Senior Virtual Solutions Delivery Manager
Truist
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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:**
The Senior Virtual Solutions Delivery Manager leads a group of senior virtual bankers assigned to their solution team (approx. 15-20 bankers) for the Virtual Solutions Delivery Channel (VSD) to deliver on our purpose and achieve our sales and service goals. This sales leader focuses on building and sustaining a team of world class virtual bankers that can provide a distinctive client experience anchored in care, expertise, and financial solutions delivery to internal banking clients, retirees, and community heroes’ cohorts.
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. Builds a team of world-class virtual bankers dedicated to executing on our Virtual Solutions Delivery (VSD) & Community Heroes’ strategy to include meeting the unique financial needs of our teammate banking clients, retirees, and specific client segments within consumer community heroes’ cohorts through outbound/inbound client connects, solutioning, and servicing.
2. Leads, coaches, and manages virtual bankers to grow households through new DDA and Deposit Acquisition while deepening client relationships by providing Lending, Integrated Relationship Management, and Digital Empowerment Solutions.
3. Serves as the second level reviewer for the execution, approvals, and overrides of fee/refund/waivers/, exception pricing management, and additional client servicing items to include wire exceptions completed by senior virtual bankers.
4. Leads the “Second Review” Lending process of declined lending applications of Sr. Bankers for opportunities to work with Lending leaders for decision review based on strong mitigating circumstances.
5. Monitors, analyzes, and reports on teammate sales, service, and operations trends and results and develops analytical insights and continuous improvement opportunities designed to achieve performance objectives.
6. Leads, coaches, and manages the Leads delivery and execution of senior banker team to drive financial outcomes for the bank.
7. Collaborates with internal peers and partners inside of Consumer and Small Business Banking to increase the caring conversation skills, value positioning, and client needs met of the senior virtual sales teammates.
8. Creates, leads, and manages the teammate banking presentations and schedules for sr bankers to deliver Teammate Banking Benefits seminars across all LOBs with the enterprise.
9. Reviews client concerns, created client resolutions, and tracks and delivers coaching and corrective action of all senior virtual bankers as required.
10. Serves as Second level reviewer and approver for Zelle limit increases and AES transactions
11. Supports our risk culture of executional excellence by building skill and holding senior virtual bankers accountable to strict adherence to our policy and procedures to include individual contributors following accepted business sales practices, client authentication procedures, and incentive guidelines.
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. 5+ years of demonstrated experience with strong performance management routines to lead teammates that could be geographically distributed.
2. 5+ years of successful experience in client contact center, branch banking, or retail departments meeting service, quality, performance, and financial objectives.
3. Ability to lead, coach and develop staff, including the ability to exercise initiative and judgment, as well as make decisions within the scope of assigned authority.
4. Ability to monitor, analyze, and report on teammate trends and results and create a team strategy to exceed performance targets.
5. Self-motivated and must excel in a minimally managed, high-profile position to include working independently with efficient time management skills, adapting to changing priorities, meeting deadlines, and working well under pressure.
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products to include excellent written and verbal communication skills with the ability to effectively present, communicate, interact, and influence senior leaders of the organization.
7. Ability to travel (25% - 50% of the time)
Preferred Qualifications:
1. Bilingual in Spanish
2. 4 Year College degree
3. CRM usage and experience
**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 (https://benefits.truist.com/)
. 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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