Company Detail

  • Posted - Sep 27, 2024

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    Charlotte, NC

    Posted - Sep 27, 2024

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    Charlotte, NC
  • Posted - Sep 27, 2024

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    Charlotte, NC

    Posted - Sep 27, 2024

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    Charlotte, NC
  • Posted - Sep 27, 2024

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    Marianna, FL

    Posted - Sep 27, 2024

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    Marianna, FL
  • Posted - Sep 27, 2024

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    Washington, DC

    Posted - Sep 27, 2024

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    Washington, DC
  • Posted - Sep 27, 2024

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    Ocala, FL

    Posted - Sep 27, 2024

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    Ocala, FL
  • Posted - Sep 27, 2024

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    Louisville, KY

    Posted - Sep 27, 2024

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    Louisville, KY
  • Posted - Sep 27, 2024

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    Raleigh, NC

    Posted - Sep 27, 2024

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    Raleigh, NC
  • Posted - Sep 27, 2024

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    South Daytona, FL

    Posted - Sep 27, 2024

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    South Daytona, FL
  • Posted - Sep 27, 2024

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    Richmond, VA

    Posted - Sep 27, 2024

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    Richmond, VA
  • Posted - Sep 27, 2024

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    Winston Salem, NC

    Posted - Sep 27, 2024

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    Winston Salem, NC
  • Posted - Sep 26, 2024

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    Apex, NC

    Posted - Sep 26, 2024

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    Apex, NC
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    Palmyra, VA

    Posted - Sep 26, 2024

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    Palmyra, VA
  • Posted - Sep 26, 2024

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    Raleigh, NC

    Posted - Sep 26, 2024

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    Raleigh, NC
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    Raleigh, NC

    Posted - Sep 26, 2024

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    Raleigh, NC
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    Raleigh, NC

    Posted - Sep 26, 2024

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    Raleigh, NC
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    Anderson, SC

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    Anderson, SC
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    Wakefield, VA

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    Wakefield, VA
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    Raleigh, NC

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    Raleigh, NC
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    Raleigh, NC

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    Raleigh, NC
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    Wilmington, NC
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CCB Credit Delivery Team Leader - Truist
Posted: Sep 27, 2024 03:49
Charlotte, NC

Job Description

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.

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If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

Reporting to the Group Credit Leader and responsible for leading a team of assigned Analyst, Underwriting & Portfolio Management teammates to deliver quality credit analysis and underwritings of credit transactions. Responsible for teams that manage the most complex and largest credit relationships and circumstances. Portfolios could entail clients with capital markets and specialized industry needs as well as specialty structural considerations. Leads the day-to-day operation of the designated team, focused on consistent execution of the credit process, related activities and behaviors. Assumes overall responsibility for all underwriting and portfolio management results within the team. Includes strategic decision making around structure of the team, hiring and recruiting, training need and development, system enhancements, etc. Responsible for executing strategic changes. Actively participates in, and may lead, action forces, projects, etc. aimed at improving efficiency and effectiveness of the portfolio management organization.

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.

  • Ensures the development and retention of engaged, industry leading teammates who are building critical skillsets to meet PM role expectations through regular 1x1 conversations, training, coaching and mentoring as well as inspection. Demonstrates leadership in developing and enhancing strong partnerships with key stakeholders across the organization.

  • Support revenue and return growth objectives through strong partnership and communication in the identification, screening, prioritization and consistent underwriting of opportunities. Oversees all underwriting activity in the portfolio and influences client acquisition decision by actively participating in screen meetings. Brings expertise to transactions. Actively manages pipeline for new and renewing opportunities, workflow and issue resolution, keeping all stakeholders proactively informed to ensure expected timelines are met.

  • Subject Matter Expertise: Partner closely with Industry Consulting peers to ensure effective delivery of complex financing solutions to CCB clients through industry specific lens; responsible for maintaining extensive level of knowledge of Hospital & Higher Education Industries and commercial banking solutions, in addition to market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the PM organization.

  • Owns the Portfolio Review meetings. Has an extensive and thorough knowledge of the group's portfolio as well as industry/market and is the primary point person for providing updates and guidance on issues and trends. Works closely with RPs and CRMs in proactively managing the portfolio and identifying industry trends.

  • Manages all internal and external portfolio reviews - Credit Review, QC, Internal Audit, SNC, and FRB exams.

  • Ensures on-time performance of portfolio management practices, such as annual reviews, financial spreads, compliance reviews.

  • Span of Control (include # direct reports): Span of control generally includes 7-10 direct reports. Partners and interaction points include Line of Business, Credit Risk, Credit Risk Review, Clients, Technology, Compliance, etc. Decision-Making and Autonomy: CTL has high degree of autonomy in decisions; has oversight and accountability for all activities within team.

  • Problem Complexity: Very complex Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to exercise an independent point of view and provide recommendations to appropriate decision makers.

  • Project or Program Management: Yes. This position runs ad hoc projects generally associated with regulatory, risk, and compliance issues.

  • Nature and Area of Impact, including Risk: Yes, teammates in this position are required to execute with an independent point of view, make decisions, and provide recommendations as appropriate.

Qualifications

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 an equivalent combination of education and experience.

  • 10+ years of experience in underwriting, portfolio administration, commercial loan credit decision making and 3 years of previous management experience

  • Subject Matter Expert level understanding of Not For Profit accounting and finance, Not-for-Profit/Hospital and/or Higher Education financial statement and cash flow analysis.

  • Mastery level proficiency with MS Office Desktop applications.

  • Strong interpersonal skills and solid written/verbal communication are essential.

Preferred Qualifications:

  • 10+ years of experience in underwriting, portfolio administration, commercial loan credit decision-making.

  • Management/Leadership experience in Commercial Banking portfolio management.

  • Mastery of Truist Bank operating systems inclusive of AFS and other Commercial applications (i.e. MRA, salesforce.com, nCino)

#Atlanta #Charlotte #Raleigh #Louisville #WashingtonDC #Richmond

The annual base salary for this position is $150,000 - $175,000

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

Internal Auditor II - Truist
Posted: Sep 27, 2024 03:49
Charlotte, NC

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

Truist Internal Auditor 2 is responsible for assisting in the completion and documentation of risk based internal audit assurance activities. The Truist Internal Auditor 2 will interpret the results of audit work performed, determine internal control weaknesses, and make value-added recommendations.

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.

  1. Prepare for and lead effective client interviews and document interview results via narratives, flowcharts and process maps for complex business processes.

