Truist

Client Advocacy Analytics Manager

Truist

full-time

Posted on:

Location Type: Office

Location: Charlotte • North Carolina • 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Job Level

Mid-LevelSenior

About the role

  • Collecting, aggregating, reporting, and analyzing client problem data from various sources within expected timeframes.
  • Identify, highlight and communicate client problems to Client Advocacy teammates/leadership and business units for future problem avoidance.
  • Partnering with other Business Unit Senior Management, Data Analytics, Function and Process Owners, Compliance, Risk and other Client Resolution groups to identify trends and themes from client problem data and define recommendations for additional business reviews that may be used to define root cause and/or business process, procedure or client communication enhancements.
  • Documenting the business responses to complaint themes and drivers and incorporating those into client complaint reporting.
  • Representing the Client Advocacy team as a change agent when necessary.

Requirements

  • Bachelor's degree in a relevant field of work or an equivalent combination of education and work related experience
  • Four or more years of analytical experience
  • Working knowledge of spreadsheet and data management reporting tools
  • Intermediate skills in Microsoft Excel and PowerPoint and basic proficiency in other computer software applications with the ability to multi-task and navigate between multiple systems.
  • Advanced Microsoft Office skills such as Access, Excel, Visio
  • Experience writing Business Requirements and/or System Requirements for reporting and report automation
  • Creative and innovative approach to problem solving
  • Thorough knowledge of bank operations, systems, compliance and risk management practices.
  • Excellent communication (verbal and written), presentation and facilitation skills
  • Strong leadership qualities and excellent interpersonal skills
  • Creative thinker with excellent conceptual and problem solving abilities
  • Action oriented and self-disciplined
  • Demonstrated leadership ability and project management skills
  • Ability to comprehend, analyze and evaluate data, processes and systems and recommend enhancements
  • Ability to organize and clearly present verbal and written reports of findings and recommendations. Isolate and analyze significant trends from source data.
  • Ability to perform multiple tasks in a fluid environment and work both independently and as a team member
  • Excellent interpersonal and relationship management skills with the ability to influence, interact, and communicate within all levels of the organization including Senior and Executive Leadership
  • Highly collaborative planning ability
  • Excellent diplomacy, tact, judgment, and decision-making skills
  • Demonstrated proficiency in attention to detail with the ability to process information with a high degree of accuracy
  • Understand the risks of a process, as well as, the process dependencies on other operations or external factors
  • Ability to quickly learn/acquire all necessary platform applications required to perform the job
  • Ability to speak fluent English
Benefits
  • medical
  • dental
  • vision
  • life insurance
  • disability
  • accidental death and dismemberment
  • tax-preferred savings accounts
  • 401k plan
  • no less than 10 days of vacation
  • 10 sick days
  • paid holidays

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
data analysisreportingbusiness requirements writingsystem requirements writingdata managementreport automationMicrosoft ExcelMicrosoft PowerPointMicrosoft AccessMicrosoft Visio
Soft skills
communication skillspresentation skillsfacilitation skillsleadership qualitiesinterpersonal skillsproblem solvingproject managementattention to detailcollaborationdecision-making
Certifications
Bachelor's degree