CSBB Business Management Senior Analyst
SunTrust Investment Services, Inc.
Job Title
This role is an in office role requiring working in office five days per week in Charlotte or Atlanta. This role helps drive execution across SEBP and CSBB by supporting core business routines, coordinating deliverables, and connecting work across partners to keep priorities aligned and moving forward. It brings structure, follow-through, and operational discipline to the work, helping leaders stay focused on priorities, manage dependencies, and deliver with consistency. Core purpose of this role is to formulate, develop and drive strategic initiatives for consumer retail organization. The role will utilize strong analytical skills and data-driven problem solving skills to help achieve the objectives of the Retail Strategy organization. The role will encompass a combination of leading specific client segment strategy and being a generalist strategy professional for broader initiatives.
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.
- General Strategy: Lead the development of client segment, product and channel strategy for Retail & Small Business Banking.
- General Strategy: Drive key strategic initiatives including (but not limited to) identification of high value segments and points of differentiation to win with high value segments (including launching initiatives to acquire new households with specific segments, and deepen relationships with other segments).
- General Strategy: Coordinate BU wide activities and initiatives - Partner with BU teams to drive initiative implementation: including (but not limited to) project management (establishing timelines, critical path, milestones, RACI and associated deliverables).
- Segment Strategy: Have overall accountability for client segment management (drive intended outcomes of acquiring new households or deepening relationships with existing households).
- Segment Strategy: Partner with performance / analytics teams to draw insights emerging for segment to identify growth opportunities (either through acquisition or deepening activities).
- Segment Strategy: On an ongoing basis, continue to formulate new strategic initiatives by drawing on analytics / insights.
- Segment Strategy: Partner with product and channel teams to drive delivery of differentiated products and client experiences by segment.
Qualifications 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.
- Strong academic credentials college degree (MBA preferred), or equivalent education and related training or experience
- Eight years of experience, or equivalent experience and related training
- Background in consumer financial services / banking
- Problem-solving skills, ability to distil insights from large data-sets, strong analytical, communication skills
Preferred Qualifications:
- Experience in strategy consulting / strategic planning roles
- Deep knowledge of consumer / small business / direct banking
- Proven ability to collaborate across organizational siloes
- Ability to lead by influence
- Competitive Intelligence: Support strategy and initiatives by providing competitive insights and analysis
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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