  2. Analyze process documentation to evaluate design effectiveness and efficiency of controls.

  3. Identify internal control weaknesses, including risks, and root cause.

  4. Communicate audit issues identified to Management and the Engagement Manager.

  5. Identify and analyze risks and evaluate how the line of business controls the risks.

  6. Continue to develop internal audit skills.

  7. Gain knowledge of the organization, operations, policies and procedures (including banking laws and regulations) under which Truist operates.

  8. Create work papers in line with Truist Audit Services procedures and documentation requirements.

  9. Receive constructive feedback and apply to future assignments.

QUALIFICATIONS

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.

  1. Bachelor's degree in accounting, business or related field or equivalent education and related training or experience.

  2. Two to four years banking, auditing or other relevant experience related to area of responsibility.

  3. Good analytical skills with high attention to details and accuracy.

  4. Ability to grasp the underlying concepts in complex information.

  5. Ability to identify root causes of problems.

  6. Ability to formulate solutions based on a synthesis of information.

  7. Basic knowledge of audit principles, practices, and methodologies including risk assessment, and audit documentation.

  8. Good aptitude for learning analytical, audit and/or facilitation skills.

  9. Proficiency in basic computer applications, such as Microsoft Office software products.

  10. Ability to manage multiple priorities.

  11. Ability to work independently with moderate oversight.

Preferred Qualifications:

  1. Possess appropriate professional certification or be a certification candidate.

  2. Possess knowledge of Truist Audit Services audit software and business specific software.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

Universal Banker - Part Time/20 hr - Marianna - Truist
Posted: Sep 27, 2024 03:49
Marianna, FL

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

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.

  1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.

  2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.

  3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.

  4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.

  5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.

  6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.

  7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.

  8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

QUALIFICATIONS

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.

  1. High school diploma or equivalent education

  2. Two years of teller or cash handling or client service experience

  3. Six months of client relationship building or sales experience

  4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects

  5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation

  6. Ability to multi-task under time constraints

  7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

  8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes

  9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

  1. One year of client relationship building or sales experience

  2. Knowledge of advanced or complex branch transactions, risk management and loss prevention

  3. Experience with sourcing and prospecting for new clients and client relationship building

  4. General understanding of bank operations, policies and procedures

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

CCB Credit Delivery Team Leader - Truist
Posted: Sep 27, 2024 03:49
Washington, DC

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

Reporting to the Group Credit Leader and responsible for leading a team of assigned Analyst, Underwriting & Portfolio Management teammates to deliver quality credit analysis and underwritings of credit transactions. Responsible for teams that manage the most complex and largest credit relationships and circumstances. Portfolios could entail clients with capital markets and specialized industry needs as well as specialty structural considerations. Leads the day-to-day operation of the designated team, focused on consistent execution of the credit process, related activities and behaviors. Assumes overall responsibility for all underwriting and portfolio management results within the team. Includes strategic decision making around structure of the team, hiring and recruiting, training need and development, system enhancements, etc. Responsible for executing strategic changes. Actively participates in, and may lead, action forces, projects, etc. aimed at improving efficiency and effectiveness of the portfolio management organization.

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.

  • Ensures the development and retention of engaged, industry leading teammates who are building critical skillsets to meet PM role expectations through regular 1x1 conversations, training, coaching and mentoring as well as inspection. Demonstrates leadership in developing and enhancing strong partnerships with key stakeholders across the organization.

  • Support revenue and return growth objectives through strong partnership and communication in the identification, screening, prioritization and consistent underwriting of opportunities. Oversees all underwriting activity in the portfolio and influences client acquisition decision by actively participating in screen meetings. Brings expertise to transactions. Actively manages pipeline for new and renewing opportunities, workflow and issue resolution, keeping all stakeholders proactively informed to ensure expected timelines are met.

  • Subject Matter Expertise: Partner closely with Industry Consulting peers to ensure effective delivery of complex financing solutions to CCB clients through industry specific lens; responsible for maintaining extensive level of knowledge of Hospital & Higher Education Industries and commercial banking solutions, in addition to market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the PM organization.

  • Owns the Portfolio Review meetings. Has an extensive and thorough knowledge of the group's portfolio as well as industry/market and is the primary point person for providing updates and guidance on issues and trends. Works closely with RPs and CRMs in proactively managing the portfolio and identifying industry trends.

  • Manages all internal and external portfolio reviews - Credit Review, QC, Internal Audit, SNC, and FRB exams.

  • Ensures on-time performance of portfolio management practices, such as annual reviews, financial spreads, compliance reviews.

  • Span of Control (include # direct reports): Span of control generally includes 7-10 direct reports. Partners and interaction points include Line of Business, Credit Risk, Credit Risk Review, Clients, Technology, Compliance, etc. Decision-Making and Autonomy: CTL has high degree of autonomy in decisions; has oversight and accountability for all activities within team.

  • Problem Complexity: Very complex Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to exercise an independent point of view and provide recommendations to appropriate decision makers.

  • Project or Program Management: Yes. This position runs ad hoc projects generally associated with regulatory, risk, and compliance issues.

  • Nature and Area of Impact, including Risk: Yes, teammates in this position are required to execute with an independent point of view, make decisions, and provide recommendations as appropriate.

Qualifications

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 an equivalent combination of education and experience.

  • 10+ years of experience in underwriting, portfolio administration, commercial loan credit decision making and 3 years of previous management experience

  • Subject Matter Expert level understanding of Not For Profit accounting and finance, Not-for-Profit/Hospital and/or Higher Education financial statement and cash flow analysis.

  • Mastery level proficiency with MS Office Desktop applications.

  • Strong interpersonal skills and solid written/verbal communication are essential.

Preferred Qualifications:

  • 10+ years of experience in underwriting, portfolio administration, commercial loan credit decision-making.

  • Management/Leadership experience in Commercial Banking portfolio management.

  • Mastery of Truist Bank operating systems inclusive of AFS and other Commercial applications (i.e. MRA, salesforce.com, nCino)

#Atlanta #Charlotte #Raleigh #Louisville #WashingtonDC #Richmond

The annual base salary for this position is $150,000 - $175,000

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

Universal Banker - Executive Park - Truist
Posted: Sep 27, 2024 03:49
Ocala, FL

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

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.

  1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.

  2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.

  3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.

  4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.

  5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.

  6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.

  7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.

  8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

QUALIFICATIONS

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.

  1. High school diploma or equivalent education

  2. Two years of teller or cash handling or client service experience

  3. Six months of client relationship building or sales experience

  4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects

  5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation

  6. Ability to multi-task under time constraints

  7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

  8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes

  9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

  1. One year of client relationship building or sales experience

  2. Knowledge of advanced or complex branch transactions, risk management and loss prevention

  3. Experience with sourcing and prospecting for new clients and client relationship building

  4. General understanding of bank operations, policies and procedures

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

CCB Credit Delivery Team Leader - Truist
Posted: Sep 27, 2024 03:49
Louisville, KY

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

Reporting to the Group Credit Leader and responsible for leading a team of assigned Analyst, Underwriting & Portfolio Management teammates to deliver quality credit analysis and underwritings of credit transactions. Responsible for teams that manage the most complex and largest credit relationships and circumstances. Portfolios could entail clients with capital markets and specialized industry needs as well as specialty structural considerations. Leads the day-to-day operation of the designated team, focused on consistent execution of the credit process, related activities and behaviors. Assumes overall responsibility for all underwriting and portfolio management results within the team. Includes strategic decision making around structure of the team, hiring and recruiting, training need and development, system enhancements, etc. Responsible for executing strategic changes. Actively participates in, and may lead, action forces, projects, etc. aimed at improving efficiency and effectiveness of the portfolio management organization.

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.

  • Ensures the development and retention of engaged, industry leading teammates who are building critical skillsets to meet PM role expectations through regular 1x1 conversations, training, coaching and mentoring as well as inspection. Demonstrates leadership in developing and enhancing strong partnerships with key stakeholders across the organization.

  • Support revenue and return growth objectives through strong partnership and communication in the identification, screening, prioritization and consistent underwriting of opportunities. Oversees all underwriting activity in the portfolio and influences client acquisition decision by actively participating in screen meetings. Brings expertise to transactions. Actively manages pipeline for new and renewing opportunities, workflow and issue resolution, keeping all stakeholders proactively informed to ensure expected timelines are met.

  • Subject Matter Expertise: Partner closely with Industry Consulting peers to ensure effective delivery of complex financing solutions to CCB clients through industry specific lens; responsible for maintaining extensive level of knowledge of Hospital & Higher Education Industries and commercial banking solutions, in addition to market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the PM organization.

  • Owns the Portfolio Review meetings. Has an extensive and thorough knowledge of the group's portfolio as well as industry/market and is the primary point person for providing updates and guidance on issues and trends. Works closely with RPs and CRMs in proactively managing the portfolio and identifying industry trends.

  • Manages all internal and external portfolio reviews - Credit Review, QC, Internal Audit, SNC, and FRB exams.

  • Ensures on-time performance of portfolio management practices, such as annual reviews, financial spreads, compliance reviews.

  • Span of Control (include # direct reports): Span of control generally includes 7-10 direct reports. Partners and interaction points include Line of Business, Credit Risk, Credit Risk Review, Clients, Technology, Compliance, etc. Decision-Making and Autonomy: CTL has high degree of autonomy in decisions; has oversight and accountability for all activities within team.

  • Problem Complexity: Very complex Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to exercise an independent point of view and provide recommendations to appropriate decision makers.

  • Project or Program Management: Yes. This position runs ad hoc projects generally associated with regulatory, risk, and compliance issues.

  • Nature and Area of Impact, including Risk: Yes, teammates in this position are required to execute with an independent point of view, make decisions, and provide recommendations as appropriate.

Qualifications

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 an equivalent combination of education and experience.

  • 10+ years of experience in underwriting, portfolio administration, commercial loan credit decision making and 3 years of previous management experience

  • Subject Matter Expert level understanding of Not For Profit accounting and finance, Not-for-Profit/Hospital and/or Higher Education financial statement and cash flow analysis.

  • Mastery level proficiency with MS Office Desktop applications.

  • Strong interpersonal skills and solid written/verbal communication are essential.

Preferred Qualifications:

  • 10+ years of experience in underwriting, portfolio administration, commercial loan credit decision-making.

  • Management/Leadership experience in Commercial Banking portfolio management.

  • Mastery of Truist Bank operating systems inclusive of AFS and other Commercial applications (i.e. MRA, salesforce.com, nCino)

#Atlanta #Charlotte #Raleigh #Louisville #WashingtonDC #Richmond

The annual base salary for this position is $150,000 - $175,000

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

CCB Credit Delivery Team Leader - Truist
Posted: Sep 27, 2024 03:49
Raleigh, NC

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

Reporting to the Group Credit Leader and responsible for leading a team of assigned Analyst, Underwriting & Portfolio Management teammates to deliver quality credit analysis and underwritings of credit transactions. Responsible for teams that manage the most complex and largest credit relationships and circumstances. Portfolios could entail clients with capital markets and specialized industry needs as well as specialty structural considerations. Leads the day-to-day operation of the designated team, focused on consistent execution of the credit process, related activities and behaviors. Assumes overall responsibility for all underwriting and portfolio management results within the team. Includes strategic decision making around structure of the team, hiring and recruiting, training need and development, system enhancements, etc. Responsible for executing strategic changes. Actively participates in, and may lead, action forces, projects, etc. aimed at improving efficiency and effectiveness of the portfolio management organization.

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.

  • Ensures the development and retention of engaged, industry leading teammates who are building critical skillsets to meet PM role expectations through regular 1x1 conversations, training, coaching and mentoring as well as inspection. Demonstrates leadership in developing and enhancing strong partnerships with key stakeholders across the organization.

  • Support revenue and return growth objectives through strong partnership and communication in the identification, screening, prioritization and consistent underwriting of opportunities. Oversees all underwriting activity in the portfolio and influences client acquisition decision by actively participating in screen meetings. Brings expertise to transactions. Actively manages pipeline for new and renewing opportunities, workflow and issue resolution, keeping all stakeholders proactively informed to ensure expected timelines are met.

  • Subject Matter Expertise: Partner closely with Industry Consulting peers to ensure effective delivery of complex financing solutions to CCB clients through industry specific lens; responsible for maintaining extensive level of knowledge of Hospital & Higher Education Industries and commercial banking solutions, in addition to market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the PM organization.

  • Owns the Portfolio Review meetings. Has an extensive and thorough knowledge of the group's portfolio as well as industry/market and is the primary point person for providing updates and guidance on issues and trends. Works closely with RPs and CRMs in proactively managing the portfolio and identifying industry trends.

  • Manages all internal and external portfolio reviews - Credit Review, QC, Internal Audit, SNC, and FRB exams.

