Truist Financial

Process Management Lead

Truist Financial$108K — $130K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business, engineering, design, or technology; or equivalent experience
  • Certified Six Sigma Black Belt
  • 15+ years in financial services with a focus on back-office operations
  • 5+ years of Lean Six Sigma and 7-10 years of continuous improvement experience
  • Experience with large-scale initiative delivery in financial services
  • Strong data analytics and problem-solving capabilities
  • Proven leadership of cross-functional teams at all levels

Responsibilities

  • Plan and execute high-impact cross-functional projects to optimize processes
  • Design, develop, and modify process strategies for business and product goals
  • Develop process workflows using design mapping and blueprints
  • Leverage performance assessments to identify process improvement opportunities
  • Create and manage implementation plans for operational changes
  • Utilize metrics and controls to ensure process performance meets expectations
  • Measure ROI of process improvement initiatives for efficiency and profitability

Benefits

  • Medical, dental, and vision insurance
  • Life and disability insurance
  • 401k plan with employer contributions
  • Paid vacation and sick days
  • Paid holidays
  • Potential eligibility for a defined benefit pension plan
  • Access to restricted stock units and deferred compensation plans
Full Job Description
Responsible for the design, development, implementation, maintenance & control, as well as continuous improvement of a portfolio of processes. The Process Lead is responsible for developing, evaluating, and executing a portfolio of optimization projects that will support major strategic changes within the organization. In this position, the person will provide thought leadership and facilitate complex and comprehensive cross-functional initiatives consistent with Truist's objectives. The person is responsible for the execution of corresponding business process quality control plans and change initiatives. Additionally, this individual will interface with executive leadership and senior operations process and production leaders, as well as key business partners within technology, risk, lines of business, etc., to help shape process strategies for assigned services and operationalize changes. In this position, the person must be able to work at the strategic level (defining optimization opportunities) and at the tactical level (analyzing data, solving problems, and working with teams for implementation). If a member of the Process Center or Excellence, then the individual in this role may also mentor and instruct teammates across the enterprise in the application of Business Process Management and associated tools or applications. Note: Consult Enterprise Change and Transformation Office - Process Design and Engineering COE prior to use 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. Plan and execute high-impact/complex cross-functional projects to improve processes, including leadership of major initiatives and providing direction to establish functions critical to successful operations including in-depth analysis of issues and requirements, governance plans, peer research, process design and documentation, leadership on system and technical solutions, facilitation across internal departments and functions, and communications and change management strategies. 2. Process Design: Design, develop, and/or modify a process strategy in support of LOB business and product goals as well as specific organizational objectives to support client outcomes in alignment with business requirements. Engagement should deliver higher quality client outcomes and better team member experiences. 3. Process Development: Develop/construct process workflows for assigned processes leveraging design mapping/blueprint to support deployment into production environment. Development will include appropriate people, process, and technology components. 4. Process Improvement: Leverage assessments of process performance outcomes to highlight opportunities for improvement in cycle times, process quality, production throughput, resource utilization, and total cost of delivery. 5. Process Implementation: Develop and manage implementation plans to support roll-out of people, process, technology changes into production environment for all assigned processes. 6. Process Management & Control: Leverage measures, metrics, SLA's and process engineering assessment and control approaches/tools to determine if assigned processes are performing as designed and within established expectations/tolerances. 7. Responsible for ensuring improvement initiatives are tied to a measurable goal and that savings are confirmed. 8. Measure and monitor return on investment (ROI) of process improvement projects to ensure organizational efficiency and profitability. 9. Provide the appropriate reporting to facilitate communication with regulatory governing bodies and Audit to ensure understanding of the organization's strategic direction and to provide periodic briefings/status updates. 10. Coaches / mentors multiple design teams in six sigma or related process tools. 11. Educates and guides in the application of Business Process Management and associated tools or applications. 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, engineering, design, or technology field; or related field or equivalent combination of education and professional experience 2. Certified Six Sigma Black Belt 3. 15+ years of financial services experience, focused in back-office operations or related activity for Retail/Consumer products and services 4. Minimum 5 years Lean Six Sigma experience with a minimum of 7-10 years relevant operational continuous improvement experience 5. Experience defining and delivering large-scale initiatives in financial services or transactional-based processes 6. Proven ability to use research and data analytics to diagnose problems, recommend action plans to resolve issues, and drive business decisions, 7. Proven ability to lead cross-functional teams with or without formal authority 8. Ability to communicate, educate, advocate, and negotiate for transformation and critical process change initiatives at all levels of the enterprise, with a focus on senior and executive levels 9. Equal enthusiasm for high-level strategic planning and tactical daily execution 10. Comfortable managing concurrent projects in a fast paced, results-driven environment. 11. Strong results orientation, which includes meeting commitments, performance metrics and required delivery dates. 12. Comfortable with ambiguity, leading work autonomously, and making independent decisions 13. Excellent skills in presentation, facilitation, communication, conflict management and negotiation Preferred Qualifications: 14. Master's degree in business, engineering, design, or technology field; banking or financial management education 15. Certified Master Black Belt 16. Certified Project Management Professional 17. SAFe Lean Portfolio Management Certification 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.

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.

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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.

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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.

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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

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50,283 employees
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