Jobs · Human Resources · Maryland

Consumer Sales Coach (Central Maryland)

Atlantic Union Bank · Waldorf, MD · 2 wk ago
HybridHuman Resources$75k–$126k/yrFull-time

Position Accountabilities

  • Travel weekly to branches to observe sales activities and coach branch teammates on sales activities and behaviors, leveraging the Sales & Service Playbook.
  • Drive the adoption and effective execution of GUIDE consultative sales model and usage of Salesforce CRM.
  • Document observational coaching and role play outcomes in learning platform.
  • Monitor sales reporting to identify gaps/opportunities and regularly collaborate with Market Leader to determine the coaching plan and calendar.
  • Regularly debrief coaching outcomes with Market Leader and other Consumer Banking leaders, sharing feedback on any opportunities uncovered for training, reporting, or other sales performance-related topics.
  • Support effective onboarding of new teammates and continuing education of existing teammates through targeted sales coaching.
  • Conduct in-market visits with CSL and MLs to role model best in class routines/behaviors and provide sales coaching to improve skill set.
  • Collaborate with Workplace Solutions Relationship Manager to ensure designated Branch Champions are effectively executing the activities which add value to participating businesses and earn new consumer relationships.
  • Collaborate with Consumer Sales Leader and Regional Presidents to create key performance indicators to measure success of coaching on an individual and branch level.
  • Ensure compliant sales practices and risk management through observational coaching.

Position Qualifications

  • Bachelor’s Degree or equivalent work experience required.
  • Three or more years’ retail banking experience required.
  • Previous lending experience required.
  • Three or more years of management experience in a sales environment preferred.

Knowledge & Skills

  • Ability to travel based on business need.
  • Excellent client service skills and demonstrated leadership skills.
  • Proactively builds trusted relationships with key partners/clients.
  • Ability to be a change agent and work in a fast-paced environment.
  • Proficient in executing and coaching a consultative sales model.
  • Proficient in Salesforce CRM and bank analytics, with the capability to utilize these resources effectively for the coaching and development of team members.
  • Excellent oral and written communication skills.
  • Able to exercise sound business judgment.
  • Flexible, able to adapt to change.

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