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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
This is an in-office position. The location options are: Tallahassee, Destin or Pensacola.
Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
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.
Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such as quotes and news, as well as trading and order features such as GTC expiration dates and settlement.
Process corporate actions where a license is warranted, such as tender offers, optional dividends and the exercise of warrants and rights.
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perform maintenance of client records.
Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions.
Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential.
Provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment.
Ensure new business paperwork is accurately successfully submitted. This includes preparing forms to be presented to clients, obtaining appropriate signatures, submission and follow-up of new account documentation.
Mitigate risk through appropriate authentication standards. This includes the authentication of incoming and outgoing client calls. Required to perform authentication callbacks for high risk transactions, such as third party distributions, profile changes and wires.
Maintain a professional environment and create a positive impression.
Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks.
Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed, such as insufficient funds for periodic distributions and RMDs not met.
May assist with physical branch location needs, such as opening, closing, general requests for maintenance or service.
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 equivalent experience and related training.
Experience in the securities industry and/or a sales assistant role.
Knowledge of securities markets and brokerage accounts.
Knowledge of the features and attributes of annuity products.
FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. Candidates that have only the Series 66 or Series 7 will be considered and can obtain the additional license during employment.
Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Effective time management skills.
Ability to communicate effectively and professionally with clients, managers and other teammates.
Ability to evaluate, assimilate and utilize detailed and complex written and verbal technical information.
Ability to work in a self-directed fashion.
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
Three years of experience in the securities industry.
Previous sales and/or banking experience.
Bachelor's degree in business, accounting, finance, banking or equivalent education and related training.
Demonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls.
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)
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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(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 consultative sales of Treasury Solutions (TS) products and services to assigned client group (i.e., Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management) via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values.
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.
Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts
Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities
Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions
Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention
Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue
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 related work experience.
3 years of sales experience of financial or treasury products and/or services.
Will require travel
Preferred Qualifications:
5+ years of Treasury/Cash Management Analyst experience
Deep knowledge of Treasury Management Solutions
Certified Treasury Professional
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)
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 seeking a skilled Cloud Data Architect to design and develop our organization's data infrastructure. The ideal candidate will have experience with data modeling, data warehousing, and agile methodologies. They will be responsible for creating scalable and efficient data solutions using various programming languages and technologies; They will provide application, systems, or process design recommendations based on short and long-term technology organization strategy; Develop enterprise level application and custom integration solutions including major enhancements and interfaces, functions and features; Use a variety of platforms to provide automated systems applications; Provide guidance regarding the integration of applications across the business; Determine specifications, plan, design, and develop the most complex and business critical software solutions; Utilize appropriate software engineering processes-either individually or in concert with project team; Provide architectural strategy and direction for multiple diverse application functions on a variety of multi-platform systems in order to support the achievement of corporate business objectives.
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.
Develop application strategy in support of short and long-term business plans, as well as application implications and software development requirements.
Extensive knowledge and experience in architecting modern data integration frameworks, highly scalable distributed systems using open source and emerging data architecture designs/patterns
Participate in the development of company business system architecture plans and review cost and feasibility of system requests while ensuring the plan supports the strategic needs of the company.
Enterprise scale expertise in data management best practices such as data integration, data security, data warehousing, data analytics, metadata management and data quality.
May develop programming and development standards and procedures as well as programming architectures for code reuse.
Apply in-depth knowledge of programming languages and designing, coding, testing etc.
Understand and consistently apply the attributes and processes of current application development methodologies.
Research and maintain knowledge in emerging technologies and possible application to the business
Serve as a technical expert and critical technical resource
Typically lead complex projects and participate in larger initiatives. Solve complex technical and operational problems.
Act as a resource for teammates with less experience
May oversee workflow and provide coaching and training for a small 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.
Bachelor's degree and 8 years of experience in development or an equivalent combination of education and work experience.
In-depth knowledge in information systems and ability to identify, apply, and implement best practices.
Understanding of multiple disciplines/processes related to the position.
Experience applying and utilizing enterprise architecture standards.
Understanding of key business processes and competitive strategies related to the IT function.
Ability to plan and manage projects.
Ability to solve complex problems by applying best practices.
Ability to provide direction and mentor less experienced teammates.
Advanced communications skills, including ability to interpret and convey complex, difficult, or sensitive information.
In an Agile environment: Knowledge of Agile development and release practices. Experience supporting a team with application architecture in an Agile environment.
Preferred Qualifications:
Bachelor's degree and 10 years of experience or an equivalent combination of education and work experience.
Experience defining technology standards for an organization
Experience with architecture frameworks, including design patterns, distributed applications, AWS Well-Architected Framework
Experience with big data platforms like Cloudera (CDH/CDP), AWS, EMR
Experience with AWS services like EC2, S3, RDS, EKS, Lambda, API Gateway, Route 53, VPC, IAM
Experience with programming technologies, including Java, Python, Kafka, Spark
Experience with data technologies, including SQL, NoSQL, Big Data, R, and GraphQL
Build cloud native data platforms and capabilities that enable data analytics, reporting, model developments and machine learning
Manage and enhance cloud native data lakes and Data Warehouse platforms.
Create Proof of Concepts (POCs) to illustrate how cutting-edge technologies can be incorporated and enhance Client's technology offerings
In-depth knowledge in information systems and ability to identify, apply, and implement best practices.
Understanding of multiple disciplines/processes related to the position.
Experience applying and utilizing enterprise architecture standards.
6+ years of experience working with various database technologies e.g. SQL Server
6+ years hands-on experience with ETL (SSIS, SSRS), source code control (i.e. TFS or GIT)) and Data Management tools
4+ years of experience working with large data sets, and optimizing data processes
4+ years of experience with Python and/or data visualization/exploration tools
2+ years of experience with CI/CD pipelines, and Cloud technologies preferably AWS
Proficient in SQL/SAS for querying data and data manipulation/transformation
Expertise in creating schemas and writing efficient SQL queries on a relational database.
Knowledge of one or more of technologies such as: JEE, JAVA Beans, JavaScript, Web Services, SOAP Mobile, WebSphere technologies, Microsoft Technologies such as NET (e.g., VB .Net, C#, or C++, ASP.Net), or COBOL/Mainframe legacy EIS Job Inventory 15 modernization tools and integration techniques including COBOL, WSED, CICS, Assembler, and JCL, XML. Database platforms such as Oracle, SQL Server, DB2 and proficiency in PL/SQL.
Solid working knowledge of UML and design tools.
Banking or financial services experience.
Strong business understanding to be able to bridge technical and business priorities.
Experience with MS Power Platform (Power Apps, Power Automate, Power Automate Desktop, Power BI, SharePoint)
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)
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.
Promote positive public image in the community and instill the Purpose, Mission and Values in the team and in support of the Truist culture.
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.
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.
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.
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.
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.
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.
Bachelor's degree or equivalent education and related training or experience.
Two years of financial services and consumer/small business expertise or equivalent experience and/or performance
One year of previous branch leadership or management experience
Strong interpersonal, sales relationship and prioritization skills.
Strong written and verbal skills.
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.
Ability to inspire, lead and coach others.
Preferred Qualifications:
Bachelor's degree with a concentration in Business, Accounting, Finance or Banking
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)
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.
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.
Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
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.
Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.
Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
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.
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.
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.
High school diploma or equivalent education
Two years of teller or cash handling or client service experience
Six months of client relationship building or sales experience
Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
Ability to multi-task under time constraints
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Preferred Qualifications:
One year of client relationship building or sales experience
Knowledge of advanced or complex branch transactions, risk management and loss prevention
Experience with sourcing and prospecting for new clients and client relationship building
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)
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 consultative sales of Treasury Solutions (TS) products and services to assigned client group (i.e., Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management) via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values.
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.
Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts
Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities
Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions
Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention
Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue
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 related work experience.
3 years of sales experience of financial or treasury products and/or services.
Will require travel
Preferred Qualifications:
5+ years of Treasury/Cash Management Analyst experience
Deep knowledge of Treasury Management Solutions
Certified Treasury Professional
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)
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:
Perform risk management and compliance monitoring and testing for assigned business unit/corporate function. Monitoring programs will include, but are not limited to, monitoring or testing of key controls, monitoring of key indicators relative to other risk management tools and regulatory compliance monitoring. Prepare detailed reporting on monitoring and testing results with attention to accuracy, timeliness and issues escalation. Assist in remediation of identified issues. Assist in the detection of emerging and/or under recognized risks.
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.
Performs comprehensive and risk-based monitoring for assigned business unit(s) as delegated including all tasks involved in the execution of the monitoring (e.g. scoping, report writing, vetting findings and work paper documentation) to ensure Truist's processes are within the risk limits set by the Bank.
Provide support to business units for compliance monitoring processes. Provide support for compliance and control specific projects, internal control testing, regulatory exams, internal technology audits/reviews, training, policies, and procedures as directed by management.
Prepare and evaluate monitoring results and trends for escalation, determining and documenting root causes, collaborating with 2nd line of defense and/or 1st line of defense business unit representatives to determine appropriate corrective action plan.
Identify control weakness or key indicators exceeding risk limits. Coordinating mitigation or remediation activities where appropriate.
Develop a deep and strong working knowledge of assigned business unit systems, processes and applicable federal regulations and state laws; staying abreast of procedures and regulatory changes applicable to assigned business unit(s).
