Small Business Segment Execution Leader
Crump Life Insurance Svcs Inc
Job Description
Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)
This role is required to work in office.
Essential Duties and Responsibilities
- Working with Small Business Banking Leadership to develop business strategy, drive performance and organizational execution.
- Design, implement, and continuously improve the management systems leaders use to drive accountability, performance, and execution.
- Serve as a trusted advisor and extension of leadership in providing vision, direction, and expertise to identify, prioritize, and execute initiatives and key deliverables.
- Lead meetings, advisory councils, and steering committees to facilitate decision-making and support implementation of recommendations aligned with Segment objectives.
- Drive the agenda and approach for operating routines including Segment leadership meetings, Performance Meetings, business reviews, best practice sessions, market visits.
- Develop executive-level presentations, business cases, recommendations, and supporting materials for senior leadership discussions.
- Executing on “run the business” activities including meetings, sales optimization routines, project management efforts across the small business Segment. Responsible for creation and coordination of executive level reporting for various stakeholders, such as Risk Committees, and Business Performance Reviews, etc.
- Partner with functional partners including technology, operations, finance, HR, credit & risk management, legal & compliance, marketing & communications, events. Primary liaison with Salesforce CRM and Client Central.
- Connect leaders across Small Business, Consumer, Commercial, Wealth, and enterprise functions to improve alignment and execution.
- Translate complex topics into clear action plans and communications. Support leadership messaging, updates, and organizational communications. Improve information flow across teams and partners. Reinforce priorities, expectations, and ways of working.
- Identify, evaluate, and execute opportunities to expand Small Business Banking's market presence, client acquisition capabilities, and growth agenda.
- Lead and coordinate complex cross-functional projects in support of Small Business Banking priorities.
Required Qualifications
- 10+ years overall experience in financial services or consulting background in strategic planning, performance measurement, sales leadership / enablement experience preferred
- Prior experience and/or understanding of Small Business banking fundamentals, including product and service capabilities, organizational structure and alignment, and internal process/systems/data
- Strong knowledge and experience in strategic planning and execution, including creating and executing comprehensive plans associated with business mergers, conversions, product changes, technology releases, policy changes, and line of business strategic plans
- Strong critical thinking skills combined with strategic business focus
- Proven ability to cultivate strong relationships and execute growth initiatives across lines of business including commercial banking, commercial real estate, corporate & investment banking, and wealth management
- Ability to influence, partner, and negotiate with senior business leaders to resolve conflicts and gain commitment to accomplish business goals
- Demonstrated experience fostering strong partnership, promoting teamwork, and building an inclusive culture
- Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
- Sense of urgency, organization and ability to multi-task and manage competing projects in a deadline-driven environment
- Excellent verbal, written, and interpersonal communication skills
- Passion for results and personal accountability for achievement
- Ability to translate and present complex data in a manner that educates, enhances understanding, and influences decisions
- Advanced skills in data visualization and storytelling
- Ability to successfully operate in a complex and matrixed environment
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation
- All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
- Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
- Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
- Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
- As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.
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Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities.
That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.
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