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Truist Corporate Meeting and Event Planner in Charlotte, North Carolina

Req ID: R0071196

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Manage end-to-end planning and execution of Truist meetings and events with a focus on exceeding stakeholder expectations, cost savings and minimizing risk to the bank. Collaboratively engage suppliers and internal business partners as prescribed by the Truist Meetings and Events Policy and the Strategic Meetings Management Program. Identify and execute individual meeting strategy that aligns with the goals & objectives of the meeting; establish and manage planning timelines and milestones; create and execute within budget, provide post-event reconciliation; and analyze all post-event metrics and feedback to evaluate successes and identify opportunity for future enhancements.

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.

Responsible for all aspects of meeting planning, hospitality functions or special events that require contract or event agreements to include but not limited to: conferences, teammate trainings, annual & general meetings, shareholder briefings, and client events.

Educate and lead clients through all aspects of the meeting planning process from meeting registration through final billing and reconciliation.

Research, source and drive destination decision and venue for meetings and events based on clients’ budget, goals & objectives and preferred vendors as well as the corporate travel preferred hotel program.

Manage all internal and external meeting logistics to include, developing and presenting timelines, venue sourcing, contract negotiations, budgets, online invitation/registration process, meeting room layout, food and beverage selection, audio-visual requirements, travel arrangements/group air, off-site functions, post event surveys and all other meeting and event related activities and requirements in accordance with Truist Policy and Procedure.

Act as on-site meeting planner and single point of contact between stakeholders and meeting suppliers to ensure flawless execution and program success.

Collaborate with lines of business and external suppliers in order to implement and comply with SMMP policy and process.

In partnership with Truist Travel Management Company, drive the negotiations of all meeting and event related contracts as well as identify creative solutions to find cost savings opportunities while adapting to ever-changing business needs, policies and regulations in order to maintain budgetary guidelines for each individual meeting.

Lead the engagement of internal business partners (Corporate Security, IT, Event Marketing, Finance, HR, Legal) to inject appropriate subject matter expertise for collaboration to meet the goals and objectives of the meeting and to protect the bank’s interest.

Maintain detailed records of all supplier agreements, authorizations, revisions and expenses. Review all expenses for accuracy against approved estimates prior to payment. Ensure proper billing/allocation of expenses according to the terms established for the event.

Conduct post-conference reviews with stakeholders, partners and suppliers to evaluate event success, metrics, and discuss recommendations for enhancements for future events.


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.

Bachelor’s Degree, or equivalent education or related training.

5+ years’ corporate meeting and event planning/management, hospitality or equivalent project management experience.

Ability to work independently, drive decision-making across all internal and external partners and take a resourceful approach to problem solving.

Strong project management, prioritization, and planning skills with excellent attention to detail.

Demonstrated success producing high-quality deliverables on time and within budget.

Articulate and persuasive communication skills with the ability to collaborate effectively across all levels of the organization while demonstrating a balance of assertiveness and relationship-building.

Skilled in contract negotiations with emphasis on achieving savings goals.

Superb time management and organizational skills with the ability to oversee multiple projects independently while working under pressure.

Excellent team player and consummate professional. Maintains composure when confronted with difficult people and/or situations.

Proficient in Microsoft Office Suite (Excel, PowerPoint and Word etc.)

Travel is expected, and may be required up to 50% of this job, including overnight, which may include evenings, weekends and/or holidays.

Preferred Qualifications:

College Degree in hospitality management, project management or equivalent training

CMP, CMM, CSEP or related designation

Cvent Certification and/or proficiency in Cvent (a web-based software) for sourcing, event management, attendee management, marketing, budgeting, etc.

Experience with analyzing reports and data (Excel Spreadsheets, Pivot Tables, Graphs, etc.)

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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.

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