Truist Leadership Institute Director of Client Solutions

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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:

Oversee the day to day operations of all Client Solutions Teams in assigned territory for both AFCO & Prime Rate. Manage internal sales, quoting, pricing, profitability, expenses, telemarketing and supervision of staff. Make joint sales calls and develop sales and marketing strategies to achieve/exceed corporate receivables growth, profitability and net loss objectives. Ensure compliance with credit underwriting, operations, marketing, sales and regulatory policies as required. Responsible for organizational steering within area of expertise.

This position is a office-centric position; 4 days a week

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. Hire and train qualified Client Solutions Managers and Account Executives to enhance volume, revenue, profit and client relationships in assigned relationship team.
2. Oversee hiring, training and performance management for all Account Executive/Marketing Liaisons, optimizing potential to develop into a sales role.
3. Oversee workflow of Client Solutions Teams for optimal service level and client experiences.
4. Apply rationale to credit decisions with Level 9 credit authority. Review, analyze and decision credit worthiness for prefi requests up to $1mm in Amount Financed and $250,000 in total credit exposure.
5. Approve loans for acceptance processing and funding above designated levels.
6. Review and approve policy verification documentation for all loans. Approve WIRE transactions up to $10mm.
7. Negotiate and troubleshoot individual transactions and/or overall agency relationships.
8. Create, update and define all Client Solutions Policy and Procedure.
9. Conduct one on one and group meetings to develop, promote & maintain sales strategies to drive portfolio loan growth.
10. Train, coach and general management/supervision.
11. Collaborate/coach with Sales staff to develop existing relationships through navigating transactions and quote delivery.
12. Participate in Request for Proposal (RFP) processes.
13. Approve New Client qualifications for profitability and appropriate rates/terms to ensure proper return on assets (ROAs) are above minimum designated levels.
14. Work on product development, testing, training, trouble shooting and research for existing and new industry specific technology products.
15. Conduct joint sales calls with sales people in assigned territory to promote receivables growth.
16. Participate in steering, planning and administrative meetings.
17. Oversee quoting activities for assigned territory. Provide coaching and training for development of quote success rates.
18. Ensure a high level of customer service is maintained. Resolve customer service issues as they arise.

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, or equivalent education and related training or experience
2. Five years of management experience
3. Ten years of premium finance experience with a broad background in all aspects of the business
4. Excellent verbal & written communication skills
5. Strong problem solving skills
6. Strong analytical skills
7. Ability to work autonomously within the guidelines established by the corporation to achieve revenue and profit goals
8. Ability to travel frequently to visit clients, provide in person training to direct and indirect reports and meeting with senior management
9. Ability to analyze financial statements to perform credit review
10. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:
1. Effective negotiating skills
2. Knowledge or experience in strategic planning, project or process management

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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