Wholesale Client Engagement Associate

Truist Financial
Atlanta, Charlotte
Full timeFunction: Program & Project Management (PMO)Experience: 3-5 yearsEducation: bachelorsSkills: ["Analytical","Organizational","Relationship-building","Collaboration","Continuous improvement"]

Coordinate priority Wholesale Client Engagement initiatives by partnering across Wholesale, Technology, Finance, Risk, Operations, and Communications. Build and maintain SharePoint sites and Microsoft Forms to support intake, surveys, event registration, and reporting. Track strategic progress using dashboards, scorecards, and trackers, and prepare executive-ready updates and insights for senior leadership to drive informed decision-making.

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Truist Financial
Truist Financial
4 days ago

Wholesale Client Engagement Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Coordinate priority Wholesale Client Engagement initiatives by partnering across Wholesale, Technology, Finance, Risk, Operations, and Communications. Build and maintain SharePoint sites and Microsoft Forms to support intake, surveys, event registration, and reporting. Track strategic progress using dashboards, scorecards, and trackers, and prepare executive-ready updates and insights for senior leadership to drive informed decision-making.
Location: Atlanta, Charlotte
Employment Type: Full time
Job Function: Program & Project Management (PMO)
Seniority: Mid level

Key Responsibilities

  • •Support execution of priority Wholesale Client Engagement initiatives, including project planning, coordination, logistics, and stakeholder alignment.
  • •Prepare executive-ready materials, insights, and updates for senior leadership, including ad hoc requests from Wholesale leaders.
  • •Track progress against strategic priorities using dashboards, scorecards, and routine follow-ups with initiative owners.
  • •Build and maintain SharePoint sites for content management, document organization, navigation, and access coordination.
  • •Create and manage Microsoft Forms for intake, surveys, event registration, feedback, and reporting needs.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysRetirement

Key Requirements

  • •Strong academic credentials with a college degree or equivalent training/experience.
  • •3-5 years of experience in consulting, business management, or financial services.
  • •Present data and business considerations in a structured manner.
  • •Advanced proficiency with MS Office tools, especially Excel, PowerPoint, and Word.
  • •Demonstrated understanding of business/technology organizations, resources, priorities, needs, and policies.
Experience:3-5 yearsFinancial servicesBankingConsulting
Education:Bachelor's
Skills:AnalyticalOrganizationalRelationship-buildingCollaborationContinuous improvement
Languages:English
Tech Stack:ExcelPowerPointWordSharePointMicrosoft FormsMS OfficeDashboardScorecardsTrackers

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn