Retail Banking Sales Coach & Training Leader

Columbia Bank; Irvine (CA); Sur place; USD 80 000 - 160 000; Plein temps

Résumé du poste

Columbia Bank seeks a Retail Sales Trainer to elevate sales performance across our branch network. You will partner with retail leaders and SMEs to identify skill gaps, then coach on deposits, lending, products, and customer experience.

Expect hands-on coaching in-branch, virtual, and workshops with data-driven measurement. The role requires extensive banking and sales coaching background, plus experience with LMS, AI-enabled sales, and compliant processes.

Qualifications

• Bachelor’s degree or equivalent banking experience preferred.
• 8–10 years of progressive experience in sales leadership and coaching within retail banking.

Responsabilités

• Identify sales skill gaps and coaching priorities with retail leaders and SMEs.
• Deliver skill-based coaching on prospecting, consultative selling, and closing.
• Support adoption of new sales processes, tools, and products.
• Provide hands-on coaching through in-branch, virtual, and group sessions.
• Measure coaching effectiveness using performance data and outcomes.
• Coach and mentor leaders on observation, feedback, and reinforcement.
• Develop and deploy consistent sales frameworks and tools.
• Train teams on AI use, prospecting, and pipeline management.
• Lead sales workshops and field-based coaching activities.
• Track participation and impact through LMS and reporting.
• Ensure coaching is accurate, compliant, and aligned to retail strategy.
• Stay current on retail sales and coaching best practices.

Connaissances

Sales leadership

Prospecting

Book-of-business growth

Sales training

Virtual coaching

Exceeding sales goals

Coaching & facilitation

Communication & organization

Observation & feedback

Leadership experience

Retail banking knowledge

MS Office & LMS

Formation

Bachelor’s degree

Outils

LMS

Microsoft Office

Virtual tools

Description du poste

Columbia Bank seeks a Retail Sales Trainer to elevate sales performance across our branch network. You will partner with retail leaders and SMEs to identify skill gaps, then coach on deposits, lending, products, and customer experience.

Expect hands-on coaching in-branch, virtual, and workshops with data-driven measurement. The role requires extensive banking and sales coaching background, plus experience with LMS, AI-enabled sales, and compliant processes.