CareerPlan

Retail Sales Productivity Specialist

San Jose, CA, USFull-time2025-08-22 → 2026-11-09

Core

Field-based role driving sales growth, effectiveness, and customer engagement by coaching front-line teams and optimizing district performance.

Role type

Senior IC sales productivity specialist (field-based)

Builds

Banking center sales performance and customer experience

Domain

Retail banking / Sales operations

Required skills

Sales coaching, behavioral observation, data-driven insights, process improvement, stakeholder liaison, performance analysis, strategic engagement, growth mindset, financial result execution, enablement tool adoption

Preferred skills

Growth mindset, consultative sales behaviors, pilot testing, feedback loop facilitation

Technologies

Sales reporting tools, enablement platforms, scorecard systems

Responsibilities

Observe and evaluate sales behaviors to identify performance gaps; Coach front-line sales teams with real-time feedback; Partner with District Managers to drive sales strategies; Analyze data to identify coaching and enablement needs; Pilot and refine sales enablement tools and processes; Reinforce best practices and consultative sales techniques in the field.