Recommend process improvements based on compliance monitoring and/or testing results.
Maintain good working relationships with BUs to execute and refine monitoring practices.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's degree, or equivalent education and related training
Five years of experience in a financial institution with emphasis on risk management, audit, operations, process engineering or line of business specialty.
Excellent organizational skills and ability to lead and manage projects independently as well as in a team setting.
Strong interpersonal skills which allow effective working relationships with various levels within the organization.
Conceptual ability to analyze problems and devise solutions, including quantitative analysis and research skills.
Excellent verbal and written communication skills.
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
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)
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:
Research credit investments in support of fixed income sales & trading, debt capital markets and buy-side clients that buy and sell the firm's 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.
Credit Trading Desk Analyst:
Perform credit due diligence to determine credit risk and relative value: analyze company reports, collect data, participate in company calls, attend conferences and investor meetings, question management, engage industry experts and model expectations
Make credit research recommendations in support of RENTD capital
Supplement clients' research with additional credit support
Directly support sales with supplemental credit teach-ins, participation in client calls and buy-side sales meetings
Directly support traders by monitoring and advising on desk positions and trading levels
Support the debt capital markets process by analyzing new bonds issues, educating S&T and buy-side on new issue credit risk and relative value, and providing client feedback and inquiry back to the syndicate desk
Analyst III Level:
Applies experience to conduct research at several levels: macro, industry and individual companies.
Handles most client inquiry, both written and oral, with limited senior analyst guidance.
Proficient in building models at the industry and company levels. Can produce market forecasts, revenue forecasts, and estimates for profit with limited input from the senior analyst
Independently conducts complex valuation analysis and is able to formulate investment ideas with guidance from the senior analyst.
Independently drafts research commentary.
Works closely with capital markets, S&T to help leverage the analysts' research product into our client base.
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.
BA/BS degree
CFA Level 3 candidate or equivalent knowledge
Licenses required: Series 7, Series 63, Series 52 (muni analyst only)
Minimum of 2 years of related work experience since graduation from an undergraduate program
Proven analytical ability and attention to detail
Solid leadership and interpersonal skills
Proven ability to work well in a fast-paced, team-oriented environment
Strong written and oral communication skills
Preferred Qualifications:
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)
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.
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.
Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
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.
Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.
Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
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.
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.
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.
High school diploma or equivalent education
Two years of teller or cash handling or client service experience
Six months of client relationship building or sales experience
Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
Ability to multi-task under time constraints
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Preferred Qualifications:
One year of client relationship building or sales experience
Knowledge of advanced or complex branch transactions, risk management and loss prevention
Experience with sourcing and prospecting for new clients and client relationship building
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)
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:
will be office centric workstyle at posted location
requires strong finance/budgeting experience/statistical analysis
JOB SUMMARY
Responsible for managing resources directly or indirectly, developing and implementing an operational/financial plan or imitative plans and ensuring that department's procedures are carried out in guidance with legal and regulatory procedures/policies while mitigating risk. Evaluates organizational efficiency and makes necessary changes to maximize departments efficiency and effectiveness including tracking financial statistics to ensure department's overall effectiveness.
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.
Communicate and collaborate cross-functionally with Card Payments teammates and Senior Manager to understand, implement and support key strategic initiatives and solve operational issues.
Engage team to develop a culture of continuously identifying, prioritizing, planning and implementing process improvement of operations across products through ongoing communication and best-practice sharing.
Work with management to establish, track and report key process indicators, performance metrics other measurable goals that ensure team success. Track and maintain expenses in compliance with budget goals. Prepare and maintain departmental reports, logs and documents in a timely, efficient and accurate manner, in accordance with established retention schedules and corporate and departmental guidelines.
Oversee internal and external partner relationships in support of products, services and systems
Manage and drive employee engagement activities. Maintain positive working relationships between peers, managers and internal partners.
Plan and oversee strategic initiatives, operational plans, and/or projects, significant to the success of the organization within operations. Lead coordination, planning, scheduling and execution of activities within assigned team. Create and deliver training to team or individuals Train, mentor, and coach team members on appropriate productivity, processes and procedures. Demonstrates continuous initiative and provide recommendations for improving processes including reinforce policy and procedure compliance.
Mitigate risk exposure and protect client confidentiality. Monitor and enforce use of internal policies and procedures, report deviation or risks. Ensure teammate and departmental compliance with Truist Information Security standards.
Monitor production and personnel statistics and reporting in support of department operation.
