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. The role provides onboarding support, field‑based coaching, and training reinforcement while also helping identify trends, improve processes, and reduce operational risk.

• Lead 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.
• Partner 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.
• Conduct 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.
• Provide targeted coaching through observation, transaction and account reviews, documentation checks, and other activities to improve accuracy and reduce risk.
• Facilitate regular connections with branch leadership to reinforce enterprise initiatives, communicate process or policy changes, and ensure alignment on operational expectations.
• Monitor key performance and operational indicators—including client experience insights, referral activity, documentation quality, exception trends, losses, reconciliations, audit findings, and training progress—and partner with leaders to develop action plans addressing emerging risks.
• Maintain 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.
• Support enterprise and market‑wide initiatives, projects, and operations review follow‑up by providing feedback, training, and validation of resolution steps.
• Collaborate with cross‑functional partners to address branch needs, improve tools and resources, and influence enhancements to operational processes and controls.
• Participate in talent selection and development activities for branch roles, supporting readiness and providing supplemental leadership capacity during Community Market Leader absences when needed.
• Represent the bank in community involvement and financial education initiatives, supporting Community‑to‑Community (C2C) commitments and reinforcing the bank’s presence and reputation in local markets.
• Complete 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.
• Serve as a change champion, helping branches adopt new systems, processes, and enterprise initiatives through structured training, reinforcement, and feedback loops.
• Perform other duties as assigned.
• Management Responsibilities:
  Collaborate with one or more Community Market Leader(s) to advance the company’s objectives across multiple branches within the market.

• Knowledge of banking regulations and risk management concepts, including documentation requirements, internal controls, audit readiness, and compliance expectations.
• Ability to manage multiple priorities, maintain accurate records, and ensure consistent follow‑through.
• Proven ability to maintain a high level of accuracy and attention to detail while meeting deadlines and regulatory requirements.
• Working knowledge of personal computers, Microsoft software programs, and strong 10‑key proficiency.
• Demonstrated ability to deliver engaging, scenario‑based training and provide real‑time feedback to employees with varying experience levels.
• Knowledge of enterprise policies, procedures, and change management practices within a large, regulated organization.
• Understanding of client experience metrics, sales and referral performance indicators, and…