Business Strategy Lead

M&T Bank
•$89,600 - $149,300

About The Position

Provides high-level analytical support in designing, developing, and communicating long-term strategies to achieve business goals. Partners with business and functional experts to identify opportunities that support customer retention, portfolio growth, and new business acquisition. Supports the development, execution, and optimization of capture and recapture strategies using data-driven insights, lead management practices, and customer engagement technologies. Works cross-functionally to accomplish strategic objectives and influences peers across teams. The role includes work leadership responsibilities and may indirectly manage other team members on specific projects. The position is located in Clanton, Alabama.

Requirements

  • Bachelor’s degree and at least 5 years of relevant work experience, or, in lieu of a degree, a combined minimum of 9 years of higher education and/or work experience.
  • Strong attention to detail and the ability to work independently and as part of a team.
  • Strong analytical ability and creative problem-solving skills.
  • Strong interpersonal skills for business partner relationships within and outside the organization.
  • Strong written and verbal communication skills.
  • Self-motivated, results-driven, and well organized; able to handle multiple tasks and work under time constraints.
  • Proficient with personal computers and spreadsheet, database, graphing, and presentation software.

Nice To Haves

  • Experience developing and executing capture and recapture strategies within mortgage.
  • Experience managing outreach initiatives, lead generation and management processes, customer retention efforts, and portfolio growth strategies.
  • Experience onboarding and managing Velocify, Volly, and dialer technologies to develop, execute, and track performance.
  • Ability to translate data and business insights into actionable recommendations that drive recapture and business growth.

Responsibilities

  • Support the development and implementation of capture and recapture strategies to increase customer retention, strengthen existing customer relationships, identify origination opportunities, and drive portfolio growth.
  • Partner with business stakeholders to design, execute, and optimize customer outreach campaigns and engagement initiatives across multiple channels using platforms such as Velocify, Volly, dialer technologies, and related lead management tools.
  • Analyze customer, portfolio, lead, outreach, and campaign performance data to identify trends, opportunities, and areas for improvement; develop recommendations to enhance customer engagement, conversion effectiveness, retention, and business performance.
  • Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with its Risk Appetite; identify risk-related issues requiring escalation to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points and applicable issues raised by external regulators.
  • Provide work leadership and may indirectly manage team members on specific projects.
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