Small Business Acceleration and Execution Lead

Truist Bank•Charlotte, NC

6d•Onsite

About The Position

This role is required to work in office five days per week in the location listed on the requisition. Pays a pivotal role in shaping and driving the execution rhythm for the segment. This role is designed for a highly versatile professional who combines strategic thinking, operational discipline, and exceptional communication skills. The consultant will create operating plans that establish the drumbeat for the segment, ensuring clarity on priorities, accountability for deliverables, and alignment across stakeholders. This individual will lead initiatives, craft compelling narratives, and develop executive-ready presentations that influence decisions and accelerate results

Requirements

5-7 years of progressive experience in banking / wealth management with a focus on Small Business Banking, Commercial Banking, execution-oriented roles, Finance, or Strategy or 3-5 years in management consulting with exposure to strategy and execution workstreams, preferably at financial institutions
Strong critical-thinking skills; ability to break down complex problems into actionable solutions.
Exceptional communication skills (written and verbal) with proven ability to influence senior stakeholders.
Advanced proficiency in MS Office tools, especially PowerPoint and Excel.
Ability to manage multiple priorities in a fast-paced, deadline-driven environment.

Nice To Haves

Experience in Small Business Banking or related financial services segments.
Strong knowledge of strategic planning and execution, including technology enablement and process redesign.
Advanced skills in data visualization and executive storytelling.
Proven ability to lead cross-functional initiatives and manage organizational change.
MBA or equivalent advanced degree.
Executive presence and ability to engage with senior leadership confidently

Responsibilities

Setting the Execution Agenda & Supporting Operating Planning: Develop and maintain operating plans that define execution priorities, timelines, and success measures for the Small Business Banking segment. Establish and manage the cadence of leadership routines, business reviews, and performance checkpoints to create a consistent execution rhythm.
Initiative Leadership: Translate strategic objectives and execution priorities into actionable plans and lead cross-functional initiatives that improve client experience, banker productivity, and overall business performance. Drive alignment across teams to ensure timely delivery of key initiatives.
Analysis & Insights: Conduct qualitative and quantitative analyses (industry benchmarks, internal performance trends, financial data) to inform strategic decisions and measure outcomes. Identify performance gaps and recommend initiatives to accelerate progress.
Storytelling & Communication: Craft compelling narratives and executive-ready presentations for leadership forums, Board updates, and strategic reviews. Simplify complex data into clear, visual storytelling that educates and influences.
Cross-Functional Collaboration: Partner with Finance, HR, Risk, Technology, Marketing, and Operations to ensure seamless execution of initiatives. Promote a culture of collaboration, transparency, and accountability.
Business Management: Create and standardize templates, dashboards, and scorecards for performance tracking, headcount management, and initiative progress. Support leadership in managing priorities, resources, and timelines and meeting materials.
Leadership & Development: Guide and mentor teammates, fostering innovation and continuous improvement.

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.

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