Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Honors & Engagement
Generic

Kendra E. Stocks

Charlotte

Summary

Strategic business consultant and trusted advisor with over 10 years of experience in financial services, specializing in teammate engagement, organizational effectiveness, and cross-functional partnership. Known for translating business and engagement insights into scalable processes that improve communication, accountability, and teammate experience. Demonstrated ability to influence without authority, support leaders at all levels, and advance purpose- and culture-driven initiatives aligned to Truist’s Mission and Values.

Overview

23
23
years of professional experience

Work History

Assistant Marketing/Sales Manager

SMD Software
Raleigh, NC
08.2003 - 09.2005

· Hired to sell and promote a new product, with permission, I completed my own market research and developed a marketing plan. Within 3 months, I had the highest sales in the department and was promoted.

  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Led cross-departmental initiatives to streamline operations and enhance overall efficiency in sales processes.

Business Consultant I, Vice President

Truist Bank
Charlotte, NC
05.2024 - Current
  • Collaborated with business leaders to understand priorities and convert demands into effective operational strategies that enhance teammate experience.
  • Streamlined team collaboration by leveraging individual strengths in business knowledge and data expertise, while monitoring performance through outcome-driven dashboards.
  • Enhanced team dynamics by fostering open communication, reinforcing collaboration, and promoting shared accountability among partners.
  • Facilitated strategic planning sessions to enhance business operations.
  • Collaborated with audit teams during data and analytics lifecycle reviews to ensure thorough preparation and responsiveness.
  • Fostered teammate engagement through recognition of accomplishments, celebration of milestones, and reinforcement of a culture centered on trust, inclusion, and connection.

Business Analyst

Truist Bank
Charlotte, NC
12.2021 - 05.2024
  • Served as project manager and enablement partner for multiple analytics teams, supporting delivery, prioritization, and stakeholder communication.
  • Co-created a structured workflow to capture, document, and prioritize business requests, improving visibility and alignment across teams.
  • Developed and maintained a dynamic Tableau dashboard linked to workflow processes to strengthen reporting, transparency, and decision-making.
  • Selected as SEBP Engagement Champion for Charlotte; organized and supported monthly engagement opportunities to enhance connection and teammate experience.
  • Supported leaders with insights and analysis used in executive-level presentations.
  • Analyzed business requirements to identify process improvements and enhance operational efficiency.

Senior Administrative Assistant

Truist Bank
Charlotte, NC
01.2020 - 12.2021
  • Executive assistant to the Director of Client Insights & Analytics (EL-1), supporting leadership communications, coordination, and strategic initiatives.
  • Organized and supported monthly team-building and engagement activities, many delivered virtually during COVID-19.
  • Served as Scrum Master for Client Journey & Digital Analytics team, supporting agile delivery and collaboration.
  • Analyzed call center metrics and prepared materials for executive presentations.
  • Team lead for Lighthouse Project initiatives supporting community engagement.
  • Continued professional development in SAS, Python, Adobe Experience Platform, and Tableau.

Sales Coordinator / Administrative Assistant III

BB&T Investments
Charlotte, NC
08.2011 - 01.2020
  • Provided executive and operational support to the President of Investments, National Sales Director, and 13 Regional Sales Managers.
  • Compiled materials for Board, Executive Management, and sales presentations, as well as onboarding and operational documentation.
  • Served as primary coordinator for new associate onboarding and orientation, including logistics, communication, and end-to-end experience.
  • Planned and executed large-scale engagement events including Town Halls, All Hands meetings, orientations, and top-producer conferences.
  • Served as Corporate Committee member and regional lead for the BB&T Lighthouse Project, coordinating annual community engagement initiatives.

National Director of Sales & Marketing

Imperial USA Ltd
Charlotte, NC
10.2007 - 08.2011

Cultivated strategic partnerships with key stakeholders to strengthen market presence in North American commercial and builders' hardware sectors.

Developed and implemented sales strategies aimed at achieving annual revenue goals and maximizing profitability.

Directed team of account managers to optimize revenue generation strategies and improve client satisfaction across $6.5M portfolio.

Managed comprehensive marketing efforts and logistics planning, ensuring seamless collaboration among team members for a prominent national exhibits.

  • Led national sales initiatives to enhance market penetration and brand visibility.

Real Estate Agent / Marketing Specialist

RE/MAX Integrity
Raleigh, NC
09.2005 - 12.2007
  • Coordinated property showings,open houses and client appreciation events to enhance client engagement.
  • Conducted market research to identify trends and inform pricing strategies.
  • Assisted clients in navigating real estate transactions and paperwork processes.
  • Built relationships with clients through effective communication and personalized service.
  • Negotiated offers and counteroffers to achieve favorable outcomes for clients.
  • Developed strong relationships with mortgage brokers, attorneys, and other professionals to streamline the home buying process for clients.
  • Coordinated property showings and open houses to enhance client engagement.

Education

Bachelor of Science - Business Administration And Marketing

State University of New York College At Brockport
Brockport
05-2022

Skills

  • Microsoft Office (Excel, PowerPoint, Word)
  • Tableau
  • Workfront
  • SharePoint
  • Data & reporting tools (foundational exposure)
  • Sales management
  • Partnership development
  • Teamwork and collaboration
  • Positive attitude
  • Customer service
  • Problem-solving abilities
  • Organizational skills

Accomplishments

· Truist Performance Award Nominee – 2021

· Participated in the Truist name reveal as a “Rogue Reporter.”

· Assisted President Bill Rogers and former President Kelly King in Townhall & Regional Meetings

· Managed corporate tickets and coordinated catering.

· BB&T Lighthouse Project Corporate Committee and team lead – 2013 – 2021

· Outstanding Volunteer Award – Family Forum2017

· Florence Crittenton Services “Wine @ the Market” Committee Member Fall 2016 & 2017

Timeline

Business Consultant I, Vice President

Truist Bank
05.2024 - Current

Business Analyst

Truist Bank
12.2021 - 05.2024

Senior Administrative Assistant

Truist Bank
01.2020 - 12.2021

Sales Coordinator / Administrative Assistant III

BB&T Investments
08.2011 - 01.2020

National Director of Sales & Marketing

Imperial USA Ltd
10.2007 - 08.2011

Real Estate Agent / Marketing Specialist

RE/MAX Integrity
09.2005 - 12.2007

Assistant Marketing/Sales Manager

SMD Software
08.2003 - 09.2005

Bachelor of Science - Business Administration And Marketing

State University of New York College At Brockport

Honors & Engagement

Truist Performance Award Nominee (2021), “Rogue Reporter” – Truist Name Reveal, Support for Enterprise Town Halls with Bill Rogers and Kelly King, BB&T Lighthouse Project Corporate Committee Member & Team Lead, Outstanding Volunteer Award – Family Forum (2017)
Kendra E. Stocks