Design and develop branch and banker performance metrics aligned to growth priorities, including deposits, checking, and customer deepening
Define metric logic, eligibility rules, and performance thresholds for integration into incentive compensation
Ensure alignment between leading indicators, business outcomes, and pay for performance structures
Partner with data, product, and compensation teams to implement metrics within reporting platforms and incentive plans
Standardize and simplify dashboards to improve transparency, consistency, and field usability
Define Branch Customer List frameworks, including customer inclusion criteria and portfolio attribution
Establish rules for customer ownership aligned to branch P&L and partner cross functionally to operationalize enhancements
Design branch and district peer groups incorporating market opportunity, complexity, and customer mix to enable fair performance comparisons
Embed peer group frameworks into reporting, incentives, and field routines
Translate business priorities into clear requirements for data, technology, and cross functional partners and drive end to end execution
Establish governance processes and continuously monitor performance outcomes to refine metrics, attribution, and benchmarking frameworks

7+ years of Business Execution, Implementation, or Strategic Planning experience
5+ years of experience in business analysis supporting sales organizations, with a focus on performance measurement, data modeling, and building dashboards
4+ years of experience in financial services, with focus on consumer banking or lending
Experience designing and implementing field performance frameworks or incentive compensation that drive business outcomes
Deep knowledge of retail banking and branch performance, including drivers of growth and field behavior
Experience with customer segmentation and portfolio strategy
Experience building and optimizing reporting dashboards to support performance management, decision making, and strategy
Proven ability to influence and align senior executive stakeholders in complex, matrixed environments
Experience translating enterprise strategy into scalable operating models, frameworks, and execution plans
Experience leading cross functional initiatives or enterprise transformation efforts across multiple stakeholder groups
Strong executive communication skills with the ability to drive adoption and sustained behavioral change
Excellent verbal, written, and interpersonal communication skills

Senior Lead, Branch Performance Design & Insights

Key skills