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Regular or Temporary:
Regular
Language Fluency:
English (Required)
Work Shift:
1st shift (United States of America)
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.
- Extract appropriate data to complete market competitive Request for Proposal (RFP) requests for agent clients.
- Complete periodic relationship and transactional level pricing reviews to ensure the portfolio is maintaining target yields, and execute proposed solutions when target yields are not met.
- Establish appropriate key performance indicators (KPI) for overall LOB, and develop the reporting mechanisms to be provided to PF senior management.
- Document work performed and conclusions reached; maintain accurate and complete records and controls.
- Govern, manage, lead and drive both short-term and long-term projects to ensure LOB optimization.
- Lead and manage a team of sales support managers to achieve results.
- Facilitate and manage middle market growth by completing cross functional area reviews, analyzing results and implementing needed changes.
- Create/revise performance metrics for PF positions, as needed.
- Establish multi-PF platform tracking mechanisms to report on aforementioned metrics.
- Create a clear and concise incentive matrix for respective first line associates.
- Develop and implement Strategic Growth Manager training program with agency optimization being a key focus area.
- Facilitate culture change management process; implement and drive new "One AFCO" concept.
- Facilitate and manage periodic portfolio pricing review.
- Obtain data across all PF platforms; perform reviews to identify opportunity.
- Work with Sales and Loan Origination Management to revise rate charts and pricing strategies, as needed.
- Develop processes and procedures to measure agent relationship profitability.
- Implement periodic reviews of agent relationship profitability and execute action plans to either improve profitability, retain an agent relationship or increase loan production.
- Streamline new agent pricing process.
- Create pricing "watch-list" to identify outliers where opportunity may exist.
- Manage sub-processes for cross functional areas, as needed.
- Develop efficient data mining process for all PF platforms to create meaningful senior management reporting packages to assist in annual and on-going strategic planning and guidance of PF.
- Create/revise tracking mechanisms to report on-boarding statistics.
- Facilitate and manage the support of sales team in the development, implementation and on-going maintenance of agent service menu and product offerings.
- Cultivate list of targeted middle market leads by sales region/territory.
- Complete face-to-face client interviews to refine client needs and SWOT (analysis of Strengths, Weaknesses, Opportunities, and Threats) analysis.
- Analyze results to tailor current product offerings.
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.
- Bachelor's degree in Finance, Accounting, or Management Information Systems (MIS), or equivalent education and related training.
- Fifteen years of operations experience in PF or related financial services field.
- Ten years of supervisory/management experience.
- Possess operational risk background and strong skills in operational risk assessment, process control and design, self-audit development, MIS development and trend analysis.
- Possess strong project management, strategic planning and change management skills.
- Excellent organizational and managerial skills.
- Well-developed customer relations skills.
- Excellent interpersonal, verbal and written communication skills.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
- Ability to travel, occasionally overnight.
Preferred Qualifications:
Master's degree in business-related field.
- Superior knowledge of operation functions, systems, policies and procedures for PF.
- In-depth understanding and practical application of applicable laws and regulations.
- Ability to successfully manage multiple tasks/projects and deadlines simultaneously.
- Require minimal direct supervision and make decisions that are typically only subject to review by senior management.
- Ability to effectively lead a team, including selecting, training and developing associates, directing associates towards the desired objectives (e.g. delegating, motivating, resolving problems); manage department functions (e.g. developing performance standards, measuring results, taking corrective action and rewarding associates, as appropriate).
- Expert level of knowledge of the PF line of business.
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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