Consumer Banking Performance Manager - Mid-Atlantic Region
About The Position
This job is responsible for driving market performance through strategic planning, client experience enhancement, and workforce optimization. Key responsibilities include analyzing client and associate trends, providing actionable feedback to Leaders, and supporting training initiatives to elevate brand representation and deepen client relationships. Job expectations include leveraging talent analytics to improve productivity, gathering insights to refine messaging and offerings, and implementing competitive performance plans that exceed market objectives. The Preferred Business Performance Manager (PM) will work closely with Region Executives (RE) and Market Leaders (ML) to ensure effective development and execution of client centric local strategies and tactics that drive responsible growth through acquisition, client retention and deepening client relationships across the assigned region while mitigating risk. The PM works to ensure adoption and flawless execution of initiative rollouts, routines and strategic plans to achieve and exceed region objectives. In this role, PM’s will provide analysis and timely feedback to MLs, REs and Performance Executive (PE) on performance, client experience, behavioral trends, and channel strategy opportunities. The PM is also responsible for improving the overall BSA population’s proficiency, client experience and productivity by coaching MLs on root cause analysis, action planning, leader excellence, virtual/in person visit effectiveness and One Team Partner integration. PM’s conduct virtual and in person visits with REs/MLs to assess partnership, behavioral adherence, client engagement impact and proficiency needs. PMs provide in person/virtual individualized coaching to improve ML effectiveness, reduce behavioral variability and increase productivity. PMs also serve as collaborative partner with the PE, MLs and the RE to address client, technology, operations and associate opportunities as appropriate. This role also provides voice of associate for initiatives, offers, procedures, products, associate tools, resources, proficiency activities and client marketing.
Requirements
- 7+ years leading, coaching, and managing high performing teams
- Strong analytical skills
- Proven ability to drive integration across multiple lines of business
- Proactively collaborates and builds trusted relationships with peers/key partners/clients
- Ability to be a change agent and work in a fast-paced environment
- Experience in building and executing effective client centric strategies that drive responsible growth and mitigate risk
- Communicates strategic business plans and tactical goals clearly and effectively at all levels
- Virtual leadership Experience
- Projects enthusiasm, optimism, and determination
- High School Diploma / GED / Secondary School or equivalent
Nice To Haves
- Undergraduate College Degree
- Financial Center Channel Leadership Experience, GWIM, Preferred or Small Business Banking Experience
- Experience partnering, collaborating and influencing market and region level leaders
Responsibilities
- Partners with RE to ensure effective execution of strategies & tactics that drive responsible growth, enhance the client experience while mitigating risk
- Region, Market and BSA performance analysis
- Oversee new initiatives and provide client escalation/associate support as appropriate
- Assess, coach and support MLs to build proficiency and increase effectiveness
- Manage visits, action plans adoption/alignment/progress and proficiency activities
- Manage One Team routines and drive day-to-day integration with Preferred Banking, Consumer Investments, Business Banking and Consumer Lending
- Develops and implement competitive performance plans
- Provides timely feedback on client experience and market strategy opportunities to drive continuous improvement
- Analyzes client and associate trends to identify opportunities for deepening relationships and enhancing service delivery
- Applies talent analytics to progress hiring, resource planning, performance management, and retention of top talent
- Supports training and gather feedback to improve brand representation, messaging effectiveness, and overall client experience
- Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
- Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
- Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
- Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
- Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
- Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
- Assesses talent and builds bench strength for roles across the organization.
- Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Benefits
- Access to paid time off
- Resources and support to our employees
Stand Out From the Crowd
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
