Sales and Service Coach Meadowbrook 5301

Keesler Federal Credit Union • Jackson, MS

27d

About The Position

The Sales and Service Coach partners with Retail leaders and frontline teams across multiple locations to build a high-performing sales and service culture. Through field coaching, workshops, and real-time development, the role strengthens leadership, elevates member conversations, and drives consistent execution of sales and service strategies. The position is in Retail Operations and reports to the Director- Sales & Service. It has no supervisory responsibilities. Travel of up to 40% is required, and the employee must be flexible to work evenings or weekends as needed.

Requirements

• High school diploma or GED.
• 1–3 years of similar or related branch banking or call center operations experience.
• Deep understanding of retail operations and sales management.
• Excellent organizational skills and ability to multitask, manage time, and prioritize effectively.
• Effective oral communication and writing and grammar skills.
• Knowledge of adult learning concepts.
• Comprehensive working knowledge of credit union regulations, policies, and procedures.
• Comfort and effectiveness speaking to large groups at all levels.
• Strong analytical, technical, and creative concept skills.
• Excellent project management skills, including managing multiple concurrent projects to completion by stated deadlines.
• Excellent workshop facilitation and presentation skills.
• Knowledge of credit union operational procedures, products, and services.
• Ability to work under stringent deadlines and meet monthly goals with expected quality and in accordance with policies and procedures.
• Confidentiality and dependability.
• Proficiency with computers and standard office technology, including Microsoft Word, Excel, Outlook, and Teams.
• Ability to interact professionally and respectfully with members, coworkers, and external partners; communicate clearly verbally and in writing; listen attentively; maintain a courteous, cooperative, service-oriented approach; and contribute to collaborative, inclusive, member-focused relationships.
• Travel of up to 40% and flexibility to work evenings or weekends as needed.

Responsibilities

• Inspire teams and strengthen capabilities while embedding integrity, accountability, and member-focused solutions into interactions.
• Provide training and coaching to enhance service excellence, relationship-building skills, and member experiences.
• Conduct periodic branch and contact center visits to support consistent service delivery across member-facing teams.
• Hold regular meetings with team members to discuss sales and service within Retail Operations.
• Track the sales and service effectiveness of Retail Operations using a tracking mechanism.
• Assist in developing sales and service courses and materials related to products, process improvements, and organizational strategic initiatives.
• Monitor the sales and service course calendar for Retail Operations team members.
• Attend assigned sales and service project meetings.
• Conduct and participate in follow-up coaching conversations with team members who are having difficulty achieving their goals.
• Provide retail leaders with feedback and recommendations based on observations, identify performance gaps, and recommend action steps.
• Comply with applicable federal regulations, including Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.
• Perform other duties as assigned.

Benefits

• Medical, dental, and vision insurance
• Section 125 Flexible Spending Accounts for Health Care and Dependent Care expenses
• Employee and Dependent Life Insurance
• 401(k) Retirement Plan with 100% match on the first 5% contributed by you
• Paid Leave
• Tuition Reimbursement and Competitive Scholarships
• Short-Term and Long-Term Disability Benefits
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED