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Truist Senior Consultant Promotions Marketing Small Business Lead 
United States, North Carolina, Charlotte 
661191305

29.12.2024

Regular or Temporary:

English (Required)

1st shift (United States of America)


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 direct the design and operational strategy for Small Business Promotional Offers.
  • Lead all aspects of promotional offer research and development to ensure competitive and well executed offer design.
  • Provide direction for promotion readiness and servicing strategy to ensure excellence in execution and an optimal client experience.
  • Manage the day to day operational processes for all managed offers.
  • Ensure use of workflow tools, checklists, and timelines to ensure offers are launched error free and on time. Identify and recommend improvement opportunities to increase efficiencies and minimize risk.
  • Manage promotional requests and provide recommendations to Promotions Manager on capacity and/or capability needs to facilitate new requests.
  • Identify key measures to complement KPI tracking and/or provide insights on campaign performance, enhancement needs, risk analysis. Create summary level reporting for socialization with internal clients, the head of Marketing Operations, and where required, the Marketing Leadership team.
  • Lead sales error and complaint analysis and reporting and provide recommendations for promotion design enhancements and promotion tool functionality enhancements. Track risks related to Teammate Execution and provide recommendations for channel training. Ensure data is available for summary level reporting as necessary for risk related projects and /or KPI reporting.
  • Contribute new and trending ideas to offer development and promotional capabilities by staying abreast of promotional offers/best practices within and outside the financial services industry.
  • Minimize risk in promotion design by understanding and adhering to regulations related to promotional offers and proactively fostering collaboration with Legal, Compliance, and Tax (as applicable).
  • Contribute to overall team projects including but not limited to promotions platform enhancements, process design and improvement, and development of new promotional marketing capabilities.


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.
1. Bachelor’s degree in Marketing, Communications, Business Administration or related field, or equivalent education and related training
2. Five years of related experience or an equivalent combination of education and experience
3. In-depth knowledge and expertise of principles, practices, theories, and/or methodologies associated with the Marketing discipline (e.g., Marketing P’s, Market research, analytics, digital)
4. Experience managing or leading projects or project work streams and operates as a lead in a specialty capacity
5. Knowledge of the industry's competitive landscape and the factors that differentiate Truist and its competitors in the market
6. Ability to interpret and explain complex information to a range of audiences and build consensus among different stakeholders
7. Ability to provide direction, coaching and mentor experienced teammates
8. Fluent in Excel and PowerPoint, preparing presentations for senior level teammates


1. MBA degree
2. Seven years of Loyalty Program or Incentive Based Promotion experience
3. Experience in directly managing others
4. General Understanding of Agile Practices



Up to 25 lbs.Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.