Branch Performance Advisor - Longwood, FL
About The Position
The Branch Performance Manager is a dynamic, field-based leadership role responsible for supporting and strengthening performance across multiple branch locations. This position partners closely with branch leadership to reinforce sales expectations, professional standards, and operational consistency while driving deposit growth, loan production, and customer experience excellence. This role is not desk-based and requires frequent travel, visiting approximately five (5) branches per week, with follow-up visits conducted to ensure completion of action items and sustained performance improvements. The Branch Performance Manager serves as a coach, resource, and accountability partner to branch teams.
Requirements
- Three (3) to five (5) years of retail experience
- Strong communication and coaching skills
- Ability to travel extensively, a valid and clean driver’s license is essential for extensive regional travel
- Fluent in English; bilingual a plus
Nice To Haves
- Leadership or performance management
- Bachelor’s Degree
Responsibilities
- Conduct regular on-site branch visits and follow-up visits to ensure execution of action items.
- Monitor and evaluate branch performance related to deposits, loans, sales activity, and customer engagement.
- Evaluate branch appearance, cleanliness, marketing materials, and professional dress standards.
- Provide coaching and mentorship to branch managers and staff to strengthen sales behaviors.
- Document observations, action plans, and outcomes for leadership review.
- Collaborate with branch leadership and internal partners to drive continuous improvement.
Benefits
- medical, dental, and vision insurance
- a health savings account with annual employer contribution
- a 401(k) retirement plan with employer match
- paid time off plus 11 paid federal holidays
- tuition reimbursement
- training and professional development opportunities
- reduced rates on certain loan products
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
