Retail Sales Coordinator at BancFirst Corporation

Retail Banking Sales Coach

Oklahoma City, OK

Onsite Position

BancFirst Tower, Downtown Oklahoma City

100 N. Broadway Avenue, Oklahoma City, OK  73102

Full Time:  8:00 a.m. to 5:00 p.m. M-F

SUMMARY

The Retail Banking Sales Coach in the Oklahoma City market involves collaborating with the Regional and Branch Managers to enhance market performance and customer experience through skill development for banking center team members. This position is responsible for delivering all sales and service training for the OKC Retail Branches. Daily activities include conducting one-on-one sessions and providing feedback to improve consultative relationship building skills. The Sales Coach is to serve as a subject matter expert on consultative skills and coaching models, analyzing skill gaps and performance improvement opportunities. Strong communication skills with the ability to provide constructive feedback to the Regional and Branch Managers will be crucial in the development of the retail team. Possess the motivation to combine expertise in sales techniques with product knowledge, effective communication skills, coaching abilities, analytical acumen, customer focus, adaptability to change, leadership qualities, problem-solving skills, and up-to-date industry knowledge to drive performance excellence within the retail team.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.  Other duties may be assigned.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Formulate and implement programs for business development and sales opportunities.

Conduct in person classes for Sales & Service expectations, Connections/Onboarding, Products/Services, and help facilitate or coordinate loan training.

Monitor sales and service standards through tracking of Survey and Connections usage. 

Work closely with Branch Managers to resolve any customer experience issues.

Track and manage monthly retail production, seasonal campaign and incentive plan. 

Liaison between Underwriting and Branch Staff for loan applications.

Report to the Regional with a recap of production and service results

Oversee the Retail Secret Shopper Program and CLM calls.

Manage additional retail programs to increase customer retention. 

Manage the content for Works24 digital signage and physical marketing in the Branches. 

Other duties as assigned.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

REQUIREMENTS

Must have a proven ability to coach individuals effectively, inspire them to achieve results, provide ongoing feedback for continuous development and refine training methods as needed. Additionally, they should be adept at analyzing performance metrics to identify improvement opportunities in the OKC Retail Branch Staff.

Overall, the Retail Banking Sales Coach plays a crucial role in enhancing the consultative relationship building skills of branch staff to meet evolving organizational goals and customer expectations.

Bachelor's degree in Business related field or equivalent work experience.

PREFERRED SKILLS AND QUALIFICATIONS

Sales Expertise: Possess a deep understanding of sales techniques, strategies, and best practices specific to the banking industry.

Product Knowledge: Comprehensive knowledge of the products and services offered by BancFirst.

Coaching and Mentoring: Possess strong coaching and mentoring abilities. 

Analytical Skills: Analyzing sales data, identifying trends, and evaluation of performance metric.

Adaptability: Continuously updating their knowledge and training methods to stay relevant in the dynamic environment.

Leadership Skills: Should be able to inspire and motivate their team members towards achieving common goals such as vision-setting, decision-making, and conflict resolution.

Problem-Solving Abilities: Adept in finding creative solutions to obstacles that hinder the team’s performance.

Bilingual (Spanish)

PHYSICAL REQUIREMENTS

Constant use of computer screens, phone and headset. 

Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear.  

Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching. 

Ability to sit and/or stand for long periods of time during the workday.

 Long periods of typing and repetitive motion.

 Ability to lift and/or move and carry up to 5 pounds.

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $12 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-nine Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers. 

EOE/AA – BancFirst is an Equal Opportunity and Affirmative Action employer.   

Diversity…Our differences enhance business performance.