Senior Channel Performance Leader - 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 office centric with Charlotte as the preferred location. Would potentially consider other locations within Truist footprint.

The Senior Channel Performance Leader will take a lead role in developing and executing strategies to optimize performance across key channels (branch, digital, virtual, care center) or segments (premier, small business), ensuring alignment with the organization’s strategic goals. The Senior Channel Performance Leader will also provide support in the execution of cross-channel initiatives and help foster a culture of continuous improvement. Work closely with the Director of Channel Performance to ensure that initiatives are aligned with business objectives and contribute to continuous improvement in all channels. In addition to driving results, the Senior Channel Performance Leader will mentor and guide less-experienced team members, sharing best practices and supporting the development of the broader team.

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.

• Oversee product performance across multiple sales channels or segments, ensuring achievement of established business objectives and key performance outcomes.
• Work with the Director of Channel Performance and senior leadership to define channel strategy, drive initiatives, and identify opportunities for performance improvement. Measure the efficacy of initiatives, identifying trends and opportunities for business growth.
• Lead engagements with other departments (Marketing, Product, Operations) to ensure strategies and initiatives align with business objectives while driving improvements across the client journey.
• Lead the preparation and presentation of performance reports for senior and executive leadership, providing insights and actionable recommendations to drive performance improvement.
• Lead, mentor, and provide professional development opportunities to junior team members. Foster a culture of collaboration, accountability, and continuous improvement within the team.
• Ensure client feedback is integrated into channel strategy and optimization efforts, helping to elevate the client experience across all channels. Engage partners to improve product, policy, and processes in support of this objective.
• Manage risks in accordance with corporate expectations. Aid channel teams to identify and mitigate performance risks.
  
  
  

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
• 7-10 years of experience in channel management, sales performance, product management or related roles, preferably within banking or financial services.
• 3-5 years of leadership experience
• Advanced data analysis skills, including the ability to interpret complex performance metrics and provide actionable insights to leadership.
• Strong knowledge of performance optimization strategies for branch, care center, virtual and/or digital channels, with a track record of success in driving results
• Understanding of consumer and small business deposit products, pricing strategies, and regulatory requirements.
• Proven ability to work effectively across multiple teams and influence stakeholders at all levels of the organization.
• Exceptional project management skills, with the ability to manage multiple initiatives and deliver results on time.
• Experience leading, coaching, and developing teams, with a strong focus on fostering a high-performance, collaborative environment.
  
  
  
  

Preferred Qualifications:

• Master’s degree in business, finance, economics or related field
• Expertise with analytics tools (e.g., Tableau, Power BI, Excel) and familiarity with CRM or performance management systems.
• 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 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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