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Truist Consumer Reporting & Performance Manager in Atlanta, Georgia

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This role will be based out of Charlotte or Atlanta and is a hybrid role that requires working out of the office 3-4 days per week.

Consumer Reporting & Performance Manager is accountable for helping to standardize reporting on CSBB performance including financials, product, channels, and segments. This role will help shape and continuously improve CSBB’s performance management, including establishing & monitoring KPIs and goals, driving transparency scorecard management, and performance development and reporting. The role will utilize strong analytical skills and data-driven problem-solving skills to help achieve the objectives of the CSBB organization.


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.

  1. Support the development of CSBB client segment, product, and channel strategic performance reporting.

  2. Oversee the preparation of the monthly reporting analyses and performance package to enable understanding of the state of the portfolios leading to actionable recommendations for CSBB leadership.

  3. Recommends business actions to Strategic Execution and Business Performance (SEBP) and business leaders based on interpreted findings of the analyzed business reports.

  4. Collaborate on the design, communication, and implementation of the KPIs, data dashboards and reporting outlining the overall health of the business across solutions, channels, and segments.

  5. Consults with the internal business stakeholders, leaders, Business Performance Optimization and Data Insights & Governance teams to understand and design, develop, and deliver reporting requirements and ultimately made available for consumption via recurring deliverables, supporting the overall Consumer Bank strategy and performance.

  6. Support the analysis of banking landscape, emerging trends, and perspective on competitive threats emerging from banking and adjacent to banking sectors.

  7. Contribute to the development and enhancement of business intelligence platforms used by operating unit.

  8. On an ongoing basis, support new strategic initiatives by drawing on analytics / insights; partner with product and channel teams to drive delivery of differentiated products and client experiences by segment.


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.

  1. Bachelor’s degree in a relevant field or an equivalent combination of education and related work experience.

  2. 6-10 years of experience, or equivalent experience and related training

  3. Background in consumer financial services / banking or management / strategy consulting

  4. Problem-solving skills, ability to distil insights from large data-sets, strong analytical, communication skills

Preferred Qualifications:

  1. 5+ years of experience in management / strategy consulting

  2. Deep knowledge and/or experience in consumer / small business / direct banking

  3. Proven ability to collaborate influence across organizational siloes and lead in a matrixed structure

  4. Experience with BI tools (Tableau, PowerBI)

  5. Experience analyzing product, channel, and/or client segments data sets and reporting

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.

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