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Consumer Consultant

Consumer Consultant

Ohio StaffingCleveland, OH, US
5 days ago
Job type
  • Full-time
Job description

Job Title

Location : 4910 Tiedeman Road - Brooklyn, Ohio 44144

Essential Job Functions :

  • Responsible for leading special projects, such as Client Facing Accessibility in Online Banking, and initiatives in support of business priorities and client needs
  • Ensures the execution of consumer client initiatives are in accordance with business strategies
  • Build and leverage business and performance management data, presentations, and meeting cadences
  • Partner with centralized reporting and analytics to drive data initiatives in support of programs
  • Provides analysis to support the production of client insights
  • Reviews internal processes to identify and recommend process improvements, particularly as it relates to the preparation and sharing of data with partners, including but not limited to Finance, Data and Analytics teams
  • Compiles, evaluates, and provides external market research to help inform business opportunities
  • Collaborate with various teams across the consumer bank, and other lines of business, leading efforts and ensuring alignment with key stakeholders
  • Coordinate work required for executive updates and presentations, and assist with preparing presentations to senior leaders

Required Qualifications :

  • Bachelor's Degree in business or related field and / or equivalent work experience
  • Minimum of 7 years' experience in financial services
  • Demonstrated project management experience including : leadership, experience in organizing, planning and executing medium to large-scale, multi-functional projects from vision through implementation
  • Demonstrated analytical, process management and conceptual skills
  • Demonstrated ability to express complex concepts in terms that are understandable to the business partners, senior leaders, and the sales force
  • Superior teamwork and interpersonal skills and ability to communicate with all management levels
  • Demonstrated ability to work effectively with support partners and influence geographically diverse sales teams
  • Superior knowledge of financial products, e.g., deposit & credit products, investments, etc.
  • Demonstrated advanced experience in Microsoft Excel and PowerPoint
  • Education :

  • Bachelor's Degree or equivalent experience (preferred)
  • Work Experience :

  • 7+ years experience in financial services (required)
  • Skills :

  • Ability to understand business partner strategy and financial impact
  • Strong written and verbal skills; ability to organize information in a clear, consistent format; ability to articulate a clear, well-thought-out message and formal delivery; skills in creating PowerPoint presentations
  • Able to work independently under general direction / supervision
  • Ability to build relationships, partner, and influence
  • Developing critical thinking skills; can analyze simple issues with low complexity; can give perspective to the team addressing basic business / analytical problems and challenges; recognizes need to escalate issues in a timely manner
  • Good at figuring out the processes necessary to get things done; knows how to organize people and activities; understands how to separate and combine tasks into efficient workflow; knows what to measure and how to measure it; can see opportunities for synergy and integration where others can't; can simplify complex processes; gets more out of fewer resources
  • Accurately scopes out length and difficulty of tasks and projects; sets objectives and goals; breaks down work into process steps; develops schedules and task / people assignments; anticipates and adjusts for problems and roadblocks; measures performance against goals; evaluates results
  • Demonstrated multiple project management leadership skills; experience in organizing, planning, and executing large-scale, multi-functional projects from vision through implementation
  • Demonstrated analytical, process management, and conceptual skills
  • Demonstrated ability to express complex conc
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    Consumer Consultant • Cleveland, OH, US

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