Head of Small Business Regional Relationship Coverage & Service

Truist Bank • Charlotte, NC

57d

About The Position

The Head of Small Business Regional Relationship Coverage & Service is the senior executive responsible for Truist’s Tier 2 and Tier 3 Small Business clients and sales across the regional footprint. This role leads an integrated coverage and service model that brings together Small Business sales teams that serve clients on AFS Ncino lending platform, ensuring one cohesive Truist experience for clients from $2 -$10MM in annual revenue. The executive will have direct accountability for approximately 45 thousand Tier 2 and Tier 3 relationship clients, $12B in deposits, and $5B in loans, including full P&L responsibility for growth, profitability, and portfolio quality.

Requirements

• Bachelor’s degree.
• 15+ years' experience.
• Leadership of dispersed organization
• Growth track record.
• Lending platform experience.
• Strategic planning.
• Exec communication.

Nice To Haves

• Credit and Lending experience
• FINRA 79, 63 and 24
• Advanced degree

Responsibilities

• Segment Leadership, Strategy
• Set the strategic direction for Tier 2 and Tier 3 Small Business clients, including market coverage, segmentation, and client prioritization across the region.
• Develop and execute a multi-year growth plan that aligns balance, revenue, and fee-income targets with Truist’s broader Small Business and Commercial Banking strategy.
• Own performance for approximately 45 thousand Tier 2 and Tier 3 relationship clients, including 12B in deposits and 5B in loans, with clear accountability for growth, returns, and risk-adjusted profitability.
• Translate enterprise strategy into clear field priorities, sales plays, and scorecards for all Tier 2 and Tier 3 markets and teams.
• Integrated Coverage & Service Model
• Lead the management of Small Business sales teams with AFS Ncino lending platform, ensuring standardized processes, policies, and tools.
• Create and maintain a regional coverage model that aligns relationship managers, calling officers, and service resources to clients.
• Ensure Tier 2 and Tier 3 leaders are aligned under single structure.
• Partner with Regional and Market Presidents, Branch Banking Executives and related product partners.
• Sales Leadership & Execution
• Deliver against all sales outcomes and drive disciplined sales management including calling activity, pipeline and forecast.
• Establish consistent sales rhythm.
• Design sales campaigns to grow business.
• Provide hands-on coaching.
• Attrition Loan Execution & Portfolio Management
• Deliver on attrition loan strategy, established by Head of Business Banking Lending
• Implement outreach and win-back.
• Ensure strong credit discipline.
• Monitor portfolio and take action.
• SBA Platform & Segment Professionalization
• Serve as senior sponsor for SBA platform including policy and efficiency.
• Integrate SBA products into sales playbooks.
• Partner with underwriting and operations to transform SBA opportunity
• Professionalize segment and Major Brands strategy.
• Partnership with Lending Platform Owner
• Support Wholesale Credit Modernization and all CLU initiatives with Head of Lending
• Align strategies with capabilities with a focus on outcomes, improving throughput and efficiency
• Prioritize tactical and strategic improvements
• Governance, Risk & Controls
• Ensure compliance.
• Establish governance routines.
• Lead reviews with Risk, Compliance.
• Talent, Culture & Leadership
• Build and lead high-performing team and own clarity for poor performance quickly
• Attract and retain talent.
• Foster culture of accountability.
• Model Truist values.

Benefits

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive