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Truist Insights Consultant- Consumer Small Business Banking 
United States, North Carolina, Charlotte 
499515309

08.12.2024

Regular or Temporary:

English (Required)

1st shift (United States of America)This role is office centric in Charlotte, NC. Requirement to be in office four days per week.

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.


o Analyze financial performance, market trends, and internal data assets to generate insights that inform both strategic decisions and stakeholder communications.
o Monitor investment analyst feedback to highlight key themes and actionable recommendations.



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.

  • Bachelor's degree in a business-related field (e.g. Economics, Finance, Business Management), or equivalent education and related training

  • 7-10 years of experience in data analysis, investor relations, consulting or a related field within the financial or banking sector

  • Ability to perform effectively in a rapid-pace environment and successfully address multiple, high-priority matters with autonomy

  • Exceptional ability to partner and collaborate with various stakeholders including executive management, senior leaders, and partners in a complex, matrixed environment

  • Excellent written and verbal communication skills with the ability to present complex ideas clearly and concisely while inspiring large teams and effectively influencing internal and external audiences

  • Executive-level of business acumen across consumer banking, small business banking, or digital banking with working knowledge of bank financials and performance measurement

Preferred Qualifications:

  • Master’s degree in a business-related field (e.g. Economics, Finance, Business Management), or equivalent education and related training

  • 10+ years investor relations, equities management, or strategic finance

  • Management experience at large, top-tier consulting firm