Work side by side with branch employees to observe sales interactions and provide coaching, feedback, and reinforcement of best practices.
• Partner with branch managers to share insights, feedback, and strategies for strengthening sales performance and member engagement.
• Serve as a subject matter expert on the sales process, providing practical tools, techniques, and tips for success.
• Support employees in building confidence and consistency in identifying member needs and recommending appropriate financial solutions.
• Encourage and model relationship-based selling, ensuring member needs are the focus of every interaction.
• Track sales performance trends and collaborate with managers to create action plans for continuous improvement.
• Deliver training sessions, role-plays, and one-on-one coaching as needed.
• Provide constructive feedback in a supportive and motivating manner, maintaining accountability while encouraging growth.
• Act as a resource for managers, offering perspective and consultation on sales strategies, employee development, and member service approaches.
• Represent Westmark’s culture and values, reinforcing consistency across branches.

Requirements

Qualifications

• Bachelor’s degree in Business, Marketing, Finance, or related field plus a minimum of 5 years’ experience in sales management, coaching, or consulting, preferably within financial services, OR a high school diploma plus a minimum of 10 years of relevant experience; or a combination of formal education, training, and applicable experience.
• Strong knowledge of the sales process and proven ability to drive results.
• Familiarity with financial products and services, with the ability to recommend appropriate solutions.
• Excellent communication and interpersonal skills, with the ability to influence and motivate others.
• Demonstrated ability to coach employees of varying experience levels with professionalism and empathy.
• Strong problem-solving skills and ability to adapt approaches to meet employee and member needs.
• Track record of building strong, trust-based relationships across teams and with leaders.

Key Competencies

• Sales Expertise
• Coaching & Development
• Influence with Empathy
• Communication
• Member-Centric Mindset
• Adaptability
• Continuous Improvement

Success in the Role

• Success in this role will be measured by the ability to:
• Improve employee confidence and consistency in executing the sales process.
• Strengthen branch sales performance through observation, coaching, and actionable feedback.
• Build trust and credibility as a partner that managers proactively seek out for sales perspective and support.
• Increase adoption of consultative, relationship-based selling practices that lead to deeper member relationships.
• Contribute to measurable growth in product adoption, member satisfaction, and branch sales results.
• Maintain a positive, motivating presence that inspires employees and reinforces a culture of sales success.

Physical Requirements

• Work primarily in branch locations with frequent standing, walking, and member interaction.
• Regular use of computer systems, phones, and office equipment.
• Ability to travel between branches and attend regional meetings or training sessions as needed.
• Occasional lifting of up to 20 pounds.

Westmark Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment 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.