Commercial Real Estate Change Management & Communications will act as a leader to guide CRE through change management and communications. Role will lead strategy and communications involving business changes occurring or ongoing. Changes are related to product enhancements, regulatory changes affecting business process, and systems and technology changes that impact business process and workflow. Additionally, as CRE business is mid-process in completing a large integration, preparing teammates for integration transition is a key need.
Role will also be involved in regular day to day line of business communications involving both internal and external audiences. The role has regular interface with line of business leaders to produce presentations and help articulate strategic initiatives and key business messages. As such, role has a front row seat to guiding CRE through business initiatives.
The role will be embedded in the CRE Sales Enablement, Strategy & Ops Team and will work closely with CRE business teammates and supporting business partners. Role will apply change management and business readiness practices to support adoption curve on new systems, technology, process and regulatory changes. As such, the individual will lead discussions and projects with key teams: Sales, Training, Marketing, EIS, Operational Risk, Compliance, Portfolio and Credit Risk. Additionally, the individual will have responsibility for monthly content and production of LOB newsletter, point in time “wins”, preparation decks for CRE meetings, annual strategy documentation and many adhoc projects in support of the LOB. The role will work at the intersection of STI technology, systems and procedures to keep teammates abreast of the continually changing business environment.
Project Management, powerpoint, written and oral communication skills are critical. Intellectual curiosity to learn about commercial real estate is important. Some technology background necessary. Must enjoy working in teams.
Responsibilities and Primary Activities:
Responsible for preparing LOB Communications & Town Hall Presentations
•LOB Communications: Key transaction highlights, new teammate announcements, specialty deployments; Works closely with SMEs and Leadership to determine the appropriate audience for each.
•Monthly LOB News Letter- Reverberates key deals, technology & systems deployments, regulatory changes and other core business initiatives.
•Quarterly LOB Town Halls: Suggests/anticipates agenda & content, works with LOB head and CAO to draft presentation, coordinates additional speakers & content as needed.
Strategy Preparation & Other Internal Presentations
•Coordinates LOB team (SMEs) and deliverables required as part of the annual corporate strategy process; includes materials presented to executive operating committees and board of directors. Process is at dynamic, team project where core objectives and strategic path for subsequent year(s) are set. From this work product, many themes & projects emerge that become ongoing content for business readiness.
•Ad hoc presentations for various executive committees discussing strategy, year to day performance, etc.
Change Management Support
•Leads business leaders and teammates to create engagement, alignment & communication support for execution of strategic initiatives.
•Supports business readiness activities associated with technology, systems, regulatory, brand & marketing changes occurring across newly acquired Pillar Cohen organization and broader CRE LOB.
Public Relations & Marketing Liaison
•Partners with marketing and corporate level public relations to deploy communications and coordinate LOB specific marketing/branding initiatives; works closely with sales enablement team as many initiatives are closely tied into sales and client acquisition activities.
Liaison to Sales Enablement Team
•Partners with Sales Enablement team to support execution of portions of the strategic plan as it relates sales initiatives.
•Provide framework and support for sales materials used in sales tools.
- Expert knowledge of the business unit and related industry
- Experience on project teams
- Experience managing a segment of the project work
- Demonstrated ability to achieve desired results
- Excels in problem-solving, partnership, communications, persuasion, and negotiation
- Bachelor’s degree in finance or business
- Strong leadership and communication skills; strong written communication, ability to write communications for multiple audiences; ability to anticipate business impact produced by changes and strategize for managing; ability to manage ongoing projects and lead project teams. Highly collaborative role with internal partners.
- Minimum of 3-5 years in the financial services industry; knowledge of Commercial Real Estate banking platforms.
- MBA; working knowledge of commercial real estate industry and business process flows associated with loan production.
- 5 years in CRE banking organization at a regional or super regional bank; 5 years of experience in Change Management and Project Management roles.
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