Community Market Specialist

SUMMARY

The Community Market Specialist partners with branch and market leaders to support employee readiness, ensure consistent execution of standards, and strengthen the client experience across branch locations. This position provides onboarding support, field‑based coaching, and training reinforcement while also helping identify trends, improve processes, and reduce operational risk.

• Leads structured onboarding, role transitions, and early development support for new and promoted employees across assigned markets, ensuring consistent use of established training programs, certification requirements, and defined milestone touchpoints.
• Partners with Community Banking leaders to assess talent readiness, identify skill gaps, align on performance priorities, and support market‑level goals related to client experience, growth, and operational excellence.
• Conducts routine branch visits to evaluate execution against standards, provide real‑time coaching, deliver scenario‑based training, and reinforce expectations related to service quality, referral behaviors, sales practices, and operational controls.
• Provides targeted coaching through observation, transaction and account reviews, documentation checks, and other activities to improve accuracy and reduce risk.
• Facilitates regular connections with branch leadership to reinforce enterprise initiatives, communicate process or policy changes, and ensure alignment on operational expectations.
• Monitors key performance and operational indicators—including client experience insights, referral activity, documentation quality, exception trends, losses, reconciliations, audit findings, and training progress—and partners with leaders to develop action plans addressing emerging risks.
• Maintains standardized documentation such as onboarding updates, branch visit summaries, coaching observations, evaluation forms, and action plans to ensure visibility, trend analysis, and consistent follow‑through.
• Supports enterprise and market‑wide initiatives, projects, and operations review follow‑up by providing feedback, training, and validation of resolution steps.
• Collaborates with cross‑functional partners to escalate branch needs, improve tools and resources, and influence enhancements to operational processes and controls.
• Participates in talent selection and development activities for branch roles, supporting readiness and providing supplemental leadership capacity during Community Market Leader absences when needed.
• Represents the bank in community involvement and financial education initiatives, supporting Community‑to‑Community commitments and reinforcing the bank’s presence and reputation in local markets.
• Completes all work accurately and in accordance with regulatory requirements, policies, and procedures, maintaining current knowledge through required training, ongoing coursework, and continuous learning in a highly regulated environment.
• Serves as a change champion, helping branches adopt new systems, processes, and enterprise initiatives through structured training, reinforcement, and feedback loops.
• Performs other duties as assigned.

• Collaborates with one or more Community Market Leader(s) to advance the company’s objectives across multiple branches within the market.

• Knowledge, Skills and Abilities: Knowledge of banking regulations and risk management concepts; ability to manage multiple priorities, maintain accurate records, and ensure consistent follow‑through; high level of accuracy and attention to detail; working knowledge of personal computers, Microsoft software programs, and strong 10‑key proficiency; ability to deliver engaging, scenario‑based training and provide real‑time feedback; knowledge of enterprise policies, procedures, and change management practices;
  
  understanding of client experience metrics, sales and referral performance indicators, and operational reporting; confidentiality and sound judgment; ability to observe behaviors, assess execution, and provide constructive feedback; capacity to work independently across a multi‑branch market and manage time effectively with…