Retail Sales Coach
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We must preserve all substantive information; do not invent or summarize away detail. So we need to include all duties, responsibilities, requirements, qualifications, skills, pay, schedule.
We must not include boilerplate like disclaimer, EEO, application instructions, link to benefits (maybe we can keep the link? It's not substantive benefit detail; but it's a reference. Might be considered minor metadata; we could drop it. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The benefits link is not exactly those but it's a reference; could be considered minor metadata; but we could keep as a
maybe? However we should not create Benefits section. Could include a
with the link under About the role? Might be considered extraneous. Safer to drop it.
We need to include all substantive info: summary, duties, responsibilities, requirements, qualifications, skills, pay, schedule.
Let's extract:
Summary paragraph: "The Retail Sales Coach is a high-impact, field-based performance leader responsible for elevating sales capability, employee proficiency, and branch execution across a multi-location retail network. Supporting a growing footprint of 25+ branches across three regions, this role drives the consistent adoption of our interaction model, deepens product expertise, and strengthens partner referral behaviors through structured onboarding, targeted coaching, and data-driven performance consulting. Operating with a dotted-line partnership to Regional Managers and direct collaboration with Branch Managers, the Sales Coach accelerates new-hire proficiency, improves frontline sales effectiveness, and identifies systemic opportunities that enhance the overall member experience. This position requires mastery of our performance dashboard, CRM, and full product suite—including deposits, loans, protection products, and home equity solutions—along with the ability to translate insights into actionable plans that improve results. The Sales Coach is a trusted advisor to retail leadership, regularly presenting findings, recommending solutions, and contributing to annual goal planning, incentive design, and sales program evolution. With significant field presence (75% travel) and strong cross-functional influence, this role serves as a key talent-development engine for the organization, with clear pathways into future leadership roles such as Sales Manager, Branch Manager, Regional Manager, Business Partner, or Program Manager."
That's About the role.
Essential Duties and Responsibilities list: bullet points each starting with a bold phrase. We'll list as
- .
List items:
- Drive New-Hire Sales Onboarding — Lead structured onboarding cohorts of 4–10 new employees, ensuring proficiency in the interaction model, product knowledge, sales tools, partner referrals, and CRM usage within a 3-month ramp period.
- Deliver Targeted One-on-One Coaching — Maintain a rotating roster of 5–10 existing teammates per region, providing individualized coaching, show coaching, and sales planning to elevate performance within 2–4 month cycles.
- Develop and Execute Action Plans — Partner directly with Branch Managers to create and implement performance action plans, documenting progress and CC’ing Regional Managers on all coaching recaps and follow-up.
- Analyze Performance Data — Use the performance dashboard, CRM insights, and sales reporting to identify trends, diagnose gaps, and translate data into actionable coaching strategies.
- Strengthen Cross-Channel Partnerships — Coach frontline teams on effective referral behaviors and collaboration with Business Banking, Mortgage, and Investment partners to drive multi-channel growth.
- Enhance Product Expertise — Maintain deep knowledge of all retail products, including deposits, consumer loans, protection products, and home equity solutions, and coach teams to confidently position them with members.
- Lead Monthly Sales Meetings — Design and facilitate monthly sales meetings for FSRs, reinforcing best practices, celebrating wins, and aligning teams to regional and organizational priorities.
- Create Sales Contests and Engagement Programs — Build and execute frontline sales contests and engagement initiatives that drive motivation, accountability, and performance consistency across branches.
- Identify and Implement Sales Tools — Evaluate, pilot, and roll out new sales tools and resources that improve efficiency, member experience, and sales effectiveness.
- Present Insights to Leadership — Prepare and deliver presentations to Regional Managers, senior leaders, and cross-functional partners, highlighting field insights, performance trends, and recommended solutions.
- Support Goal and Incentive Planning — Contribute to annual sales goal development, incentive design, and program enhancements by providing field-level intelligence and performance analysis.
- Maintain High Field Presence — Spend approximately 75% of time in branches across the assigned region, with limited overnight travel, to ensure consistent coaching, visibility, and execution support.
- Escalate Performance Issues — Identify and escalate performance concerns to Branch Managers and Regional Managers, providing documentation, coaching logs, and recommended next steps.
- Champion Culture, Engagement, and Development — Reinforce a high-performance sales culture, support employee engagement and retention efforts, and serve as a development partner for future leaders.
- Maintains knowledge and adheres to all BSA regulations and compliance standards on internal and external policies.
- Effectively incorporates concepts of CARES Principles in daily behaviors and interactions: Connect – Create meaningful relationships Ask – Be intentionally curious Resolve – Actively seek solutions Elevate – Never stop improving Strengthen – Be the difference
That's responsibilities.
