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.