Wholesale Client Engagement & Insights Analyst

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

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.