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Regular or Temporary:

Language Fluency: English (Required)

Work Shift:

Please review the following job description:

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.

1. 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.
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.
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.
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.
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.
leadership of administrative routines that support incentive execution for the overall segment and channel.
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 accommodations may be made to enable individuals with disabilities to perform the essential functions.

degree with a concentration in business accounting finance banking or equivalent financial services experience and related training.

management and coordination skills demonstrated in a professional or financial services environment.
plus years of leadership experience and/or analytical roles within financial services industry or other related business.
quantitative skills
verbal and written communication skills
proficiency in basic computer applications such as Microsoft Office software products

Preferred Qualifications:
1. Masters degree in business accounting finance or related field
2. Proven track record / certification within Project Management
3. 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 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 Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists 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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