About The Position

As a member of the Premier and Branch Banking leadership team, this leader will play a pivotal role in creating significant impact, productivity lift, and optimized performance for the LOB to achieve Truist’s ROTCE targets by driving CSBB strategy execution and operational initiatives. This leader will also be responsible for business management, P/L administration, leading operational excellence and continuous improvement of branch field operations, directing workforce planning and providing oversight of the Premier Solutions Delivery sales and the Financial Inclusion teams.

Requirements

  • Bachelor’s degree in Business Administration, Finance, or a related field
  • 10+ years of leadership experience in the financial services industry or other related business
  • Experience managing cross functional areas with direct/indirect reports (e.g. risk, finance, marketing, operations)
  • Knowledge of industry and competitor products/services
  • Excellent communication, problem-solving, quantitative, interpersonal, and stakeholder management skills.
  • Experience leading large, geographically dispersed teams in a dynamic and fast-paced environment.
  • Ability to translate and present complex data in a manner that educates, enhances understanding and influences decisions
  • Demonstrated proficiency in computer applications such as Microsoft Office software produces

Nice To Haves

  • Master’s degree in Business Administration or Finance
  • Strong critical thinking skills combined with strategic business focus

Responsibilities

  • Partner with Head of Premier and Branch Banking to drive CSBB strategy execution across delivery channels and segment to achieve TFC’s ROTCE targets.
  • Works cross-functionally as the Premier & Branch lead with Digital, Product, Strategic Execution, and Channel Executives to ensure successful delivery on the CSBB strategy.
  • Responsible for P/L administration including budgeting, forecasting and analysis. Monitor P/L performance and identify opportunities to enhance profitability.
  • Leads Premier & Branch field operations and ensures the successful execution of initiatives and operational practices that enhance efficiency and client experience. Design and deploy effective tactics to achieve operational targets, monitor metrics and implement continuous improvement.
  • Direct and oversee the Premier Solutions Delivery organization responsible for growing the Premier Potential to Premier Segment growth
  • Direct and oversee Branch workforce planning, which includes workforce strategy/design, managing the staffing plan for all branches, implementing teammate retention programs, branch forecasting and scheduling, and managing salary expense.
  • Direct and oversee Financial Inclusion team (includes CRA and Mortgage Home Ownership Program)
  • Lead Grow Purple branch transformation strategy execution, approach and design, drive effective change management and ensure timely execution and delivery of results.
  • Serve as a key liaison with TD&O, HR, Finance, CREW, Corporate Security and fraud management to optimize execution effectiveness and client experience.
  • Inspire and build an equitable and inclusive environment for all teammates and foster a culture of collaboration, accountability, continuous improvement and high-performance and professional development.

Benefits

  • 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.
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