Wealth Business Analyst

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Regular or Temporary :

Regular

Language Fluency : English (Required)

Work Shift :

1st shift (United States of America)

Please review the following job description :

Responsible for serving as a business analyst primarily responsible for providing insight and analysis into various short and long- term strategic projects, systems, applications, and tools used by Truist Wealth.

Responsible for performing business presentations, process mapping, system support, training support, operational efficiencies, and changes.

Job Description

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.

• Serve as the analyst to support product managers, platform managers and other leaders on all relevant initiatives within the Wealth Division Provide platform and system support for end users including issue identification and resolution, presentation development, meeting facilitation, documentation of action items etc.
• Develop project management documentation including task lists, process mapping, system / process integration documentation, presentations, and other project management items.
• Recommend to product manager and other business leaders system and process enhancements based on end user feedback.
• Participation in planning and implementation activities Support all change management activities including training and change management.
• Work with partners to ensure all regulations and compliance requirements are met for the Wealth business and systems which they own.

Required Qualifications :

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 business, accounting, finance or banking or equivalent education and related training
• Proven ability to act as a liaison between Business, product, operational and technical groups.
• Exceptional communication skills, both written and verbal
• Project management experience and ability to conceptualize concepts into presentation (PowerPoint) format.
• Working knowledge and ability to learn / master Microsoft Excel
• Ability and willingness to learn and adapt as the needs of the job change.
• Demonstrated proficiency in basic computer applications such as Microsoft Office products.
• Ability to travel, occasionally overnight.

Preferred Qualifications :

• Master's degree in business, accounting, finance, banking, or related field
• Project Management Professional (PMP) Certification
• Six-Sigma Certification
• Systems and technology platform development
• 3-5 years of financial services / wealth management experience
• Sound working knowledge of holistic banking / investment platforms, products, services, operations, finance, and systems.

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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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 Pay Transparency Nondiscrimination Provision E-Verify