Senior Operations Consultant- Promotions Program Office
Truist Financial
- Location
- Charlotte, NC
- Employment
- Full Time
- Work model
- On-Site
- Level
- Senior
- Posted
- Sep 21, 2026
About this role
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: In accordance with Truist in-office policy, this role will be in office 5 days/week. The Promotions Senior Operations Consultant is responsible for driving assigned operational, servicing, readiness, risk/control, and reporting activities for the Promotions Program Office, ensuring consistent execution and compliance with applicable standards. Acting as a liaison between operational, compliance, Promotions Servicing, Product, Marketing, Channel, Risk, and execution teams, this role supports process design, escalation handling, issue analysis, change readiness, documentation administration, risk management, and continuous improvement efforts. This position will also manage assigned standard operating procedures (SOPs), process documentation, training materials, readiness checklists, and teammate guidance, ensuring adherence to internal Truist policy, governance expectations, and industry best practices. Additionally, this role will collaborate with cross-functional partners at various levels to improve servicing workflows, provide recommendations on promotional offer operations, and monitor risk-related compliance measures through reporting, analysis, and tracking routines. 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.
Core responsibilities
1. Drive assigned promotions servicing processes and tracking routines, serving as a Point of Contact and liaison to the Promotions Servicing Team and operational execution teams throughout the organization. 2. Influence and support design and updates of servicing processes, including escalations and inquiries, advising on organizational alignment of resources, processes, documentation, and performance to support optimal client and teammate experience. 3. Support servicing, readiness, and implementation activities related to promotions and/or promotion ecosystem capability updates in alignment with Channel, Product, Marketing, Readiness, and Promotions Servicing partners. 4. Design, create, maintain, and manage assigned Standard Operating Procedures (SOPs), process flows, templates, tools, checklists, and related documentation for promotions. 5. Design, create, maintain, and manage assigned training documentation, teammate guidance, and job aids for the promotions capability, workflow tools, and escalation processes. 6. Train associates on standard operating procedures, process updates, platforms, and escalation routines, ensuring changes are communicated, understood, and adopted. 7. Collaborate with cross-functional and Promotions Program Office partners for training/process and continuous improvement opportunities 9. Assist in the ongoing development and implementation of risk and control design and execution to minimize risk in promotion operations by understanding and adhering to regulations related to promotional offers and proactively fostering collaboration with Legal, Compliance, Tax, DCXM Governance, and Promotion Program partners. Serve as liaison or Point of Contact as assigned. 10. Assist in the management of day-to-day operational processes including, but not