Establish and implement short- and long-term organizational goals, objectives, strategic plans, policies, and operating procedures, monitors and evaluates operational effectiveness, and effects changes required for improvement
Lead and develop staff to ensure goals, deadlines, and objectives are met. Make recommendations for assigned personnel regarding employment, career development, performance evaluations, salary changes, promotions, disciplinary actions, transfers and terminations within established policies and guidelines. Participates in the Recruiting and Selection process as appropriate. Conduct performance reviews and implements corrective action 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.
Ability to work in an area governed by production standards and under pressure to meet critical deadlines
Bachelor's degree with a concentration in Business Analysis, Business Administration or Business Management, Finance or equivalent
7 to 10 years of demonstrated performance in leading operations and guiding teams or projects in pursuit of corporate goals, or equivalent experience in financial services industry
Ability to comprehend, analyze and interpret complex business situations
Effective time management skills to prioritize and manage department's ability to meet deadlines
Strong analytical, strategic planning and logistics skills
Hyper focus on performance tracking and improvement
Strong attention to detail and methodical in execution
Proven experience with management within an operations environment management new process and systems implementation
Exceptional written and verbal communication skills, especially the ability to adjust communication style to different audiences and levels of management
Collaborative, team oriented, and mission-driven
Ability to maintain a positive attitude while multi-tasking and work efficiently in a fast-paced environment
Successful at managing, coaching and mentoring teams.
Strong process improvement skills (ability to develop and implement processes)
Demonstrated leadership and interpersonal skills
Excellent computer skills and knowledge of MS Office
Preferred Qualifications:
Master's degree with a concentration in Business Analysis, Business Administration or Business Management, Finance or equivalent
Operations experience in start-up environment
Six Sigma training
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)
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 first line of defense risk leadership, oversight and support for all business unit segments assigned in the execution of enterprise risk and operational risk programs. Collaborate with leadership, second line of defense program owners and other applicable areas of the bank to develop a framework and execute on risk program deliverables. Lead a team of professionals executing and supporting risk program and reporting deliverables. Facilitate execution of key risk framework components as delegated by LOD2 risk programs. Assist business line management with identifying, assessing, controlling, mitigating, and communicating risks associated with business processes and decisions for the applicable business units.
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.
Provide coordination, effective challenge and robust independent oversight of policies, limits, and committees to drive effective governance structures and requirements to effectively manage and mitigate risks within assigned business units and support alignment with the overall corporate strategy.
Provide consultative leadership and develop working relationships across assigned business units and committees to drive the implementation and execution of a multi-level governance document structure and comprehensive inventory for all defined governance materials.
Support and contribute to the design, implementation, and execution of comprehensive, forward-looking, and risk-based frameworks, processes, and systems for prioritizing, structuring, reviewing and approving governance materials throughout the company.
Support the monitoring and execution of risk governance policies and procedures to establish defined processes, clear roles and responsibilities, and effective challenge routines.
Identify and monitor risk governance exceptions, issues, and emerging trends across assigned business units and committees to drive their remediation, acceptance, or escalation to governing bodies.
Conduct data aggregation to support risk appetite framework and quarterly profile, including KRI's and ongoing risk identification.
Assist business leaders in development of RAF metrics and thresholds.
Assist with the completion of risk dashboards and scorecards.
Assist with the generation of content for regular management and risk program governance committees.
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 in Business, Finance, Communications or equivalent education and related training.
Three to five years of financial services or risk management experience or demonstrated equivalent proficiency.
Strong interpersonal and relationship management skills with ability to interact and communicate within all levels of organization, across functions, and within public sector/governmental agencies.
Strong analytical, cognitive, conceptual, critical thinking and organizational skills. Demonstrated leadership, communication (verbal and written), presentation and facilitation skills.
Demonstrated planning ability with demonstrated judgment, problem-solving and decision-making skills.
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
Master's degree in related field, Banking School graduate, or equivalent education and related training.
Demonstrated proficiency in Navex PolicyTech and Microsoft SharePoint and Visio software products.
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)
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:
Perform risk and compliance monitoring and/or testing for assigned business unit/corporate function. Prepare detailed reporting on monitoring and testing results with consideration of accuracy, timeliness and risk.
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.
Complete Compliance as needed ensuring compliance with all applicable regulatory requirements. Provide support for compliance and control specific projects, regulatory exams, internal audits/reviews, training, policies, and procedures as directed by management
Support key control testing program for assigned business unit/corporate function. Prepare and evaluate monitoring results and trends for escalation.
Identify control weakness or key indicators exceeding risk limits. Coordinating mitigation or remediation activities where appropriate.
Develop a deep and strong working knowledge of assigned business unit systems, processes and applicable federal regulations and state laws; staying abreast of procedures and regulatory changes applicable to assigned business unit(s).
Maintain good working relationships with BUs to execute and refine monitoring 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.
