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Truist
Client Engagement Associate
Charlotte, NC
May 8, 2025
Full-time
Full Job Description

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This role will execute on the day-to-day implementation of the Truist Wholesale use of tickets, suites, external events & sponsorships strategy. The role will be accountable to the Director of Client Engagement and will partner closely with marketing operations team/marketing events and sponsorship team for the execution of the monthly tickets, suites and sponsorships. This teammate will provide project support in the building of the ROI and measurement to help drive consistent processes across Wholesale.

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.

  • Develop and manage moderately complex projects independently to achieve long-term objectives supporting the ticket, suites, external events and sponsorships strategy
  • Develop and execute activities and planning regarding strategies and initiatives that will enhance Wholesale ability to achieve revenue goals
  • Work closely with the Director of Client Engagement to develop and implement strategies based on consultations with business leaders inside and outside the business unit to achieve business objectives
  • Develop and execute process improvements to align with Truist goals and objectives
  • Make recommendations and implement new tools to help bring scalability to tickets, suites, external events and sponsorships.
  • Possess an in-depth understanding of client engagement functions, structure and processes and be able to integrate into all business functions
  • Have an overall understanding of the Wholesale line of business and supporting operating systems, policies and procedures throughout Truist

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
• 5-8 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:

• Background in financial services / banking industry
• Project Management and/or Business Analyst experience
• Strong analytical skills with high attention to detail and accuracy
• Ability to summarize complex, detailed analysis into executive-level summarize
• Ability to lead by influence (relationship building).
• Knowledge of all Wholesale lines of business.

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.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

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Job Category:
Administrative and Clerical
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Client Engagement Associate
Truist
Charlotte, NC
May 8, 2025
Full-time
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