Client Migrations - CSBB Business Execution Lead

Truist Bank•Charlotte, NC
•Onsite

About The Position

The CSBB Business Execution Lead is an advanced individual contributor responsible for leading the execution of complex, high-impact business workstreams. The role is the primary liaison between the centralized Client Migrations function and aligned Small Business and Commercial Banking business areas, ensuring business priorities, needs, and considerations are represented and translated into execution. The Lead owns execution outcomes by turning direction into delivered results, resolving ambiguity, and coordinating cross-functional work from intake through completion. The role is accountable for delivery, reliability, and results across multiple concurrent efforts, serves as a trusted execution partner to senior stakeholders, and may help shape team and business strategy. The role may manage junior-level teammates. In accordance with Truist’s in-office policy, this role is performed in the office five days per week. The position is regular, requires English fluency, and is listed as first shift. Occasional overnight travel may be required.

Requirements

  • Bachelor’s degree or equivalent experience and related training.
  • At least 8 years of experience in business execution, operations, program delivery, analytics, or related roles.
  • Demonstrated ability to independently lead complex, ambiguous work and deliver results with minimal oversight.
  • Proven experience coordinating and influencing across multiple functional teams and senior stakeholders.
  • Advanced analytical and synthesis skills, including the ability to produce executive-ready materials.
  • Strong judgment, prioritization, and communication skills, with the ability to build trusted relationships with senior business and functional leaders.
  • Proficiency in basic computer applications, such as Microsoft Office software products.
  • Ability to travel, occasionally overnight.
  • English fluency is required.

Nice To Haves

  • Experience leading enterprise initiatives, governance processes, or recurring operating routines.
  • Exposure to performance management, financial management, or portfolio execution contexts.
  • Experience in financial services or another regulated environment; experience supporting Business Banking or related client-facing businesses is preferred.
  • Experience serving as a business liaison or strategic partner between centralized or enterprise functions and individual business areas.
  • Understanding of client-facing business models, including the ability to translate business strategy, client needs, and operational considerations into executable priorities.

Responsibilities

  • Own end-to-end execution of highly complex business initiatives, operating routines, or portfolios of work, with accountability for outcomes across multiple workstreams supporting Small Business and Commercial Banking.
  • Translate enterprise or leadership direction into executable plans, work structures, governance, and delivery roadmaps.
  • Lead cross-functional execution across Product, Digital, Technology, Marketing, Operations, Risk, Finance, and other partners, aligning contributors and driving accountability without direct authority.
  • Anticipate, surface, and resolve execution risks, dependencies, and trade-offs to maintain momentum and quality.
  • Develop and deliver executive-level analyses, insights, dashboards, and materials for decision-making, performance reviews, and governance forums.
  • Establish or refine execution mechanisms, including tracking structures, routines, artifacts, and controls, to ensure consistent and reliable delivery.
  • Identify root causes of delays, inefficiencies, or breakdowns and implement practical solutions to improve execution.
  • Serve as a subject-matter expert in business execution practices and a trusted execution partner to Small Business and Commercial Banking leaders.
  • Advise leaders and mentor analysts by reviewing work products, coaching, and sharing execution standards.
  • May manage junior-level teammates.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment coverage
  • Tax-preferred savings accounts
  • 401(k) plan
  • At least 10 days of vacation during the first year, prorated as applicable
  • 10 sick days, prorated as applicable
  • Paid holidays
  • Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
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