Director of Retail Sales Enablement

Responsibilities include, but are not limited to :

• Work with sales leadership to develop, execute, optimize and assess enablement program to drive growth, improve productivity, and maximize profitability
• Establish performance benchmarks and KPIs for sales teams, monitor results, and adjust strategies to improve performance
• Build trusted relationships with leadership team members in Retail, Customer Support Center, and Mortgage
• Oversee the customer support center and lead the continual development of sales skills and coaching skills to enhance the customer experience
• Design, implement, and manage sales enablement programs, including training tools, resources, and technology that support the sales team in delivering consistent, high quality customer experiences
• Partner with the Deposit Division Managers to develop and track retail incentive plans
• Responsible for the Retail Network’s connectedness to the Customer Relationship Management (CRM) as defined by strategic priorities and the Retail strategic roadmap, with a specific focus on improving our client’s financial wellness
• Develop process / mechanism for collecting industry, competitor, and customer data / feedback to utilize for implementing enhancements or product development.

Specifically utilize the internal Voice of the Customer program feedback to identify product enhancements or solutions to meet customer needs.

Specifically, responsible for tracking and improving digital metrics with a focus on meeting or exceeding industry benchmarks

• Responsible for reviewing all internal system release notes to identify opportunities for improvements in the customer or employee experience
• Create and maintain monthly, quarterly and annual product performance reporting for deposit products to achieve revenue and expense targets.

Assist in the definition, implementation and tracking of performance metrics to determine product and service effectiveness, acceptance, profitability and annual growth targets.

• Collaborate with IT, consumer and business banking, operations, training, marketing, and other stakeholders to develop, assess, test, and launch products and enhancements on time and budget
• Participate in Merger / Acquisition related activities including banking center conversions, systems testing, analysis and training.
• Partner with Marketing to promote deposit products, create promotional materials that support sales initiatives, and assist in the customer journey mapping to outline ongoing targeted sales opportunities
• Partner with the C3 committee (deposit services sales / marketing committee) to outline key sales initiatives and incentives align with the business case model for growth
• Partner with the Training team to ensure products are appropriately recommended and explained to the frontline team
• Participate in yearly budgeting process
• Perform other job related duties as assigned

Qualifications Education / Experience :

• Bachelor's degree required
• 8+ years of general banking experience, with at least 3 years in Client Experience, Sales Enablement, or Project Management

Skills :

• Effective communicator and presenter with ability to adjust message and filter details appropriately for the audience
• Ability to think strategically and tactically while still comfortable diving into the details required to ensure successful execution
• Demonstrated ability to quickly develop effective trust-based relationships, working closely with cross functional stakeholders across the business to influence outcomes without formal authority
• Ability to self-manage and prioritize amongst multiple projects with competing business and technical priorities and deadline.
11 days ago