Requirements: Education and/or Experience bullet list:
- Bachelor’s Degree Preferred — Bachelor’s degree preferred; equivalent experience in high-performance retail or financial services considered.
- 8+ Years of Retail Banking Experience — Minimum of eight years in retail banking, financial services, or a comparable sales-driven environment with demonstrated success in member engagement, product positioning, and referral behaviors.
- 5+ Years of Coaching/Leadership or Equivalent Experience — Experience coaching frontline employees, leading teams, or driving performance improvement across multiple locations.
- Proven Success in Sales Execution — Track record of achieving or exceeding sales goals, improving conversion rates, and influencing sales behaviors through structured coaching or leadership.
- Expertise in Financial Products — Deep understanding of deposits, consumer loans, protection products, HELOC/HELOAN, and partner channels including Business Banking, Mortgage, and Investments.
- Experience Using CRM and Performance Dashboards — Demonstrated ability to analyze CRM data, interpret performance dashboards, and translate insights into actionable coaching strategies.
- Facilitation and Training Experience — Experience delivering training, leading onboarding programs, or facilitating group learning sessions.
- Executive Communication Experience — Experience preparing and presenting insights, recommendations, or performance updates to senior leaders.
- Multi-Site or Field-Based Experience — Prior experience supporting multiple branches, regions, or business units with significant travel expectations.
Qualifications: Certification Requirements None Required. Could be a qualification. Also maybe "Grade: 13, Exempt" etc but those are metadata. We'll include Certification Requirements under Qualifications.
Skills and Abilities list:
- Advanced Coaching & Development Skills — Ability to deliver structured coaching, show coaching, and performance planning that drives measurable behavior change across multiple branches.
- Data-Driven Decision Making — Strong analytical capability to interpret performance dashboards, CRM insights, and sales reports to identify trends, diagnose gaps, and recommend targeted solutions.
- Expert Product & Sales Knowledge — Deep understanding of deposits, loans, protection products, HELOC/HELOAN, and partner channels, with the ability to coach confident product positioning and referral behaviors.
- Exceptional Communication Skills — Ability to communicate clearly and persuasively with frontline staff, managers, regional leaders, and senior executives through written, verbal, and presentation formats.
- Strong Facilitation & Training Ability — Skilled in leading onboarding cohorts, facilitating group learning, and creating engaging sales meetings that reinforce best practices and drive adoption.
- Influence Without Authority — Proven ability to influence behaviors, drive accountability, and shape execution across multiple branches without direct supervisory responsibility.
- Cross-Functional Collaboration — Ability to partner effectively with Branch Managers, Regional Managers, Business Banking, Mortgage, Investments, HR, and other internal teams to support organizational goals.
- Strategic Problem-Solving — Ability to identify systemic issues, uncover root causes, and propose practical, scalable solutions that improve sales performance and member experience.
- High Field Mobility — Comfortable spending approximately 75% of time in branches across the region, with the flexibility to travel and adapt to varying branch environments.
- Executive Presence — Confidence and professionalism to present insights, recommendations, and performance updates to senior leaders and cross-functional partners.
- Organizational & Time Management Skills — Ability to manage multiple coaching cycles, onboarding cohorts, branch visits, and reporting responsibilities in a fast-paced, multi-location environment.
- Continuous Improvement Mindset — Commitment to refining sales tools, improving processes, and enhancing the overall sales program through field insights and innovation.
Pay: Salary Range: $87,181 to $130,739 annual salary.
Schedule: Travel ~75% (field presence). Also mention limited overnight travel. We'll put schedule.
We must not include sections with filler. So we will have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Pay, Schedule.
We need to output only HTML fragment, no /. Use
for each section heading. Use
for prose (like summary). Use
- for lists.
We must not repeat job title as heading. So we won't add a heading for Retail Sales Coach.
We need to ensure we preserve all substantive info. Let's craft.
Structure:
About the role
...summary...
Responsibilities
- ... each duty ...
Requirements
- ... each requirement ...
Qualifications
Certification Requirements: None Required.
Skills
- ... each skill ...
Pay
Salary Range: $87,181 to $130,739 annual salary.
Schedule
Approximately 75% field presence with limited overnight travel; based in Spokane with travel to North Idaho, Tri-Cities, and Wenatchee regions.
