Retail Sales and Service Program Manager

United Community Bank • Anderson, SC

21d • $68,287 - $113,209

About The Position

The Retail Sales & Service Manager provides leadership for sales performance, customer experience, and employee development throughout the Retail Bank. In partnership with the Director of Retail Sales & Service, the role designs, implements, manages, and continuously improves sales and service strategies, training programs, sales routines, customer experience initiatives, and sales campaigns. It partners with Retail Leadership, Specialized Lending, Mortgage, Advisory Services, Marketing, and other stakeholders to support consistent execution of the Bank’s sales and service objectives.

The role strengthens sales effectiveness, identifies performance opportunities, develops employee capabilities, and promotes a customer-focused culture. It equips employees to identify customer needs, provide meaningful solutions, and build lasting relationships that support customers’ financial well-being. The position requires leadership, collaboration, communication, presentation, and project management skills, together with a commitment to continuous improvement, operational excellence, and employee development.

This is a full-time, exempt position that does not manage employees. It operates in a professional office environment, uses standard office equipment, requires schedule flexibility for evenings and weekends as needed, and involves up to 40% travel. Applicants must pass a criminal background and credit check. The listed annual pay range is USD $68,287 to USD $113,209.

Requirements

• Bachelor’s degree in Business Administration, Finance, Marketing, or a related field preferred, or equivalent banking and sales leadership experience.
• Minimum of five years of financial services sales management experience preferred.
• Experience developing and managing customer acquisition, retention, and relationship-deepening initiatives.
• Ability to develop, implement, and evaluate sales and service strategies that drive measurable business results.
• Strategic planning and analytical skills, including experience presenting recommendations to leadership.
• Ability to lead, influence, and collaborate across business lines and organizational levels.
• Experience developing and delivering training, coaching, and employee development programs.
• Strong project management, organizational, and time management skills.
• Understanding of financial services products, sales processes, customer experience strategies, and retail banking operations.
• Financial acumen, including the ability to interpret financial reports, profitability metrics, and performance data.
• Exceptional verbal, written, presentation, and facilitation skills.
• Commitment to integrity, ethics, and professionalism.
• Ability to pass a criminal background and credit check.

Nice To Haves

• Bachelor’s degree in Business Administration, Finance, Marketing, or a related field.
• At least five years of financial services sales management experience.

Responsibilities

• 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 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 to improve productivity, customer satisfaction, and operating performance.
• Provide retail leaders and teammates with tools, resources, and best practices to achieve sales and service goals.
• Design, implement, and improve retail sales and service training programs.
• Develop and deliver training, coaching, workshops, and learning resources.
• Coach and mentor teammates on relationship building, financial conversations, needs-based selling, objection handling, and service excellence.
• Identify skill gaps using performance analysis, field observations, and leadership feedback, and implement development plans.
• Partner with business line leaders and Retail Leadership to align training with strategic priorities, product initiatives, campaigns, and customer experience expectations.
• Promote continuous learning, coaching, collaboration, and knowledge sharing across the Retail Bank.
• Support onboarding and ongoing employee development and promote consistent sales and service execution across markets and branches.
• Measure training effectiveness and improve programs based on feedback, performance results, and business needs.
• Develop and manage sales campaigns tailored to strategic initiatives and market and regional needs.
• Collaborate with Marketing and stakeholders on customer-focused campaigns.
• Oversee campaign themes and messaging, training and educational opportunities, performance reporting, rewards and recognition, communications, and support materials.
• Provide sales tools, resources, and guidance to improve campaign effectiveness.
• Lead internal communications related to sales and service initiatives and campaigns.
• Evaluate campaign performance and make improvements based on results and employee feedback.
• Ensure campaigns support ethical sales practices, customer needs, and organizational objectives.
• Establish appropriate controls, monitoring, and oversight for sales initiatives and campaigns.
• Partner with Risk, Compliance, and other stakeholders to align initiatives with regulatory requirements and organizational policies.
• Develop and maintain procedures supporting ethical sales practices and customer-focused outcomes.
• Implement training and communication plans to reinforce compliance with sales-related policies and standards.
• Establish monitoring practices to identify performance trends, outliers, and potential risks for further review or action.
• Assist with management and development of the Bank’s Customer Service Profile Program.
• Support special projects, initiatives, and strategic priorities as assigned.
• Maintain partnerships across Retail Banking, Marketing, Operations, Learning & Development, Product Management, Finance, and other support areas.
• Complete required compliance training, including Bank Secrecy Act/anti-money laundering training, and participate in internal and external training programs, online training, meetings, seminars, and conferences.
• Perform other duties, responsibilities, and activities as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager