Wholesale Banking Strategy Manager
The purpose of this role is to formulate, develop and drive strategic initiatives and operating routines for the Wholesale Banking organization with alignment to Truist Asset Finance (Truist Asset Finance includes : CRE, Structured Credit including ABL, WCS, and Equipment Finance). 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 Wholesale Banking's strategic objectives. May manage a team.
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.
- Partner with line of business and business unit leaders to develop business strategy and target operating model including organizational shifts and adjustments (people, product, process) required to deliver on strategy.
- Translate strategic objectives into cross-functional execution plans that enable the realization of desired outcomes.
- On an ongoing basis, identify opportunities and develop initiatives to accelerate performance against strategic goals and objectives.
- Lead the development of, and present recommendations to address strategic business needs.
- Perform qualitative and quantitative analyses (e.g., benchmarks, industry trends, internal operating and financial data) to support strategic rationale and measure results.
- Lead cross-functional teams to clarify execution tactics and plans to achieve strategic goals.
- Facilitate and drive project meetings with senior business leaders and client, product, business partner SMEs.
- Develop, guide, and mentor less tenured teammates.
- Support development and execution of agenda and approach to operating routines including leadership meetings and business reviews.
- Prepare formal presentations for the CWBO, including regular town halls, leadership meetings, and leadership offsites.
- Develop and drive consistent adoption of templates, processes, and approaches to streamline core and common functions including meetings, events & client engagement, business overviews, headcount tracking and management, HR initiatives, etc.
- Collaborate with functional partners including finance, HR, credit & risk management, legal & compliance, marketing & communications, events, and technology.
- Support a culture of collaboration and trust through frequent and transparent communication, professionalism, and respect.
Qualifications
Required Qualifications :
Bachelor's 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 consultingCritical-thinking skills; ability to break-down large, abstract problems or questions into sub-components and develop comprehensive and cohesive recommendations, with supporting data / rationaleExcellent communication skills (written and verbal)Strong cross-functional collaboration skillsExcellent interpersonal skills, ability to engage with stakeholders at all levels in the organizationAdvanced proficiency with MS Office tools : PowerPoint, Excel and WordPreferred Qualifications :
2+ years of credit, portfolio, and / or relationship management experienceStrong knowledge and experience in strategic planning and execution, including creating and executing comprehensive plans associated with business mergers, conversions, product changes, technology releases, policy changes, and line of business strategic plansProven ability to collaborate across organizational silosAbility to think strategically while delivering tacticallyAbility to translate and present complex data in a manner that educates, enhances understanding, and influences decisionsAdvanced skills in data visualization and storytellingDeep knowledge of wholesale banking including corporate, commercial, and paymentsStrong executive presence and communication skillsSense of urgency and ability to multi-task and manage competing projects in a deadline-driven environmentMBAThe annual base salary for this position is $175,000 - $185,000.
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 is an Equal Opportunity Employer that does not discriminate 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.