Bachelor's degree, or equivalent education and related training
Three years of experience in a financial institution with emphasis on risk management, audit, operations, process engineering or line of business specialty
Excellent organizational skills and ability to lead and manage projects independently as well as in a team setting
Strong interpersonal skills which allow effective working relationships with various levels within the organization
Conceptual ability to analyze problems and devise solutions, including quantitative analysis and research skills
Excellent verbal and written communication skills
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
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)
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:
Underwrites commercial credit exposure for the most complex and largest credit relationships for Truist Wealth. Oversees sound portfolio management activities on assigned loan portfolio and identifies emerging credit problems and industry trends. Provides technical assistance and coaching to junior Credit Portfolio Managers.
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.
Underwriting:
Manage end-to-end credit delivery process for the most complex deals and largest credit relationships for Truist Wealth clients, in partnership with cross-functional partners such as internal legal and/or outside counsel, loan fulfillment, and loan servicing, in order to meet client expectations.
Provide independent, in-depth analysis of financial statements, projections, business plans, tax returns, borrowing base statements, appraisals, loan collateral and other diligence items; identifies and mitigates key risks; proposes alternative loan structures where appropriate.
Negotiate legal documents; involved in the closing process for portfolio loan transactions.
Continuously act with a sense of urgency; actively communicate throughout the process with the advisor team, and in some cases directly with the client, in order to manage expectations.
Engage with clients and prospects to understand financial profile and discuss credit opportunities.
Is accountable for the risk evaluation and associated regulatory compliance requirements.
Portfolio Management:
Accountable for and manages assigned portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and following through for remediation.
Coordinate credit and loan portfolio administration activities such as loan renewals and modifications, completion of periodic (at least annual) credit reviews, frequent review of financial statements and related internal risk ratings, management of covenant compliance and ongoing collateral monitoring.
Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk.
Have a strong understanding of industry and regulatory trends, including knowledge of competitors and loan market dynamics. Continuously monitor industry and regulatory trends for issues that could impact borrowers within loan portfolio.
Subject Matter Expertise:
Partner closely with peers to ensure effective delivery of complex financing solutions to clients through industry specific lens; responsible for maintaining extensive level of knowledge banking solutions, in addition to market trends and business drivers.
Possesses a mastery of client and industry expertise, understand the impact of industry and competitive dynamics and macroeconomic events on the performance and creditworthiness of clients and prospects; proactively shares information across the PM organization.
Deal Team Management:
Leadership:
Develop an independent point of view and provide recommendations to appropriate decision makers.
Mentor junior talent as well as LOB partners as appropriate; assist in training less experienced PM teammates.
Lead other PM teammates, including PM support and Loan Origination Specialists, to most effectively and efficiently process loan transactions and portfolio management activities.
Participate in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole.
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 in Finance, accounting, business or related field and at least 7+ years of related training and experience in wealth and/or large commercial credit analysis.
Mastery level proficiency with MS Office Desktop applications.
Excellent interpersonal and client relationship skills; solid written/verbal communication.
Strong credit skills and attention to detail.
Ability to prioritize workflow and multi-task in a fast-paced environment.
Sound decision-making skills and ability to balance business development and risk mitigation.
Keen negotiation and persuasion skills for external interactions with clients/prospects and internally with Relationship Management partners and Credit Risk Management.
Preferred Qualifications:
Completion of formal bank commercial credit training program or equivalent experience; or MBA in Accounting or Finance or in related field; or an equivalent combination of educational and experience or other related advanced degree
Has successfully held similar role with commercial financial institution or like experience.
Industry or sub-sector expertise.
Mastery of Truist Bank operating systems inclusive of AFS Vision and other Commercial applications (i.e. MCL, salesforce.com, nCino)
#Atlanta #Charlotte #Tampa #Miami
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)
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 seeking a skilled Cloud Data Architect to design and develop our organization's data infrastructure. The ideal candidate will have experience with data modeling, data warehousing, and agile methodologies. They will be responsible for creating scalable and efficient data solutions using various programming languages and technologies; They will provide application, systems, or process design recommendations based on short and long-term technology organization strategy; Develop enterprise level application and custom integration solutions including major enhancements and interfaces, functions and features; Use a variety of platforms to provide automated systems applications; Provide guidance regarding the integration of applications across the business; Determine specifications, plan, design, and develop the most complex and business critical software solutions; Utilize appropriate software engineering processes-either individually or in concert with project team; Provide architectural strategy and direction for multiple diverse application functions on a variety of multi-platform systems in order to support the achievement of corporate business objectives.
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.
Develop application strategy in support of short and long-term business plans, as well as application implications and software development requirements.
Extensive knowledge and experience in architecting modern data integration frameworks, highly scalable distributed systems using open source and emerging data architecture designs/patterns
Participate in the development of company business system architecture plans and review cost and feasibility of system requests while ensuring the plan supports the strategic needs of the company.
