Retail Sales Performance Coach

Columbia Bank; Irvine (CA); On-site; USD 80,000 - 160,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

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

Education

Bachelor’s degree

Tools

LMS

Microsoft Office

Virtual tools

Job description

Tacoma, Washington

Lake Oswego, Oregon

Irvine, California

Full time

About the Role

The Retail Sales Trainer drives stronger sales execution across the retail branch network through practical, hands‑on coaching. Partnering with retail leaders and subject matter experts, this role identifies sales skill gaps and delivers targeted coaching aligned to deposits, lending, product solutions, and customer experience.

This position supports the Retail Strategic Plan by building consultative, relationship‑based sales skills including needs discovery, objection handling, referrals, and closing. Coaching is delivered through in‑branch support, role play, observation, simulations, and virtual and instructor‑led sessions. Success requires strong retail banking, lending, and sales expertise.

Key Responsibilities

• 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

About You

• Bachelor’s degree or equivalent banking experience preferred

• 8–10 years of progressive experience, including:

• Sales leadership (required)

• Prospecting and book‑of‑business growth (required)

• Sales training and coaching (required)

• 3+ years of virtual coaching experience (required)

• Proven success exceeding sales goals in retail banking or sales

• Strong coaching, facilitation, and influencing skills

• Ability to translate business goals into actionable coaching

• Confident communicator with strong organizational skills

• Experience coaching through observation, role play, and feedback

• Ability to coach leaders and drive accountability

• Knowledge of retail banking products, systems, and compliance

• Proficient with LMS platforms, Microsoft Office, and virtual tools

• Prior leadership or management experience preferred

The pay range for this role is $80,000.00 to $160,000.00

The pay rate for the selected candidate is dependent upon a variety of non‑discriminatory factors including, but not limited to, job‑related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance‑based incentive compensation, and those details will be provided during the recruitment process.

Primary Location

Ability to work fully onsite at posted location(s).

1301 A Street 7th Floor Tacoma WA 98402

Our Benefits

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [e-mail] .

To Staffing and Recruiting Agencies

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

At Columbia Bank, we’re redefining what it means to bank and to build a career. As the West’s premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship‑based service backed by regional expertise and resources that help families and businesses thrive.

Our culture is built on Do RIGHT , which means:

• Relationships: We create authentic connections with customers, colleagues, and communities.
• Impact: Every role here makes a meaningful difference in people’s lives and local economies.
• Growth: We invest in your success with career development, mentorship, and learning opportunities.
• Heart: We care deeply about doing what’s best for our customers and each other.
• Trust: Integrity and transparency guide everything we do.

Why work for Columbia Bank?

• A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity.
• A culture of belonging and purpose, where your ideas matter and your work has impact.
• Competitive benefits and flexibility designed to help you thrive personally and professionally.
• Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives.