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Small Business Acceleration and Execution Lead

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Truist
Full Time position
Listed on 2026-01-29
Job specializations:
  • Management
    Business Management, Operations Manager, Business Analyst
Job Description & How to Apply Below

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won t receive a response).

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 required to work in office five days per week in the location listed on the requisition.

Plays a pivotal role in shaping and driving the execution rhythm for the segment. This role is designed for a highly versatile professional who combines strategic thinking, operational discipline, and exceptional communication skills. The consultant will create operating plans that establish the drumbeat for the segment, ensuring clarity on priorities, accountability for deliverables, and alignment across stakeholders. This individual will lead initiatives, craft compelling narratives, and develop executive-ready presentations that influence decisions and accelerate results.

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.

  • Setting the Execution Agenda & Supporting Operating Planning:
    Develop and maintain operating plans that define execution priorities, timelines, and success measures for the Small Business Banking segment. Establish and manage the cadence of leadership routines, business reviews, and performance checkpoints to create a consistent execution rhythm.
  • Initiative Leadership:
    Translate strategic objectives and execution priorities into actionable plans and lead cross-functional initiatives that improve client experience, banker productivity, and overall business performance. Drive alignment across teams to ensure timely delivery of key initiatives.
  • Analysis & Insights:
    Conduct qualitative and quantitative analyses (industry benchmarks, internal performance trends, financial data) to inform strategic decisions and measure outcomes. Identify performance gaps and recommend initiatives to accelerate progress.
  • Storytelling & Communication:
    Craft compelling narratives and executive-ready presentations for leadership forums, Board updates, and strategic reviews. Simplify complex data into clear, visual storytelling that educates and influences.
  • Cross-Functional Collaboration:

    Partner with Finance, HR, Risk, Technology, Marketing, and Operations to ensure seamless execution of initiatives. Promote a culture of collaboration, transparency, and accountability.
  • Business Management:
    Create and standardize templates, dashboards, and scorecards for performance tracking, headcount management, and initiative progress. Support leadership in managing priorities, resources, and timelines and meeting materials.
  • Leadership & Development:
    Guide and mentor teammates, fostering innovation and continuous improvement.

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.

  • 5-7 years of progressive experience in banking / wealth management with a focus on Small Business Banking, Commercial Banking, execution-oriented roles, Finance, or Strategy or 3-5 years in management consulting with exposure to strategy and execution work streams, preferably at financial institutions
  • Strong critical-thinking skills; ability to break down complex problems into actionable solutions.
  • Exceptional communication skills (written and verbal) with proven ability to influence senior stakeholders.
  • Advanced proficiency in MS Office tools,…
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