Sales Productivity Specialist
A Sales Productivity Specialist is a critical field-based role dedicated to driving growth, enhancing sales effectiveness, and optimizing customer engagement. Serving as a key liaison between front line teams and leadership, this role focuses on identifying performance gaps, refining skills, and reinforcing best practices to improve execution. The Sales Productivity Specialist is responsible for assigned districts and acts as a support liaison to district and regional managers.

Position Responsibilities:

Behavioral Adoption

• Act as a sales SME; Spending 80% of their time in the field; Observing sales and service behaviors to support regional sales performance.
• Partners closely with retail bank colleagues providing hands on coaching, real-time feedback, and actionable insights to elevate sales effectiveness.
• Partners with District Managers to drive sales success through joint observations and ongoing feedback.
• Effectively embraces a growth mindset, approaching obstacles as opportunities to learn and improve. This role is accountable to the prioritization of the execution of key behaviors, focused on performance improvement and sustainability.
• Serves as a key support resource, ensuring teams are equipped to uncover customer needs, deliver tailored solutions, and create exceptional customer experiences.
• Responsible for reinforcing best practices, strategic engagement techniques and tactics in the field to enhance customer interactions and drive business growth.
• Models and reinforces consultative sales behaviors including execution and improvement of Signature Behaviors.
• Leverages data driven insights to collaborate and assist in refining banking center execution to help drive performance and continuous improvement and adoption.

Growth & Productivity

• Supports district financial results by executing strategies that drive acquisition, expansion, and banker productivity, with impact measured through banking center visit effectiveness and scorecard performance.
• Reinforces a growth mindset of an achievement focused sales culture
• Improves trends by mitigating gaps in district sales results
• Leverages established sales reporting to identify performance needs, coaching opportunities, or further enablement needs for the sales team.

Partnership & Collaboration

• Act as a liaison between the sales team and sales leaders to facilitate regular and organized feedback loops.
• Work closely with District Managers in alignment to ensure consistent execution of sales strategies, support and reinforce established District Manager sales routines.
• Partners with District Managers and Banking Centers to ensure consistent execution that leads to balanced performance across the team.

Sales Process Improvement and Execution

• Observes and evaluates sales processes and activities to identify bottlenecks, inefficiencies, and opportunities for improvement.
• Assesses adoption and use of enablement tools and resources.
• Provides recommendations to streamline processes for new tools or strategies.
• Supports early adoption by playing a key role in testing and refinement, providing valuable feedback of in-field effectiveness to enhance implementation before broader rollout.

Continuous Improvement Mindset

• Proactively propose and pilot improvements to the bank's sales enablement approach.
• Continuously seek feedback from sales team members and stakeholders to refine enablement tactics and drive ongoing improvements in productivity and performance.