Client Migrations - CSBB Business Execution Lead
About The Position
The CSBB Business Execution Lead is an advanced individual contributor who leads execution of complex, high-impact business workstreams for Small Business and Commercial Banking. Acting as the primary liaison between the centralized Client Migrations function and aligned business areas, the role ensures business priorities, needs, and considerations are represented and translated into execution. The Lead owns execution outcomes, translates direction into delivered results, resolves ambiguity, and coordinates cross-functional work from intake through completion. The role is accountable for disciplined delivery, reliability, and results across concurrent efforts, and may help inform or shape team and business strategy. The role is in office five days per week under Truist's in-office policy and is on first shift in the United States of America.
Requirements
- Bachelor’s degree or equivalent experience and related training.
- Eight years of experience in business execution, operations, program delivery, analytics, or related roles.
- Ability to independently lead complex, ambiguous work and deliver results with minimal oversight.
- 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, and 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 language 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 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, accountable 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.
- Improve execution by identifying root causes of delays, inefficiencies, or breakdowns and implementing practical solutions.
- Serve as a subject-matter expert in business execution 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 based on hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division
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What This Job Offers
Job Type
Full-time
Career Level
Senior
