Branch Performance Advisor - Longwood, FL

Trustco Bank; Longwood (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

HSA contributions

Employer 401(k) match

Paid time off

Job summary

Trustco Bank is seeking a Branch Performance Advisor to lead field-based operations across multiple branches. You will reinforce sales expectations, professional standards, and operational consistency while driving deposits, loan production, and customer experience.

The role requires frequent travel, coaching branch teams, and partnering with leadership to deliver sustained performance improvements. This is a full-time, non-desk position with significant field work.

Qualifications

• Three (3) to five (5) years of retail experience.
• Strong communication and coaching skills.
• Ability to travel extensively; valid and clean driver’s license required.

Responsibilities

• Conduct regular on-site branch visits and follow-up visits to ensure execution of action items.
• Monitor and evaluate branch performance related to deposits, loans, sales activity, and customer engagement.
• Evaluate branch appearance, cleanliness, marketing materials, and professional dress standards.
• Provide coaching and mentorship to branch managers and staff to strengthen sales behaviors.
• Document observations, action plans, and outcomes for leadership review.
• Collaborate with branch leadership and internal partners to drive continuous improvement.

Skills

Retail experience

Coaching skills

Strong communication

English fluency

Education

Bachelor's Degree

Job description

Branch Performance Advisor

Reports to: Executive Vice President & Chief Banking Officer

FLSA Status: Non-Exempt | Supervisory Role: No

Why Join Us?

At Trustco Bank, we are committed to fostering a supportive and inclusive workplace where employees can grow their careers while making a meaningful impact. Our people are our greatest asset, and we believe in empowering our teams through collaboration, accountability, and professional development.

We invest in our employees because we believe investing in people builds a stronger future for our customers, communities, and organization. As a valued team member, you will be eligible for a competitive compensation and benefits package including:

• medical insurance
• dental insurance
• vision insurance
• health savings account with annual employer contribution
• 401(k) retirement plan with employer match
• paid time off plus 11 paid federal holidays
• tuition reimbursement
• training and professional development opportunities
• reduced rates on certain loan products

About The Branch Performance Manager Role

The Branch Performance Manager is a dynamic, field-based leadership role responsible for supporting and strengthening performance across multiple branch locations. This position partners closely with branch leadership to reinforce sales expectations, professional standards, and operational consistency while driving deposit growth, loan production, and customer experience excellence.

This role is not desk-based and requires frequent travel, visiting approximately five (5) branches per week, with follow-up visits conducted to ensure completion of action items and sustained performance improvements. The Branch Performance Manager serves as a coach, resource, and accountability partner to branch teams.

Key Responsibilities

• Conduct regular on-site branch visits and follow-up visits to ensure execution of action items.
• Monitor and evaluate branch performance related to deposits, loans, sales activity, and customer engagement.
• Evaluate branch appearance, cleanliness, marketing materials, and professional dress standards.
• Provide coaching and mentorship to branch managers and staff to strengthen sales behaviors.
• Document observations, action plans, and outcomes for leadership review.
• Collaborate with branch leadership and internal partners to drive continuous improvement.

This job description is not exhaustive; duties and responsibilities may change at any time with or without notice.

Qualifications

Required

• Three (3) to five (5) years of retail experience
• Strong communication and coaching skills
• Ability to travel extensively, a valid and clean driver’s license is essential for extensive regional travel
• Fluent in English; bilingual a plus

Preferred

• Leadership or performance management
• Bachelor’s Degree

Schedule

This is a Full- Time position: Monday – Friday, 8:30 am – 5:00 pm. Flexibility for evening and weekend work may be required as business demands.

Travel

• High travel requirement (75%) across the assigned branch network.

Equal Employment Opportunity Statement

Trustco Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability, or protected veteran status. This includes, but is not limited to, the following:

• Hiring, placement, upgrading, transfer, demotion or promotion
• Recruitment, advertising or solicitation for employment
• Treatment during employment
• Rates of pay or other forms of compensation
• Selection for training, including apprenticeship
• Layoff or termination

It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.