Branch Metrics & Performance Lead

• Develop and maintain banker and branch productivity metrics, reporting, and scorecards aligned to business priorities.
• Analyze performance trends, identify key drivers, and deliver actionable recommendations to improve business outcomes.
• Translate complex data into clear insights and executive-ready presentations that influence decision making.
• Design and optimize reporting, dashboards, and performance measurement tools that provide visibility into business results and leading indicators.
• Partner with data, product, finance, and compensation teams to implement metrics, improve reporting capabilities, and resolve data challenges.
• Support the design and governance of benchmarking, peer group, and performance measurement frameworks to enable fair and meaningful performance comparisons.
• Lead and contribute to strategic initiatives that enhance performance management, incentive effectiveness, reporting capabilities, and business execution.
• Influence stakeholders and drive change through data-driven insights, recommendations, and effective project management.

• 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of Business Analysis experience supporting sales organizations, with a focus on performance measurement, data modeling, and building dashboards that deliver actionable insights that improve sales performance and business outcomes
• Experience analyzing performance metrics and translating complex data into actionable insights that drive business decisions and outcomes
• Experience developing and optimizing reporting, dashboards, scorecards, and performance management tools to support decision making and business strategy
• Advanced proficiency in Microsoft Excel, PowerPoint, and other Microsoft Office applications, including the ability to create executive level analyses and presentations
• Experience partnering across various lines of businesses and teams to deliver scalable performance measurement solutions
• Experience leading or supporting cross functional projects and initiatives, and driving execution from concept through implementation
• Knowledge and understanding of retail banking and branch performance metrics, including the drivers of sales growth, productivity, customer outcomes, and field behaviors
• Experience with incentive compensation, performance measurement frameworks, benchmarking methodologies, or sales effectiveness programs
• Excellent verbal, written, and interpersonal communication skills

Demonstrates expertise in Business Execution, Performance Measurement, and Data Analysis, with a strong ability to translate complex data into actionable insights and executive-level presentations. Proficient in developing and optimizing reporting tools and dashboards to enhance decision-making and drive business outcomes.

• Business Execution
• Performance Measurement
• Data Analysis
• Microsoft Excel
• Dashboard Development

• Business Analysis
• Performance Metrics Analysis
• Data Modeling
• Reporting Optimization
• Scorecard Development
• Performance Management Tools
• Incentive Compensation
• Benchmarking Methodologies
• Sales Effectiveness Programs

• Excellent Communication Skills
• Interpersonal Skills
• Project Management

• Retail Banking
• Branch Performance Metrics
• Sales Growth Drivers
• Productivity Metrics
• Customer Outcomes

• Microsoft Power Point
• Microsoft Office Applications