Wholesale Client Engagement Associate

Truist; Atlanta (GA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

PTO

Job summary

Truist is seeking a Wholesale Client Engagement Associate who coordinates initiatives, manages dashboards and communications, and partners across Wholesale, Technology, Finance, Risk, and Operations to drive priority projects. The role focuses on data analysis, reporting, and operational efficiency to support senior leaders’ decisions.

The ideal candidate will have 3–5 years in consulting or financial services, strong MS Office skills, and the ability to present complex information clearly.

Qualifications

• Strong academic credentials – college degree or equivalent education and related training or experience.
• 3–5 years of experience in consulting, business management, or financial services.
• Ability to present data and business considerations in a structured manner.
• Advanced proficiency with MS Office tools, especially Excel, PowerPoint, and Word.
• Demonstrated understanding of business and technology organization, resources, priorities, needs and policies.

Responsibilities

• Support execution of priority Wholesale Client Engagement initiatives, including planning, coordination, logistics, and stakeholder alignment.
• Prepare executive-ready materials, insights, and updates for senior leadership.
• Track progress against strategic priorities through dashboards, scorecards, and follow-ups with initiative owners.
• Build and maintain SharePoint sites that support execution, content management, and navigation.
• Create and manage Microsoft Forms for intake, surveys, event tracking, feedback, and reporting.
• Collaborate with Wholesale, Technology, Finance, Risk, Operations, Communications to advance deliverables.

Skills

Project coordination

Stakeholder engagement

Data presentation

Analytical thinking

Relationship building

Communication skills

Education

Bachelor's degree or equivalent

MBA preferred

Tools

MS Excel

MS PowerPoint

MS Word

SharePoint

Microsoft Forms

Data visualization tools

Job description

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

This role reports to the Wholesale Strategic Director and supports the execution of key Wholesale Client Engagement and strategic initiatives through project coordination, stakeholder engagement, and operational management. The associate partners across Wholesale, Technology, Finance, Risk, Operations, and Communications to drive priorities, track progress against strategic objectives, and deliver executive-ready reporting and insights. Responsibilities include managing dashboards, scorecards, trackers, SharePoint sites, and Microsoft Forms to support business routines, communications, content management, and workflow efficiency. The role leverages data analysis and business storytelling to provide actionable recommendations, maintain operational discipline, and enable informed decision-making by senior leaders. Success in this position requires strong analytical, organizational, and relationship-building skills, with a focus on collaboration, continuous improvement, and high-quality execution.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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.

• 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 through standard routines, dashboards, scorecards, and follow-up with initiative owners.
• Build and maintain SharePoint sites that support strategic execution, content management, document organization, navigation, and access coordination.
• Create and manage Microsoft Forms for intake, surveys, event registration, feedback, business updates, and reporting needs.
• Partner with Wholesale, Technology, Finance, Risk, Operations, Communications, and other stakeholders to advance deliverables and priorities.

QUALIFICATIONS

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.

• Strong academic credentials – college degree or equivalent education and related training or experience
• 3-5 years of experience within consulting, business management, or financial services organization
• Ability to present data and business considerations in a structured manner.
• Advanced proficiency with MS Office tools, especially Excel, PowerPoint, and Word.
• Demonstrated understanding of business and technology organization, resources, priorities, needs and policies.

Preferred Qualifications:

• Financial services or banking experience.
• Project management or business analyst experience.
• Experience developing dashboards, scorecards, or executive reporting using data visualization or business intelligence tools.
• Experience designing or maintaining SharePoint sites, team portals, or knowledge management resources.
• Experience using Microsoft Forms, Excel, and SharePoint to support intake processes, surveys, feedback loops, event tracking, or workflow automation.
• Ability to summarize complex analysis into clear recommendations for senior leaders.Ability to influence outcomes and build strong cross-functional relationships.
• Knowledge of Wholesale Banking, Commercial Banking, Corporate and Investment Banking, Consumer Banking, Small Business Banking, or related financial services businesses.
• MBA preferred.

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 is an Equal Opportunity Employer that does not discriminate 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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