Digital Sales & Service Coach

Hudson Valley Credit Union is currently recruiting for the position of Digital Sales & Service Coach. Primary Function: leads the development and implementation of performance coaching programs across the Contact Center and Outbound Driven Initiatives teams. Conduct one-on-one observation and feedback sessions with team members for the purpose of delivering an exceptional member experience, improving consultative relationship building and referral skills with focus on expansion of existing member relationships and the acquisition of new members.

• Leads the development and execution of coaching and performance strategies across the Contact Center and Outbound Driven Initiatives departments.
• Partners with Contact Center and Outbound Driven Initiatives Leaders and their respective teams to achieve growth in member primacy, consumer and business deposits, consumer and business loans and referrals to Mortgage, Wealth Management, Insurance Services and external partners for merchant processing and payroll services.
• Leads performance analytics to identify skill and capability gaps across frontline roles. Delivers insights to Contact Center and Outbound Driven Initiatives teams and collaborates with department leaders to design training solutions that strengthen employee development.
• Owns the evaluation and integration of performance data across teams, including appraisal inputs, sales effectiveness tracking, and strategic coaching outcomes to inform business decisions.
• Understand, lead and review Contact Center and Outbound Driven Initiatives activities and routines to support the achievement of performance goals.
• Participates in development and delivery of educational workshops, participates and/or leads sales-related team and sub-team projects.
• Attends staff meetings for both the Contact Center and Outbound Driven Initiatives Leaders to share insight on sales and service performance and to provide input on short- and long-term strategic initiatives and sales reward and recognition programs.
• Participates in all required and recommended training including, but not limited to, Bank Secrecy Act training (BSA) and demonstrates attained knowledge. Actively pursues and satisfactorily completes development plans.
• Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
  
• Embrace and apply HVCU's guiding principles to all activities and responsibilities. This includes the Credit Union's Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union's initiatives by demonstrating teamwork and professionalism.
  
• Responsible for regular and predictable attendance including punctuality.
  

• Bachelor's Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience in Business, Marketing or related field requiired.
• Minimum 8 years experience in Sales or cross-selling experience, preferably in financial service industry preferred.
• Minimum 5 years work history in Training/Coaching or Mentoring Experience required.

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Why choose HVCU?

HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.

Employee Perks:

• HVCU University & Academy; Professional Development Training
• Student Loan Repayment & Tuition Reimbursement Programs
• Medical, Dental, and Vision coverage
• 401(k) with employer match and non-elective employer contribution
• Paid time off (PTO), holidays, and community volunteer time
• Life, Short-Term, and Long-Term Disability Insurance
• Discounted Loan Rates & Fees

Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.