Director of Channel Performance - Consumer & Small Business Deposits

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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:

This role is an office centric role requiring working out of the Charlotte location as listed on the requisition.

The Director of Channel Performance leads Consumer & Small Business Deposit product performance across channels (branch, digital, virtual, care center) and segments (premier, small business). This role will be pivotal in optimizing the performance of key sales channels and driving customer engagement. Leading a team of channel performance professionals, this executive works closely with channel executives, senior sales leaders, and other stakeholders to develop and implement strategies aimed at improving channel performance, optimizing customer experience, and driving business growth. Responsibilities also include identifying performance gaps, setting KPIs, analyzing data, and collaborating with cross-functional teams to drive operational efficiencies and continuous improvement across the channels and segments.

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.

• Lead efforts to enhance performance across key sales and service channels. Develop performance goals and partner with channel executives to deploy strategies, ensuring alignment with overall business objectives and KPIs.
• Analyze channel performance data to identify trends, opportunities, and specific areas for improvement. Use analytics to provide actionable insights that drive decision-making and performance improvement. Incorporate market, competitor and benchmark insights to ensure goals and achievement are aligned with line of business and corporate expectations.
• Partner with branch banking leadership to optimize in-person and proactive outbound efforts to improve client acquisition, enhance relationship deepening efforts and optimize cost to serve.
• Engage with digital and marketing leadership teams to enhance mobile/online capabilities including deposit account opening, authenticated marketing, and self-service tools. Drive improved performance through ongoing leadership routines, testing methodologies and best practices benchmarking.
• Represent consumer & small business deposits in executive forums and strategic engagements focused on connected channel strategies. Ensure cross-channel approach aligns with deposit growth strategies and delivers consistent, seamless client experiences.
• Build and develop a high-performing team of channel performance professionals. Coach and mentor team members to enhance their strategic thinking, analytical capabilities, and cross-functional leadership skills. Create a culture of innovation and continuous improvement within the team and foster strong relationships between team members and senior channel leaders.
• Collaborate with teams to gather client and teammate feedback from various touchpoints (branches, care center, virtual and digital channels) and use insights to influence channel strategies as well as product, policy, and process improvements.
• Manage risks in accordance with corporate expectations. Aid channel teams to identify and mitigate performance risks including consulting on incentive program design/implementation.
  
  
  

Qualifications

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 in Business, Finance, Economics or equivalent financial services experience and related training
• 10 years of experience in retail or business banking, with at least 5 years focused on deposit products and channels
• 7 years of leadership experience; strong interpersonal and relationship management skills
• Deep understanding of consumer and small business deposit products, pricing strategies, and regulatory requirements.
• Excellence in stakeholder management and executive communication
• Strong quantitative skills
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  
  
  
  

Preferred Qualifications:

• Master’s degree in business, finance, economics or related field
• 15 years of experience in retail or business banking with 10 years of leadership experience
• Experience with deposit customer segmentation and targeting strategies, deposit portfolio analysis and channel attribution.
• Proven track record of growing deposit balances through channel optimization.
• Completion of a leadership development program or banking school
• Experience leading scaled revenue-producing teams
  
  
  

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. 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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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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