Consumer Sales Coach (Senior Associate - Sales Excellence) (Northwest Maryland)

Position Description

The Consumer Sales Coach (Senior Associate - Sales Excellence) will directly coach branch teammates within their assigned territory to ensure effective execution of sales strategies and tactics that drive performance results. The Consumer Sales Coach will partner with the Consumer Sales Leader and Market Leader to develop branch sales coaching plans and deliver in-person coaching, followed by timely feedback regarding teammate performance and sales activities. This role is also responsible for improving CRM utilization and sales productivity across the territory.

Sub-Family Definition

Bank Operations is responsible for executing and supporting the end-to-end operational activities that enable accurate, efficient, and compliant delivery of the organization's banking products and services. Activities may include:

• Processing financial transactions

• Maintaining account records

• Performing reconciliations

• Ensuring adherence to operational controls and regulatory requirements

• Monitoring workflow efficiency

• Resolving operational exceptions

• Implementing process improvements

• Collaborating with business partners to support seamless client and branch operations

Career Specialization Definition

Sales Excellence is responsible for developing and supporting programs, processes, tools, and strategies that improve sales performance, effectiveness, and execution across business lines. Activities may include:

• Supporting sales planning, performance management, and sales enablement initiatives.

• Developing reporting, analytics, and insights to monitor sales effectiveness and business outcomes.

• Identifying opportunities to optimize sales processes, productivity, and client engagement.

• Supporting training, coaching, incentive, and execution programs that enhance sales capabilities.

• Partnering with business leaders to implement strategies that drive growth, revenue generation, and customer acquisition.

• Other duties as assigned.

Position Accountabilities

• Travel weekly to branches to observe sales activities and coach branch teammates on sales activities and behaviors, leveraging the Sales & Service Playbook.

• Drive the adoption and effective execution of GUIDE consultative sales model and usage of Salesforce CRM.

• Document observational coaching and role play outcomes in learning platform.

• Monitor sales reporting to identify gaps/opportunities and regularly collaborate with Market Leader to determine the coaching plan and calendar.

• Regularly debrief coaching outcomes with Market Leader and other Consumer Banking leaders, sharing feedback on any opportunities uncovered for training, reporting, or other sales performance-related topics.

• Support effective onboarding of new teammates and continuing education of existing teammates through targeted sales coaching.

• Conduct in-market visits with CSL and MLs to role model best in class routines/behaviors and provide sales coaching to improve skill set.

• Collaborate with Workplace Solutions Relationship Manager to ensure designated Branch Champions are effectively executing the activities which add value to participating businesses and earn new consumer relationships.

• Partner with Consumer Sales Leaders and Regional Presidents to monitor, assess, and provide input on key performance indicators used to measure coaching effectiveness at the individual and branch levels.

• Ensure compliant sales practices and risk management through observational coaching.

Career Level Definition

Applies advanced knowledge of a job area typically obtained through advanced education and work experience. Responsibilities typically include:

• Managing projects / processes, working independently with limited supervision.

• Coaching and reviewing the work of lower level professionals.

• Problems faced are difficult and sometimes complex.

Knowledge & Experience

• Bachelor's Degree required; equivalent combination of education and experience may be considered

• Typically requires 5 - 6+ years prior experience, with in-depth knowledge of job area

Eligible teammates may participate in a comprehensive benefits package that includes medical, dental, vision, life insurance, disability coverage, paid time off, retirement savings through a 401(k) plan, wellness resources, and other programs designed to support teammates' health and financial well-being, subject to plan terms and eligibility requirements. In addition, certain positions may be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria. General information on our comprehensive benefits package can be found by visiting Employee Benefits | Banking Career Benefits | Atlantic Union Bank

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.