Truist ยท 2 days ago
Head of Premier & Branch Banking Sales Performance & Execution
Charlotte, NC
Full-time
Onsite
Director/Executive
15+ years expTruist is a financial services company, and they are seeking a Head of Premier & Branch Banking Sales Performance & Execution. This role is responsible for designing, coordinating, and optimizing performance execution for various sales channels, leading a team to enhance business performance and client engagement.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
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
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
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
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