learning competency essay

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My first sales role as Financial Services Officer started at Vancity Credit Union in 2005. As I was new to this role, I attended a few weeks of in class training at their head office, along with several months of in branch learning, before I was ready to embark on the role by myself.

In 2007, I joined CIBC, which was also a sales role, but this time I had a lot more responsibility, which involved a touch of managerial tasks coupled with sales in small business.

November of 2010, I started a new venture at BMO, as an assistant branch manager. The first few months involved a lot of training in order to convert myself to the BMO way of doing things. The learning included the role of a customer service representative as well, so that I could coach them to be able to send referrals to the appropriate departments. After doing this role just briefly, I was offered one-year assignment as a branch manager, much more like a Sales Manager, because it weighed heavily on retaining, bringing in new, and more business. During this time, I went through an intense training to learn everything that there was, not only to manage the branch, but also to have open discussion sales meetings with the entire branch staff. In addition, I was responsible to hire, train, supervise and mentor six sales individuals. Motivating the staff to meet and exceed established sales goals and objectives by developing effective sales incentives was just the norm and everyday task. Teaching employees successful sales and closing techniques was also part of the routine I followed. Having years of sales background, I was able to ease into this role without much difficulty. My primary focus was to coach and mentor the sales staff to increase their productivity, which...

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...et their support in order to be successful in my role. I realized very quickly that, in order, my team to perform at their best i celebrated their small efforts and success’ by cheering and praising, but holding them accountable when needed to.
I quickly learnt that I needed to support the team so that they worked together, rather than compete with one another, which according to me was inappropriate, also creates an unhealthy environment for everyone. Although, through my banking experience I have noticed such incidents take place all the time, which in-fact I was never in favour of in the first place. One thing to keep in mind every day going to work was that they trusted me with this role for a purpose. I need to produce results, which I would be unable to on my own; therefore, I need the team support, which I made clear to everyone on my first day at the branch.

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