Sales & Service Development Specialist

Randolph Brooks Federal Credit Union•San Antonio, TX

23h

About The Position

The Sales & Service Development Specialist promotes ethical and relevant sales behaviors, service excellence, and thoughtful member engagement across key business units. In partnership 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 improvement areas, develops tailored coaching plans, provides individual coaching, and supports ongoing skill development and performance improvement. It also helps departments refine annual sales and service plans based on organizational objectives and member needs, while encouraging ethical engagement and a culture of continual learning.

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 tools such as behavioral observations and 360-degree feedback.
Develop tailored departmental coaching plans that may include actionable steps, timelines, and measurable outcomes.
Facilitate 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 enhance 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 the feedback to refine coaching strategies and ensure alignment with organizational goals.
Promote ethical decision-making and behavior among credit union managers and leaders.
Guide departments in developing a strong moral compass and fostering an ethical workplace culture.
Encourage a culture of 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.