Retail Sales Coach

At OnPath Credit Union, we share a passion for delivering exceptional service.

Your primary role will involve building relationships with our members, offering personalized solutions and identifying opportunities to help them achieve financial success.

If you thrive in an environment with team members who truly enjoy what they do and you are sales driven and motivated to succeed, then OnPath is the place for you!

Voted eleven years in a row as one of the Top 40 Places to Work by the Times Picayune, we offer:

Interested? Become part of the OnPath team that believes exceptional service defines the core of who we are.

We are looking for a Retail Sales Coach to join our team! The salary range for this position is $58,920.89 to $73,651.12 based on skills and experience. This position is classified as On-site.

SCOPE:

As a dedicated member of the OnPath, the Retail Sales Coach will be responsible for operational training of all new retail hires on our systems, services and products. They will evaluate readiness of our Financial Advocates to move to the next level and provide on the job training to underperforming staff. They will be responsible for creating and leading new product and service training. They must have a proactive lens in evaluating the overall performance and education of the OnPath Retail Operations Teams (ITM, Contact Center & Financial Advisors.)

PRIMARY FUNCTIONS/ESSENTIAL JOB FUNCTIONS:

The coordinator will own onboarding and continuing education of all retail team members, lesson plans, and knowledge base at OnPath. The coordinator will also assist in one-on-one coaching in the branches and contact center functions. The coordinator conducts daily business interactions and maintains constant alignment with OnPath's core values and behaviors. Encourages others to act with mission, culture, and core values. Initiative and judgment are required in the absence of specific direction from management. Ensures value through decision making that supports credit union goals and interests.

LEADERSHIP:

* Responsible for learning, coaching, and presenting the sales and service culture model to new and existing employees.

* Required to provide on the spot coaching, training, and support to employees at each branch location.

* Responsible for auditing branches to monitor progress and determine additional training needs.

* Responsible for training of new hire employees training throughout their 90days, scheduling training branches and classroom training.

* Makes suggestions for improving procedures.

* Lead with internal and external member service standards at all times.

* Holds self and others accountable for professional and ethical behavior as defined by OnPath Federal Credit Union's mission, culture, and values. Continually works to expand knowledge of what goes on in other parts of the credit union.

* Communicates with clarity and direction, and provides frequent exchange of direct, consistent, constructive feedback. Resolves conflict, recommends solutions, and monitors their progress. Maintains positive relationships, shares credit for accomplishments, celebrates success of others, and takes responsibility for mistakes.

* Performs such tasks as may be assigned by his/her supervisor, which is commensurate with the position.

* Keeps promises and commitments, earns and maintains trust of others by acting consistently with words and actions. Is seen as direct and truthful by providing straight, honest feedback. Keeps confidence, and is dedicated to the highest standards of integrity, honesty, and trust.

* Adopts the culture of OnPath which is built around our vision to improve quality of life through financial empowerment.

* Abides by OnPath FCU's commitment to a Sales and Service Culture. Works toward meeting goals and service commitments.

* Performs such tasks as may be assigned by his/her supervisor, which is commensurate with the position.

* Responsible for learning, coaching, and presenting changes in policies, procedures, regulations, technologies to new and existing employees.

MAJOR DUTIES AND RESPONSIBILITIES

* Training needs assessment in conjunction with retail operating teams to determine training needs.

* Schedules and conducts New FA, ITM, Contact Center training for new hires.

* Prepares and schedules FA, ITM and Contact Center Certification.

* Keeps all training material up to date and ensures all applicable team members receive the updates.

* Continues to work with existing teams to ensure updated knowledge of process, procedures, regulations, and technologies.

* Conducts or assist with presenting trainings to staff.

* Goes to branches to audit the progress of new and existing team members.

* Keeps the training lab in running order; ensuring that all computers are in working order and all supplies needed are stocked.

KNOWLEDGE AND SKILLS

EDUCATION/CERTIFICATION/LICENSES

Bachelor's degree in business preferred, or a minimum of 5 years in a financial or retail institution may be substituted.

OTHER SKILLS

Established history of working well with others.

Excellent oral and written communication skills are a necessity.

Candidate must possess the ability to read and write effectively. *

Candidate must possess strong problem-solving skills. *

Must be available to work Monday thru Friday during normal business hours open to close as well as some Saturday training events or after hour events. *

Bilingual skills are a plus. *

Passion for customer service. *

Well-organized and flexible *

Committed to a long-term career with OnPath Federal Credit Union.

ADA REQUIREMENTS

PHYSICAL REQUIREMENTS

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or feel, reach with hands and arms, view customer information, and talk or hear. The employee is frequently required to stand and walk. The employee must regularly lift and/or move up to 5 pounds and frequently lift and/or move up to 25 pounds.

DISCLAIMERS AND WORK ENVIRONMENT

Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORKING CONDITIONS

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

MENTAL AND/OR EMOTIONAL REQUIREMENTS

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

OnPath FCU is an EOE/M/F/Disability/Veteran