Sales Engagement Coordinator

Job Description

Job Description

Our Core Values

The credit union is a values-driven organization. Our Core Values are at the center of everything we do and are the driving force behind our mission : We help people and communities prosper.

1. Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect.

2. Innovate Boldly – We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible.

3. Embrace the Fun! – We take joy in our work by welcoming kindness, integrity, and authenticity.

4. Own It – Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what’s right.

Position Summary

Department

Retail Administration

The Sales Engagement Coordinator will coach, mentor and develop branch Team Members in support of the overall retail delivery strategy. This position will coordinate with branch and market leadership and the Marketing team to create and drive market growth plans and performance objectives, predominately focused on deepening member relationships, enabling branch Team Members to deliver greater value through aligning solutions with the financial wellness objectives of our Membership.

In conjunction with the Market President, the Sales Engagement Coordinator will develop and then execute upon annual sales and marketing plans to achieve targeted goals.

Essential Duties

• Lead and implement sales initiatives to support market growth goals by creating and fostering a culture of exceptional Member service and sales.
• Enhance the sales culture and member service skills of branch Team Members by collaboratively mentoring retail Team Members.
• Lead and drive the successful adoption of Consultative Conversations, Salesforce, Integrity Coaching, Small Business and other sales enablement initiatives and tools.
• Develop and execute ongoing cadence of focused recognition plans, performance meetings, observation feedback and training.
• Support markets to meet or exceed market production goals including but not limited to, deposit growth, checking production, loan production, referrals and overall relationship depth.
• Develop market specific sales campaigns and incentives to meet Credit Union initiatives focused on deepening Member relationships, establishing goals and tracking progress toward achievement.
• Develop toolkits, job aids and sales support tools.
• Develop and deploy consistent communication on member solutions, value proposition and overall sales engagement.
• Promote member education and development through branch specific activities, initiatives and tactics.
• Be a catalyst for Retail to increase adoption and usage of all Credit Union products and solutions.
• Foster and reinforce "doing what's right" at all times.
• Frequent travel is required and a current driver’s license must be maintained to drive in all markets.
• Performs other duties as assigned.

Supervisory Responsibilities

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Education

Min / Preferred

Education Level

Description

Preferred

4 Year / Bachelor's Degree

Bachelor's degree (B. A.) from a four-year college or university

Experience

Minimum Years of Experience

Comments

Language Skills

Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest.

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form.

Physical Demands

The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Other Skills and Abilities

Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner.

Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.