Retail Sales and Service Program Manager
for section headings, - for lists,
for prose. Don't repeat job title as heading. Don't include Job ID/requisition numbers (none present). Remove boilerplate like EEO, equal opportunity, etc. Only include sections with real content.
Let me structure this:
- About the role (from Overview)
- Responsibilities (from "What You'll Do" - but this has multiple sub-areas. I could make each a subsection or combine. The rules say use h3 for section headings like Responsibilities, Requirements, etc. I think I should have a Responsibilities section with the "What You'll Do" content, possibly using sub-lists or nested structure. But the instruction says use
- for any list of duties/requirements/benefits. The "What You'll Do" has several bullet-point-like sections. I'll create a Responsibilities section with the main duties grouped.
Actually, looking at the content: "What You'll Do" has several numbered areas: Sales & Service Leadership, Sales & Service Training and Development, Sales Campaign Management, Sales Governance and Risk Management, Program Support and Administration, Compliance Training, Other Duties. Each has bullet points. I'll create a Responsibilities section with these as sub-items in a list, or maybe use nested lists. But the rule says use
- for any list of duties. I can make each major area a list item with its own sub-list? However, HTML doesn't allow nested
inside - ? Actually it does. But the instruction might expect flat lists. I'll keep it simple: create a Responsibilities section with a
where each major area is a - containing the description (maybe with sub-
for the bullet points). But the instruction says "use - for any list of duties/requirements/benefits". It doesn't forbid nesting. I'll do nested lists for clarity.
Alternatively, I could make each major area a separate
? But the rule says use h3 for section headings like Responsibilities, Requirements, etc. Not for sub-sections. So I'll keep one Responsibilities section.
Similarly, Requirements for Success has Education, Experience, Required Skills. I'll make a Requirements section with those as list items.
Conditions of Employment, Working Environment, Position Type, Pay Range are separate sections.
I need to include Pay Range because it's specified: "Pay Range USD $68,287.00 - USD $113,209.00 /Yr." So I'll create a Pay section.
Schedule: The posting mentions "Position requires schedule flexibility to work evenings and weekends as needed. This position requires up to 40% travel." That could be a Schedule section.
Benefits: Not explicitly mentioned, so no Benefits section.
Now, remove boilerplate: "We are an Equal Opportunity Employer..." - that's EEO boilerplate, remove. "Reasonable accommodations..." - also boilerplate. "Other Duties: This job description is not designed to cover..." - that's standard disclaimer, remove. "Compliance Training: Participate in all required compliance training..." - that's a duty, but it's generic. Might keep as part of responsibilities? It's listed under "What You'll Do". I'll include it as a bullet.
Now, write HTML.
Let's start:
About the role
...overview text...
Responsibilities
- Sales & Service Leadership
- Support the development and execution of short- and long-term sales and service strategies aligned with the Bank's strategic objectives.
- Partner with Regional Bank Managers and Branch teams to drive sales growth, customer retention, and service excellence.
- Lead the development, implementation, and ongoing enhancement of sales methodologies, sales routines, customer experience standards, and service strategies.
- Monitor and analyze sales and service performance metrics to identify opportunities, trends, and areas for improvement.
- Recommend and implement initiatives that improve productivity, customer satisfaction, and overall operating performance.
- Equip retail leaders and teammates with the tools, resources, and best practices necessary to achieve sales and service goals.
- Ensure sales and service initiatives align with established organizational objectives and support sustainable growth.
- Sales & Service Training and Development
- Lead the design, implementation, and continuous improvement of retail sales and service training programs.
- Develop and deliver training, coaching, workshops, and learning resources that strengthen sales effectiveness, service excellence, and customer engagement.
- Champion a consultative sales and service culture focused on understanding customer needs, providing meaningful solutions, and improving customers' financial well-being.
- Utilize real-life banking experiences, customer interactions, success stories, and industry knowledge to create practical and impactful learning opportunities.
- Coach and mentor teammates on relationship building, financial conversations, needs-based selling, objection handling, and service excellence through real-world application and examples.
