Sales & Service Development Specialist

Randolph Brooks Federal Credit Union • San Antonio, TX

4d

About The Position

The Sales & Service Development Specialist promotes ethical and relevant sales behaviors, service excellence, and thoughtful member engagement across key business units. Partnering with leaders, managers, and teams, the Sales & Service Development Specialist provides coaching, training, and strategic guidance to drive performance that aligns with organizational goals.

Requirements

• Bachelor’s Degree
• Minimum of 3 years job-related experience or 7 years of job-related experience in lieu of Bachelor’s degree
• Knowledge of Microsoft applications
• Valid Driver’s License

Responsibilities

• Assessment and Evaluation: Conduct comprehensive assessments to business unit strengths and areas for improvement – utilizing tools that include (but are not limited to) behavioral observations and 360-degree feedback.
• Personalized Coaching Plans: Develop tailored coaching plans for each department. Plans may include actionable steps, timelines and measurable outcomes.
• One-on-One Sessions: Facilitate regular one-on-one coaching sessions to provide guidance, feedback and support.
• Setting Goals and Action Plans: Based on organizational objectives and member needs, collaborate with departments to tailor their annual sales and service plans for continued relevancy and tactful cross-promotion. Consistently monitor performance, gather feedback, and refine strategies as business needs change.
• Skill Development: Provide ongoing training and resources that enhance coaching effectiveness, focusing on consultative selling, active listening, and value-based conversations.
• Workshops: Organize and lead workshops, discussions, and training sessions on various service and sales topics.
• Performance Improvement: Help departments identify performance gaps and implement strategies to improve productivity, efficiency and effectiveness.
• Feedback Mechanisms: Establish effective feedback mechanisms to gather input from peers, subordinates and stakeholders. Use this feedback to refine coaching strategies and ensure alignment with organizational goals.
• Ethical Engagement: Promote ethical decision-making and behavior amongst managers and leaders throughout the credit union. Guide departments in developing a strong, moral compass and fostering an ethical workplace culture.
• Continual Development: Encourage a culture of ongoing learning and improvement.
• All other duties as assigned (note: essential functions and responsibilities may change, or new ones may be assigned at any time with or without notice).

Benefits

• 401(k) with matching incentives — up to 10 percent
• Competitive pay
• Medical, vision and dental benefits available to employees and their families from the first day of employment
• Tuition reimbursement plans
• Life insurance
• Pharmacy discount programs
• Flexible Spending (FSA), Health Savings (HSA) and Dependent Care account options
• Paid time off
• Parental leave
• Long-term disability
• Basic life insurance
• Wellness program
• Credit-monitoring service
• Employee assistance program
• Training and volunteer opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level