Community Banking Performance Executive
22 hours ago
Stuart
Job Description JOB SUMMARY: The Community Banking Performance Executive is a key member of the Community Bank Executive Leadership team, responsible for driving performance across the branch network through strategic enablement, performance optimization, analytics, execution support and ongoing sales proficiency building. Reporting to the Community Bank Executive, this role translates corporate and retail banking strategy into disciplined branch execution, ensuring that relationship building/deepening behaviors, performance management, and customer experience standards are consistently applied and delivered. Through strong partnership across various Lines of Businesses and with Branch Region Directors, Operations, Marketing, Finance, Product, HR, Learning, Risk, etc., this role will implement channel-level growth initiatives, optimize processes and branch operating models, and build performance capabilities to grow revenue while maintaining a strong customer-centric and compliant performance culture. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Collaborate with community leadership and various partners to align community growth initiatives with bank-wide goals, ensuring seamless integration of new products, revenue operations, and relationship deepening strategies., • Ensure consistent adoption of sales routines, tools, campaigns, and customer engagement models., • Act as the primary owner of frontline sales execution across the branch network., • Develop and execute comprehensive sales performance enablement strategies, including the creation of sales playbooks, tools, and resources to equip branch teams for optimal performance in deposits, loans, services and One Team Referrals., • Analyze performance data, reporting, pipelines, conversion rates, workforce efficiency, and revenue trends to identify opportunities, gaps, and areas for improvement; provide actionable recommendations to enhance branch productivity, achieve growth targets, lower expenses, etc., • Conduct regular branch & market visits; provide coaching to branch, market and/or regional staff on relationship building and customer deepening., • Partner with HR and Learning partners to refine continuous learning programs for branch associates, incorporating data insights, feedback, industry best-practices, and emerging technologies to build a high-performing workforce., • Work with technology & data partners to enhance sales tracking systems, automation and capabilities for branch associates., • Monitor key performance indicators, including growth achievement, customer acquisition, cross-sell ratios, and revenue forecasts; refine strategies based on performance data to maximize channel profitability and efficiency., • Optimize sales processes and workflows, streamlining lead generation, opportunity tracking, and deal conversion while ensuring compliance with banking regulations and risk management practices., • Stay current on retail banking trends, competitive landscapes, and regulatory requirements to inform strategic decisions and product enhancements., • Lead initiatives to measure and demonstrate the impact of enablement programs on business outcomes, including revenue growth and customer satisfaction., • Setting and achieving targets for revenue growth, deposits, loans, and non-interest income. This includes using key performance levers and aligning cross-functional resources to maximize impact across all branches., • Function as a strategic partner to the Incentive Compensation team, providing insights on branch performance, productivity trends, and market dynamics to inform plan enhancements and new metric development., • Optimizes end-to-end branch sales processes – from lead generation to post-sale support—to streamline workflows, reduce bottlenecks, and increase branch capacity., • Drives digital-first sales journeys and branch digital engagement, including self-service solutions and digitally assisted sales processes; champions adoption by teams and customers., • Conducts regular field visits, huddles, and reviews to capture frontline feedback, close performance gaps, and strengthen consistency of execution., • Analyze market/industry trends and adjust tactics accordingly., • 10-12 years of progressive experience in retail/community/branch banking sales, performance management, enablement, and/or strategy., • Bachelor’s degree in business, Finance, or a related field., • Demonstrated strength in sales coaching, process optimization, analytics, and influence without direct line authority., • Excellent track record of driving sales growth and improving team performance in a branch-based environment., • Strong Change Management and Project Management capabilities, • Proven experience in banking sales, with a track record of meeting or exceeding targets., • Strong analytical skills with proficiency in dashboards and Excel; familiarity with sales enablement platforms and learning management systems., • Excellent communication, stakeholder management, and relationship-building skills; ability to collaborate with senior leaders and frontline teams., • Knowledge of Branch Operating Model and Workforce Optimization processes