Wealth Business Analyst
Posted on: 22 Mar 2021
Charlotte, NC
Job Description
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Responsible for providing analytical and administrative support on execution of divisional, group and team projects including but not limited to, performing reporting, analytics, insights and process reviews while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management activities.
Location - Charlotte or Richmond
Develop and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and/or departmental initiatives necessary to management. Serve as a subject-matter expert for assigned area around divisional products, services, systems and policies/procedures. Assist and collaborate in the various stages and phases of strategic planning and project management as needed on divisional initiatives, contributing meaningful insights. Conduct industry research and competitive analysis as needed. Continued focus on process improvement. Perform various administrative tasks such as creating presentations, organizing meetings, assembling marketing materials, etc. Assist with training staff on new processes, systems, programs, etc.
Required Qualifications:
Bachelors degree in accounting, business or marketing, or equivalent education and related training Three years of experience in analytical role within financial services industry or other related business, and/or have participated in an enterprise sponsored Leadership Development Program. Demonstrated project management and coordination skills in a professional or financial services environment. Strong quantitative analysis skills. Excellent verbal and written communication skills Ability to effectively lead meetings with various key partners and collaborate with individuals at any level of the organization. Ability to work independently. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred Qualifications:
Masters degree in Marketing or Business Administration Graduate of an enterprise sponsored Leadership Development Program Banking or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments Knowledge of Operational Procedures and systems Knowledge of SAS or statistical software Familiarity with training and continuing education requirements for professional credentials such as National Association of Securities Dealers Licensing (7, 63, 65, 24, etc.), Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor
SunTrust Banks
Atlanta, GA
SunTrust Banks, Inc. operates as the holding company for SunTrust Bank that provides various financial services for consumers, businesses, corporations, institutions, and not-for-profit entities in the United States. It operates in two segments, Consumer and Wholesale. The Consumer segment provides deposits and payments; home equity and personal credit lines; auto, student, and other lending products; credit cards; discount/online and full-service brokerage products; professional investment advisory products and services; and trust services, as well as family office solutions. This segment also offers residential mortgage products in the secondary market.
The Wholesale segment provides capital markets solutions, including advisory, capital raising, and financial risk management; asset-based financing solutions, such as securitizations, asset-based lending, equipment financing, and structured real estate arrangements; cash management services and auto dealer financing solutions; investment banking solutions; and credit and deposit, fee-based product offering, multi-family agency lending, advisory, commercial mortgage brokerage, and tailored financing and equity investment solutions. This segment also offers treasury and payment solutions, such as operating various electronic and paper payment types, which comprise card, wire transfer, automated clearing house, check, and cash; and provides services clients to manage their accounts online.
The company offers its products and services through a network of traditional and in-store branches, automated teller machines, Internet, mobile, and telephone banking channels. As of December 31, 2018, it operated 1,218 full-service banking offices located in Florida, Georgia, Virginia, North Carolina, Tennessee, Maryland, South Carolina, and the District of Columbia. SunTrust Banks, Inc. was founded in 1891 and is headquartered in Atlanta, Georgia.
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IndustryBanking/Financial Services
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No. of Employees22,899
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Website
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Jobs Posted2598
