Job Description

• Lead, coach, and develop the sales team to achieve business targets.
• Set clear performance expectations and conduct regular performance reviews and coaching sessions.
• Build a high-performing, customer-centric sales culture focused on accountability and continuous improvement.
• Identify training needs and support capability building across sales, service, and customer engagement.
• Deepen existing customer relationships through needs-based conversations and proactive engagement.
• Ensure high-quality customer experience across all sales and service touchpoints.
• Facilitate effective referrals to licensed wealth and investment specialists as appropriate.
• Minimize customer attrition through strong relationship management and service recovery.
• Ensure all sales and service activities adhere to regulatory, compliance, and internal control requirements.
• Manage operational risks and minimize losses through proper oversight and controls.
• Act as a role model for ethical sales behaviors and compliance standards within the team.
• Work closely with branch management, licensed wealth partners, and other Business teams to deliver integrated solutions.
• Support cross-functional collaboration with consumer lending, small business banking, and other related business areas.

Job Requirements

• Bachelor’s degree in Business, Finance, or related field.
• Minimum 5 years of experience in retail banking or financial services, with at least 2 years in a leadership role.
• Proven track record in sales management and team development.
• Strong interpersonal, coaching, and communication skills.
• Ability to lead through influence and drive results in a fast-paced environment.
• Familiarity with banking systems, digital platforms, and customer engagement tools.

Skills