We should also include location? Location is substantive but not a section; we could include in About the role or Schedule. The location is given: "Location: Spokane and will travel to North Idaho, Tri-Cities, and Wenatchee Regions". We could incorporate into Schedule or About the role. Since we have Schedule section
for prose. We must preserve all substantive information; do not invent or summarize away detail. So we need to include all duties, responsibilities, requirements, qualifications, skills, pay, schedule. We must not include boilerplate like disclaimer, EEO, application instructions, link to benefits (maybe we can keep the link? It's not substantive benefit detail; but it's a reference. Might be considered minor metadata; we could drop it. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The benefits link is not exactly those but it's a reference; could be considered minor metadata; but we could keep as a
maybe? However we should not create Benefits section. Could include a
with the link under About the role? Might be considered extraneous. Safer to drop it. We need to include all substantive info: summary, duties, responsibilities, requirements, qualifications, skills, pay, schedule. Let's extract: Summary paragraph: "The Retail Sales Coach is a high-impact, field-based performance leader responsible for elevating sales capability, employee proficiency, and branch execution across a multi-location retail network. Supporting a growing footprint of 25+ branches across three regions, this role drives the consistent adoption of our interaction model, deepens product expertise, and strengthens partner referral behaviors through structured onboarding, targeted coaching, and data-driven performance consulting. Operating with a dotted-line partnership to Regional Managers and direct collaboration with Branch Managers, the Sales Coach accelerates new-hire proficiency, improves frontline sales effectiveness, and identifies systemic opportunities that enhance the overall member experience. This position requires mastery of our performance dashboard, CRM, and full product suite—including deposits, loans, protection products, and home equity solutions—along with the ability to translate insights into actionable plans that improve results. The Sales Coach is a trusted advisor to retail leadership, regularly presenting findings, recommending solutions, and contributing to annual goal planning, incentive design, and sales program evolution. With significant field presence (75% travel) and strong cross-functional influence, this role serves as a key talent-development engine for the organization, with clear pathways into future leadership roles such as Sales Manager, Branch Manager, Regional Manager, Business Partner, or Program Manager." That's About the role. Essential Duties and Responsibilities list: bullet points each starting with a bold phrase. We'll list as
- .
List items:
- Drive New-Hire Sales Onboarding — Lead structured onboarding cohorts of 4–10 new employees, ensuring proficiency in the interaction model, product knowledge, sales tools, partner referrals, and CRM usage within a 3-month ramp period.
- Deliver Targeted One-on-One Coaching — Maintain a rotating roster of 5–10 existing teammates per region, providing individualized coaching, show coaching, and sales planning to elevate performance within 2–4 month cycles.
- Develop and Execute Action Plans — Partner directly with Branch Managers to create and implement performance action plans, documenting progress and CC’ing Regional Managers on all coaching recaps and follow-up.
- Analyze Performance Data — Use the performance dashboard, CRM insights, and sales reporting to identify trends, diagnose gaps, and translate data into actionable coaching strategies.
- Strengthen Cross-Channel Partnerships — Coach frontline teams on effective referral behaviors and collaboration with Business Banking, Mortgage, and Investment partners to drive multi-channel growth.
- Enhance Product Expertise — Maintain deep knowledge of all retail products, including deposits, consumer loans, protection products, and home equity solutions, and coach teams to confidently position them with members.
- Lead Monthly Sales Meetings — Design and facilitate monthly sales meetings for FSRs, reinforcing best practices, celebrating wins, and aligning teams to regional and organizational priorities.
- Create Sales Contests and Engagement Programs — Build and execute frontline sales contests and engagement initiatives that drive motivation, accountability, and performance consistency across branches.
- Identify and Implement Sales Tools — Evaluate, pilot, and roll out new sales tools and resources that improve efficiency, member experience, and sales effectiveness.
- Present Insights to Leadership — Prepare and deliver presentations to Regional Managers, senior leaders, and cross-functional partners, highlighting field insights, performance trends, and recommended solutions.
- Support Goal and Incentive Planning — Contribute to annual sales goal development, incentive design, and program enhancements by providing field-level intelligence and performance analysis.
- Maintain High Field Presence — Spend approximately 75% of time in branches across the assigned region, with limited overnight travel, to ensure consistent coaching, visibility, and execution support.
- Escalate Performance Issues — Identify and escalate performance concerns to Branch Managers and Regional Managers, providing documentation, coaching logs, and recommended next steps.
- Champion Culture, Engagement, and Development — Reinforce a high-performance sales culture, support employee engagement and retention efforts, and serve as a development partner for future leaders.
- Maintains knowledge and adheres to all BSA regulations and compliance standards on internal and external policies.
- Effectively incorporates concepts of CARES Principles in daily behaviors and interactions: Connect – Create meaningful relationships Ask – Be intentionally curious Resolve – Actively seek solutions Elevate – Never stop improving Strengthen – Be the difference
That's responsibilities.
