Consumer Reporting and Performance Manager
Company | Truist |
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Location | Charlotte, NC, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Senior, Expert or higher |
Requirements
- Bachelor’s degree in a relevant field or an equivalent combination of education and related work experience.
- 6-10 years of experience, or equivalent experience and related training
- Background in consumer financial services / banking or management / strategy consulting
- Problem-solving skills, ability to distil insights from large data-sets, strong analytical, communication skills
Responsibilities
- Support the development of CSBB client segment, product, and channel strategic performance reporting.
- Oversee the preparation of the monthly reporting analyses and performance package to enable understanding of the state of the portfolios leading to actionable recommendations for CSBB leadership.
- Recommends business actions to Strategic Execution and Business Performance (SEBP) and business leaders based on interpreted findings of the analyzed business reports.
- Collaborate on the design, communication, and implementation of the KPIs, data dashboards and reporting outlining the overall health of the business across solutions, channels, and segments.
- Consults with the internal business stakeholders, leaders, Business Performance Optimization and Data Insights & Governance teams to understand and design, develop, and deliver reporting requirements and ultimately made available for consumption via recurring deliverables, supporting the overall Consumer Bank strategy and performance.
- Support the analysis of banking landscape, emerging trends, and perspective on competitive threats emerging from banking and adjacent to banking sectors.
- Contribute to the development and enhancement of business intelligence platforms used by operating unit.
- On an ongoing basis, support new strategic initiatives by drawing on analytics / insights; partner with product and channel teams to drive delivery of differentiated products and client experiences by segment.
Preferred Qualifications
- 5+ years of experience in management / strategy consulting
- Deep knowledge and/or experience in consumer / small business / direct banking
- Proven ability to collaborate influence across organizational siloes and lead in a matrixed structure
- Experience with BI tools (Tableau, PowerBI)
- Experience analyzing product, channel, and/or client segments data sets and reporting