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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales enablement and project management within financial services, with a strong focus on digital adoption and regulatory compliance. Proven ability to create actionable strategies and effectively communicate with stakeholders to enhance branch sales processes.
Highest-signal resume keywords
Salesforce ProficiencyProject Management ExperienceSales Enablement InitiativesRetail Banking BackgroundClear Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales EnablementProject ManagementSales Process ConfigurationRegulatory Compliance MonitoringContent CreationDigital Adoption StrategiesRisk ManagementMarket Share GrowthCustomer Relationship ManagementSales Platform Monitoring
Soft Skills
Written CommunicationVerbal CommunicationPresentation SkillsCollaborationStakeholder Management
Tools & Technologies
SalesforceMicrosoft OfficeSharePointSales Enablement Platforms
Industry Keywords
Financial ServicesRetail BankingBranch ManagementSales SupportProgram Management
About the role
Key responsibilities & impact- Lead sales enablement initiatives to increase branch network market share and grow customer relationships
- Drive digital adoption by configuring branch sales processes for secure customer engagement
- Collaborate with stakeholders to manage project timelines and operationalize initiatives from concept through launch
- Create content and launch plans translating strategy into actionable execution for branch teams
- Integrate hardware, software and tools supporting branch sales processes
- Monitor sales platforms and lending practices for security, risk and regulatory compliance
Requirements
What you’ll need- 6+ years of experience in sales support, program management, or related functions within financial services
- Hands-on experience with Salesforce or similar sales enablement platforms
- Working knowledge of project management methodologies, tools and techniques
- Proficiency in Microsoft Office and SharePoint
- Clear and concise written and verbal communication skills, including confident presentation delivery
- Bachelor's degree or equivalent practical experience
- Background in retail banking sales, service, or branch management
- Project management experience within a financial institution
Benefits
Comp & perks- Hybrid environment with 3 days in the office and 2 days working remotely
- Ongoing learning and development opportunities
- Wellbeing programs and resources supporting work-life balance
- Financial wellbeing resources
- Medical, dental and vision coverage
- 401(k)
- Life, accident and disability insurance
- Paid time off, including vacation, sick leave and paid holidays
- Discretionary and formulaic incentive and retention awards may be available for eligible employees
