Insights Consultant – Consumer and Small Business Banking

Truist

Insights Consultant analyzing internal and external data for Truist's Consumer and Small Business Banking performance. Collaborating with leadership to create impactful presentations and insights.

Posted 7/1/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

Analyze financial performance, market trends, and internal data assets to generate insights that inform both strategic decisions and stakeholder communications.
Monitor investment analyst feedback to highlight key themes and actionable recommendations.
Assist in preparing quarterly earnings packages, investor presentations, and other communication materials working closely with Truist’s Investor Relations and Communications teams to effectively convey the bank’s financial performance and strategic vision through a Consumer and Small Business Banking lens.
Lead line of business pre-earnings and post-earnings routines including the dissemination of relative-performance assessments to CSBB Senior Leaders and key leaders across the business.
Partner with executive leadership and Consumer and Small Business Banking Senior Leaders to create clear, data-driven internal and external presentations for board discussions and internal/external engagements.
Provide tailored insights and analysis to support leadership’s narrative during investor interactions.
Collaborate with Truist Finance Officers, Economists, and peers in Wholesale Banking experts to incorporate economic insights, business forecasts and performance into executive presentations.
Work closely with the Investor Relations team to ensure alignment between Consumer and Small Business Banking data insights and the bank’s messaging for shareholders and analysts.

Requirements

What you’ll need

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.

Benefits

Comp & perks

medical, dental, vision, life insurance
disability, accidental death and dismemberment
tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial AnalysisMarket Trend AnalysisData-Driven PresentationsPerformance AssessmentBusiness Forecasting

Soft Skills

Exceptional Communication SkillsCollaborationAutonomyInfluencing SkillsAbility to Work in Rapid-Pace Environment