In this role, you will:

• Key consultant with sales leadership team and different partners on activities to drive the Business Banking sales plan
• Ensure adoption of client sales process, consistent usage of tools and resources. Examples include but are not limited to effective outreach activities, needs assessment tools such as Proactive Advocate, pipeline/forecast review, CRV (Customer Relationship View), CEE (Customer Engagement Engine)
• Execute Business Banking priorities with leadership including alignment of growth strategies, business unit and P&L (Profit & Loss) reviews, forecasting process with key product leaders
• Act as the key consultant to the Business Banking Directors and Business Banking Relationship Management Managers to identify trends, recognize performance gaps and creating strategic solutions to care for the identified gaps
• Assess and leverage all reporting data and analytics in combination with observation to inform coaching and recommendations at Director, RMM, and banker levels for improved performance through the management cycle
• Influencing Directors & RMMs on ability to diagnose opportunities and implement actionable steps to improve customer experience and drive growth
• Facilitate best practice group sessions as needed to further skill, knowledge and acumen of the Business Banking team
• Serve as an early adopter and expert in learnings. Provide feedback and direction to sales enablement team regarding skills gaps and learning requirements
• Demonstrated ability to synthesize performance results and trends into clear, concise insights for regular presentation to executive leadership

Required Qualifications:

• 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Knowledge of the Behavior Framework & Proactive Advocate Conversation tool and how to drive performance in Business Banking
  • Expert in understanding of the behavior framework, management cycle, and business banking activities, and how each leads to improved customer experience and business growth
  • Understanding of the Business P&L/scorecard and how to identify areas for improvement; fluent in data and diagnosis and able to prioritize opportunities based on impact
• Proven ability to coach others, driving behavior change and large-scale training intrinsics
  • Strong coaching, partnership, and influence skills to guide prioritization and effective skill execution at multiple levels (without direct authority)
  • Ability to communicate the why, show coach, practice, and guide effective behavior execution to support employee development and success
  • Proven written, oral, and presentation skills, including dynamic and engaging workshop facilitation to drive employee knowledge and skill
• Highly organized to deliver in a dynamic environment with competing priorities
  • Highly organized with strong detail orientation, ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic environment
  • Effectively self-manage, using effective organizational capabilities and stakeholder engagement, managing simultaneous efforts while remaining agile to emerging priorities
• Experience as a Relationship Management Manager or have had Performance Management coaching experience.

Job Expectations:

• This position is not eligible for Visa sponsorship.
• This position will require onsite presence at one of the locations listed below in a hybrid work schedule

Locations:

• 1525 W WT Harris Blvd Charlotte, NC 28262
• 401 Las Colinas Blvd W, Irving TX 75039
• 2600 S Price Rd Chandler, AZ 85286

Posting End Date:

29 Aug 2026

*Job posting may come down early due to volume of applicants.