The Consumer Sales Coach (CSC) will directly coach branch teammates in their assigned territory to ensure effective execution of sales strategies and tactics which will lift overall performance. The CSC will collaborate …
Montgomery County, Maryland, United States · On-site
Entry level$403M raised
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This position is responsible for providing a best in class customer experience while processing transactions, servicing existing and potential customers, and contributing to branch sales goals. Position Accountabilities …
Skills: Customer Service, Cash Handling, Communication Skills, Business Judgment, Computer Proficiency
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Full-time
bachelor degree
Incentive Compensation Plan, Discretionary Profit Sharing Bonus Program
Posted 16d ago
~40 hrs/week
Responsibilities
The Consumer Sales Coach provides direct in-person coaching to branch teammates to improve sales execution and performance. They are responsible for driving the adoption of the GUIDE sales model and increasing Salesforce CRM utilization across their territory.
Requirements
Candidates must have a Bachelor's degree or equivalent experience, along with at least three years of retail banking and lending experience. Previous management experience in a sales environment is preferred.
Full job description
The Consumer Sales Coach (CSC) will directly coach branch teammates in their assigned territory to ensure effective execution of sales strategies and tactics which will lift overall performance. The CSC will collaborate with the Consumer Sales Leader and Market Leader to build branch sales coaching plans implemented via in-person coaching to branch teammates followed by timely feedback to Market Leader and Consumer Sales Leader on performance, sales activities. CSC is responsible for improving CRM utilization and productivity within their territory.
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.
Organizational Relationship
This position reports to: Consumer Sales Leader
Position Qualifications
Education & Experience
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
Ability to exercise sound business judgment
Flexible, able to adapt to change
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
The salary range offered for this role is between $75,185.00 to $125,522.00USD.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Atlantic Union Bank, a Top Workplace 2025, has been a trusted banking partner for our customers and businesses since 1902. And, although we’ve grown over the years to become the largest regional bank headquartered in the lower Mid-Atlantic—offering financial strength, industry-specific expertise, sophisticated digital capabilities and entrepreneurial innovation—we haven’t lost touch with our customer-centric approach to making banking easier and our commitment to bettering the communities in which we all live and work.
Our relentless focus on our customers means that no matter how much we grow we’ll always be a bank that cares.
Federally insured by FDIC and Equal Housing Lender.
Atlantic Union Bank Social Media Community Guidelines: http://bit.ly/2WdxtMv
Offices: 4300 Cox Rd, Glen Allen, Virginia 23060, US
Atlantic Union Bank, a Top Workplace 2025, has been a trusted banking partner for our customers and businesses since 1902. And, although we’ve grown over the years to become the largest regional bank headquartered in the lower Mid-Atlantic—offering financial strength, industry-specific expertise, sophisticated digital capabilities and entrepreneurial innovation—we haven’t lost touch with our customer-centric approach to making banking easier and our commitment to bettering the communities in which we all live and work.
Our relentless focus on our customers means that no matter how much we grow we’ll always be a bank that cares.
Federally insured by FDIC and Equal Housing Lender.
Atlantic Union Bank Social Media Community Guidelines: http://bit.ly/2WdxtMv
Offices: 4300 Cox Rd, Glen Allen, Virginia 23060, US