Premier & Branch Banking Initiatives Leader
Truist · Dallas, TX · 2 wk ago
FinanceFull-time
About the role
Leads and delivers portfolio of change/strategic initiatives on behalf of Premier and Branch line of business to deliver Truist and Consumer & Small Business Banking's strategic ambition. Conceptualizes ideas and associated benefits, translates ideas into initiatives with specifications and functional requirements.
Responsibilities
- Ensures portfolio activities and milestones are achieved within time and budget targets and within adherence to risk management appetite and governance.
- Partners with CSBB's Portfolio Management and Change Governance and other change management organizations on behalf of Premier and Branch Banking, adhering to documented processes, governance routines, and change management lifecycle.
- Successfully navigates a matrix organization with cross-functional partnerships, including direct and indirect leadership.
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
- May lead a team of portfolio or program managers.
Qualifications
Required:
- Strong academic credentials – college degree (MBA preferred)
- Eight years of experience, or equivalent experience and related training
- Five years of experience working in consulting, project management, and/or corporate strategy
- Deep understanding of dynamics within the financial services industry, value creation opportunities, and the use of technology to drive competitive advantage
- Problem-solving skills, ability to distil insights from large datasets, strong analytical approach, structured thinker
- Ability to bring clarity to ambiguous assignments
- Demonstrated executive level verbal presentation and written communication skills
- Background in consumer financial services / banking
- Strong skills in MS Office Suite (PowerPoint, Excel, Word, Visio, Project)
- Proven background in program and/or project management of significant scale, including business case development, financial analysis, and risk management
- Ability to effectively influence and build consensus across teams
- Demonstrate a high level of core leadership competencies, including experience working with cross-functional teams with a resource mix of managers, employees, matrixed teams, virtual teams and third parties
- Subject Matter Expert with Technical Consulting Skills: Hypothesis-driven problem solving, market research, data analysis, story-telling and written communications, MS PowerPoint / Excel, and executive presentation skills
Preferred:
- Advanced degree in relevant field of work (e.g., MBA), PMP and/or PgMP
- Experience implementing large/complex initiatives across a matrix organization
- In-depth knowledge of management and planning systems theory and practical application to complex initiatives
- Knowledge of business unit's mission and process
Benefits
- Medical, dental, vision, life insurance, disability, accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during first year of employment
- 10 sick days (prorated)
- Paid holidays
- May also be eligible for defined benefit pension plan, restricted stock units, and/or deferred compensation plan depending on position and division