Head of Small Business Regional Relationship Coverage & Service

Truist Bank

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profile Job Location:

Charlotte, VT - USA

profile Monthly Salary: Not Disclosed
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

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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 Small Business Regional Relationship Coverage & Service is the senior executive responsible for Truists 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.

KEY 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 Truists 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.

QUALIFICATIONS REQUIRED
Bachelors degree.
15 years experience.
Leadership of dispersed organization
Growth track record.
Lending platform experience.
Strategic planning.
Exec communication.

QUALIFICATIONS PREFERRED
Credit and Lending experience
FINRA 79 63 and 24
Advanced degree

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.

EEO is the Law E-Verify IER Right to Work


Required Experience:

Director

The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have ...
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