Wealth Business Analyst III

Truist Bank • Charlotte, NC

4d

About The Position

Responsible for delivering analytical and administrative support to drive the execution of divisional, group, and team initiatives. Key responsibilities include developing reporting, conducting analytics, generating insights, and performing process reviews. Additionally serves as a subject‑matter expert on various bank and Wealth systems, products, services, and processes, and actively participates in project management activities.

Requirements

• Bachelor’s degree in accounting, business or marketing, or equivalent education and related training.
• Six or more years of experience in analytical role within financial services industry or other related. business, and/or have participated in an enterprise sponsored Leadership Development Program.
• Demonstrated project management and coordination skills in a professional or financial services environment.
• Strong quantitative analysis skills.
• Excellent verbal and written communication skills.
• Ability to effectively lead meetings with various key partners and collaborate with individuals at any level of the organization.
• Ability to work independently. Strong proficiency in basic computer applications, such as Microsoft Office software products.

Nice To Haves

• Master’s degree in Marketing or Business Administration.
• Graduate of an enterprise sponsored Leadership Development Program.
• Banking or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments.
• Knowledge of Operational Procedures and systems.
• Knowledge of SAS or statistical software.
• Familiarity with training and continuing education requirements for professional credentials such as FINRA licensing (Series 7, 63, 65, 24, etc.), Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor.

Responsibilities

• Develop and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and/or departmental initiatives necessary to management.
• Serve as a subject-matter expert for assigned area around divisional products, services, systems and policies/procedures. Assist and collaborate in the various stages and phases of strategic planning and project management as needed on divisional initiatives, contributing meaningful insights.
• Conduct industry research and competitive analysis as needed. Continued focus on process improvement.
• Perform various administrative tasks such as creating presentations, organizing meetings, assembling marketing materials, etc.
• Assist with training staff on new processes, systems, programs, etc.

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: Mid Level