Create competitive performance plans to achieve and exceed market objectives. Provide timely feedback to Market Manager on Client Experience and Market strategy opportunities. Analyze and share trends to identify opportunities to deepen client relationships. Improve workforce effectiveness and productivity by applying talent analytics to hiring, resource planning, performance management, and top talent retention. Support focused client relationship care training to improve banker and specialist performance with effective, professional representation of brand and offerings. Gather associate feedback and customer insights on messages, offers, merchandising, and collateral to improve awareness of offerings and elevate the client experience.
The Unregistered Performance Manager (PM) will work closely with Region Executives (RE) and Market Leaders (ML) to ensure effective development and execution of local strategies and tactics that drive Consumer results in the regions. The PM creates customer-driven plans to achieve and exceed region objectives. In this role, PM’s will provide timely feedback to MLs, REs and Performance Executive (PE) on performance and channel strategy opportunities related to the Consumer business. PM is responsible to improve sales force effectiveness and productivity by coaching MLs on using talent analytics, top talent retention and partner integration (for example, an PM will analyze an MLs 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. PMs facilitate in-market visits with RSEs/MLs to role model Consumer-related routines/behaviors and provide coaching to improve skill set. The PM is responsible to deliver and implement strategies and initiatives to drive Operations Manager (OM) partner integration in daily practice. PMs provide voice of associate for initiatives and incremental learning/development activities; they gather customer insights on offers, merchandising and collateral to improve awareness of offerings and elevate sales.
Travel weekly to financial centers to observe sales activities and coach MLs on Consumer related metrics
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 Small Business and Home Loans
Monitor Consumer 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
Coach to integration of unregistered sales roles in the financial center
Provide regulatory support for unregistered sales teams and ensure risk management and compliance throughout the sales workforce
Support the RSEs 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 (Note: while the creation and enhancement of partnerships across the company is encouraged, setting referral goals or targets for unregistered
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
Undergraduate College Degree
Financial Center Channel Experience
GWIM, Preferred or Small Business Banking Experience
Experience interacting with and/or influencing market or region level leaders