Wholesale Client Engagement Associate

• Support execution of priority Wholesale Client Engagement initiatives through 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 for 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
• Partner with Wholesale, Technology, Finance, Risk, Operations, Communications, and other stakeholders to advance deliverables and priorities
• Leverage data analysis and business storytelling to provide actionable recommendations and enable informed decision-making by senior leaders

• English language fluency required
• College degree or equivalent education and related training or experience
• 3-5 years of experience within consulting, business management, or a financial services organization
• Ability to present data and business considerations in a structured manner
• Advanced proficiency with Microsoft Office tools, especially Excel, PowerPoint, and Word
• Demonstrated understanding of business and technology organization, resources, priorities, needs, and policies
• Financial services or banking experience preferred
• Project management or business analyst experience preferred
• Experience developing dashboards, scorecards, or executive reporting using data visualization or business intelligence tools preferred
• Experience designing or maintaining SharePoint sites, team portals, or knowledge management resources preferred
• Experience using Microsoft Forms, Excel, and SharePoint to support intake processes, surveys, feedback loops, event tracking, or workflow automation preferred
• Ability to summarize complex analysis into clear recommendations for senior leaders preferred
• Ability to influence outcomes and build strong cross-functional relationships preferred
• Knowledge of Wholesale Banking, Commercial Banking, Corporate and Investment Banking, Consumer Banking, Small Business Banking, or related financial services businesses preferred
• MBA preferred

Demonstrates expertise in project planning, stakeholder alignment, and data analysis to support Wholesale Client Engagement initiatives. Proficient in creating executive-ready materials and managing SharePoint sites to enhance strategic execution and communication.

• Project Management Experience
• Advanced Proficiency in Microsoft Office
• Data Visualization and Business Intelligence Tools
• SharePoint Site Management
• Financial Services Experience

• Project Planning
• Data Analysis
• Dashboard Development
• Business Storytelling
• Executive Reporting

• Influencing Outcomes
• Building Cross-Functional Relationships
• Structured Data Presentation

• MBA

• Wholesale Banking
• Commercial Banking
• Corporate and Investment Banking
• Consumer Banking
• Small Business Banking

• Microsoft Excel
• Microsoft Power Point
• Microsoft Word
• Microsoft Forms
• Share Point