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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
The Head of Premier & Branch Banking Sales Performance & Execution is responsible for the design, coordination and optimization of performance execution for 1900 Branches, Premier Advisors, Financial Inclusion and the Premier Solutions Delivery sales channels. This executive oversees the key performance metrics, execution routines, and client engagement models that drive informed decision making and enhanced business performance. They are responsible for leading a team of Premier & Branch execution leaders, ensuring alignment to the CSBB strategic priorities and consistent execution excellence across the supported segment and channels. This role drives optimized performance through the development and deployment of tactics, tools and performance routines to achieve channel & segment growth. This critical leader will own the administrative and incentive routines and partner to ensure appropriate operational standards are being executed, in addition to but not limited to, the management of portfolio metrics and any other key data related to segment reporting that will be provided to the Head of Premier and Branch Banking, and other members of Executive Leadership. Additionally, they are responsible for designing and scaling the Premier Financial Planning strategy to deepen relationships and deliver holistic advice and financial planning.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Develop and maintain Core, Premier, and Small Business client segment specific performance metrics and dashboard reporting that aligns with CSBB strategic initiatives and tracking related to segment performance including household data, growth, IRM, behavior attributions and other metrics as determined.
Responsible for cross-functional partnership and executing upon the strategic direction of Premier segment initiatives, contributing to the successful achievement of sales targets and integrated relationship management (IRM); Including, but not limited to, designing sales processes, performance leadership routines, client engagement models, teammate onboarding and performance enablement, incentive design, and sales performance monitoring. Partners with product digital, and marketing to generate and deliver effective leads and offers to drive sales channel performance.
Lead a team of Market Execution Leaders who will partner with Branch & Premier executives to help drive productivity and measurements for management reporting to assist in identifying and delivering coaching to premier & branch teammates and provide oversight of sales practices and monitoring to manage risk.
Team is responsible for the development, design and execution of the Premier Advisory Model & Financial Planning process. This includes delivering a scalable and digital Financial Planning tool that enables a client-initiated planning experience.
Partner with the data analytics team to track client banking trends and data points that can be utilized to further our strategic focus that can be utilized in decision making about products/services needed.
Provide leadership of administrative routines that support incentive execution for the overall segment and channel.
Partner with the Operations team to ensure standards and protocol regarding mass core client segment execution are aligned and adhered to.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
Project management and coordination skills demonstrated in a professional or financial services environment.
Fifteen plus years of leadership experience and/or analytical roles within financial services industry or other related business.
Strong quantitative skills
Excellent verbal and written communication skills
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred Qualifications:
Master's degree in business, accounting, finance, or related field
Proven track record / certification within Project Management
Completion of a Leadership Development Program or Banking School
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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. For more details on Truist's generous benefit plans, please visit our Benefits site (https://benefits.truist.com/)
. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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