Truist Financial

CSBB Business Management Lead

Truist Financial$90K — $120K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business or equivalent experience with 8+ years in strategy or business consulting
  • Strong critical-thinking abilities for complex problem-solving
  • Excellent written and verbal communication skills
  • Strong skills in cross-functional collaboration
  • Excellent interpersonal skills for stakeholder engagement at all levels
  • Advanced MS Office proficiency, particularly in PowerPoint and Excel

Responsibilities

  • Partner with client segment and product teams to identify growth opportunities
  • Translate strategic objectives into actionable execution plans
  • Formulate and drive strategic initiatives to optimize segments and channels
  • Lead and present recommendations to address key business needs
  • Facilitate project meetings with senior stakeholders and subject matter experts
  • Manage cross-functional teams to clarify tactics for strategic goals
  • Ensure project alignment with overall strategic plan

Benefits

  • Medical, dental, and vision insurance
  • Life insurance and disability coverage
  • Tax-preferred savings accounts and 401k plan
  • Minimum of 10 days vacation and 10 sick days in the first year
  • Paid holidays
  • Potential eligibility for pension plan and restricted stock units
Full Job Description
This is an in office role requiring working in office five days per week in either Charlotte or Atlanta. This role helps drive execution across SEBP and CSBB by supporting core business routines, coordinating deliverables, and connecting work across partners to keep priorities aligned and moving forward. It brings structure, follow-through, and operational discipline to the work, helping leaders stay focused on priorities, manage dependencies, and deliver with consistency. Core purpose of this role is to formulate, develop and drive strategic initiatives for the Consumer and Small Business Banking (CSBB) organization, with outsized focus on a select part of the business (Client Segments, Products, or Channels). The role will utilize strong critical-thinking and cross-functional collaboration skills to help clarify business strategies and translate strategy to business capabilities and implementation approaches needed to help achieve CSBB’s strategic objectives. May manage a 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. 1. Partner with client segment, product, and/or channel teams to identify opportunities to win with target client segments via differentiated products and distinctive client experiences. 2. Translate CSBB strategic objectives into capability gaps and cross-functional execution plans that enable the realization of desired strategic positioning 3. On an ongoing basis, continue to formulate new strategic initiatives aimed at growing specific client segments, product production/penetration, or channel optimization, by drawing on analytics / insights. 4. Lead the development of, and present recommendations to address strategic business needs 5. Facilitate and drive project meetings with senior business leaders and client, product, channel SMEs. 6. Lead cross-functional teams to clarify execution tactics and plans to achieve strategic goals. 7. Ensure portfolio of execution projects and activities align with agreed client segment, product, or channel strategies (strategic plan alignment) 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. 1. Bachelors degree in Business, or equivalent education and related training or experience to include 8+ years of experience in positions that carry increasing levels of responsibility, including experience in strategy or business consulting 2. Critical-thinking skills; ability to break-down large, abstract problems or questions into sub-components and develop comprehensive and cohesive recommendations, with supporting data/rationale 3. Excellent communication skills (written and verbal) 4. Strong cross-functional collaboration skills 5. Excellent interpersonal skills, ability to engage with stakeholders at all levels in an organization 6. Advanced proficiency with MS Office tools: PowerPoint, Excel, Word Preferred Qualifications: 1. Experience in strategy consulting / strategic planning roles 2. Proven ability to collaborate across organizational silos 3. Ability to think strategically while delivering tactically 4. Deep knowledge of consumer / small business / direct banking 5. Strong executive presence and communication skills 6. MBA 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 Truists generous benefit plans, please visit . 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.

About Truist Financial

Truist Financial Careers

Join the dynamic team at Truist Financial, a leader in the financial services sector, and propel your career to new heights. At Truist Financial, we offer more than just job opportunities; we provide a platform for professional growth and innovation in an environment that values diversity and leadership.

Why Truist Financial?

At Truist Financial, we are committed to building a diverse and inclusive workplace where every team member is empowered to contribute their unique skills and perspectives. We believe that our strength lies in our diversity, and we are dedicated to fostering a culture that embraces the differences that make each of us unique.

Explore a World of Opportunities

Whether you're seeking your first internship or a seasoned professional looking to advance your career, Truist Financial offers a range of employment opportunities across various disciplines. Our team is growing, and we are constantly looking for talented individuals who are eager to make an impact.

Innovate and Lead

Join us and be part of a culture of innovation where your ideas can help shape the future of banking. At Truist Financial, you’ll work alongside industry leaders and have access to cutting-edge resources that foster continuous professional development and innovation.

Develop Your Career

Truist Financial is deeply invested in the career progression of our employees. We offer robust training programs, including leadership development and diversity training, to ensure you have the tools needed to succeed. Our commitment to your growth is reflected in our comprehensive benefits package, designed to support you both professionally and personally.

Networking and Professional Development

Enhance your professional network and connect with like-minded colleagues through our various networking events and community engagement initiatives. At Truist Financial, we believe in the power of connections and the impact they can have on your career.

Join Our Team

Ready to take the next step in your career? Explore the current job openings at Truist Financial. We are hiring across multiple departments, looking for passionate, curious, and innovative individuals to join our team. Check out our available positions and find the one that best matches your skills and interests.

Prepare for Your Interview

Make a great first impression. Visit our Careers page for tips on how to craft a compelling resume and succeed in your interview at Truist Financial. We are excited to see how you can contribute to our team and help us drive the future of banking.

Stay Connected

Don’t miss out on future opportunities or insights into our company culture and industry trends. Subscribe to our job alert emails and stay informed about new positions and career tips directly from our professionals. At Truist Financial, we’re not just offering jobs; we’re building careers. Join us and discover how you can make a difference and fuel your future.

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Learn more about Truist Financial
Size
50,283 employees
Market Cap
$56.6 billion
Industry
5 Year Trend
+14.3%
NASDAQ

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