Retail Sales and Service Coach

Hudson Valley Credit Union•Poughkeepsie, NY

23h

About The Position

Hudson Valley Credit Union is currently recruiting for the position of Retail Sales & Service Coach. Primary Function: Responsible for assisting the Region Manager in the execution of HVCU’s sales and service model in the assigned branches. Conduct one-on-one observation and feedback sessions with Retail team members for the purpose of delivering an exceptional member experience, improving consultative relationship building and referral skills with focus on expansion of existing member relationships and the acquisition of new members.

Requirements

Bachelor’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience Business Administration or related field is required.
Valid Driver's License is required.
Minimum 4 years sales or cross-selling experience, preferably in financial service industry, is required.
Minimum 3 years experience training, coaching and mentoring is required.

Responsibilities

Support one Region and serve as the subject matter expert on consultative interaction skills and coaching models. Drive consistency in the member experience and consultative relationship building standards to ensure an exceptional experience through all interactions.
Support the Region Manager and their respective branches to achieve growth in member primacy, consumer and business deposits, consumer and business loans and referrals to Mortgage, Wealth Management, Insurance Services and external partners for merchant processing and payroll services. The position’s goals will mirror the Region they are supporting and a quarterly incentive plan will reward based on the Region’s performance.
Observe and analyze skill gap and performance improvement opportunities for team members and their respective managers. Provide specific and meaningful feedback to branch staff and consult with their direct manager to ensure that continuous development provided is reinforced through ongoing performance management and coaching.
Provide documented feedback regarding sales performance and rates individual sales performance, which is utilized as part of overall data to rate sales performance during Performance Appraisal process.
Understand, lead and review Region activities and routines in order to support the achievement of performance goals for the Region.
Participate in development and delivery of educational workshops, participates and/or leads sales-related team and sub-team projects.
Attend staff meetings for both the Region Manager and the Sr. Director of Retail to share insight on sales and service performance and to provide input on short and long term strategic initiatives and sales reward and recognition programs.
Participate in all required and recommended training including, but not limited to, Bank Secrecy Act training (BSA) and demonstrates attained knowledge. Actively pursues and satisfactorily completes development plans.
Analyze profitability of assigned branch markets by reviewing profit and loss statements, budget reports and MCIF reports. Oversee the development of branch budgets. Monitor and analyze budget variances.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.