Consumer Banking Performance Manager – Preferred Business

Jobtailor; Washington (District of Columbia); On-site; USD 140,000 - 210,000; Full time

Job summary

Jobtailor in Washington, DC is seeking a senior Market Leader to drive client-centric strategy, lead high‑performing teams, and optimize workforce across lines of business. You will integrate regional insights with enterprise priorities to sharpen performance plans and messaging.

You’ll analyze client and associate trends, coach leaders on root cause analysis and action planning, and partner with executives to reduce risk while delivering sustainable growth and stronger client relationships.

Qualifications

• Must have 7+ years leading and coaching high‑performing teams.
• Strong analytical and data‑driven decision making.
• Experience coordinating across multiple lines of business.
• Ability to influence senior leaders and front‑line staff.

Responsibilities

• Lead and coach high‑performing teams across regions to achieve growth targets.
• Analyze client and associate trends and provide actionable feedback to leaders.
• Drive client acquisition, retention, and deepening relationships while mitigating risk.
• Partner with Region Executives to execute local strategies and tactical plans.
• Implement talent analytics to improve productivity, hiring, and performance management.

Skills

Leadership

Analytical skills

Collaboration

Change agent

Communication

Influencing

Virtual leadership

Relationship building

Education

High School Diploma

Undergraduate College Degree

Job description

Drive market performance through strategic planning, client experience enhancement, and workforce optimization
Analyze client and associate trends and provide actionable feedback to leaders
Support training initiatives to elevate brand representation and deepen client relationships
Leverage talent analytics to improve productivity, hiring, resource planning, performance management, and retention
Gather insights to refine messaging and offerings
Implement competitive performance plans that exceed market objectives
Partner with Region Executives and Market Leaders to execute client‑centric local strategies and tactics
Drive acquisition, client retention, and deepening of client relationships while mitigating risk
Ensure adoption and flawless execution of initiative rollouts, routines, and strategic plans
Provide analysis and timely feedback on performance, client experience, behavioral trends, and channel strategy opportunities
Coach Market Leaders on root cause analysis, action planning, leader excellence, visit effectiveness, and One Team Partner integration
Conduct virtual and in-person visits with Region Executives and Market Leaders
Provide individualized coaching to improve Market Leader effectiveness, reduce behavioral variability, and increase productivity
Partner with Performance Executives, Market Leaders, and Region Executives on client, technology, operations, and associate opportunities
Provide voice‑of‑associate feedback on initiatives, offers, procedures, products, tools, resources, proficiency activities, and client marketing
Oversee new initiatives and provide client escalation and associate support
Manage visits, action‑plan adoption/alignment/progress, proficiency activities, and One Team routines
Drive day‑to‑day integration with Preferred Banking, Consumer Investments, Business Banking, and Consumer Lending
Develop and implement competitive performance plans
Provide feedback on client experience and market strategy opportunities for continuous improvement
Support training and gather feedback to improve brand representation, messaging effectiveness, and client experience
Potentially manage associates and perform managerial responsibilities including inclusion, process/data management, enterprise communication, risk management, coaching, financial stewardship, talent leadership, and business outcome delivery

Requirements

• 7+ years leading, coaching, and managing high performing teams
• Strong analytical skills
• Proven ability to drive integration across multiple lines of business
• Ability to proactively collaborate and build trusted relationships with peers, key partners, and clients
• Ability to be a change agent and work in a fast-paced environment
• Experience building and executing effective client-centric strategies that drive responsible growth and mitigate risk
• Ability to communicate strategic business plans and tactical goals clearly and effectively at all levels
• Virtual leadership experience
• Enthusiasm, optimism, and determination
• High School Diploma / GED / Secondary School or equivalent
• Ability to influence, collaborate, and communicate with senior leadership and front-line associates
• Financial Center Channel Leadership Experience, GWIM, Preferred or Small Business Banking Experience (desired)
• Undergraduate college degree (desired)
• Experience partnering, collaborating, and influencing market- and region-level leaders (desired)
• Skills in influence, issue management, policies/procedures/guidelines management, process management, risk management, business operations management, customer and client focus, decision making, executive presence, leadership development, business continuity management, controls management, monitoring/surveillance/testing, problem solving, and process mapping

Core Competencies

Demonstrates strong analytical skills and the ability to drive integration across multiple lines of business while effectively managing high-performing teams. Proven experience in developing client‑centric strategies that enhance client relationships and mitigate risk is essential.

Highest-signal resume keywords

• Client-Centric Strategy Development
• High-Performing Team LeadershipAnalytical Skills
• Virtual Leadership Experience
• Risk Management

Hard Skills

• Performance Management
• Talent Analytics
• Action Planning
• Process Management
• Business Operations Management
• Client Experience Analysis
• Behavioral Trend Analysis
• Competitive Performance Planning
• Coaching
• Decision Making

Soft Skills

• Collaboration
• Influencing
• Communication
• Change Agent
• Enthusiasm

Certifications & Qualifications

• High School Diploma
• Undergraduate College Degree

Industry Keywords

• Financial Center Channel Leadership
• GWIM
• Preferred Banking
• Small Business Banking
• Client Retention
• Market Strategy
• Workforce Optimization
• Client Acquisition
• Brand Representation
• Voice-of-Associate Feedback