Business Connect Navigator Team 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 required to be in office if in hub location. Will potentially consider other locations. Business Connect focuses on delivering Truist to a segment of Commercial Community Bank clients through a virtual delivery environment, providing for an easier method of contact, expertise, and servicing. The Business Connect Navigator Team Leader II will manage a team of Business Connect Navigator Is and IIs that may be geographically non-centralized, monitoring all aspects of their productivity and workload including but not limited to complex request completion, fraud processing, due diligence and compliance requirement processing, referral volume and internal partner follow-through. The Team Leader is accountable for driving productivity and meeting client experience goals for Business Connect. The Team Leader is responsible for exhibiting key behaviors that align with Truist Code of Ethics and support risk management culture, exercising sound judgment and executing assigned responsibilities with integrity and honesty.

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. 

Essential Duties and Responsibilities:

1.    Align with and embody Truist’s purpose, mission, value statement and the Business Connect value proposition of “Ease, Expertise, Care”2.    Drive productivity and responsive resolution of service requests, specifically more complex requests Navigators have been assigned to3.    Coach and motivate team to achieve business objectives and results, while fostering an environment in which the mission-purpose-values are engrained in day-to-day interactions including development, and performance management of direct reports that result in meeting / exceeding monthly performance metrics4.    Manage and understand teammate capacity and workflows and level-load across Navigators as needed5.    Understand technology components significant to the virtual model and escalate issues promptly to support minimal negative client impact6.    Maintain positive partnership with Business Connect Squad Leaders, product and solution partners, operational partners and support center teams7.    Coach and motivate team to achieve business objectives and results, while fostering an environment in which the mission-purpose-values are engrained in day-to-day interactions including development, and performance management of direct reports 8.    To create, encourage, and support an inclusive and energizing environment with the goal of inspiring happy and engaged teammates9.    Identify and recruit talent that may be well suited for Navigator I and IIs roles for future state10.    Maintain current awareness of Truist capabilities and solutions, polices and processes to appropriately mentor and train team11.    Maintain a focus on risk management activities through leading compliance and ensure all teammates understand and adhere to all relevant policies and procedures12.    Manage and escalate concerns promptly and as appropriate. Mitigations should align to acceptable guidelines as indicated in Policy13.    Partners with senior management to assess operational challenges and analyze needed changes in strategy14.    Coordinates Teammate Onboarding and New Hire Training facilitation for the Navigator Team15.    Span of Control (include # direct reports):  Span of control generally includes approximately 10 direct reports 16.    Decision-Making and Autonomy: High degree of autonomy in decisions. Decisions and solutions impact the entire department17.    Problem Complexity: Develops solutions to the most complex problems impacting the client.  Assigned large clients18.    Leadership / Influencing / Negotiating / Persuading:  Directs long term goals19.    Project or Program Management: Yes. This position leads ad hoc projects, provides change management support and/or takes on special tasks as assigned

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.    

Seven or more years of related financial services or business banking experience including treasury operations, sales and/or credit operations experience or Bachelor’s degree in Accounting, Finance or related field

2.    

Three or more years of management experience 

3.    

Subject matter expert in business banking products, lending, cash cycle, sales process, and remaining current on market/industry/business knowledge

4.    

Demonstrated conflict resolution and relationship-building skills with clients, team, management, and partners

5.    

Excellent verbal and written communication skills and attention to detail

6.    

Advanced knowledge of related systems and processes

7.    

Proficiency in basic computer applications including Microsoft Office and virtual connectivity software

Preferred Qualifications:1.    Bachelor’s degree in Accounting, Finance or related field2.    Proficiency in the following competencies: Business acumen, interpersonal savvy, priority setting, dealing with complex interactions and problem solving

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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