Enterprise scale expertise in data management best practices such as data integration, data security, data warehousing, data analytics, metadata management and data quality.
May develop programming and development standards and procedures as well as programming architectures for code reuse.
Apply in-depth knowledge of programming languages and designing, coding, testing etc.
Understand and consistently apply the attributes and processes of current application development methodologies.
Research and maintain knowledge in emerging technologies and possible application to the business
Serve as a technical expert and critical technical resource
Typically lead complex projects and participate in larger initiatives. Solve complex technical and operational problems.
Act as a resource for teammates with less experience
May oversee workflow and provide coaching and training for a small 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.
Bachelor's degree and 8 years of experience in development or an equivalent combination of education and work experience.
In-depth knowledge in information systems and ability to identify, apply, and implement best practices.
Understanding of multiple disciplines/processes related to the position.
Experience applying and utilizing enterprise architecture standards.
Understanding of key business processes and competitive strategies related to the IT function.
Ability to plan and manage projects.
Ability to solve complex problems by applying best practices.
Ability to provide direction and mentor less experienced teammates.
Advanced communications skills, including ability to interpret and convey complex, difficult, or sensitive information.
In an Agile environment: Knowledge of Agile development and release practices. Experience supporting a team with application architecture in an Agile environment.
Preferred Qualifications:
Bachelor's degree and 10 years of experience or an equivalent combination of education and work experience.
Experience defining technology standards for an organization
Experience with architecture frameworks, including design patterns, distributed applications, AWS Well-Architected Framework
Experience with big data platforms like Cloudera (CDH/CDP), AWS, EMR
Experience with AWS services like EC2, S3, RDS, EKS, Lambda, API Gateway, Route 53, VPC, IAM
Experience with programming technologies, including Java, Python, Kafka, Spark
Experience with data technologies, including SQL, NoSQL, Big Data, R, and GraphQL
Build cloud native data platforms and capabilities that enable data analytics, reporting, model developments and machine learning
Manage and enhance cloud native data lakes and Data Warehouse platforms.
Create Proof of Concepts (POCs) to illustrate how cutting-edge technologies can be incorporated and enhance Client's technology offerings
In-depth knowledge in information systems and ability to identify, apply, and implement best practices.
Understanding of multiple disciplines/processes related to the position.
Experience applying and utilizing enterprise architecture standards.
6+ years of experience working with various database technologies e.g. SQL Server
6+ years hands-on experience with ETL (SSIS, SSRS), source code control (i.e. TFS or GIT)) and Data Management tools
4+ years of experience working with large data sets, and optimizing data processes
4+ years of experience with Python and/or data visualization/exploration tools
2+ years of experience with CI/CD pipelines, and Cloud technologies preferably AWS
Proficient in SQL/SAS for querying data and data manipulation/transformation
Expertise in creating schemas and writing efficient SQL queries on a relational database.
Knowledge of one or more of technologies such as: JEE, JAVA Beans, JavaScript, Web Services, SOAP Mobile, WebSphere technologies, Microsoft Technologies such as NET (e.g., VB .Net, C#, or C++, ASP.Net), or COBOL/Mainframe legacy EIS Job Inventory 15 modernization tools and integration techniques including COBOL, WSED, CICS, Assembler, and JCL, XML. Database platforms such as Oracle, SQL Server, DB2 and proficiency in PL/SQL.
Solid working knowledge of UML and design tools.
Banking or financial services experience.
Strong business understanding to be able to bridge technical and business priorities.
Experience with MS Power Platform (Power Apps, Power Automate, Power Automate Desktop, Power BI, SharePoint)
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)
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:
Underwrites commercial credit exposure for the most complex and largest credit relationships for Truist Wealth. Oversees sound portfolio management activities on assigned loan portfolio and identifies emerging credit problems and industry trends. Provides technical assistance and coaching to junior Credit Portfolio Managers.
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.
Underwriting:
Manage end-to-end credit delivery process for the most complex deals and largest credit relationships for Truist Wealth clients, in partnership with cross-functional partners such as internal legal and/or outside counsel, loan fulfillment, and loan servicing, in order to meet client expectations.
Provide independent, in-depth analysis of financial statements, projections, business plans, tax returns, borrowing base statements, appraisals, loan collateral and other diligence items; identifies and mitigates key risks; proposes alternative loan structures where appropriate.
Negotiate legal documents; involved in the closing process for portfolio loan transactions.
Continuously act with a sense of urgency; actively communicate throughout the process with the advisor team, and in some cases directly with the client, in order to manage expectations.
Engage with clients and prospects to understand financial profile and discuss credit opportunities.
