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Truist Strategic Initiatives Lead - Consumer Small Business Banking in Atlanta, Georgia

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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 portfolio management of strategic investments and initiatives needed to achieve desired strategic positioning. 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. The role will also have primary responsibility for managing CSBB investment demand and submission, including gaining alignment amongst senior business leaders on scope, benefits, and priorities.

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 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)


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. 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 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. Corporate Portfolio/Investment Management experience (of capex or strategic investments)

  3. People management skills (5 years experience)

  4. Business Case / Pro Forma development skills

  5. Proven ability to collaborate across organizational silos

  6. Ability to think strategically while delivering tactically

  7. Deep knowledge of consumer / small business / direct banking

  8. Strong executive presence and communication skills

  9. Strong meeting facilitation skills

  10. 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 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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