Senior
Insights Consultant- Consumer and Small Business Banking
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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:
This role is office centric in Charlotte, NC. Requirement to be in office four days per week.
The Insights Consultant will play a pivotal role in bridging data-driven insights and strategies to support the bank’s growth and communication efforts regarding Consumer and Small Business Banking performance. This role focuses on analyzing internal and external data, generating actionable thematic performance insights for leadership, and creating compelling narratives for leaders, teammates, and stakeholders. The consultant will work closely with executive leadership to develop data-informed internal and external presentations and monitor trends in client behavior, market dynamics, and competitive performance.
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. Data Analysis and Insights Generation: o Analyze financial performance, market trends, and internal data assets to generate insights that inform both strategic decisions and stakeholder communications. o Monitor investment analyst feedback to highlight key themes and actionable recommendations.
2. Narratives and Communication: o Assist in preparing quarterly earnings packages, investor presentations, and other communication materials working closely with Truist’s Investor Relations and Communications teams to effectively convey the bank’s financial performance and strategic vision through a Consumer and Small Business Banking lens. o Lead line of business pre-earnings and post-earnings routines including the dissemination of relative-performance assessments to CSBB Senior Leaders and key leaders across the business. o Support line of business planning and execution of stakeholder events, including roadshows, shareholder meetings, and analyst days.
3. Line of Business Collaboration: o Partner with executive leadership and Consumer and Small Business Banking Senior Leaders to create clear, data-driven internal and external presentations for board discussions and internal/external engagements. o Provide tailored insights and analysis to support leadership’s narrative during investor interactions. Ensure consistency and alignment of messaging across all leadership presentations.
4. Cross-Enterprise Collaboration: o Collaborate with Truist Finance Officers, Economists, and peers in Wholesale Banking experts to incorporate economic insights, business forecasts and performance into executive presentations. Stay abreast of economic and regulatory changes impacting the banking sector. o Work closely with the Investor Relations team to ensure alignment between Consumer and Small Business Banking data insights and the bank’s messaging for shareholders and analysts.
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.
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Bachelor's degree in a business-related field (e.g. Economics, Finance, Business Management), or equivalent education and related training
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7-10 years of experience in data analysis, investor relations, consulting or a related field within the financial or banking sector
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Ability to perform effectively in a rapid-pace environment and successfully address multiple, high-priority matters with autonomy
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Exceptional ability to partner and collaborate with various stakeholders including executive management, senior leaders, and partners in a complex, matrixed environment
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Excellent written and verbal communication skills with the ability to present complex ideas clearly and concisely while inspiring large teams and effectively influencing internal and external audiences
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Executive-level of business acumen across consumer banking, small business banking, or digital banking with working knowledge of bank financials and performance measurement
Preferred Qualifications:
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Master’s degree in a business-related field (e.g. Economics, Finance, Business Management), or equivalent education and related training
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10+ years investor relations, equities management, or strategic finance
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Management experience at large, top-tier consulting firm
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.
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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