Branch Sales Coach

2 weeks ago

Hillsboro OR USA, United States First Technology Federal Credit Union Full time
Job Summary

The Branch Sales Coach is a key role within our organization, responsible for providing one-on-one sales coaching support to XC leaders and representatives. This position plays a critical role in driving individual and team performance, meeting enterprise goals, and ensuring members receive the appropriate products for their needs.

Key Responsibilities
  • Develop and implement coaching action plans at the team and individual level, aligning with XC's strategic priorities and expectations.
  • Collaborate with XC Sales Manager and other Sales Coaches to ensure consistent experience across the XC channel.
  • Monitor and follow up on the execution of coaching plans, providing timely feedback to stakeholders.
  • Analyze sales metrics and KPIs, providing insights to drive performance and inform strategic decisions.
  • Deliver training on sales strategies, behaviors, and product knowledge to enhance the membership experience.
  • Build and maintain strong relationships with representatives, trainers, and leadership, fostering a culture of excellence.
  • Plan and implement sales contests to drive engagement and motivation.
Requirements
  • Minimum 5 years' experience in a fast-paced retail or outbound sales environment, with a proven track record of coaching representatives on sales productivity.
  • Ability to articulate complex concepts, write, and speak clearly and professionally, tailoring the message to various audiences.
  • Strong analytical skills, with the ability to use data and insights to drive strategic direction.
  • Ability to assess individual and team skill and performance gaps, creating action plans to improve overall performance.
  • Strong influencing and change management skills, with the ability to drive results in a dynamic and complex operating environment.
  • Broad knowledge of credit union operations, including functions, products, services, and regulations.
  • Familiarity with reporting and analysis tools, such as Excel, Salesforce, Tableau, and Satmetrix.
  • Working knowledge of Microsoft Office Suite.
  • Minimum Education: Bachelor's degree preferred.
What We Offer
  • Competitive compensation package, including annual bonus.
  • Traditional medical, dental, and vision coverage.
  • 401K matching up to 5% per pay period.
  • Accrue up to 17 days of Paid Time Off in the first year of employment.
  • 11 paid federal holidays.
  • Special employee pricing on lending products, such as mortgage, auto, and personal loans.

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