Sales & Service Development Specialist
About The Position
The Sales & Service Development Specialist promotes ethical and relevant sales behaviors, service excellence, and thoughtful member engagement across key business units. Working with leaders, managers, and teams, the specialist provides coaching, training, and strategic guidance to support performance aligned with organizational goals. The role assesses business-unit strengths and areas for improvement, develops personalized coaching plans, and facilitates regular one-on-one coaching sessions. It collaborates with departments on annual sales and service plans, monitors performance and feedback, and adapts strategies as business needs change. The specialist also provides ongoing training, leads workshops on sales and service topics, helps address performance gaps, establishes feedback mechanisms, promotes ethical decision-making, and encourages continual learning and improvement. Other duties may be assigned, and responsibilities may change.
Requirements
- Bachelor’s degree, or a minimum of 7 years of job-related experience in lieu of a bachelor’s degree.
- Minimum of 3 years of job-related experience if holding a bachelor’s degree.
- Knowledge of Microsoft applications.
- Valid driver’s license.
Responsibilities
- Assess business-unit strengths and areas for improvement using methods such as behavioral observations and 360-degree feedback.
- Develop tailored coaching plans for departments, potentially including action steps, timelines, and measurable outcomes.
- Conduct regular one-on-one coaching sessions to provide guidance, feedback, and support.
- Collaborate with departments to tailor annual sales and service plans to organizational objectives and member needs, supporting continued relevance and tactful cross-promotion.
- Monitor performance, gather feedback, and refine strategies as business needs change.
- Provide ongoing training and resources to strengthen coaching effectiveness, with a focus on consultative selling, active listening, and value-based conversations.
- Organize and lead workshops, discussions, and training sessions on service and sales topics.
- Help departments identify performance gaps and implement strategies to improve productivity, efficiency, and effectiveness.
- Establish feedback mechanisms to gather input from peers, subordinates, and stakeholders, and use it to refine coaching strategies and maintain alignment with organizational goals.
- Promote ethical decision-making and behavior among managers and leaders throughout the credit union.
- Guide departments in developing ethical standards and fostering an ethical workplace culture.
- Encourage ongoing learning and improvement.
- Perform other duties as assigned; essential functions and responsibilities may change or new ones may be assigned at any time with or without notice.
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What This Job Offers
Job Type
Full-time
