Employee Banking & Investments - Performance Manager
About The Position
The Unregistered Performance Manager (PM) will work closely with Division Managers (DM) and Market Leaders (ML) to ensure effective development and execution of local strategies and tactics that drive Employee Banking and Investing. The PM creates customer-driven plans to achieve and exceed region objectives. In this role, PM’s will provide timely feedback to ML's, Regional Exec (RE) and Performance Executive (PE) on performance and channel strategy opportunities related to the enterprise impacts of the business. PM is responsible to improve sales force effectiveness and productivity by coaching ML's on using talent analytics, top talent retention and partner integration (for example, a PM will analyze a ML's market and identify skill/performance gaps and recommend actions steps/share best practices on how to solve the issue). The PM will ensure adherence of the sales force to regulatory, policies and procedures. PM’s conduct in-market visits with DM’s/ML's to role model effective routines/behaviors and provide coaching to improve skill set. The PM is responsible to deliver and implement strategies and initiatives to drive partner integration in daily practice. PMs provide voice of associate for initiatives and incremental learning/development activities to support client management and deepening.
Requirements
- 3+ years leading, coaching, and managing high performing sales teams within the financial services industry
- Proven ability to drive integration across products and drive results through superior delivery and sales management
- Experience influencing market or region level leaders
- Proactively builds trusted relationships with key partners/clients
- Ability to be a change agent and work in a fast paced environment
- Experience in building effective client minded sales strategies which impact the business line
- Projects enthusiasm, optimism, and determination
- Communicates strategic business plans and tactical sales goals clearly and effectively at all levels
- Administrative Services
- Attention to Detail
- Customer and Client Focus
- Planning Prioritization
- Adaptability
- Collaboration
- Problem Solving
- Verbal Communications
- Recording/Organizing Information
- Research
- Written Communications
- High School Diploma / GED / Secondary School or equivalent
Nice To Haves
- Financial Center Channel Experience
- GWIM, Preferred or Small Business Banking Experience
- Experience interacting with and/or influencing market or region level leaders
Responsibilities
- Lead and/or participate in routines with region and/or market level partners across LOBs and drive day-to-day integration with these teams, especially Consumer Banking and Workplace Benefits
- Monitor EBI sales reporting and identify gaps/opportunities
- Support effective on-boarding, training, and continuing education of unregistered sales associates.
- Drive the adoption and execution of client relationship process, including sales playbook and lead management to achieve region goals while ensuring compliance with regulatory, policies and procedures
- Support the team in implementing effective performance management including goal setting, incentive, and other reward and recognition mechanisms
- Drive metrics and targets related to client experience, productivity, number of new relationships, revenue growth, leadership behaviors & teamwork, partnership ability & managing by influence
- Lead and develop program initiatives relating to partners and process evolution
Benefits
- Discretionary incentive eligible
- This role is eligible to participate in the annual discretionary plan.
- Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
- This role is currently benefits eligible.
- We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
