Equitable Bank Sales Operations Leadership

Lead initiatives to optimize sales operations at Equitable Bank as the Sales Operations Leader. Focus on innovative strategies for mortgage and wealth management.

In this role, you will report directly to the VP of Sales & Distribution and partner with sales teams to develop effectiveness strategies tailored for both mortgage and wealth solutions. Your ability to analyze performance metrics and implement sales processes will be pivotal to achieving sales targets. You will also facilitate communication among diverse teams to drive operational improvements.

Key Responsibilities:

• Offer insights into KPIs and sales productivity

• Drive efficiency through optimized sales processes

• Manage reporting and sales analytics efficiently

• Counsel stakeholders on operational objectives

• Lead the sales administration team for maximum productivity

Requirements:

• Degree in a relevant discipline like Finance or Economics

• 10+ years in sales, strategy, or management roles

• Strong financial acumen and analytical skills

• Proficient in CRM tools and process management

• Proven experience in leadership and team development

Transform the future of banking through strategic sales operations leadership at Equitable Bank.
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