Associate Retail Sales Coach

OnPath Credit Union; Metairie (LA); On-site; USD 31,000 - 39,000; Full time

Benefits offered by this job

Competitive compensation

Medical benefits

Dental benefits

Life insurance

401(k) plan

Paid vacation

Wellness program

Sick time

Job summary

OnPath Credit Union is seeking an Associate Retail Sales Coach to help develop the sales culture, product knowledge, and member service standards across our branches in the greater New Orleans metro area. This player/coach role balances coaching 50% with frontline duties.

You will support onboarding, conduct training visits, coordinate sessions, and maintain training materials while modeling OnPath's standards.

Qualifications

• Minimum of 2 years of experience in retail or financial institution environment.
• Experience in training, coaching, or member-facing roles preferred.
• Interest in adult learning and staff development is a plus.

Responsibilities

• Support onboarding and ongoing education of retail team members focusing on sales culture, product knowledge, and service standards.
• Deliver training, branch coaching visits, and training logistics under the Retail Sales Coach.
• Assist with scheduling training branches and classroom sessions; maintain training materials as directed.
• Model OnPath's standards in all branch interactions and support staff development.
• Travel across the greater New Orleans metro area for multi-branch coaching and training events.

Skills

Customer service

Communication

Problem-solving

Bilingual

Team player

Time management

Education

Associate or bachelor’s degree in business or education

Job description

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

• Competitive Compensation
• Impressive Benefits Package including Medical, Dental, Life Insurance, and 401(K) Plan Paid Vacation, Wellness, Sick Time, and more!

We are looking for an Associate Retail Sales Coach to join our team! The salary range for this position is $22.80 to 28.50 per hour based on skills and experience. This position is classified as On-site.

SCOPE:

As a dedicated member of the OnPath team, the Associate Retail Sales Coach supports the delivery of sales culture, products, and service training across all retail channels while also serving as an active participant in frontline branch operations. This role works under the direction of the Retail Sales Coach and contributes to new hire onboarding, branch coaching visits, and ongoing education for retail staff. The Associate Retail Sales Coach is an ideal role for someone with a passion for people development who is building toward a coaching career in a financial institution environment.

PLAYER/COACH MODEL:

This is a player/coach role. 50% of time is spent on coaching, training, and development activities under the direction of the Retail Sales Coach. The remaining 50% involve active participation in frontline branch operations — performing member-facing responsibilities to support staffing continuity, service quality, or operational initiatives. This balance may shift based on organizational need. Travel requirement: This position requires consistent multi-branch travel across the greater New Orleans metro area. Same-day trips between branch locations are a regular and expected part of this role.

PRIMARY FUNCTIONS/ESSENTIAL JOB FUNCTIONS:

The Associate Retail Sales Coach assists in the onboarding and continuing education of retail team members, with a focus on sales culture, product knowledge, and member service standards. Working under the direction of the Retail Sales Coach, the Associate supports training delivery, branch coaching visits, and training logistics. The Associate conducts daily interactions in alignment with OnPath's core values and applies adult learning principles when supporting learners at different stages of development.

Major Duties and Responsibilities

• Supports the delivery of sales and service culture training to new and existing employees under the direction of the Retail Sales Coach.
• Provides encouragement and coaching support to employees at branch locations during training visits.
• Assists in monitoring new hire progress during the 90-day onboarding period and reports observations to the Retail Sales Coach.
• Helps schedule and coordinate training branches and classroom sessions.
• Assists with maintaining and updating training materials as directed.
• Applies an understanding of adult learning to support learners at different experience levels and adapt encouragement accordingly.
• Temporarily performs frontline responsibilities when needed to support staffing, service continuity, or operational initiatives.
• Models and reinforces OnPath's member service standards and sales culture in all branch interactions.
• Holds self accountable for professional and ethical behavior as defined by OnPath Federal Credit Union's mission, culture, and values.
• Communicates openly and constructively; maintains positive relationships with branch staff and training team members.
• Keeps promises and commitments; earns and maintains the trust of others by acting consistently with words and actions.
• Adopts the culture of OnPath which is built around our vision to improve quality of life through financial empowerment.
• Performs such tasks as may be assigned by supervisor that are commensurate with the position.
• Maintains the training lab; ensuring that all computers are in working order and all supplies needed are stocked.

Knowledge and Skills

Experience

Minimum of 2 years of experience in a retail or financial institution environment. Prior experience in a training, coaching, or member-facing role is preferred. An interest in adult learning and staff development is a plus.

Education/Certifications/Licenses

Associate's or Bachelor's degree in business, education, or a related field preferred; or a minimum of 2 years of experience in a retail or financial 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 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.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Must be able to routinely perform work in a variety of environments including offices, branch locations, and training facilities. Position requires consistent multi-branch travel; same-day trips across the greater New Orleans metro area are a regular expectation of this role. Work schedules may vary based on branch assignments, training events, operational needs, and travel requirements. Occasional early morning or evening work may be required. This position is non-exempt and eligible for overtime pay in accordance with the Fair Labor Standards Act. All overtime must be approved in advance by the supervisor.

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.

Disclaimers

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.