Requirements: Education and/or Experience bullet list:
- Bachelor’s Degree Preferred — Bachelor’s degree preferred; equivalent experience in high-performance retail or financial services considered.
- 8+ Years of Retail Banking Experience — Minimum of eight years in retail banking, financial services, or a comparable sales-driven environment with demonstrated success in member engagement, product positioning, and referral behaviors.
- 5+ Years of Coaching/Leadership or Equivalent Experience — Experience coaching frontline employees, leading teams, or driving performance improvement across multiple locations.
- Proven Success in Sales Execution — Track record of achieving or exceeding sales goals, improving conversion rates, and influencing sales behaviors through structured coaching or leadership.
- Expertise in Financial Products — Deep understanding of deposits, consumer loans, protection products, HELOC/HELOAN, and partner channels including Business Banking, Mortgage, and Investments.
- Experience Using CRM and Performance Dashboards — Demonstrated ability to analyze CRM data, interpret performance dashboards, and translate insights into actionable coaching strategies.
- Facilitation and Training Experience — Experience delivering training, leading onboarding programs, or facilitating group learning sessions.
- Executive Communication Experience — Experience preparing and presenting insights, recommendations, or performance updates to senior leaders.
- Multi-Site or Field-Based Experience — Prior experience supporting multiple branches, regions, or business units with significant travel expectations.
Qualifications: Certification Requirements None Required. Could be a qualification. Also maybe "Grade: 13, Exempt" etc but those are metadata. We'll include Certification Requirements under Qualifications.
Skills and Abilities list:
- Advanced Coaching & Development Skills — Ability to deliver structured coaching, show coaching, and performance planning that drives measurable behavior change across multiple branches.
- Data-Driven Decision Making — Strong analytical capability to interpret performance dashboards, CRM insights, and sales reports to identify trends, diagnose gaps, and recommend targeted solutions.
- Expert Product & Sales Knowledge — Deep understanding of deposits, loans, protection products, HELOC/HELOAN, and partner channels, with the ability to coach confident product positioning and referral behaviors.
- Exceptional Communication Skills — Ability to communicate clearly and persuasively with frontline staff, managers, regional leaders, and senior executives through written, verbal, and presentation formats.
- Strong Facilitation & Training Ability — Skilled in leading onboarding cohorts, facilitating group learning, and creating engaging sales meetings that reinforce best practices and drive adoption.
- Influence Without Authority — Proven ability to influence behaviors, drive accountability, and shape execution across multiple branches without direct supervisory responsibility.
- Cross-Functional Collaboration — Ability to partner effectively with Branch Managers, Regional Managers, Business Banking, Mortgage, Investments, HR, and other internal teams to support organizational goals.
- Strategic Problem-Solving — Ability to identify systemic issues, uncover root causes, and propose practical, scalable solutions that improve sales performance and member experience.
- High Field Mobility — Comfortable spending approximately 75% of time in branches across the region, with the flexibility to travel and adapt to varying branch environments.
- Executive Presence — Confidence and professionalism to present insights, recommendations, and performance updates to senior leaders and cross-functional partners.
- Organizational & Time Management Skills — Ability to manage multiple coaching cycles, onboarding cohorts, branch visits, and reporting responsibilities in a fast-paced, multi-location environment.
- Continuous Improvement Mindset — Commitment to refining sales tools, improving processes, and enhancing the overall sales program through field insights and innovation.
Pay: Salary Range: $87,181 to $130,739 annual salary.
Schedule: Travel ~75% (field presence). Also mention limited overnight travel. We'll put schedule.
We must not include sections with filler. So we will have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Pay, Schedule.
We need to output only HTML fragment, no /. Use
for each section heading. Use
for prose (like summary). Use
- for lists.
We must not repeat job title as heading. So we won't add a heading for Retail Sales Coach.
We need to ensure we preserve all substantive info. Let's craft.
Structure:
About the role
...summary...
Responsibilities
- ... each duty ...
Requirements
- ... each requirement ...
Qualifications
Certification Requirements: None Required.
Skills
- ... each skill ...
Pay
Salary Range: $87,181 to $130,739 annual salary.
Schedule
Approximately 75% field presence with limited overnight travel; based in Spokane with travel to North Idaho, Tri-Cities, and Wenatchee regions.
We should also include location? Location is substantive but not a section; we could include in About the role or Schedule. The location is given: "Location: Spokane and will travel to North Idaho, Tri-Cities, and Wenatchee Regions". We could incorporate into Schedule or About the role. Since we have Schedule section
- for lists.
We must not repeat job title as heading. So we won't add a heading for Retail Sales Coach.
We need to ensure we preserve all substantive info. Let's craft.
Structure: