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Client Mortgage Marketing Senior Consultant
Truist Financial
Richmond, VA
Full time
MarketingBusinessBanking
Posted 682 day(s) ago


​​​​​Join the Truist Marketing team as a key Mortgage Sales Support partner focused on supporting our Retail and Consumer Direct businesses at Truist. Utilize your expertise to bring both art and science together to drive a digital B2B and B2C client-first approach for journeys at varying points in the marketing funnel. Leverage your digital passion to evolve the Truist presence in a scalable manner supporting mortgage loan officers.


​​Guide how we should be thinking differently about how to serve our current clients and new to the bank households in the moment during the purchase mortgage lifecycle. Be comfortable delivering quantitative performance analysis showing how optimization leads to cost effectiveness and efficiency.


While this role is an individual contributor – you will need to have the navigational skills to consult with and rely on multiple partners across an evolving matrix organization. As part of the Marketing team, you will have significant support to help guide your test and learn approach, as well as the resources to execute upon it.


​​You must be comfortable performing as a collaborator and project manager – representing the client-first approach to support the Truist Purpose and Brand.

​​Candidates with Mortgage Marketing and/or Mortgage Sales Enablement experience will be given stronger consideration.


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. Apply in-depth and specialized expertise and/or a significant breadth of expertise in Marketing and other related disciplines including creative development and market research.

  2. Manage large marketing initiatives, utilizing all marketing channels include digital.

  3. Interpret internal/external business challenges, including client needs and competitive marketplace and recommend best practices to improve products, processes, or services.

  4. Apply a comprehensive understanding of how the business operates to solve technical, operational, and business problems.

  5. Lead teams or projects with moderate resource requirements, risk, and complexity.

  6. Mentor less experienced teammates to build their own technical expertise.

  7. Directly impact the achievement of client, operational, project, service, and risk management objectives.

  8. May have people management responsibilities.

  9. Work independently, with guidance in only the most complex and unusual situations.

  10. Deliver programs on budget and on time.

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. Bachelor’s degree in Marketing, Communications, Business Administration or related field, or equivalent education and related training

  2. Five years of related experience or an equivalent combination of education and experience

  3. In-depth knowledge and expertise of principles, practices, theories, and/or methodologies associated with the Marketing discipline (e.g., Marketing P’s, Market research, analytics, digital)

  4. Experience managing or leading projects or project work streams and operates as a lead in a specialty capacity

  5. Knowledge of client needs and competitive landscape and the factors that differentiate Truist and its competitors in the market

  6. Ability to interpret and explain complex information to a range of audiences and build consensus among different stakeholders

  7. Ability to provide direction, coaching and mentor teammates

  8. Fluent in Excel and PowerPoint, preparing presentations for senior level teammates

  9. Developing presentation skills and communication skills

Preferred Qualifications

  1. MBA or Master's degree in related field

  2. Ten years of related experience

  3. Previous experience in financial services, retail or packaged goods industries

  4. Consumer/Commercial/Corporate/Wealth banking product and/or segment marketing experience


How to Apply