  • Ensures on-time performance of portfolio management practices, such as annual reviews, financial spreads, compliance reviews.

  • Span of Control (include # direct reports): Span of control generally includes 7-10 direct reports. Partners and interaction points include Line of Business, Credit Risk, Credit Risk Review, Clients, Technology, Compliance, etc. Decision-Making and Autonomy: CTL has high degree of autonomy in decisions; has oversight and accountability for all activities within team.

  • Problem Complexity: Very complex Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to exercise an independent point of view and provide recommendations to appropriate decision makers.

  • Project or Program Management: Yes. This position runs ad hoc projects generally associated with regulatory, risk, and compliance issues.

  • Nature and Area of Impact, including Risk: Yes, teammates in this position are required to execute with an independent point of view, make decisions, and provide recommendations as appropriate.

Qualifications

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 an equivalent combination of education and experience.

  • 10+ years of experience in underwriting, portfolio administration, commercial loan credit decision making and 3 years of previous management experience

  • Subject Matter Expert level understanding of Not For Profit accounting and finance, Not-for-Profit/Hospital and/or Higher Education financial statement and cash flow analysis.

  • Mastery level proficiency with MS Office Desktop applications.

  • Strong interpersonal skills and solid written/verbal communication are essential.

Preferred Qualifications:

  • 10+ years of experience in underwriting, portfolio administration, commercial loan credit decision-making.

  • Management/Leadership experience in Commercial Banking portfolio management.

  • Mastery of Truist Bank operating systems inclusive of AFS and other Commercial applications (i.e. MRA, salesforce.com, nCino)

#Atlanta #Charlotte #Raleigh #Louisville #WashingtonDC #Richmond

The annual base salary for this position is $150,000 - $175,000

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

Universal Banker - South Daytona - Truist
Posted: Sep 27, 2024 03:49
South Daytona, FL

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

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.

  1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.

  2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.

  3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.

  4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.

  5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.

  6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.

  7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.

  8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

QUALIFICATIONS

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.

  1. High school diploma or equivalent education

  2. Two years of teller or cash handling or client service experience

  3. Six months of client relationship building or sales experience

  4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects

  5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation

  6. Ability to multi-task under time constraints

  7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

  8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes

  9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

  1. One year of client relationship building or sales experience

  2. Knowledge of advanced or complex branch transactions, risk management and loss prevention

  3. Experience with sourcing and prospecting for new clients and client relationship building

  4. General understanding of bank operations, policies and procedures

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

CCB Credit Delivery Team Leader - Truist
Posted: Sep 27, 2024 03:49
Richmond, VA

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

Reporting to the Group Credit Leader and responsible for leading a team of assigned Analyst, Underwriting & Portfolio Management teammates to deliver quality credit analysis and underwritings of credit transactions. Responsible for teams that manage the most complex and largest credit relationships and circumstances. Portfolios could entail clients with capital markets and specialized industry needs as well as specialty structural considerations. Leads the day-to-day operation of the designated team, focused on consistent execution of the credit process, related activities and behaviors. Assumes overall responsibility for all underwriting and portfolio management results within the team. Includes strategic decision making around structure of the team, hiring and recruiting, training need and development, system enhancements, etc. Responsible for executing strategic changes. Actively participates in, and may lead, action forces, projects, etc. aimed at improving efficiency and effectiveness of the portfolio management organization.

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.

  • Ensures the development and retention of engaged, industry leading teammates who are building critical skillsets to meet PM role expectations through regular 1x1 conversations, training, coaching and mentoring as well as inspection. Demonstrates leadership in developing and enhancing strong partnerships with key stakeholders across the organization.

  • Support revenue and return growth objectives through strong partnership and communication in the identification, screening, prioritization and consistent underwriting of opportunities. Oversees all underwriting activity in the portfolio and influences client acquisition decision by actively participating in screen meetings. Brings expertise to transactions. Actively manages pipeline for new and renewing opportunities, workflow and issue resolution, keeping all stakeholders proactively informed to ensure expected timelines are met.

  • Subject Matter Expertise: Partner closely with Industry Consulting peers to ensure effective delivery of complex financing solutions to CCB clients through industry specific lens; responsible for maintaining extensive level of knowledge of Hospital & Higher Education Industries and commercial banking solutions, in addition to market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the PM organization.

  • Owns the Portfolio Review meetings. Has an extensive and thorough knowledge of the group's portfolio as well as industry/market and is the primary point person for providing updates and guidance on issues and trends. Works closely with RPs and CRMs in proactively managing the portfolio and identifying industry trends.

  • Manages all internal and external portfolio reviews - Credit Review, QC, Internal Audit, SNC, and FRB exams.

  • Ensures on-time performance of portfolio management practices, such as annual reviews, financial spreads, compliance reviews.

  • Span of Control (include # direct reports): Span of control generally includes 7-10 direct reports. Partners and interaction points include Line of Business, Credit Risk, Credit Risk Review, Clients, Technology, Compliance, etc. Decision-Making and Autonomy: CTL has high degree of autonomy in decisions; has oversight and accountability for all activities within team.

  • Problem Complexity: Very complex Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to exercise an independent point of view and provide recommendations to appropriate decision makers.

  • Project or Program Management: Yes. This position runs ad hoc projects generally associated with regulatory, risk, and compliance issues.

  • Nature and Area of Impact, including Risk: Yes, teammates in this position are required to execute with an independent point of view, make decisions, and provide recommendations as appropriate.

Qualifications

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 an equivalent combination of education and experience.

  • 10+ years of experience in underwriting, portfolio administration, commercial loan credit decision making and 3 years of previous management experience

  • Subject Matter Expert level understanding of Not For Profit accounting and finance, Not-for-Profit/Hospital and/or Higher Education financial statement and cash flow analysis.

  • Mastery level proficiency with MS Office Desktop applications.

  • Strong interpersonal skills and solid written/verbal communication are essential.

Preferred Qualifications:

  • 10+ years of experience in underwriting, portfolio administration, commercial loan credit decision-making.

  • Management/Leadership experience in Commercial Banking portfolio management.

