Demo

Expereince Center Sales Coach (FULL TIME ON SITE)

First Technology Federal Credit Union
San Jose, CA Full Time
POSTED ON 1/30/2025
AVAILABLE BEFORE 3/30/2025
The Experience Center Sales Coach provides one on one sales coaching support for XC leaders and representatives to drive individual and team performance, meet enterprise goals, and to provide members with the appropriate products for their individual needs.
 
Here's what you can expect from the job and what you need to be successful:
 
Job Duties:
  • Implement coaching action plans at the team and individual level that complement the XC’s strategic priorities and expectations
  • Collaborate and calibrate with Retail Sales Director and other Sales Coaches to ensure consistent experience across the XC channel
  • Follow up to ensure proper execution of the developed coaching plans 
  • Review and analyze all relevant sales metrics and KPIs and provide timely feedback to stakeholders (including representatives, trainers and leadership) to drive performance
  • Deliver training on incentive plans, sales strategies and behaviors that enhance the membership experience
  • Show-coach relationship building strategies and/or demonstrate effective relationship building skills “live”
  • Reinforce the adoption and usage of sales strategy, business processes, systems and technology through observation 
  • Plan and implement sales contests

Essential Skills:

  • Minimum Education: Bachelor’s degree is preferred
  • Minimum 5 years’ successful experience in a fast paced retail or outbound sales environment; including a minimum of one year successfully coaching representatives on sales productivity
  • Ability to articulate complex concepts; able to write/speak clearly and professionally tailoring the message to various audiences, including leadership, technical teams, and member support teams
  • Ability to use data and analytic information to gain insights and drive strategic direction
  • Ability to assess individual and team skill and performance gaps to create actions plans that improve overall performance  
  • Ability to influence others to move toward a common vision and goal
  • Ability to successfully drive change management in a dynamic and complex operating environment
  • Broad knowledge of credit union operations including functions, products, services and regulations is preferred
  • Familiarity with reporting and analysis tools (such as Excel, Salesforce, Tableau, Satmetrix)
  • Working knowledge of Microsoft Office Suite
Location: Rocklin, CA 95765 OR San Jose, CA 95134 (FULL TIME ON SITE)   

Target Compensation in Rocklin, CA: $91,000 to $101,000 annually monthly incentive 

Target Compensation in San Jose, CA: $103,000 to $114,000 annually monthly incentive 

Benefits options include:
  • Traditional medical, dental, and vision coverage
  • 401K matching up to 5% per pay period
  • Accrue up to 17 days of Paid Time Off your first year of employment
  • 11 paid federal holidays
  • Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) 
First Tech is not currently offering Visa sponsorship or transfer for this position
 
What makes First Tech different? Click here to learn more!
 
#FT123 #LI-JP1 

Salary : $91,000 - $101,000

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