Sales & Service Development Specialist

Job Description and Requirements

The Sales & Service Development Specialist promotes ethical and relevant sales behaviors, service excellence, and thoughtful member engagement across key business units. Partnering with leaders, managers, and teams, the Sales & Service Development Specialist provides coaching, training, and strategic guidance to drive performance that aligns with organizational goals. 

Essential Functions and Responsibilities:

• Assessment and Evaluation: Conduct comprehensive assessments to business unit strengths and areas for improvement – utilizing tools that include (but are not limited to) behavioral observations and 360-degree feedback.

• Personalized Coaching Plans: Develop tailored coaching plans for each department. Plans may include actionable steps, timelines and measurable outcomes.

• One-on-One Sessions: Facilitate regular one-on-one coaching sessions to provide guidance, feedback and support.

• Setting Goals and Action Plans: Based on organizational objectives and member needs, collaborate with departments to tailor their annual sales and service plans for continued relevancy and tactful cross-promotion.  Consistently monitor performance, gather feedback, and refine strategies as business needs change.

• Skill Development: Provide ongoing training and resources that enhance coaching effectiveness, focusing on consultative selling, active listening, and value-based conversations.

• Workshops: Organize and lead workshops, discussions, and training sessions on various service and sales topics. 

• Performance Improvement: Help departments identify performance gaps and implement strategies to improve productivity, efficiency and effectiveness. 

• Feedback Mechanisms: Establish effective feedback mechanisms to gather input from peers, subordinates and stakeholders. Use this feedback to refine coaching strategies and ensure alignment with organizational goals.

• Ethical Engagement: Promote ethical decision-making and behavior amongst managers and leaders throughout the credit union. Guide departments in developing a strong, moral compass and fostering an ethical workplace culture.

• Continual Development: Encourage a culture of ongoing learning and improvement.

• All other duties as assigned (note: essential functions and responsibilities may change, or new ones may be assigned at any time with or without notice).

Requirements:

• Bachelor’s Degree

• Minimum of 3 years job-related experience or 7 years of job-related experience in lieu of Bachelor’s degree

• Knowledge of Microsoft applications

• Valid Driver’s License

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status, or other legally protected status.