Wholesale Strategic Execution Associate

Truist Bank • Charlotte, NC

1d

About The Position

The Wholesale Strategic Execution Associate reports to the Wholesale Strategic Director and assists with executing Wholesale’s strategic plan and administering key operating routines. The role facilitates and manages priority initiatives, supports strategic decision-making through data gathering and analysis, and tracks progress and accountability across initiatives. It also contributes to developing junior team members.

Requirements

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

Nice To Haves

• Background in financial services or banking.
• Project management and/or business analyst experience.
• Strong analytical skills and high attention to detail and accuracy.
• Ability to summarize complex, detailed analysis for executive audiences.
• Ability to lead by influence and build relationships.
• Knowledge of consumer, small business, or direct banking.
• MBA.

Responsibilities

• Translate an understanding of Wholesale’s strategy and priorities into content for ongoing business operations and routines, including business reviews, town halls, and Board materials.
• Facilitate and project-manage priority initiatives within Wholesale, including defining approaches and logistics, maintaining project plans, and organizing participants around execution plans; contribute to complex cross-functional initiatives.
• Develop and execute ad hoc requests from the Chief Wholesale Banking Officer and the Head of Wholesale Strategic Execution and Business Management, including gathering decision-support data and preparing content for targeted discussions.
• Establish and facilitate cohesive measurement of progress against priority initiatives by creating tracking processes, leading monthly check-ins, and holding initiative owners accountable for commitments.
• Identify data needed to advance strategic business goals, gather and synthesize relevant benchmarks, industry trends, and internal operating and financial data, and use it to support decisions and measure results.
• Develop and train junior team members to support their growth and learning.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level