Consumer Bank Sales Process & Readiness Manager

Job Responsibilities

• Partners with business stakeholders to understand strategic priorities and business needs.
• Designs end-to-end workflows, supporting tools, and field processes that balance client experience, teammate experience, compliance, and business goals.
• Evaluates existing processes and identifies opportunities to simplify, improve efficiency, and enhance effectiveness.
• Translates business objectives into scalable operational solutions that support sales execution and organizational goals.

Sales Readiness, Communications, & Implementation

• Create implementation plans for new initiatives and process enhancements.
• Create readiness materials including communications, job aids, readiness guides, newsletters, training resources, and supporting documentation.
• Translate complex initiatives into clear, actionable guidance for frontline teammates and leaders.
• Cookordination implementation activities across business partners to ensure successful rollout.

Sales Enablement Systems & Tools

• Serve as business owner for sales enablement technology, including Salesforce and Dynamics.
• Partner with technical teams to implement enhancements and resolve issues.
• Configure and optimize system functionality to support business objectives.
• Ensure technology effectively enables sales initiatives and reporting needs.

Audoption, Performance, & Continuous Improvement

• Monitor the effectiveness of sales initiatives through performance reporting, field observations, and stakeholder feedback to identify trends, measure adoption, and recommend continuous improvements.
• Analyze sales performance metrics and business insights to identify opportunities, support informed decision-making, and enhance sales execution across the branch network.
• Identify trends, process gaps, and opportunities through reporting, stakeholder feedback, and business reviews, recommending solutions that improve sales effectiveness and the teammate experience.
• Leverage performance reporting and business insights to evaluate initiative effectiveness, identify coaching opportunities, and partner with leaders to drive consistent execution and accountability across the branch network.

Leadership Partnership & Execution

• Partner with sales leadership and execution teams to identify opportunities for improving sales routines.
• Strategize and facilitate the execution of enhancements that strengthen frontline performance and client engagement.
• Acts as the operational lead for assigned initiatives by coordinating cross-functional partners, identifying dependencies, proactively communicating progress, and driving execution from planning through implementation and post-launch evaluation.
• Prepare executive summaries, performance updates, and business reviews that provide leaders with actionable insights into initiative progress, sales performance, and adoption trends.

Risk & Compliance

• Appropriately manage risk, including compliance responsibilities, in all sales process design and execution activities.
• Adhere to all regulatory and compliance requirements linked to the job and the team.
• Understand how compliance practices support the bank's vision of remaining an independent institution.
• Ensure all sales processes and supporting tools are designed and executed in accordance with applicable regulatory requirements.