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Position Summary
The Workforce Planning Manager is responsible for designing and maintaining the staffing model for the Retail Banking network, ensuring the right coverage, at the right time, to deliver both service and sales outcomes. This role owns the Verint platform and drives centralized scheduling practices to create consistency, efficiency, and capacity across the branch network.
Essential Duties and Responsibilities
Administer and optimize the Verint workforce management platform, including forecasting, scheduling, and reporting.
Develop and maintain the retail staffing model aligned with transaction volume, sales activity, and customer demand patterns.
Create centralized scheduling frameworks to improve banker productivity and free up manager capacity.
Partner with Retail leadership to align staffing strategies with sales and service expectations.
Analyze workforce data (traffic, transactions, appointment trends) to recommend staffing adjustments and efficiencies.
Establish scheduling standards and governance across the retail network.
Monitor adherence, scheduling effectiveness, and productivity metrics to drive continuous improvement.
Provide insights into capacity gaps and optimization opportunities.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Skills
Strong analytical mindset with experience translating data into staffing decisions.
Deep understanding of workforce management principles in a retail, contact center, or service environment.
Proven ability to influence leaders without direct authority.
High attention to detail with strong organizational skills.
Ability to balance operational efficiency with employee experience.
Technical/Computer Skills
Workforce Management Platforms (Verint preferred).
Advanced Excel (pivot tables, forecasting models, scenario analysis).
Data visualization/reporting tools (Power BI strongly preferred).
Scheduling methodologies and forecasting techniques.
Education and/or Experience
Bachelor’s degree in business, finance, analytics, HR, or related field (or equivalent experience)
5+ years of experience in workforce planning, operations analytics, or retail banking operations
Experience supporting multi-location or branch-based environments preferred
Experience with workforce optimization platforms (Verint strongly preferred)
Certificates, Licenses, Registrations
Workforce Management certification (e.g., SWPP, ICMI) - preferred, not required
Lean or process improvement certification (Six Sigma Green Belt, etc.) a plus
Other Qualifications (including physical requirements)
Problem-solving and critical thinking skills
Clear communication (translating data into actionable insights)
Stakeholder management across Retail leadership
Continuous improvement mindset
Other
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. Activities, duties and responsibilities may change at any time with or without notice.
Skills Training:
Critical Thinking, Reading Comprehension, Systems Analysis,
Communication, Decision Making, Problem Solving, Project Management
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
Skills Required
- Bachelor's degree in business, finance, analytics, HR, or related field (or equivalent experience)
- 5+ years of experience in workforce planning, operations analytics, or retail banking operations
- Strong analytical mindset with ability to translate data into staffing decisions
- Deep understanding of workforce management principles in retail, contact center, or service environment
- Advanced Excel (pivot tables, forecasting models, scenario analysis)
- Experience administering and optimizing Verint or other workforce management platforms
- Data visualization/reporting tools such as Power BI
- Experience supporting multi-location or branch-based environments
- Workforce Management certification (SWPP, ICMI)
- Lean or process improvement certification (Six Sigma Green Belt)
- Proven ability to influence leaders without direct authority and strong stakeholder management
Simmons Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Simmons Bank and has not been reviewed or approved by Simmons Bank.
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Healthcare Strength — Medical, dental and vision coverage are paired with an HSA that includes company funding. Dedicated care options and access to no‑cost services for covered members strengthen day‑to‑day healthcare support.
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Retirement Support — A 401(k) with employer match is complemented by an employee stock purchase plan and profit‑sharing eligibility. Occasional discretionary company contributions further boost long‑term savings potential.
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Leave & Time Off Breadth — A combined PTO bank and up to ten paid company holidays provide structured time away. Paid leave programs support coverage for key life events.
Simmons Bank Insights
What We Do
We were founded as a community bank. More than 100 years later, we still act like one. For over a century, we’ve worked hard to help make our customers’ dreams come true – dreams like buying a home, starting a business or simply having the ability to manage your money safely and securely, anywhere you happen to be. Simmons Bank has 200 locations and employs 2,800 associates across our six-state footprint
