Truist · 10 hours ago
Client Experience Insights Lead
Charlotte, NC
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expTruist Bank is seeking a Client Experience Insights Lead to deliver actionable, data-driven insights that improve client satisfaction across the enterprise. This strategic leader will partner with cross-functional business units to analyze complex data and create executive-ready insights, while also managing a team to enhance operational performance and client loyalty.
BankingFinanceFinancial Services
Responsibilities
Manages the analysis, reporting structure, and delivery of multiple executive-level reports across the enterprise
Establishes and maintains relationships with all stakeholders ensuring coordination across cross-functional teams and obtains leadership support
Strong business acumen/knowledge, management experience, problem solving, critical thinking, influencing and sound decision-making skills. Demonstrates the ability to effectively prioritize
Explain and interprets complex, difficult, or sensitive information; view business challenges from diverse perspectives to effectively liaison between Client Experience and other stakeholders
Oversees and/or prepares and maintains necessary materials and artifacts to ensure reporting outputs have an appropriate level of traceability, tracking all impacts to completion and knowledge delivery to impacted audiences
Create and maintain interactive visualizations for business partner access, integrating data components from multiple data sources
Will serve as a leader, directly leading multiple analysts support data analysis, insights identification, and reporting. Will manage a team providing a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values
Qualification
Required
Bachelor's degree in a business-related field, or equivalent education and related training
10 years of experience in consulting, project management or process improvement related role
Excellent analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with demonstrated attention to detail and accuracy
Strong communication skills, both written and verbal, with ability to influence others and facilitate difficult conversations with leadership
Knowledge of the industry's competitive landscape and the factors that differentiate Truist and its competitors in the market
Ability to interpret and explain complex information to a range of audiences and build consensus among different stakeholders
Ability to provide direction, coaching and mentorship to experienced teammates
Ability and willingness to learn and adapt as the needs of the job change
Fluent in Excel and PowerPoint, preparing presentations for senior level teammates
Demonstrated proficiency in business intelligence visualization tools (e.g. Tableau dashboards)
Preferred
Master's degree or MBA
Five years of experience in the financial services industry or consulting
Experienced in working with third parties (On or Offshore, Vendors, etc.)
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
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