Is accountable for the risk evaluation and associated regulatory compliance requirements.
Portfolio Management:
Accountable for and manages assigned portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and following through for remediation.
Coordinate credit and loan portfolio administration activities such as loan renewals and modifications, completion of periodic (at least annual) credit reviews, frequent review of financial statements and related internal risk ratings, management of covenant compliance and ongoing collateral monitoring.
Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk.
Have a strong understanding of industry and regulatory trends, including knowledge of competitors and loan market dynamics. Continuously monitor industry and regulatory trends for issues that could impact borrowers within loan portfolio.
Subject Matter Expertise:
Partner closely with peers to ensure effective delivery of complex financing solutions to clients through industry specific lens; responsible for maintaining extensive level of knowledge banking solutions, in addition to market trends and business drivers.
Possesses a mastery of client and industry expertise, understand the impact of industry and competitive dynamics and macroeconomic events on the performance and creditworthiness of clients and prospects; proactively shares information across the PM organization.
Deal Team Management:
Leadership:
Develop an independent point of view and provide recommendations to appropriate decision makers.
Mentor junior talent as well as LOB partners as appropriate; assist in training less experienced PM teammates.
Lead other PM teammates, including PM support and Loan Origination Specialists, to most effectively and efficiently process loan transactions and portfolio management activities.
Participate in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole.
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 in Finance, accounting, business or related field and at least 7+ years of related training and experience in wealth and/or large commercial credit analysis.
Mastery level proficiency with MS Office Desktop applications.
Excellent interpersonal and client relationship skills; solid written/verbal communication.
Strong credit skills and attention to detail.
Ability to prioritize workflow and multi-task in a fast-paced environment.
Sound decision-making skills and ability to balance business development and risk mitigation.
Keen negotiation and persuasion skills for external interactions with clients/prospects and internally with Relationship Management partners and Credit Risk Management.
Preferred Qualifications:
Completion of formal bank commercial credit training program or equivalent experience; or MBA in Accounting or Finance or in related field; or an equivalent combination of educational and experience or other related advanced degree
Has successfully held similar role with commercial financial institution or like experience.
Industry or sub-sector expertise.
Mastery of Truist Bank operating systems inclusive of AFS Vision and other Commercial applications (i.e. MCL, salesforce.com, nCino)
#Atlanta #Charlotte #Tampa #Miami
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)
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.
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.
Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
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.
Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.
Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
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.
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.
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.
High school diploma or equivalent education
Two years of teller or cash handling or client service experience
Six months of client relationship building or sales experience
Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
Ability to multi-task under time constraints
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Preferred Qualifications:
One year of client relationship building or sales experience
Knowledge of advanced or complex branch transactions, risk management and loss prevention
Experience with sourcing and prospecting for new clients and client relationship building
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)
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.
Promote positive public image in the community and instill the Purpose, Mission and Values in the team and in support of the Truist culture.
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.
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.
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.
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.
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.
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.
Bachelor's degree or equivalent education and related training or experience.
Four years of financial services and consumer/small business expertise or equivalent experience and/or performance
Two years of previous Branch Leadership or Management Experience
Strong interpersonal, sales relationship and prioritization skills.
Strong written and verbal skills.
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.
Ability to inspire, lead and coach others.
Preferred Qualifications:
Bachelor's degree with a concentration in Business, Accounting, Finance or Banking
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)
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.
Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
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.
Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
Participates fully in all components of the established Truist Retail Community Bank Leadership Routines
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.
Advises on consumer lending options and takes loan applications.
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.
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.
High school diploma or equivalent education
2 years of client sales and service experience
Experience with sourcing and prospecting for new clients and client relationship building
Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
Demonstrated proficiency in basic computer applications, such as Microsoft Office
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
Ability to multi-task under time constraints
Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Preferred Qualifications:
Associate's degree or higher
Demonstrated ability to handle multiple priorities under time constraints
Excellent verbal and written communication skills
Ability to respond in a professional manner with a high level of service quality
Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
Demonstrated ability in meeting or exceeding sales goals
General understanding of bank operations, policies and procedures
Relationship Banker
. The annual base salary for this position is $45,760-$59,500.
Senior Relationship Banker
. The annual base salary for this position is $45,760-$68,500.
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)
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.
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.
Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
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.
Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.
Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
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.
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.
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.
High school diploma or equivalent education
Two years of teller or cash handling or client service experience
Six months of client relationship building or sales experience
Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
Ability to multi-task under time constraints
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Preferred Qualifications:
One year of client relationship building or sales experience
Knowledge of advanced or complex branch transactions, risk management and loss prevention
Experience with sourcing and prospecting for new clients and client relationship building
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)
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.
Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
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.
Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
Participates fully in all components of the established Truist Retail Community Bank Leadership Routines
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.
