Performance & Delivery Partner

Engage with assigned leaders and direct reports to consult on business needs and understand regional and line-of-business priorities Provide business process training, administrative support, and materials enabling leaders to execute field routines and activities Monitor and report profile, hierarchy, and status changes affecting licensing and registration Create and present supplemental training and execution materials Assist leaders with assessments of teammate regulatory compliance adherence Answer questions, research issues, and resolve problems for internal and/or external clients Execute risk management disciplines, policies, procedures, and training-completion expectations Maintain knowledge of premier banking incentive plans and exception processes Support premier banking/CSBB lending systems, centralized lending processes, lending applications, NMLS requirements, and renewal processes Lead onboarding and offboarding tasks, including equipment ordering, access management, resource introduction, and regulatory compliance Build relationships with region directors, team directors, premier bankers, analytics partners, incentive managers, and other partners Provide time management and administrative support, including expense management, travel planning, meeting coordination, outlier reporting, and assigned tasks Requirements Associate degree or equivalent education and related training Five or more years of related financial services experience Demonstrated leadership skills and relationship-building expertise with clients, teammates, and internal partners Ability to communicate effectively across multiple levels Ability to work independently Meticulousness and strong time management and organizational skills Ability to identify and resolve issues Demonstrated technical ability with remote access Proficiency with computer applications such as Microsoft Office Preferred: Bachelor’s degree Preferred: Seven or more years of related financial services experience Preferred: Licensing and registrations experience Core Competencies Demonstrates expertise in financial services with a focus on regulatory compliance, risk management, and relationship building. Proficient in providing administrative support and training while effectively communicating across various organizational levels. Highest-signal resume keywords Financial Services Experience Regulatory Compliance Risk Management Microsoft Office Proficiency Leadership Skills ATS Optimization Keywords Hard Skills Regulatory Compliance Adherence Risk Management Disciplines Business Process Training Onboarding and Offboarding Tasks Technical Ability with Remote Access Soft Skills Effective Communication Relationship Building Time Management Organizational Skills Problem Solving Industry Keywords Licensing and Registration Financial Services Incentive Plans Centralized Lending Processes Tools & Technologies Premier Banking Systems Lending Applications NMLS Requirements #J-18808-Ljbffr Jobtailor