Executive Job Description | Retail Branch Effectiveness Consultant
key (ideal) characteristics for a retail banking candidate. multiple areas of knowledge are a must. • Workforce Management: Staffing Model, Resource Management Practices (F/T P/T, hiring, etc.) Position Design, Performance Management (incentive comp plans) • Channel Management: Channel / Distribution Strategy (interrelationship and utilization of multiple channels to service the customer) Channel Management / Effectiveness (performance metrics for Channels - ATM, Call Center, etc.) Migration or Optimization Strategies • Service Delivery: Managing customer wait time for service, Customer Satisfaction measurement, Customer Engagement Strategies (self service versus full service) • Sale Effectiveness: Market Analysis of Opportunity; Product Management and Delivery (Checking, Savings, etc.) Sales Tools and Programs (Sales Delivery, Sales Process, etc) • Process Efficiency: Branch Operations practices, automation options (TCD / TCR) Process Improvement, centralization of tasks, day one / day two processing, operating losses • Risk and Compliance: Regulatory requirements, BSA / AML, risk assessments, branch policy
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