Retail Sales & Services Administrator

About the role

The Retail Sales & Services Administrator provides reporting, program management, and coordination support to the Retail Sales & Services Director and branch network. This role supports sales performance, manages key retail programs, tracks results, and helps drive consistency and execution across branches. The position plays a critical role in enhancing the overall customer experience and supporting sales initiatives across the Consumer Bank.

Key Responsibilities

• Data Analysis & Reporting
• Develop and maintain KPI dashboards, performance scorecards, and leaderboards for branches and regions
• Analyze sales data, trends, and performance metrics to support leadership decision-making
• Partner with leadership to track outcomes of sales initiatives and campaigns
• Identify performance gaps and escalate insights to leadership
• PIS & LBE Program Management
• Manage the Licensed Bank Employee (LBE) Program, including lead routing, activity tracking, and performance monitoring
• Serve as the primary point of contact for the Provident Investment Services (PIS) partnership
• Monitor referral volume, appointment conversion, and revenue performance
• Facilitate regular meetings with leadership to align on strategy and execution
• Support branches by removing barriers and ensuring program expectations are met
• Strategy & Communications
• Partner with leadership to develop retail sales strategies
• Create presentations, campaign materials, and communications for the Consumer Bank
• Maintain and update the branch sales intranet page

Skills and Qualifications

• 3–5 years of experience in banking, retail sales, or a related environment
• Experience supporting or leading sales initiatives preferred
• Bachelor’s degree in Business, Marketing, Finance, or equivalent experience
• Knowledge of retail banking products (checking, savings, consumer loans, credit cards, digital banking)
• Strong organizational, analytical, and attention-to-detail skills
• Ability to manage multiple priorities in a fast-paced environment
• Excellent written and verbal communication skills

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

• Prolonged sitting
• Lifting from 5 to 10 lbs. (printer paper, storage boxes)
• Occasional bending or overhead lifting (storing files or boxes)

Work Environment

Work is performed in a normal office environment. Noise levels are usually moderate. May also involve travel to customers and/or property locations.

Hazards

The hazards are mainly those present in a normal office setting and those present in commuting by car. Occasionally, they may be exposed to those conditions present in public forums and meeting places.

Pay Details

$33.23 - $41.54/hourly
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.

Benefits

• Accrue paid time-off (PTO)
• Receive Holiday (PTO)
• Eligible to participate in the bank’s Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan
• Company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance
• Company sponsored Tuition Disbursement and Loan Repayment programs are also available
• Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans