TCCB Content and Analytics Execution Lead

Truist; Charlotte (NC); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k plan

Generous vacation and sick leave

Job summary

A major financial institution in Charlotte, NC seeks a Content & Analytics Execution Lead to enhance operational processes within the Commercial & Corporate Banking division. Responsibilities include documenting operational procedures, collaborating with teams to improve efficiency, and managing KPIs to ensure alignment with corporate objectives. Ideal candidates will have over 15 years of banking experience and strong data analysis skills. The role offers competitive benefits and opportunities for professional growth.

Qualifications

• 15+ years of banking experience or equivalent education.
• Demonstrated ability to grasp complex operational issues.
• Ability to lead and manage teammates.

Responsibilities

• Document core TCCB operational processes to create procedures.
• Partner with risk to ensure alignment with enterprise policies.
• Work with digital partners to incorporate new systems.

Skills

15+ years of banking experience

Strong interpersonal skills

Strong data and analytics skills

Ability to manage content library

Advanced knowledge of Excel

Education

Bachelor’s degree in a relevant field

Tools

Microsoft Office

Job description

Overview

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General

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job Description

As part of the Truist Commercial & Corporate Banking (TCCB) Operations team, the Content & Analytics Execution Lead will operationalize the TCCB's processes by developing and updating client-facing procedures and resources to optimize the client and teammate experience while mitigating risks and improving efficiency. This role will also identify and create operational metrics to assist in driving frontline operational progress in the business units as well as work with the Risk organization to identify pertinent KPIs. The role will also assist with data work, ad hoc projects and other tasks as needed by leadership. These processes will span across supported TCCB segments and coverage teams and requires tight collaboration and continuous input from sales, operations, risk and business management partners. May lead and manage a small team of junior staff.

Responsibilities

• Engage with sales, operations, risk and business management partners to document core TCCB's operational processes to create and maintain procedures and supporting materials to ensure consistent operational execution. Identify and implement continuous process improvements to make the client and teammate experience better, more efficient and consistent. Partner closely on teammate training topics and initiatives to create communications or job aids to enable teammates to execute new or changes to operational processes.
• Partner closely with risk partners to ensure TCCB's processes are in alignment with enterprise policies to mitigate risk and ensure appropriate risk monitoring. Stay abreast of regulatory and industry trends to influence Senior Leadership and incorporate into processes and procedures.
• Work closely with digital, product and technology partners to incorporate new systems and tools to enable our teammate’s ability to support clients nationwide, operate more remotely and digitize processes while aligning with TCCB's processes and procedures.
• Work with Commercial Banking Operations team to identify and create Operational metrics to drive process execution and progress in the Business Units. Identify Operational KPIs and digitize metrics into dashboards for efficient leadership awareness. Through analytics, identify trends and work with Operations team to implement improvements within the Business unit.
• The role will work closely with the Business management team and Line of Business Leadership on many initiatives to include data tasks, Ad hoc project support and others as needed by leadership.

Qualifications

Required Qualifications:

• 15+ years of banking experience, or equivalent education, related training or experience, 10 years of operations and/or risk experience working with business and/or commercial clients
• Bachelor’s degree in a relevant field of work or an equivalent combination of education and work-related experience
• Demonstrated ability to grasp and interpret complex operational issues and processes to translate into clear process maps and executable procedures
• Able to manage a library of content that requires continuous updating as well as work with content partners in other areas and lines of business
• Strong interpersonal skills and ability to work with and successfully influence Senior Leaders
• Strong data and analytics skills, with advanced knowledge of Excel and report creation
• Advanced understanding of Commercial business processes and Wholesale systems and structure in order to interpret data, translate behavior changes and identify issues
• Ability to lead and manage teammates
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products

Preferred Qualifications:

• Prior experience producing and managing banking process maps and procedures for Business clients
• Prior experience working with business analytics and translating to support execution of business unit strategy

Benefits

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. EEO is the Law E-Verify IER Right to Work