The LOB Business Advisor plays a key role in executing sales strategies, monitoring operational activities, and coordinating efforts across all Production Lines of Business (LOBs). This role translates strategic priorities into structured initiatives, tracks progress against defined metrics, and facilitates communication between business units and support functions including Risk, Compliance, Operations, Technology, and Finance. While the position does not involve direct client interaction, it contributes to performance enablement by ensuring consistent execution, timely reporting, and alignment across teams. The role operates with a high level of independence and judgment, reflecting its strategic significance within the organization.
What You'll Do:
Translate sales strategies into actionable steps by distributing initiative materials, validating execution quality, and updating progress against key performance indicators (KPIs).
Oversee the structure and execution of pipeline reviews, campaign timelines, team engagement forums, and performance tracking frameworks to ensure alignment with strategic objectives.
Evaluate and document business opportunities, assess lead quality, and direct high-potential prospects to appropriate bankers.
Monitor and report client calling activities, pipeline status, and closed deals to ensure adherence to weekly performance expectations.
Align campaign execution and communication efforts with business priorities in partnership with Marketing.
Apply standardized processes across Production LOBs to ensure consistency in initiative execution.
Facilitate strategic communication between bankers and internal teams including Risk, Compliance, Operations, Technology, and Finance.
Lead efforts involving Assistant Regional Directors (ARDs) and escalate early warning cases for leadership review.
Track operational risk issues and self-identified items in collaboration with the First Line of Defense (1LOD), ensuring visibility and follow-through.
Compile findings and responses across LOBs for leadership review and resolution tracking.
Engage with Compliance and Risk teams to address regulatory requirements and ensure alignment with enterprise standards.
Identify and escalate significant b