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Small Business Segment Execution Leader

Small Business Segment Execution Leader

Charlotte StaffingCharlotte, NC, US
1 day ago
Job type
  • Full-time
Job description

Small Business Segment Execution Leader

Role is required to be in Charlotte (strong preference) or Atlanta. Office centric role working four days per week in office locations listed on requisition. Alternate locations within footprint may be considered. The Small Business Segment Execution Leader will support the Director of Small Business Segment around strategy, growth, sales leadership efforts, transformation, product partner integration, key initiatives, operating routines, and "run the business" activities. This role will partner with other CSBB and Small Business leaders, as well as functional leaders. This role may manage a team.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Working with the Director of Small Business Segment to develop business strategy and drive performance
  • Conduct in-depth analysis to identify performance gaps and root causes of performance. Formulate and execute complex initiatives and projects to drive improvements in all effectiveness, efficiency, and risk metrics.
  • Serving as a trusted advisor and extension of leadership in providing vision, direction, and expertise to identify, prioritize, and execute initiatives and key deliverables.
  • Leading meetings, advisory councils, and steering committees to facilitate decision-making and support implementation of recommendations aligned with Segment objectives.
  • Driving the agenda and approach for operating routines including Segment leadership meetings, Performance Meetings, business reviews, best practice sessions, market visits.
  • Preparing presentations for Segment leadership including leadership and committee meetings, and leadership offsites, and other executive level presentations.
  • 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 such as the CSBB Compendium, Risk Committee, Business Performance Reviews, etc.
  • Partnering with functional partners including technology, operations, finance, HR, credit & risk management, legal & compliance, marketing & communications, events. Primary liaison with Salesforce CRM and Client Central.
  • Partner with leadership, HR, and sales enablement teams to ensure compensation & incentive structures are aligned to business strategies. Responsible for the annual incentive planning and goal setting process.
  • Creating a culture of collaboration and trust through frequent and transparent communication, professionalism, and respect.

Required Qualifications

The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • 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
  • 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. Truist is a Drug Free Workplace.

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    Small Segment Leader • Charlotte, NC, US