Retail Sales Performance Coach

Columbia Bank•Lake Oswego, OR
•$80,000 - $160,000•Onsite

About The Position

The Retail Sales Performance Coach drives stronger sales execution across the retail branch network through practical, hands-on coaching. In partnership with retail leaders and subject matter experts, the role identifies sales skill gaps and delivers targeted coaching aligned to deposits, lending, product solutions, and customer experience. The position supports the Retail Strategic Plan by building consultative, relationship-based sales skills, including needs discovery, objection handling, referrals, and closing. Coaching is delivered through in-branch support, role play, observation, simulations, and virtual and instructor-led sessions. Success requires strong retail banking, lending, and sales expertise.

Requirements

  • 8–10 years of progressive experience.
  • Sales leadership experience is required.
  • Prospecting and book-of-business growth experience is required.
  • Sales training and coaching experience is required.
  • At least 3 years of virtual coaching experience is required.
  • Proven success exceeding sales goals in retail banking or sales.
  • Strong coaching, facilitation, and influencing skills.
  • Ability to translate business goals into actionable coaching.
  • Confident communication and strong organizational skills.
  • Experience coaching through observation, role play, and feedback.
  • Ability to coach leaders and drive accountability.
  • Knowledge of retail banking products, systems, and compliance.
  • Proficiency with LMS platforms, Microsoft Office, and virtual tools.

Nice To Haves

  • Bachelor’s degree or equivalent banking experience preferred.
  • Prior leadership or management experience preferred.

Responsibilities

  • Identify sales skill gaps and coaching priorities with retail leaders and subject matter experts.
  • Deliver skill-based coaching on prospecting, consultative selling, and closing.
  • Support adoption of new sales processes, tools, and products.
  • Provide hands-on coaching through in-branch, virtual, and group sessions.
  • Measure coaching effectiveness using performance data and outcomes.
  • Coach and mentor leaders on observation, feedback, and reinforcement.
  • Develop and deploy consistent sales frameworks and tools.
  • Train teams on AI use, prospecting, and pipeline management.
  • Lead sales workshops and field-based coaching activities.
  • Track participation and impact through LMS and reporting.
  • Ensure coaching is accurate, compliant, and aligned with retail strategy.
  • Stay current on retail sales and coaching best practices.

Benefits

  • Comprehensive healthcare coverage, including medical, dental, and vision plans.
  • 401(k) retirement savings plan with employer match for qualifying associate contributions.
  • Employee assistance program.
  • Life insurance.
  • Disability insurance.
  • Tuition assistance.
  • Mental health resources.
  • Identity theft protection.
  • Legal support.
  • Auto and home insurance.
  • Pet insurance.
  • Access to an online discount marketplace.
  • Paid vacation, sick days, volunteer days, and holidays.
  • The role may be eligible for performance-based incentive compensation.
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