- Identify sales and service skill gaps through performance analysis, field observations, and leadership feedback, and implement development plans to address those opportunities.
- Partner with business line leaders and Retail Leadership to ensure training content aligns with strategic priorities, product initiatives, sales campaigns, and customer experience expectations.
- Foster a culture of continuous learning, coaching, collaboration, and knowledge sharing by promoting best practices and successful customer outcomes across the Retail Bank.
- Support onboarding and ongoing employee development while ensuring consistent sales and service execution across all markets and branch locations.
- Measure training effectiveness and continually enhance programs based on employee feedback, performance results, and business needs.
- Sales Campaign Management
- Develop and manage sales campaigns that support strategic initiatives while addressing the unique needs of each market and region.
- Collaborate with marketing and key stakeholders to create engaging, customer-focused campaigns that drive business results.
- Oversee all aspects of campaign development and execution, including: campaign themes and messaging; training and educational opportunities; performance reporting and measurement; rewards and recognition programs; communication strategies and support materials.
- Provide sales tools, resources, and guidance to maximize campaign effectiveness.
- Lead internal communication efforts related to sales and service initiatives and campaigns.
- Evaluate campaign performance and implement improvements based on results and employee feedback.
- Ensure all sales campaigns support ethical sales practices and align with customer needs and organizational objectives.
- Sales Governance and Risk Management
- Ensure appropriate controls, monitoring, and oversight are established for all sales initiatives and campaigns.
- Partner with Risk, Compliance, and other stakeholders to ensure alignment with applicable regulatory requirements and organizational policies.
- Develop and maintain procedures that support ethical sales practices and customer-focused outcomes.
- Implement training and communication plans to reinforce compliance with sales-related policies and standards.
- Establish monitoring practices that identify performance trends, outliers, and potential risks requiring additional review or action.
- Program Support and Administration
- Assist in the management and evolution of the Bank's Customer Service Profile Program.
- Support special projects, initiatives, and strategic priorities as assigned.
- Maintain effective partnerships across Retail Banking, Marketing, Operations, Learning & Development, Product Management, Finance, and other support areas to ensure successful execution of sales and service initiatives.
- Compliance Training
- Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences.
Requirements
- Education: Bachelor's degree in Business Administration, Finance, Marketing, or a related field preferred, or equivalent banking and sales leadership experience.
- Experience: Minimum of five (5) years of financial services sales management experience preferred.
- Required Skills:
- Experience developing and managing customer acquisition, retention, and relationship-deepening initiatives.
- Demonstrated ability to develop, implement, and evaluate sales and service strategies that drive measurable business results.
- Strong strategic planning and analytical skills, with experience presenting recommendations to leadership.
- Proven ability to lead, influence, and collaborate across multiple business lines and organizational levels.
- Experience developing and delivering training, coaching, and employee development programs.
- Strong project management, organizational, and time management skills.
- Solid understanding of financial services products, sales processes, customer experience strategies, and retail banking operations.
- Strong financial acumen with the ability to interpret financial reports, profitability metrics, and performance data.
- Exceptional verbal, written, presentation, and facilitation skills.
- Demonstrated commitment to maintaining the highest standards of integrity, ethics, and professionalism.
Conditions of Employment
- Must be able to pass a criminal background & credit check.
- FLSA Status: Exempt.
- Supervisory Responsibility: This position does not manage employees.
Working Environment and Physical Demands
This job operates in a professional office environment. The role routinely uses standard office equipment such as computers, phones, copy machines, and printers. Physical requirements: sedentary, climbing, standing, stooping, or typing.
Schedule
- Position requires schedule flexibility to work evenings and weekends as needed.
- This position requires up to 40% travel.
Position Type
This is a full-time position.
Pay
USD $68,287.00 - USD $113,209.00 per year.
I should not include the EEO statement. Also note that the "Other" section with EEO is removed.
Now, ensure no markdown code fences, just HTML fragment.
Let me double-check the rules: "use for section headings (
for prose. Don't repeat job title as heading. Don't include Job ID/requisition numbers (none present). Remove boilerplate like EEO, equal opportunity, etc. Only include sections with real content. Let me structure this: - About the role (from Overview) - Responsibilities (from "What You'll Do" - but this has multiple sub-areas. I could make each a subsection or combine. The rules say use h3 for section headings like Responsibilities, Requirements, etc. I think I should have a Responsibilities section with the "What You'll Do" content, possibly using sub-lists or nested structure. But the instruction says use
- for any list of duties/requirements/benefits. The "What You'll Do" has several bullet-point-like sections. I'll create a Responsibilities section with the main duties grouped.
Actually, looking at the content: "What You'll Do" has several numbered areas: Sales & Service Leadership, Sales & Service Training and Development, Sales Campaign Management, Sales Governance and Risk Management, Program Support and Administration, Compliance Training, Other Duties. Each has bullet points. I'll create a Responsibilities section with these as sub-items in a list, or maybe use nested lists. But the rule says use
- for any list of duties. I can make each major area a list item with its own sub-list? However, HTML doesn't allow nested
- inside
- ? Actually it does. But the instruction might expect flat lists. I'll keep it simple: create a Responsibilities section with a
- where each major area is a
- containing the description (maybe with sub-
- for the bullet points). But the instruction says "use
- for any list of duties/requirements/benefits". It doesn't forbid nesting. I'll do nested lists for clarity.
Alternatively, I could make each major area a separate
? But the rule says use h3 for section headings like Responsibilities, Requirements, etc. Not for sub-sections. So I'll keep one Responsibilities section. Similarly, Requirements for Success has Education, Experience, Required Skills. I'll make a Requirements section with those as list items. Conditions of Employment, Working Environment, Position Type, Pay Range are separate sections. I need to include Pay Range because it's specified: "Pay Range USD $68,287.00 - USD $113,209.00 /Yr." So I'll create a Pay section. Schedule: The posting mentions "Position requires schedule flexibility to work evenings and weekends as needed. This position requires up to 40% travel." That could be a Schedule section. Benefits: Not explicitly mentioned, so no Benefits section. Now, remove boilerplate: "We are an Equal Opportunity Employer..." - that's EEO boilerplate, remove. "Reasonable accommodations..." - also boilerplate. "Other Duties: This job description is not designed to cover..." - that's standard disclaimer, remove. "Compliance Training: Participate in all required compliance training..." - that's a duty, but it's generic. Might keep as part of responsibilities? It's listed under "What You'll Do". I'll include it as a bullet. Now, write HTML. Let's start:
About the role
...overview text...
Responsibilities
- Sales & Service Leadership
- Support the development and execution of short- and long-term sales and service strategies aligned with the Bank's strategic objectives.
- Partner with Regional Bank Managers and Branch teams to drive sales growth, customer retention, and service excellence.
- Lead the development, implementation, and ongoing enhancement of sales methodologies, sales routines, customer experience standards, and service strategies.
- Monitor and analyze sales and service performance metrics to identify opportunities, trends, and areas for improvement.
- Recommend and implement initiatives that improve productivity, customer satisfaction, and overall operating performance.
- Equip retail leaders and teammates with the tools, resources, and best practices necessary to achieve sales and service goals.
- Ensure sales and service initiatives align with established organizational objectives and support sustainable growth.
- Sales & Service Training and Development
- Lead the design, implementation, and continuous improvement of retail sales and service training programs.
- Develop and deliver training, coaching, workshops, and learning resources that strengthen sales effectiveness, service excellence, and customer engagement.
- Champion a consultative sales and service culture focused on understanding customer needs, providing meaningful solutions, and improving customers' financial well-being.
- Utilize real-life banking experiences, customer interactions, success stories, and industry knowledge to create practical and impactful learning opportunities.
- Coach and mentor teammates on relationship building, financial conversations, needs-based selling, objection handling, and service excellence through real-world application and examples.
- Identify sales and service skill gaps through performance analysis, field observations, and leadership feedback, and implement development plans to address those opportunities.
- Partner with business line leaders and Retail Leadership to ensure training content aligns with strategic priorities, product initiatives, sales campaigns, and customer experience expectations.
