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Sales and Service Coach

Vibe Credit Union
United Statesfull_timeVerifiedPosted 10 Nov 2024

About the role

Our Purpose At Vibe, we are driven by our mission to Elevate Community and Create Opportunity. We believe in fostering an environment of inclusivity where every team member has the chance to grow professionally. Guided by our core values - Be Inclusive, Educate, Embrace Change, and Seek Opportunities - we are dedicated to making a positive impact in the lives of our members and communities. As we continue to grow and expand our team, we are seeking passionate individuals who share our vision and are eager to join us in our journey. If you are someone who is passionate about making a difference and is committed to creating a brighter future for our communities, we invite you to explore this exciting opportunity at Vibe!

Position Purpose The Sales and Service Coach must be passionate about the credit union's mission and embody Vibe's core values of inclusivity, continuous learning, and adaptability. This role involves working closely with branch and digital team members to enhance their product knowledge, sales and service skills, ensuring each member's interaction is meaningful and effective. Through targeted training sessions and hands-on coaching, the Sales and Service Coach will equip team members with the tools and strategies needed to achieve their goals and deliver exceptional member experiences. The Sales and Service Coach will help foster a culture of continuous improvement and professional growth in alignment with Vibe's core values. This person must be able to manage multiple responsibilities/projects simultaneously. Initiative, flexibility, organization, and positivity are a must.


Essential Duties

  • Provide hands-on coaching to improve team members' product knowledge, sales, and service skills, supporting exceptional member interactions
  • Collaborate with leaders to develop a unified sales approach and mindset that promotes strong sales strategies that aligns with the credit unions values
  • Present department and job specific learning content via one or more of the following platforms: on-the-job training, job simulations, e-learning, instructor-led workshops, virtual, or a blended solution to individuals or groups in an engaging and effective manner
  • Maintain up-to-date knowledge of all credit union products, services, and operational procedures to provide accurate support and ensure consistency across the team.
  • Demonstrate behaviors that align with the credit union's guiding principles, embodying our Mission, Vision, and Values in all actions and interactions. Championing these core ideals, fostering a culture of learning, unity, and excellence among the training team members and beyond
  • Collaborate with leaders to identify areas for improvement, providing actionable feedback and recommendations for enhancing member interactions
  • Partner with leaders to ensure team accountability in implementing changes that drive consistent performance improvements across the credit union
  • Build and maintain positive, collaborative relationships with team members across the organization, while assisting with our cultural, community and employee engagement focus and initiatives
  • Comply with all aspects of BSA/AML and OFAC regulations as related to position
  • Travel to various Vibe locations as needed to deliver consistent training and support

Perform miscellaneous job-related duties as assigned

  • Must have excellent oral and written communication skills to deliver information clearly and effectively
  • Must be flexible and adapt to change quickly with a positive mindset
  • Must be able to identify learning styles and adapt coaching to meet the needs of individual trainees

Education/Experience

  • Minimum two years of experience related to coaching and communication with adult learners preferred
  • Experience developing various types of sales and promotion materials
  • High School graduate or equivalent

Skills/Abilities

  • Time Management
  • Self-Development
  • Experience with coaching (preferably >2 yrs.)
  • Adaptability to different coaching styles and learning needs
  • Proficient knowledge of the use of a PC and Microsoft Office products
  • Knowledge of Credit Union products and services and compliance requirements
  • Ability to build a

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Company

Vibe Credit Union

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