Retail Sales Performance Coach

Columbia Banking System; Tacoma (WA); On-site; USD 80,000 - 160,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) retirement plan with employer 


Life, disability insurance

Tuition assistance

Paid time off

Employee assistance program

Job summary

Columbia Bank is seeking a Retail Sales Trainer to strengthen sales execution across our Tacoma branch network. You will coach through observation, role play, and simulations, partnering with retail leaders and SMEs to close skill gaps in deposits, lending, and customer experience.

The role requires 8–10 years in sales leadership with banking experience, plus 3+ years of virtual coaching. Expect dynamic workshops, AI-driven prospecting, and strong performance measurement in a compliant

Qualifications

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

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.

Skills

Sales leadership

Prospecting

Book-of-business growth

Sales training

Coaching

Virtual coaching

Observation

Role play

Feedback

Facilitation

Influencing

LMS proficiency

Microsoft Office

Virtual tools

Retail banking knowledge

Education

Bachelor’s degree or equivalent banking experience

Tools

LMS platforms

Microsoft Office

Virtual tools

Job description

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 ResponsibilitiesIdentify sales skill gaps and coaching priorities with retail leaders and SMEsDeliver skill-based coaching on prospecting, consultative selling, and closingSupport adoption of new sales processes, tools, and productsProvide hands-on coaching through in-branch, virtual, and group sessionsMeasure coaching effectiveness using performance data and outcomesCoach and mentor leaders on observation, feedback, and reinforcementDevelop and deploy consistent sales frameworks and toolsTrain teams on AI use, prospecting, and pipeline managementLead sales workshops and field-based coaching activitiesTrack participation and impact through LMS and reportingEnsure coaching is accurate, compliant, and aligned to retail strategyStay current on retail sales and coaching best practicesAbout You:Bachelor’s degree or equivalent banking experience preferred8–10 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 salesStrong coaching, facilitation, and influencing skillsAbility to translate business goals into actionable coachingConfident communicator with strong organizational skillsExperience coaching through observation, role play, and feedbackAbility to coach leaders and drive accountabilityKnowledge of retail banking products, systems, and complianceProficient with LMS platforms, Microsoft Office, and virtual toolsPrior leadership or management experience preferredThe pay range for this role is $80,000.00 to $160,000.00The 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 98402Our 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.