- Foster a culture of continuous learning, coaching, collaboration, and knowledge sharing by promoting best practices and successful customer outcomes across the Retail Bank.
- Support onboarding and ongoing employee development while ensuring consistent sales and service execution across all markets and branch locations.
- Measure training effectiveness and continually enhance programs based on employee feedback, performance results, and business needs.
- Sales Campaign Management
- Develop and manage sales campaigns that support strategic initiatives while addressing the unique needs of each market and region.
- Collaborate with marketing and key stakeholders to create engaging, customer-focused campaigns that drive business results.
- Oversee all aspects of campaign development and execution, including: campaign themes and messaging; training and educational opportunities; performance reporting and measurement; rewards and recognition programs; communication strategies and support materials.
- Provide sales tools, resources, and guidance to maximize campaign effectiveness.
- Lead internal communication efforts related to sales and service initiatives and campaigns.
- Evaluate campaign performance and implement improvements based on results and employee feedback.
- Ensure all sales campaigns support ethical sales practices and align with customer needs and organizational objectives.
- Sales Governance and Risk Management
- Ensure appropriate controls, monitoring, and oversight are established for all sales initiatives and campaigns.
- Partner with Risk, Compliance, and other stakeholders to ensure alignment with applicable regulatory requirements and organizational policies.
- Develop and maintain procedures that support ethical sales practices and customer-focused outcomes.
- Implement training and communication plans to reinforce compliance with sales-related policies and standards.
- Establish monitoring practices that identify performance trends, outliers, and potential risks requiring additional review or action.
- Program Support and Administration
- Assist in the management and evolution of the Bank's Customer Service Profile Program.
- Support special projects, initiatives, and strategic priorities as assigned.
- Maintain effective partnerships across Retail Banking, Marketing, Operations, Learning & Development, Product Management, Finance, and other support areas to ensure successful execution of sales and service initiatives.
- Compliance Training
- Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences.
Requirements
- Education: Bachelor's degree in Business Administration, Finance, Marketing, or a related field preferred, or equivalent banking and sales leadership experience.
- Experience: Minimum of five (5) years of financial services sales management experience preferred.
- Required Skills:
- Experience developing and managing customer acquisition, retention, and relationship-deepening initiatives.
- Demonstrated ability to develop, implement, and evaluate sales and service strategies that drive measurable business results.
- Strong strategic planning and analytical skills, with experience presenting recommendations to leadership.
- Proven ability to lead, influence, and collaborate across multiple business lines and organizational levels.
- Experience developing and delivering training, coaching, and employee development programs.
- Strong project management, organizational, and time management skills.
- Solid understanding of financial services products, sales processes, customer experience strategies, and retail banking operations.
- Strong financial acumen with the ability to interpret financial reports, profitability metrics, and performance data.
- Exceptional verbal, written, presentation, and facilitation skills.
- Demonstrated commitment to maintaining the highest standards of integrity, ethics, and professionalism.
Conditions of Employment
- Must be able to pass a criminal background & credit check.
- FLSA Status: Exempt.
- Supervisory Responsibility: This position does not manage employees.
Working Environment and Physical Demands
This job operates in a professional office environment. The role routinely uses standard office equipment such as computers, phones, copy machines, and printers. Physical requirements: sedentary, climbing, standing, stooping, or typing.
Schedule
- Position requires schedule flexibility to work evenings and weekends as needed.
- This position requires up to 40% travel.
Position Type
This is a full-time position.
Pay
USD $68,287.00 - USD $113,209.00 per year.
I should not include the EEO statement. Also note that the "Other" section with EEO is removed. Now, ensure no markdown code fences, just HTML fragment. Let me double-check the rules: "usefor section headings (
- Sales & Service Leadership
- for any list of duties/requirements/benefits". It doesn't forbid nesting. I'll do nested lists for clarity.
Alternatively, I could make each major area a separate
- containing the description (maybe with sub-
- ? Actually it does. But the instruction might expect flat lists. I'll keep it simple: create a Responsibilities section with a
- for any list of duties. I can make each major area a list item with its own sub-list? However, HTML doesn't allow nested