Planning and Insights Manager - Workforce Management Experience Required

Truist • Atlanta, GA

16d

About The Position

Responsible for centralized operations reporting for Retail and Small Business Banking (RSSB) Operations, as well as the development and oversight of Community Branch Banking (CBB) workforce strategy and planning, including management of the branch FTE Plan. Consults on RSBB workforce initiatives and process improvements. 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. 1. Lead reporting and analytics efforts for RSBB Operations and for Community Branch Banking Workforce, including leadership of a team of experienced reporting analysts and consultants who support the delivery of the responsibilities of the role. 2. Design reports, dashboards and tools that improve efficiency and provide workforce insights. Act as a strategic change agent in the effort to establish a culture of data-driven decision-making. 3. Prepare key operations and branch banking workforce reporting required for various RSBB risk committees, working groups, regulatory meetings, or other purposes as assigned. 4. Coordinate ad hoc reporting and analytics initiatives at the direction of RSBB Operations executive leadership. 5. Responsible for strategic workforce plans including branch-level FTE plan, shared resource solutions, workforce efficiencies, and other workforce initiatives. Effectively translate complex strategies into tactical action plans for execution. 6. Responsible for measuring progress against strategic workforce plans and other workforce KPIs. Propose KPIs, set targets and benchmarks, establish recurring reports and provide insight into trends. Identify solutions for performance issues. 7. Consult on execution of RSBB workforce initiatives with data insights and process improvements. Implement opportunities to centralize and/or automate processes to gain efficiencies. 8. Represent RSSB Operations on cross-function project teams. Influence strategic direction of projects and initiatives with workforce impacts.

Requirements

• Bachelor’s degree in Business, Computer Science, Economics, Mathematics/Statistics/Advanced Analytics, Marketing, Operations or a related discipline, or equivalent education and related training
• 12 years of related experience
• Experience working with reporting and analytics tools
• Demonstrated experience managing teams and projects in a complex analytical environment
• Excellent problem-solving skills with a demonstrated record of success in an internal or external consulting environment
• Excellent written and verbal communication skills; ability to communicate technical information to nontechnical audiences
• Demonstrated experience and proficiency with Excel and Microsoft Office suite

Nice To Haves

• Master’s degree in Business, Statistics, or related discipline
• Demonstrated experience managing analytical projects in Financial Services or other industries with complex (multi-product, multi-channel, geographically diverse) client relationships
• At least ten years’ experience working with customer/prospect data in consulting, financial services, or other similar environments

Responsibilities

• Lead reporting and analytics efforts for RSBB Operations and for Community Branch Banking Workforce, including leadership of a team of experienced reporting analysts and consultants who support the delivery of the responsibilities of the role.
• Design reports, dashboards and tools that improve efficiency and provide workforce insights. Act as a strategic change agent in the effort to establish a culture of data-driven decision-making.
• Prepare key operations and branch banking workforce reporting required for various RSBB risk committees, working groups, regulatory meetings, or other purposes as assigned.
• Coordinate ad hoc reporting and analytics initiatives at the direction of RSBB Operations executive leadership.
• Responsible for strategic workforce plans including branch-level FTE plan, shared resource solutions, workforce efficiencies, and other workforce initiatives. Effectively translate complex strategies into tactical action plans for execution.
• Responsible for measuring progress against strategic workforce plans and other workforce KPIs. Propose KPIs, set targets and benchmarks, establish recurring reports and provide insight into trends. Identify solutions for performance issues.
• Consult on execution of RSBB workforce initiatives with data insights and process improvements. Implement opportunities to centralize and/or automate processes to gain efficiencies.
• Represent RSSB Operations on cross-function project teams. Influence strategic direction of projects and initiatives with workforce impacts.

Benefits

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager