Wes McDaniel

Results-Oriented Leader with Extensive Experience in Business Development, Marketing, Operations, Customer Experience, and Project Management

Role
Vice President, Promotions Senior Operations Consultant (Operations and Governance) at Truist
Location
Charlotte, NC, US
LinkedIn followers
500 followers

About Wes McDaniel

With approximately 30 years of progressive experience in operations and marketing management, I have dedicated my career to driving business growth, enhancing operational efficiencies, and optimizing customer experiences across diverse industries. As a current Vice President, Promotions Senior Operations Consultant at Truist, I drive process improvement / re-engineering initiatives that blend innovation with practical execution to meet contemporary market demands and bank needs.My professional journey has been marked by a keen ability to lead strategic planning, project management, and robust team development initiatives. I am particularly adept at leveraging technology to achieve key performance indicators, with a consistent track record of fostering a culture of teamwork and excellence.Throughout my career, I have successfully navigated complex multi-site operations and delivered innovative business development solutions that have significantly increased profitability and operational excellence. My approach is deeply rooted in a data-driven methodology, where decision-making is guided by meticulous analysis and strategic foresight.In addition to my operational capabilities, I am passionate about mentoring and leading teams, having cultivated a motivational work environment across startups to Fortune 100 companies. I thrive on challenges and am always eager to apply my skills to new and dynamic settings.I hold an MBA in Marketing from the Florida Institute of Technology and am continually seeking to stay ahead of the curve through ongoing professional development. Recently I have obtained my PMP, Green Belt, and Change Management certifications.Let\'s connect! I am always interested in discussing how we can drive business success through effective leadership and innovative strategies.

Experience

  1. Vice President, Promotions Senior Operations Consultant (Operations and Governance)

    Truist

    Aug 2025 — Present · Charlotte, NC, US

    As a Vice President, Promotions Senior Operations Consultant, I am responsible for developing and implementing servicing strategies, ensuring seamless execution and compliance. Acting as the primary liaison between Operational, Compliance and the Promotions Servicing teams, I oversee process design, escalation handling, risk management, change management and continuous improvement efforts. This position also manages standard operating procedures (SOPs), training documentation, and training associates ensuring adherence internal Truist policy and industry best practices. Additionally, I collaborate with Marketing and Channel partners at various levels to optimize servicing workflows, provide recommendations on promotional offers, and monitor risk-related compliance measures through the development, implementation and management of reporting and analytics.This role also requires me to lead servicing and readiness efforts related to Promotions and/or Promotion platform updates (in alignment with Channel, Product, and Marketing partners and in partnership with the Promotions Servicing Team). Doing this requires collaboration with Marketing/Channel partners for training/process and continuous improvement opportunities, providing best practices feedback on the design and management of (or provide guidance to other members of the team for) more complex promotional offers as well as offers across multiple lines of business.Much of my time in the role consisted of process engineering, providing expertise in process design, workflow optimization, and operational reengineering. I am integral in leading the identification inefficiencies, developing data-driven improvement strategies, and implementing process changes that enhance productivity, compliance, and overall program and process performance.

Education

  • The Citadel

    Bachelor of Arts, Psychology; Business Administration and Management

    1992 — 1996

  • Florida Institute of Technology

    MBA- Marketing

    2008 — 2010

  • Hilton Head Island High School

    Diploma, College Prep

    1988 — 1992

  • Florida Institute of Technology

    Professional MBA, Business Administration

    2002 — 2004

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Wes McDaniel — Vice President, Promotions Senior Operations Consultant (Operations and Governance) at Truist in Charlotte, NC, US | Unifers