Telhio Credit Union
Sales Training and Enablement Specialist
Telhio Credit Union, Columbus, Ohio, United States, 43224
Sales Training and Enablement Specialist
Telhio is a credit union that serves over 70,000 member-owners throughout central and southwest Ohio. Our mission is to be a trusted financial partner, committed to serving our community with integrity, care and commitment. Summary:
The Sales Training & Enablement Specialist supports Telhio’s member-facing teams by equipping them with the knowledge, tools, and resources needed to drive sales performance and deliver exceptional member experiences. Responsibilities: Design and maintain a unified, member-centric member engagement process adaptable across departments. Partner with sales leaders and frontline staff to standardize member engagement practices while allowing for team-specific customization. Align enablement efforts with organizational goals and strategies, ensuring consistency without direct accountability for sales performance. Collaborate with business units and Learning & Development to identify opportunities for process improvement, supporting a culture of continuous learning and operational excellence. Sales Training & Onboarding: Develop and deliver onboarding and ongoing sales training programs that build product knowledge, system proficiency, and proactive, consultative selling skills to uncover member needs and provide tailored solutions. Create and maintain training for new and updated products and services, ensuring teams have the knowledge and confidence to position offerings effectively. Manage relationships with third-party sales training vendors, overseeing content alignment, scheduling, and implementation. Collaborate with Learning & Development to ensure training design meets instructional standards and supports adult learning principles. Sales Coaching & Enablement: Facilitate learning labs, member conversation and service skill workshops, and peer coaching sessions. Observe sales interactions to identify coaching opportunities and share actionable feedback with leaders. Equip managers with coaching tools, job aids, and structured frameworks to reinforcement learning within their teams. Enablement Analytics & Feedback Loop: Track and analyze key member engagement and product adoption metrics. Use data and stakeholder feedback to continuously improve training content and enablement resources. Recommend tools, resources, and technologies that enhance frontline team efficiency, member engagement, and sales effectiveness. Qualifications: High School Diploma or Equivalent (Required) 3–5 years of experience in member service and sales training, enablement, or a related role (Required) Strong understanding of sales methodologies, the member relationship lifecycle, and high-performing sales culture practices (Required) Demonstrated experience applying process improvement and problem-solving methodologies to support team effectiveness and training outcomes (Required) Bachelor’s degree in education, Organizational Development, Business, or a related field (Preferred) Experience with e-learning tools, instructional design platforms, or Learning Management Systems (Preferred) Familiarity with membership and sales systems such as CRMs, referral tracking tools, or digital member engagement platforms (Preferred) Proven ability to design and deliver effective training and coaching programs. Experience using data to evaluate training outcomes and inform improvement strategies. Skilled facilitator and coach with a learner-first mindset. Excellent interpersonal skills and the ability to collaborate with stakeholders across functions. Strong organizational and project management capabilities. What you will earn: Competitive pay Benefits: several medical plan options, dental, free vision, free life and free disability insurance 6% matching and immediately vested 401(K) plan 100% paid paternity leave 10 paid holidays and generous paid time off plan for a healthy work-life balance Opportunity for personal career growth, continued education and mentorship programs Volunteer opportunities impacting the local community Telhio is an Equal Opportunity Employer.
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Telhio is a credit union that serves over 70,000 member-owners throughout central and southwest Ohio. Our mission is to be a trusted financial partner, committed to serving our community with integrity, care and commitment. Summary:
The Sales Training & Enablement Specialist supports Telhio’s member-facing teams by equipping them with the knowledge, tools, and resources needed to drive sales performance and deliver exceptional member experiences. Responsibilities: Design and maintain a unified, member-centric member engagement process adaptable across departments. Partner with sales leaders and frontline staff to standardize member engagement practices while allowing for team-specific customization. Align enablement efforts with organizational goals and strategies, ensuring consistency without direct accountability for sales performance. Collaborate with business units and Learning & Development to identify opportunities for process improvement, supporting a culture of continuous learning and operational excellence. Sales Training & Onboarding: Develop and deliver onboarding and ongoing sales training programs that build product knowledge, system proficiency, and proactive, consultative selling skills to uncover member needs and provide tailored solutions. Create and maintain training for new and updated products and services, ensuring teams have the knowledge and confidence to position offerings effectively. Manage relationships with third-party sales training vendors, overseeing content alignment, scheduling, and implementation. Collaborate with Learning & Development to ensure training design meets instructional standards and supports adult learning principles. Sales Coaching & Enablement: Facilitate learning labs, member conversation and service skill workshops, and peer coaching sessions. Observe sales interactions to identify coaching opportunities and share actionable feedback with leaders. Equip managers with coaching tools, job aids, and structured frameworks to reinforcement learning within their teams. Enablement Analytics & Feedback Loop: Track and analyze key member engagement and product adoption metrics. Use data and stakeholder feedback to continuously improve training content and enablement resources. Recommend tools, resources, and technologies that enhance frontline team efficiency, member engagement, and sales effectiveness. Qualifications: High School Diploma or Equivalent (Required) 3–5 years of experience in member service and sales training, enablement, or a related role (Required) Strong understanding of sales methodologies, the member relationship lifecycle, and high-performing sales culture practices (Required) Demonstrated experience applying process improvement and problem-solving methodologies to support team effectiveness and training outcomes (Required) Bachelor’s degree in education, Organizational Development, Business, or a related field (Preferred) Experience with e-learning tools, instructional design platforms, or Learning Management Systems (Preferred) Familiarity with membership and sales systems such as CRMs, referral tracking tools, or digital member engagement platforms (Preferred) Proven ability to design and deliver effective training and coaching programs. Experience using data to evaluate training outcomes and inform improvement strategies. Skilled facilitator and coach with a learner-first mindset. Excellent interpersonal skills and the ability to collaborate with stakeholders across functions. Strong organizational and project management capabilities. What you will earn: Competitive pay Benefits: several medical plan options, dental, free vision, free life and free disability insurance 6% matching and immediately vested 401(K) plan 100% paid paternity leave 10 paid holidays and generous paid time off plan for a healthy work-life balance Opportunity for personal career growth, continued education and mentorship programs Volunteer opportunities impacting the local community Telhio is an Equal Opportunity Employer.
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