Sales and Service Coach

Rally Credit Union
Brownsville, TX
Job Description
Role Overview

The Sales and Service Coach will coach Member Service Staff to their full potential to enhance the member experience, reach performance targets, and align branch sales and staff with the strategic and operational goals of the Credit Union.

What You Will Do

The Sales and Service Coach will review performance reports, create Individual Development Plans, monitor and track branch sales activity, and provide feedback to managers regarding team development and performance.

Why It Might Be a Fit

The ideal candidate will have excellent communication and human relations skills, accuracy, initiative, follow through, reliability, and a self-starter mentality, with the ability to motivate staff and anticipate member needs.

Requirements

  • High school diploma/GED
  • 5 years of experience in a progressive responsible financial institution with experience in new accounts and consumer loan origination

Benefits

  • Compliance training annually
  • BSA/AML compliance training
  • Opportunities for professional growth and development
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