Job Description
Responsible for delivering training, development, and for monitoring performance relative to sales goals for the branch and wealth teams within the credit union. This role will provide thought leadership to management on industry best practices and how they could be implemented here at PenFinancial. This role will support our leaders and staff by driving the evolution towards a more proactive sales culture, by providing the skills, knowledge, reporting, and motivation to exceed member expectations and achieve business goals.
Differentiating Accountabilities :
Training & Development
- Implement and manage comprehensive training programs for new Delivery hires and existing staff, focusing on sales techniques, product knowledge, and member service excellence.
- Develop and delivery ongoing professional development initiatives to ensure staff are up-to-date with industry best practices and regulatory requirements.
- In conjunction with the branch managers, define skill development plans for each member of the delivery team to support their ongoing growth and development
- Mentor and coach the branch management team to enhance their sales skills, improve performance, and foster a culture of continuous learning.
Sales Culture Evolution
Act as a thought leader for our transition to a proactive sales culture by creating and promoting strategies that prioritize member needs and align with our organizational goals.Collaborate with branch managers to set clear sales objectives, develop action plans, and monitor progress against targets.Implement and refine sales processes, tools, reporting, and technology that support a more member-centric approach.Drive initiatives that encourage cross-selling of products and services, enhancing the overall member experience.Performance Management :
In collaboration with the branch managers, establish performance metrics and using data available through CRM and other technology, regularly evaluate the impact of these performance metrics.Provide feedback and guidance to branch staff and managers, identifying areas for improvement and recognizing achievements.Develop and implement incentive programs and campaigns within the frameworks that are in place at PenFinancial, to motivate staff and reward high performance in sales and member service.Collaboration & Communication
Work closely with department leaders and branch managers to align training and sales strategies with overall business objectives.Foster a collaborative environment where ideas are shared and teamwork is encouraged.Member Experience Enhancement
Ensure that all training and sales initiatives are aligned with our commitment to delivery exceptional member experiences.Monitor feedback and reporting to adjust training programs or sales approaches as necessary to meet evolving member expectations.Qualifications
Post-secondary degree in finance, commerce, or related programMinimum of 8 years’ experience in financial bankingSkills and Competencies :
Significant experience with Sales training systems and approachesDemonstrated ability to collaborate easily with co-workers, building strong and trusted business relationships; able to influence without authorityExperience working with Banking systems (RFS / LOS / CRM) and the data that comes from these systems to drive resultsStrong focus on continuous improvement, while maintaining emphasis on member serviceDisciplined work ethic and committed to providing top quality workExcellent communication and interpersonal skillsDemonstrated ability to multi-task and perform effectively despite sudden deadlines and changing prioritiesGood analytical and investigative skillsProcess management knowledge, including Six Sigma trainingWorks well independently and has demonstrated good judgment in making decisionsProficient with Microsoft technology (Outlook, Excel, Word, and PowerPoint)Additional Information
To learn more visit https : / / www.penfinancial.com / careers
While we welcome all applications, only those who are selected for an interview will be contacted.
Accessibility accommodations will be made for job candidates upon request.
