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Enterprise Strategic Senior Analyst (CSBB/ Wholesale)
Truist Bank Charlotte, NC
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$71k-88k (estimate)
Full Time | Banking 1 Week Ago
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Truist Bank is Hiring an Enterprise Strategic Senior Analyst (CSBB/ Wholesale) Near Charlotte, NC

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Job Grade:

111

Please review the following job description:

This role will be a key contributor within the newly formed Enterprise Strategic Prioritization and Transformation Operations team within the Enterprise Change and Transformation organization.
The role will be expected to help shape the prioritization of enterprise transformation priorities by analyzing large sets of data and formulating recommendations into insightful takeaways/recommendations in PPT or word form as well as verbal updates.
The individual must be comfortable independently researching and reviewing qualitative and quantitative information including but not limited to industry/internal data, customer feedback, industry trends, Truist competitive positioning, and Truist’s corporate strategies.

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.

  • Provide analytic support (e.g., data analysis, reviewing processes, researching industry or competitor trends / benchmarks, building Excel-based models, etc.) to inform businesses and enterprise capabilities requiring transformation (including the why and how transformation might be required).

  • Create documents and presentations for executive leadership that clearly articulate recommendations, tradeoffs, and/or strategic choices with rationale around why conclusions are being suggested/made including supporting Board materials when necessary.

  • Identify required information/data sources, gather and interpret the data, execute necessary analysis, and then present findings in the form of verbal, slide, or email updates to the team leads they are supporting as well as business and functional partners across Truist.

  • Engage independently with (as well as at times providing readouts directly to) the Head of Change and Transformation without manager involvement.

  • May be asked to maintain pulse of the strategic investment council (SIC) portfolio for Head of Strategic Prioritization and SIC Council – including reconciliation of funding v. plans, aiding the active disposition of ongoing investment requests coming out of the SIC, and providing the Head of Change and Transformation with weekly content to prepare for investment portfolio planning discussions that they may be having with Executive Leadership and/or Board.

  • Remain fluent with latest reporting and data analysis software and skills.

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.

  • Degree in Finance, Accounting, Economics, or similar business/analytical discipline.

  • 5 years of work experience preferably with a bulk of it within Financial Services or another regulated / multiple legal entity type environment.

  • Work experience in a financial services product or client experience organization, at a consulting firm, and/or a corporate strategy organization.

  • Proven ability to perform competitive, market, and internal product/operational analyses; comfort modeling or synthesizing ‘directional’ insights that sometimes requires triangulation of various data points to derive a conclusion.

  • Experience with Tableau, PPT, Excel and other presentation and data automation programs

Preferred Qualifications:

  • Experience engaging and working around executive leaders – including engaging with senior leaders somewhat independently once a relationship is built

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.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$71k-88k (estimate)

POST DATE

06/24/2024

EXPIRATION DATE

08/27/2024

WEBSITE

truist.com

HEADQUARTERS

CHARLOTTE, NC

SIZE

>50,000

FOUNDED

2019

TYPE

Public

CEO

KELLY S KING

REVENUE

$10B - $50B

INDUSTRY

Banking

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About Truist Bank

Truist is a North Carolina-based financial institution that provides personal and commercial banking products and services for individuals and businesses.

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