Seacoast Bank · 4 hours ago
Community Banking Performance Executive
Stuart, FL
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expSeacoast Bank is seeking a Community Banking Performance Executive who will be a key member of the Community Bank Executive Leadership team. This role is responsible for driving performance across the branch network through strategic enablement, performance optimization, and analytics, while ensuring that customer experience standards are consistently applied and delivered.
BankingFinancial ServicesLending
Responsibilities
Collaborate with community leadership and various partners to align community growth initiatives with bank-wide goals, ensuring seamless integration of new products, revenue operations, and relationship deepening strategies
Ensure consistent adoption of sales routines, tools, campaigns, and customer engagement models
Act as the primary owner of frontline sales execution across the branch network
Develop and execute comprehensive sales performance enablement strategies, including the creation of sales playbooks, tools, and resources to equip branch teams for optimal performance in deposits, loans, services and One Team Referrals
Analyze performance data, reporting, pipelines, conversion rates, workforce efficiency, and revenue trends to identify opportunities, gaps, and areas for improvement; provide actionable recommendations to enhance branch productivity, achieve growth targets, lower expenses, etc
Conduct regular branch & market visits; provide coaching to branch, market and/or regional staff on relationship building and customer deepening
Partner with HR and Learning partners to refine continuous learning programs for branch associates, incorporating data insights, feedback, industry best-practices, and emerging technologies to build a high-performing workforce
Work with technology & data partners to enhance sales tracking systems, automation and capabilities for branch associates
Monitor key performance indicators, including growth achievement, customer acquisition, cross-sell ratios, and revenue forecasts; refine strategies based on performance data to maximize channel profitability and efficiency
Optimize sales processes and workflows, streamlining lead generation, opportunity tracking, and deal conversion while ensuring compliance with banking regulations and risk management practices
Stay current on retail banking trends, competitive landscapes, and regulatory requirements to inform strategic decisions and product enhancements
Lead initiatives to measure and demonstrate the impact of enablement programs on business outcomes, including revenue growth and customer satisfaction
Setting and achieving targets for revenue growth, deposits, loans, and non-interest income. This includes using key performance levers and aligning cross-functional resources to maximize impact across all branches
Function as a strategic partner to the Incentive Compensation team, providing insights on branch performance, productivity trends, and market dynamics to inform plan enhancements and new metric development
Optimizes end-to-end branch sales processes – from lead generation to post-sale support—to streamline workflows, reduce bottlenecks, and increase branch capacity
Drives digital-first sales journeys and branch digital engagement, including self-service solutions and digitally assisted sales processes; champions adoption by teams and customers
Conducts regular field visits, huddles, and reviews to capture frontline feedback, close performance gaps, and strengthen consistency of execution
Analyze market/industry trends and adjust tactics accordingly
Adheres to Seacoast Bank’s code of conduct
Qualification
Required
10-12 years of progressive experience in retail/community/branch banking sales, performance management, enablement, and/or strategy
Bachelor's degree in business, Finance, or a related field
Demonstrated strength in sales coaching, process optimization, analytics, and influence without direct line authority
Excellent track record of driving sales growth and improving team performance in a branch-based environment
Strong Change Management and Project Management capabilities
Proven experience in banking sales, with a track record of meeting or exceeding targets
Strong analytical skills with proficiency in dashboards and Excel; familiarity with sales enablement platforms and learning management systems
Excellent communication, stakeholder management, and relationship-building skills; ability to collaborate with senior leaders and frontline teams
Knowledge of Branch Operating Model and Workforce Optimization processes
Deep knowledge of retail banking products, sales processes, and regulatory environment; experience managing multi-location, distributed teams
Company
Seacoast Bank
Since 1926, Seacoast Bank has succeeded through a clear vision, planned strategic growth and talented, professional employees.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$9.19M2014-12-31Post Ipo Equity· $9.19M
1984-02-03IPO
Leadership Team
Juliette P. Kleffel
Executive Vice President, Chief Operating Officer
Recent News
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