Consumer Sales Coach

Atlantic Union Bank•Waldorf, MD

8d•Hybrid

About The Position

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.

Requirements

Bachelor’s Degree or equivalent work experience required
Three or more years’ retail banking experience required
Previous lending experience required
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

Nice To Haves

Three or more years of management experience in a sales environment preferred

Responsibilities

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.