  • Mastery of Truist Bank operating systems inclusive of AFS and other Commercial applications (i.e. MRA, salesforce.com, nCino)

#Atlanta #Charlotte #Raleigh #Louisville #WashingtonDC #Richmond

The annual base salary for this position is $150,000 - $175,000

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

Portfolio Administration Portfolio Servicing Specialist I - Truist
Posted: Sep 27, 2024 03:49
Winston Salem, NC

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

The Onboarding & Servicing Team provides ongoing support of the CIB Credit Delivery credit origination and underwriting process by analyzing and summarizing client and transaction information, populating nCino/AFS systems and submitting finalized credit memos for approval. The team supports the loan closing process by gathering documentation required for closing, coordinating loan closings with the closing team and ensuring the proper booking of all facilities on the loan system. The team is responsible for accurate and timely setup of all client credit files, ongoing updates and annual credit file certifications. The team also manages the tracking of reporting requirements and financial covenants as required by legal documentation by monitoring and clearing all ticklers for Credit Delivery clients, providing reporting to Portfolio Managers and mitigating potential risk by early escalation of past dues. The team identifies new and recurring risks related to the origination, closing, booking and funding and ongoing management of CIB Credit Delivery credit products.

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.

  1. Establishes and maintains paper and electronic credit files in line with policy recommended standards including annual certification of each file.

  2. Manages tracking and timely receipt of required client reporting.

  3. Assists client transfers between portfolios and completes transfer worksheets

  4. Provides administrative support to Portfolio Management teams on risk reviews, internal and external audits

  5. Communicates and elevates past due reporting requirements to PM team, including but not limited to GPM.

  6. Provides Tickler and Annual Review reporting on a regular and ad hoc basis

  7. Coordinates with CROS for original documents to be sent to the Vault

  8. Maintain and update ACS spreadsheet and manage rush requests through Salesforce

  9. Validates proper setup of UCCs in vendor database for tracking purposes

  10. Ensures documents for Left Lead and Bilateral clients are uploaded to OnPointe. Additionally, ensure that all flood diligence packages are uploaded to OnPointe.

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.

  1. Bachelor's Degree or an equivalent combination of education and experience.

  2. Basic proficiency in Microsoft Office products

  3. Highly motivated individual with effective verbal and written communication skills and great attention to detail

  4. Excellent client service, communication, time management and organizational skills

Preferred Qualifications:

1-2 years of work related experience

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

Universal Banker - Apex - Truist
Posted: Sep 26, 2024 03:52
Apex, NC

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

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.

  1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.

  2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.

  3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.

  4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.

  5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.

  6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.

  7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.

  8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

QUALIFICATIONS

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.

  1. High school diploma or equivalent education

  2. Two years of teller or cash handling or client service experience

  3. Six months of client relationship building or sales experience

  4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects

  5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation

  6. Ability to multi-task under time constraints

  7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

  8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes

  9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

  1. One year of client relationship building or sales experience

  2. Knowledge of advanced or complex branch transactions, risk management and loss prevention

  3. Experience with sourcing and prospecting for new clients and client relationship building

  4. General understanding of bank operations, policies and procedures

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

Universal Banker - Palmyra - Truist
Posted: Sep 26, 2024 03:52
Palmyra, VA

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

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.

  1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.

  2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.

  3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.

  4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.

  5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.

  6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.

  7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.

  8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

QUALIFICATIONS

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.

  1. High school diploma or equivalent education

  2. Two years of teller or cash handling or client service experience

  3. Six months of client relationship building or sales experience

  4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects

  5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation

  6. Ability to multi-task under time constraints

  7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

  8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes

  9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

  1. One year of client relationship building or sales experience

  2. Knowledge of advanced or complex branch transactions, risk management and loss prevention

  3. Experience with sourcing and prospecting for new clients and client relationship building

  4. General understanding of bank operations, policies and procedures

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

Software Engineer II--Mulesoft - Truist
Posted: Sep 26, 2024 03:52
Raleigh, NC

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

Support technically complex solutions. Perform system integration support for all Mulesoft services. Consult and partner with the Delivery teammates to understand the end goal and offer solutions and recommendations during the design. Work with other Ops teammates on the Mulesoft Ops and other Ops teams to resolve issues.

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.

1.Maintain Mulesoft services, analyze alerts, resolve incidents, deploy code, configure solutions, using tools specific to the project or the area.

  1. Lead and participate in the testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards, including testing and support for subsequent release testing.

  2. Build non-functional monitoring capabilities, and continually improve the alerting for conditions in the Mulesoft system.

  3. Maintain security controls and monitoring in support of company standards.

  4. Typically lead incident and problem resolution.

  5. Solve complex technical and operational problems. Act as a resource for teammates with less experience

  6. Leverage continuous engineering practices to deliver business value regarding effectiveness of the Mulesoft services. Responsible for providing/updating automated monitoring capabilities, providing Production and non-Production support.

QUALIFICATIONS

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.

  1. Bachelor's Degree and four to seven years of experience or equivalent education and software engineering training or experience

  2. In-depth knowledge in information systems and ability to identify, apply, and implement IT best practices

  3. Understanding of key business processes and competitive strategies related to the IT function

  4. Ability to plan and manage projects and solve complex problems by applying best practices

  5. Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information

Preferred Qualifications:

  1. BS degree and 4+ years of Mulesoft / API experience or an equivalent combination of education and work experience

  2. Knowledge of specific applications, technology platforms, programming languages, systems, or business segments

  3. Banking or financial services experience. Knowledge of one or more of the following: Solid foundation in data structures, algorithms, and software design with strong analytical and debugging skills

  4. Professional experience building high-quality apps or services from the ground up and scaling at an enterprise level

  5. Experience with Open Source tools and frameworks

  6. Experience with cloud technologies, such as AWS, Azure, or GCP

  7. Strong understanding of SOA and/or Open API methodologies and service architectures

  8. Experience using web servers, application containers, caching technologies

  9. Solid knowledge of relational database design and development (SQL, stored procedures, data modeling)

  10. Experience with messaging systems (i.e., MQ and JMS)

  11. Experience with build tools, such as Git, Maven, and Jenkins. Proven ability to write comprehensive unit and integration tests

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting

Constantly (More than 50% of the time)

Standing

Frequently (25% - 50% of the time)

Walking

Frequently (25% - 50% of the time)

Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Travel

Minimal and up to 10%

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

Universal Banker - North Ridge - Truist
Posted: Sep 26, 2024 03:52
Raleigh, NC

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

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.

  1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.

  2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.

  3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.

  4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.

  5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.

  6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.

  7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.

  8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

QUALIFICATIONS

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.

  1. High school diploma or equivalent education

  2. Two years of teller or cash handling or client service experience

  3. Six months of client relationship building or sales experience

  4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects

  5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation

  6. Ability to multi-task under time constraints

  7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

  8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes

  9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

  1. One year of client relationship building or sales experience

  2. Knowledge of advanced or complex branch transactions, risk management and loss prevention

  3. Experience with sourcing and prospecting for new clients and client relationship building

  4. General understanding of bank operations, policies and procedures

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

Universal Banker - Capital Blvd - Truist
Posted: Sep 26, 2024 03:52
Raleigh, NC

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

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.

  1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.

  2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.

  3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.

  4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.

  5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.

  6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.

  7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.

  8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

QUALIFICATIONS

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.

  1. High school diploma or equivalent education

  2. Two years of teller or cash handling or client service experience

  3. Six months of client relationship building or sales experience

  4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects

  5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation

  6. Ability to multi-task under time constraints

  7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

  8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes

  9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

  1. One year of client relationship building or sales experience

  2. Knowledge of advanced or complex branch transactions, risk management and loss prevention

  3. Experience with sourcing and prospecting for new clients and client relationship building

  4. General understanding of bank operations, policies and procedures

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

Universal Banker Part Time 20 hrs. Anderson - BU - Truist
Posted: Sep 26, 2024 03:52
Anderson, SC

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

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.

  1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.

  2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.

  3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.

  4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.

  5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.

  6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.

  7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.

  8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

QUALIFICATIONS

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.

  1. High school diploma or equivalent education

  2. Two years of teller or cash handling or client service experience

  3. Six months of client relationship building or sales experience

  4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects

  5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation

  6. Ability to multi-task under time constraints

  7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

  8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes

  9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

  1. One year of client relationship building or sales experience

  2. Knowledge of advanced or complex branch transactions, risk management and loss prevention

  3. Experience with sourcing and prospecting for new clients and client relationship building

  4. General understanding of bank operations, policies and procedures

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

Relationship Banker - Wakefield - Truist
Posted: Sep 26, 2024 03:52
Wakefield, VA

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Cross-trained to support teller transactions as needed.

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.

  1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.

  2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.

  3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.

  4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines

  5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.

  6. Advises on consumer lending options and takes loan applications.

  7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.

  8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.

QUALIFICATIONS

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.

  1. High school diploma or equivalent education

  2. 2 years of client sales and service experience

  3. Experience with sourcing and prospecting for new clients and client relationship building

  4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects

  5. Demonstrated proficiency in basic computer applications, such as Microsoft Office

  6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements

  7. Ability to multi-task under time constraints

  8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes

  9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

  1. Associate's degree or higher

  2. Demonstrated ability to handle multiple priorities under time constraints

  3. Excellent verbal and written communication skills

  4. Ability to respond in a professional manner with a high level of service quality

  5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients

  6. Demonstrated ability in meeting or exceeding sales goals

  7. General understanding of bank operations, policies and procedures

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

Relationship Banker - North Ridge - Truist
Posted: Sep 26, 2024 03:52
Raleigh, NC

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Cross-trained to support teller transactions as needed.

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.

  1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.

  2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.

  3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.

  4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines

  5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.

  6. Advises on consumer lending options and takes loan applications.

  7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.

  8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.

QUALIFICATIONS

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.

  1. High school diploma or equivalent education

  2. 2 years of client sales and service experience

  3. Experience with sourcing and prospecting for new clients and client relationship building

  4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects

  5. Demonstrated proficiency in basic computer applications, such as Microsoft Office

  6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements

  7. Ability to multi-task under time constraints

  8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes

  9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

  1. Associate's degree or higher

  2. Demonstrated ability to handle multiple priorities under time constraints

  3. Excellent verbal and written communication skills

  4. Ability to respond in a professional manner with a high level of service quality

  5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients

  6. Demonstrated ability in meeting or exceeding sales goals

  7. General understanding of bank operations, policies and procedures

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

GCO Senior Risk Advisor I (Cybersecurity Technology) - Truist
Posted: Sep 26, 2024 03:52
Raleigh, NC

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

We are a financial services company offering a wide array of opportunities across many functions. Our purpose is to inspire and build better lives and communities. This is our why. This is our reason for being. It guides us, motivates us, and influences everything we do.

The Enterprise Technology Governance and Controls team is a first line risk management function that manages risk arising from the exposures and business activities within Business Units.

We are looking for a results-driven technology risk management expert who is looking to grow their career with us. Our team works together to achieve amazing results, we share a sense of purpose and belonging that goes beyond the day-to-day, and we have a passion for applying sound risk practices to enable our business units to inspire and build better lives and communities.

The Cybersecurity Risk Advisor is responsible for providing first line of defense end-to-end risk management support within the Enterprise Technology Governance and Control Cyber Risk Advisor Team. The risk management services provided include identifying existing and emerging risks, evaluating the magnitude of such risks and related business ramifications, participation in managing the mitigation or acceptance of the identified risks, and development and implementation of suitable monitoring processes related to identified risks.

The ideal candidate will have extensive formal risk management experience coupled with a foundational understanding of cybersecurity to include Cyber Operations, Cyber Technology, Vulnerability Management, Data Protection, and Identify and Access Management.

Partner with the broader Cyber Risk Advisor Team and aligned Cybersecurity Capability Areas to:

  • Influence, advise, and challenge the actions to identify, escalate, and remediate risk.

  • Work with the aligned Cybersecurity team to properly document identified risks, develop remediation plans, monitor risk remediation, and document closure to assure successful validation/closure.

  • Review materials and prepare the team to participate in working groups and committee meetings (Enterprise Technology and Operations Risk Committee, Regulatory Continuous Monitoring, etc.).

  • Establish and maintain working relationships with line of business leaders and second line, third line of defense risk partners.

  • Evaluate control weakness or key indicators exceeding risk limits and perform root cause analysis.

  • Identify and monitor risk governance exceptions, issues, controls, and assessments across the aligned cybersecurity capability area to develop an aggregate risk view.

  • Communicate and present materials in various forums.

  • Prepare for and coordinate regulatory exams and audits and associated responses.

  • Promote, influence and challenge risk management expectations.

  • Provide appropriate training and awareness to promote positive risk culture.

  • Provide regular reporting to drive awareness of holistic risk exposure.

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 in Accounting, Business, Finance or related field, or equivalent education and related training.

  • 8+ years of experience in a financial institution with emphasis on risk management or equivalent work experience and training.

  • Strong knowledge of SOX and other industry-related regulatory requirements.

  • Strong knowledge of operational and other non-financial risks.

