Sales and Service Coach Meadowbrook 5301

Keesler Federal Career • 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, reports to the Director- Sales & Service, and has no supervisory responsibilities. Travel of up to 40% is required, and flexibility to work evenings or weekends may be needed.

Requirements

• High school diploma or GED required.
• 1–3 years of similar or related branch banking or call center operations experience required.
• Deep understanding of retail operations and sales management.
• Excellent organizational skills and ability to multitask, manage time, and prioritize work.
• 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.
• Project management skills, including managing concurrent projects to successful completion by stated deadlines.
• Workshop facilitation and presentation skills.
• Knowledge of credit union operational procedures, products, and services.
• Ability to work under stringent deadlines and achieve monthly goals with the 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 and effectively verbally and in writing; listen attentively; maintain a courteous, cooperative, service-oriented approach; and build positive working relationships in a collaborative, inclusive, member-focused environment.
• Ability to travel up to 40% and work evenings or weekends as needed.

Responsibilities

• Inspire teams, strengthen capabilities, and embed integrity, accountability, and member-focused solutions into interactions.
• Provide training and coaching to improve service excellence, relationship-building skills, and member experiences.
• Visit branches and contact centers periodically to support consistent service across member-facing teams.
• Conduct regular meetings with team members about sales and service within Retail Operations.
• Track sales and service effectiveness across Retail Operations.
• Assist in developing sales and service courses and materials for new and existing products, process improvements, and organizational initiatives.
• Monitor the sales and service course calendar and communicate awareness to Retail Operations team members.
• Attend assigned project meetings related to sales and service.
• Conduct and participate in follow-up coaching conversations with team members who are having difficulty achieving their goals.
• Provide feedback and recommendations to retail leaders based on observations, identify performance gaps, and recommend steps to address improvement opportunities.
• Comply with applicable federal regulations, including the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).
• 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 the employee
• 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: Mid Level
• Education Level: High school or GED