Truist · 4 days ago
Small Business Acceleration and Execution Lead
Charlotte, NC
Full-time
Onsite
Senior Level
5+ years expTruist is a financial services company seeking a Small Business Acceleration and Execution Lead. This role involves shaping execution strategies, leading cross-functional initiatives, and developing operating plans to enhance business performance and client experience.
BankingFinanceFinancial Services
Responsibilities
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
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
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
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
Partner with Finance, HR, Risk, Technology, Marketing, and Operations to ensure seamless execution of initiatives
Promote a culture of collaboration, transparency, and accountability
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
Guide and mentor teammates, fostering innovation and continuous improvement
Qualification
Required
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
Preferred
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
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
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
2026-01-16
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-15
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