  • Ability to assess levels of adherence/execution and identify risk/control improvement opportunities in risk management principles/controls, broad based business practices, and Business Unit activities/processes.

  • Strong written and verbal skills.

  • Solid problem solving skills in complex environments.

  • Excellent time management and organizational skills with the ability to operate without close supervision; Capable of handling multiple projects concurrently.

  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

  • Ability to travel, occasionally overnight

Preferred Qualifications:

  • Demonstrated experience in formal risk roles (e.g., Business Unit Risk Management, Technology Risk Oversight, Audit)

  • Cyber Governance, Risk, and Compliance experience

  • Risk-related internal or industry certifications (e.g., GRCP)

  • Cyber Security certifications (e.g., CISM, CISSP)

  • Foundational experience in cybersecurity

  • Proficiency and knowledge in ARCHER GRC Platform is a plus

  • Comfortable operating in an environment with a high degree of change

  • Previous banking or relevant experience in highly regulated industries

  • Broad risk and regulatory knowledge with an emphasis on: Credit, Market, Liquidity, Compliance, Operational, Reputation and Strategic Risks.

  • Strong leadership and communication skills.

  • Ability to think critically and strategically, multi-task, and drive change.

  • Strong quantitative, governance, and analytic abilities.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

Senior Product Analyst - UAT Experience Required - San Diego Office/Pacific Time Zone - Truist
Posted: Sep 26, 2024 03:52
San Francisco, CA

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

The Senior Product Analyst works on the Product Management team to analyze, design, and support Truist's product platform. The Product Analyst must have experience with technology product implementations, digital release schedules, and on-going support. Detailed understanding of software development life cycle (SDLC- both waterfall and agile) is also required. This analyst partners with product management to position the organization to transform to meet the challenges of the technology and digital world and may be expected to lead projects supporting the organization. The work will also support existing products by researching product issues and required fixes. This position is a highly visible role with the organization and works closely with the product, PMO and technology Delivery teams.

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.

  1. Monitor digital trends. Identify, prioritize and assess experience-related trends, business/service models, and underlying enablers that meet core business needs.

  2. Lead fact-driven analysis of the market, developing points of view and actionable recommendations that influence teams about top of mind client experiences.

  3. Benchmark Truist products and services (with direct and indirect competitive set) to identify pockets of opportunity and areas of best practice for concept testing, prototyping and/or development.

  4. Lead research to support product findings and issue remediation.

  5. Synthesize insights in a meaningful way to share with a cross-section of stakeholders and other partners throughout the organization.

  6. Coordinate research with analysts across the organization to create and communicate a strong understanding of client insights and the competitive landscape.

  7. Analyze, define, and communicate reporting requirements to cross-functional teams during the software development lifecycle.

  8. Support the development of digital roadmaps that reflect client needs/gaps and teammate needs/gaps, as well as foundational technology capabilities and other digital enablers.

The annual base salary for this position is $90,000 - $110,000.

QUALIFICATIONS

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.

  1. Bachelors' degree in business, engineering, design, or technology field; or related field or equivalent combination of education and professional experience

  2. Three or more years of banking, financial services, digital, or other relevant work experience

  3. Two or more years of product, analysis, technology, and/or design experience

  4. Comfortable managing concurrent projects in a fast-based, results-driven environment

  5. Comfortable with ambiguity, leading work autonomously, and making independent decisions

  6. Well-developed verbal and written communication skills

  7. Well-developed analytical, decision-making, and problem-solving skills

  8. Solid understanding of trends in technology and in the financial services industry

  9. Ability to learn and translate technically complex concepts into business friendly terminology

  10. Considerable tact, diplomacy, and people skills

  11. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, to analyze and communicate complex information to business leadership

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting

Constantly (More than 50% of the time)

Standing

Frequently (25% - 50% of the time)

Walking

Frequently (25% - 50% of the time)

Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Travel

Up to 25%

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

Senior Product Manager - Open Banking - Truist
Posted: Sep 26, 2024 03:52
Raleigh, NC

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

This role is a Senior Product Manager leading all Partnerships for the Truist Open Banking Team. In this role, the successful candidate will manage roadmaps for all Open Banking partners (external and internal) and coordinate with the Open Banking Product Development teams to ensure all requirements are met. In addition, the Partnerships lead will be the face of the Open Banking team to the market and the Enterprise.

The Senior Product Manager is a thought leader amongst their team. The Product Manager is responsible for developing and maintaining a strategic delivery roadmap that supports the business goals of the Enterprise. In this position, the person must be able to work at the strategic level (generating innovative ideas for growth) and at the tactical level (analyzing data, solving problems, and working with delivery teams for development). This position will help monitor and drive the business on all aspects of demand, customer experience, and conversion.

The ideal candidate will have strong experience working in Open Banking & Digital Banking. This person should be able to move fluidly between business stakeholders and technology teams to prioritize the highest value items for delivery.

Taking a holistic perspective, this position is responsible for defining the vision and experience across all pieces of the relevant ecosystem within the assigned area of responsibility.

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.

  1. Research, analyze, and learn about a target client segment, to garner a deep understanding of their segment and that segment's financial needs.

  2. Be an expert with respect to the competition, industry trends, and changing customer needs. Demonstrate thought leadership and champion the business vision across the company.

  3. Analyze the market and competitive environment to define a differentiated product vision that delivers unique value. Translate analyses into sound recommendations based on data and experience.

  4. Collaborate with a wide variety of partners to align on strategy and develop a delivery roadmap that supports business goals.

  5. Collaborate and engage key stakeholders, including lines of business, operations, and other functional areas in the planning and execution of projects.

  6. Write epics and features in support of the defined roadmap, working with partners to prioritize across teams.

  7. Set Planning Increment (PI) vision, priority and definition, partnering with product owners on feature prioritization and delivery timelines.

  8. Develop feature backlog roadmap, leading high level deliverables including discovery, prototypes/wireframes, usability studies, partner demos, and web analytics planning.

  9. Obtain partner alignment and approvals including legal, compliance, security, fraud and others as needed.

  10. Create and track product metrics to inform strategy and roadmap, sharing analysis with partners.

  11. Work with Readiness to create client and teammate facing content.

  12. Risk management: Ensure all Product Management Lifecycle (PML) process & procedures are followed, supporting security, risk, audit, and more, and ensure action items and deadlines are met. Lead risk presentations, working with other PM and PO partners on evidence to support recommendations.

  13. Attend Agile ceremonies, as applicable.

  14. Mentor other Product Managers and Product Owners on product management practices.

QUALIFICATIONS

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.

  1. Bachelors' degree in business, engineering, design, or technology field; or related field or equivalent combination of education and professional experience

  2. Ten or more years of banking, financial services, or other relevant work experience

  3. 3+ Years of Open Banking experience

  4. Five or more years working as a Product Manager, leading cross functional teams

  5. Experience defining/driving vision of experience programs, partnership based programs and large-scale online initiatives

  6. Equal enthusiasm for high-level strategic planning and tactical daily execution

  7. Proven ability to use data analytics, research and testing methodologies to drive business decisions, diagnose problems, and recommend action plans to resolve issues

  8. Comfortable managing concurrent projects in a fast-based, results-driven environment

  9. Comfortable with ambiguity, leading work autonomously, and making independent decisions

  10. Excellent skills in presentation, facilitation, communication, and negotiation

Preferred Qualifications:

  1. Master's degree in business, engineering, design, or technology field; banking or financial management education

  2. Experience working with distributed teams (onshore/offshore)

  3. Certified SAFeR Product Owner/Product Manager (or equivalent)

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

Branch Leader- Oleander Drive - Truist
Posted: Sep 26, 2024 03:52
Wilmington, NC

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

The branch leader has responsibility for managing all aspects of assigned branch. The responsibilities include but are not limited to: driving branch performance through leading, coaching and managing; and business development. Small business expertise and development critical to Truist's Purpose of inspiring and building better lives and communities. Ensuring compliance with internal controls, operational procedures and risk management policies. Management of human capital including interviewing, selection, hiring, conducting performance reviews, disciplinary actions, workforce management scheduling.

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.

  1. Promote positive public image in the community and instill the Purpose, Mission and Values in the team and in support of the Truist culture.

  2. Drive the business development of the branch to deliver both strong team performance as well as strong individual performance through personal productivity, in the areas of Truist strategy including but not limited to Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership.

  3. Drive branch revenue through Small Business development and new client strategies. Drive the growth of Small Business expertise through branch routines of face-to-face appointments with clients, outbound calling, and prospecting as well as the growth of Mass Affluent through face-to-face appointments and outbound calling.

  4. Participation, as reviewed and approved in the market, in civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement and building the Truist Brand.

  5. Responsible for successfully executing on the branch engagement routines by leading, growing, coaching and motivating teammates, to fulfill the Purpose Mission and Values for client's financial success and team empowerment.

  6. Partnership with Integrated Relationship Management (IRM) and Operations partners. Partner with the area operations officer to ensure compliance with bank procedures, internal controls, risk management and the Truist Code of Ethics and ensuring that all required training is successfully completed by the entire team. Proactively collaborate with all IRM and key line of business partners to lead and promote One Team culture within branch through One Team/Business Partnerships.

  7. Responsible for human capital decisions including interviewing, selection, hiring, workforce scheduling, development planning, annual performance reviews, ratings, and performance counseling including disciplinary actions for all members of branch team.

QUALIFICATIONS

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.

  1. Bachelor's degree or equivalent education and related training or experience.

  2. Two years of financial services and consumer/small business expertise or equivalent experience and/or performance

  3. One year of previous branch leadership or management experience

  4. Strong interpersonal, sales relationship and prioritization skills.

  5. Strong written and verbal skills.

  6. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS background check.

  7. Ability to inspire, lead and coach others.

Preferred Qualifications:

  1. Bachelor's degree with a concentration in Business, Accounting, Finance or Banking

  2. Graduate of Internal Leadership Development Programs

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

Relationship Banker or Sr Relationship Banker- Parole - Truist
Posted: Sep 26, 2024 03:52
Annapolis, MD

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Cross-trained to support teller transactions as needed.

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.

  1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.

  2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.

  3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.

  4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines

  5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.

  6. Advises on consumer lending options and takes loan applications.

  7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.

  8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.

QUALIFICATIONS

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.

  1. High school diploma or equivalent education

  2. 2 years of client sales and service experience

  3. Experience with sourcing and prospecting for new clients and client relationship building

  4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects

  5. Demonstrated proficiency in basic computer applications, such as Microsoft Office

  6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements

  7. Ability to multi-task under time constraints

  8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes

  9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

  1. Associate's degree or higher

  2. Demonstrated ability to handle multiple priorities under time constraints

  3. Excellent verbal and written communication skills

  4. Ability to respond in a professional manner with a high level of service quality

  5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients

  6. Demonstrated ability in meeting or exceeding sales goals

  7. General understanding of bank operations, policies and procedures

Relationship Banker

. The annual base salary for this position is $45,760-$56,000

Senior Relationship Banker

. The annual base salary for this position is $45,760-$65,000

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

Relationship Banker - Knightdale - Truist
Posted: Sep 26, 2024 03:52
Knightdale, NC

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Cross-trained to support teller transactions as needed.

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.

  1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.

  2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.

  3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.

  4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines

  5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.

  6. Advises on consumer lending options and takes loan applications.

  7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.

  8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.

QUALIFICATIONS

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.

  1. High school diploma or equivalent education

  2. 2 years of client sales and service experience

  3. Experience with sourcing and prospecting for new clients and client relationship building

  4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects

  5. Demonstrated proficiency in basic computer applications, such as Microsoft Office

  6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements

  7. Ability to multi-task under time constraints

  8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes

  9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

  1. Associate's degree or higher

  2. Demonstrated ability to handle multiple priorities under time constraints

  3. Excellent verbal and written communication skills

  4. Ability to respond in a professional manner with a high level of service quality

  5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients

  6. Demonstrated ability in meeting or exceeding sales goals

  7. General understanding of bank operations, policies and procedures

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail

Universal Banker Part Time 20 hrs Tiger Boulevard - Truist
Posted: Sep 26, 2024 03:52
Clemson, SC

Job Description

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? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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:

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

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.

  1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.

  2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.

  3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.

  4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.

  5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.

  6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.

  7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.

  8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

QUALIFICATIONS

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.

  1. High school diploma or equivalent education

  2. Two years of teller or cash handling or client service experience

  3. Six months of client relationship building or sales experience

  4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects

  5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation

  6. Ability to multi-task under time constraints

  7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

  8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes

  9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

  1. One year of client relationship building or sales experience

  2. Knowledge of advanced or complex branch transactions, risk management and loss prevention

  3. Experience with sourcing and prospecting for new clients and client relationship building

  4. General understanding of bank operations, policies and procedures

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)



Job Detail