OVERALL JOB PURPOSE

In the sales consultant role, you will conduct an in-depth analysis of data, identify sales gaps, enhance skills, and develop comprehensive sales tools. You are expected to deploy advanced selling principles and provide timely sales advice. You will work closely with the retail branch operations team to ensure alignment with our service playbook. Success in this role is demonstrated by providing strategic support and valuable input, helping the overall success of the company in meeting sales objectives. NOTE: Travel is expected 80% of the time for work, which may include going to various locations, such as Santa Fe, resulting in frequent absences from the office.

DUTIES AND RESPONSIBILITIES

• Actively and regularly participate in team meetings and manager meetings

• Identify key areas of improvement in existing sales strategies

• Facilitate interactive discussions and mentor branch operations team members

• Serve as a primary sales resource and help address team issues

• Provide direction for executing policies and strategies

• Actively provide feedback and insight relative to the incentive plans

• Embrace the teach, show, do, and review concept

• Observe team member interactions with members and provide insightful feedback

• Embrace the power of debriefing with team members to help self-discover opportunities

• Maintain knowledge of business operations and new product offerings

• Employ high ethical sales standards

• Create comprehensive sales tools and resources to support the sales process

• Analyze performance data to identify trends, areas of improvement, and success stories, adjusting coaching strategies accordingly

• Present findings and recommendations to senior management to inform strategic decisions and initiatives

• Facilitate training sessions for staff on sales techniques and product knowledge

• Assist in the creation and implementation of tailored development plans for staff, aligning with credit union objectives and sales targets

• Provide personalized guidance and actionable feedback to branch managers, empowering them to support staff toward goal achievement effectively

• Conduct one-on-one meetings to review results and create a success plan

KNOWLEDGE, SKILLS, AND ABILITIES

• Minimum 5 years of sales and management experience

• Outstanding communication skills

• Excellent problem-solving skills

• Full understanding of cross-selling practice

• Ability to set a structured process followed by clear expectations

• Must be able to lift up to 10 lbs.

• 80% travel/out of the office - all locations as needed, including Santa Fe.

EDUCATION AND EXPERIENCE REQUIREMENTS

• Bachelor’s degree in business-related field and a minimum of three years of financial institution operations experience or 5-7 years of credit union or financial industry experience with the skill set to effectively coach a large team to success.

• Knowledge in overall products, loan knowledge and operations.

*** Please submit an employment application to www.sandia.org/careers ***

Sandia Area Federal Credit Union (SAFCU) is an Equal Opportunity Employer.

SAFCU provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.