Channel Performance Leader

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This role is office centric with Charlotte as the preferred location. Would potentially consider other locations within Truist footprint.

The Channel Performance Leader is responsible for monitoring and optimizing Consumer & Small Business Deposit product performance across one or more channels (branch, digital, virtual, care center) or segments (premier, small business). This role focuses on analyzing channel data, implementing performance improvement strategies, and collaborating with cross-functional teams to ensure the alignment of channel initiatives with business goals. Work closely with the Director of Channel Performance and senior leadership to identify opportunities for performance improvement, develop action plans, and drive results. The Channel Performance Leader will also provide support in the execution of cross-channel initiatives and help foster a culture of continuous improvement.

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.    Monitor and analyze the performance of one or more sales channels or segments to identify trends, performance gaps, and areas for improvement. 
2.    Develop and implement plans to optimize channel performance, enhance sales effectiveness, and improve customer experience. Engage with channel leaders to deploy initiatives, measure efficacy and adjust accordingly.
3.    Partner with other departments (Marketing, Product, Operations) to implement performance-enhancing initiatives, ensuring alignment with broader business objectives.
4.    Provide ongoing support to the Director of Channel Performance and senior leadership, contributing to the development of strategic initiatives and channel performance optimization strategies.
5.    Work closely with other team members to share best practices, foster collaboration, and support each other in achieving team and business goals.
6.    Gather client and teammate feedback and use insights to influence channel strategies as well as product, policy, and process improvements.
7.    Manage risks in accordance with corporate expectations. Aid channel teams to identify and mitigate performance risks.

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.    Bachelor’s degree in Business, Finance, Economics or equivalent financial services experience and related training
2.    3-5+ years of experience in channel management, sales performance, product management or related roles, preferably within banking or financial services. 
3.    Strong analytical skills, with the ability to interpret data and provide actionable insights to improve channel performance. 
4.    Experience with branch, care center, virtual and/or digital channels, and a solid understanding of how to optimize to achieve business results. 
5.    Understanding of consumer and small business deposit products, pricing strategies, and regulatory requirements. 
6.    Excellent written and verbal communication skills, with the ability to present data and insights clearly to stakeholders. 
7.    Ability to manage multiple initiatives simultaneously, ensuring timely execution and alignment with business goals.
8.    Strong team player with a proven ability to work across departments and influence without direct authority.
9.    Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:
1.    Master’s degree in business, finance, economics or related field
2.    Sales leadership experience
3.    Completion of a leadership development program or banking school

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.

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