Regional Coach

Role Overview

• Deliver Workshops: Coordinate logistics and facilitate pre-developed workshop content in person (and at times virtually), to support skill, knowledge, and execution of the Behavior Framework, Management Cycle, affluent and small business activities, partner products, and other priority topics (e.g., transformation of operating model in branches). Topics will be determined according to local business opportunity and/or national focus as directed by National Branch Network leadership.
• Coach Select District Managers: Conduct branch visits to coach the Behavior Framework, Management Cycle, and affluent activities with select District Managers (i.e. new District Managers identified by Regional Executives) to support their understanding and execution of the Behavior Framework, Management Cycle, affluent and small business priorities, and other focus areas.
• Support Branch Leaders in Identifying Opportunities and Feedback: Identify opportunities and align with Regional Executives and District Managers, leveraging workshop/branch observations and feedback to implement simple actions to boost success.
• Serve as the lead resource on effectively executing and leveraging the Behavior Framework, Management Cycle, affluent and basic small business activities, and partner referrals. Support District Managers in facilitation of District Manager-led Branch Manager meetings.
• Serve as a key consultant for Regional Executives and District Managers during performance evaluations of Branch Managers and other bankers.
• Support customer and employee-facing pilots and rollouts, as needed, including collecting feedback and evaluating effectiveness.

Requirements

• 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
• Strong working knowledge and understanding of how the bank branches operate
• Understanding of the Behavior Framework and its role in improving branch performance
• Expert knowledge of the Behavior Framework, Management Cycle, and affluent activities, and how each drives improved customer experience and business growth
• Strong understanding of Branch P&L and scorecard metrics, can spot areas for improvement, and is skilled in using data to prioritize high‑impact opportunities
• Proven ability to coach and influence across multiple levels
• driving behavior change, supporting large‑scale training initiatives, and guiding effective prioritization and skill execution without direct authority
• Ability to explain the “why,” demonstrate and coach behaviors, practice with employees, and guide effective execution to support development and success
• Proven written, verbal, and presentation skills, including dynamic and engaging workshop facilitation to build employee knowledge and skills
• Strong organizational and prioritization skills, with the ability to meet deadlines and perform under pressure
• Effectively manages multiple tasks and engages stakeholders while staying agile to changing priorities

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement