Branch Performance Mentor
2 weeks ago
The Branch Sales Coach plays a pivotal role in enhancing the sales capabilities of XC leaders and representatives, focusing on individual and team performance to achieve organizational objectives while ensuring members receive tailored product recommendations.
Key Responsibilities:
- Develop and implement personalized coaching strategies that align with the XC's overarching goals and priorities.
- Work collaboratively with the XC Sales Manager and fellow Sales Coaches to maintain a uniform coaching experience across the XC channel.
- Monitor and evaluate the execution of established coaching strategies to ensure effectiveness.
- Analyze sales metrics and key performance indicators (KPIs) to provide constructive feedback to team members, trainers, and leadership, driving performance improvements.
- Conduct training sessions on incentive structures, sales methodologies, and behaviors that enhance the overall member experience.
- Demonstrate effective relationship-building techniques through live coaching sessions.
- Encourage the adoption of sales strategies, business processes, and technology through direct observation.
- Organize and execute sales competitions to motivate team members.
- A minimum of 5 years of proven success in a dynamic retail or outbound sales environment, including at least one year of experience coaching sales representatives.
- Strong communication skills, with the ability to convey complex ideas clearly and professionally to diverse audiences, including leadership and technical teams.
- Proficient in utilizing data and analytics to derive insights and inform strategic decisions.
- Skilled in identifying individual and team performance gaps and developing actionable plans for improvement.
- Capable of influencing team members towards shared goals and objectives.
- Experienced in managing change within a complex operational landscape.
- Comprehensive understanding of credit union operations, including products, services, and regulatory requirements is advantageous.
- Familiarity with analytical tools such as Excel, Salesforce, Tableau, and Satmetrix.
- Proficient in Microsoft Office Suite.
- A Bachelor's degree is preferred.
Benefits Include:
- Comprehensive medical, dental, and vision plans.
- 401K plan with matching contributions.
- Generous Paid Time Off policy.
- Paid federal holidays.
- Exclusive employee discounts on lending products.
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