Advises on consumer lending options and takes loan applications.
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.
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.
High school diploma or equivalent education
2 years of client sales and service experience
Experience with sourcing and prospecting for new clients and client relationship building
Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
Demonstrated proficiency in basic computer applications, such as Microsoft Office
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
Ability to multi-task under time constraints
Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Preferred Qualifications:
Associate's degree or higher
Demonstrated ability to handle multiple priorities under time constraints
Excellent verbal and written communication skills
Ability to respond in a professional manner with a high level of service quality
Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
Demonstrated ability in meeting or exceeding sales goals
General understanding of bank operations, policies and procedures
. The annual base salary for the Relationship Banker position is $45,760-$59,500.
. The annual base salary for the Senior Relationship Banker position is $45,760-$68,500.
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)
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 is an in-office position. The location options are: Tallahassee, Destin or Pensacola.
Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
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.
Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such as quotes and news, as well as trading and order features such as GTC expiration dates and settlement.
Process corporate actions where a license is warranted, such as tender offers, optional dividends and the exercise of warrants and rights.
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perform maintenance of client records.
Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions.
Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential.
Provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment.
Ensure new business paperwork is accurately successfully submitted. This includes preparing forms to be presented to clients, obtaining appropriate signatures, submission and follow-up of new account documentation.
Mitigate risk through appropriate authentication standards. This includes the authentication of incoming and outgoing client calls. Required to perform authentication callbacks for high risk transactions, such as third party distributions, profile changes and wires.
Maintain a professional environment and create a positive impression.
Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks.
Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed, such as insufficient funds for periodic distributions and RMDs not met.
May assist with physical branch location needs, such as opening, closing, general requests for maintenance or service.
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 equivalent experience and related training.
Experience in the securities industry and/or a sales assistant role.
Knowledge of securities markets and brokerage accounts.
Knowledge of the features and attributes of annuity products.
FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. Candidates that have only the Series 66 or Series 7 will be considered and can obtain the additional license during employment.
Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Effective time management skills.
Ability to communicate effectively and professionally with clients, managers and other teammates.
Ability to evaluate, assimilate and utilize detailed and complex written and verbal technical information.
Ability to work in a self-directed fashion.
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
Three years of experience in the securities industry.
Previous sales and/or banking experience.
Bachelor's degree in business, accounting, finance, banking or equivalent education and related training.
Demonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls.
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)
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.
Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
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.
Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
Participates fully in all components of the established Truist Retail Community Bank Leadership Routines
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.
Advises on consumer lending options and takes loan applications.
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.
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.
High school diploma or equivalent education
2 years of client sales and service experience
Experience with sourcing and prospecting for new clients and client relationship building
Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
Demonstrated proficiency in basic computer applications, such as Microsoft Office
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
Ability to multi-task under time constraints
Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Preferred Qualifications:
Associate's degree or higher
Demonstrated ability to handle multiple priorities under time constraints
Excellent verbal and written communication skills
Ability to respond in a professional manner with a high level of service quality
Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
Demonstrated ability in meeting or exceeding sales goals
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)
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 team lead, primarily provides analytical support assigned to Portfolio Managers within the Hospitals/Not for Profit segment, including analyzing financial statements and projections, utilizing financial models and applications, and developing and participating in credit presentations and participating in credit underwriting and structuring. May participate in client support, as appropriate. Is developing a working knowledge of company's product suite. Performs tasks and assignments under direct supervision. Monitors performance and trends, proactively defining client credit solutions, identifying issues and developing remediation, underwriting and approving credit as designated by Portfolio Manager.
Essential Duties:
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.
As a part of the deal team, responsible for authoring annual reviews and assisting in the development of credit underwriting thesis of new and existing transactions. Prepares the nCino packages and is responsible for coordination of spreading financial statements and risk ratings. 50%
Works with Portfolio Manager to build financial models based on client profile, industry dynamics, cost pressures, etc. related to deal in order to assess financial wherewithal to repay. 20%
Initiates risk view and translation into risk rating models to reflect risk in deal in terms of probability of default/loss given default across the risk spectrum. 10%
Conducts industry specific research and analysis is support of client support activities such as client presentation development and term sheets. 10%
Responsible for completing regulatory and compliance activities and data accuracy in the portfolio. 10%
Span of Control (include # direct reports): Span of control includes no direct reports, but encompasses regular communication with Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Clients, Technology, and other internal and external audit and examiner functions.
Decision-Making and Autonomy: Teammates in this role author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting, which are reviewed and coaching provided as needed. Depending on the level of the deal, the recommendation is finally approved by ultimate risk approval officer.
Problem Complexity: Moderate
Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop 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: This position could impact/touch all elements of risk faced by the Bank. Key risk drivers are credit and operational.
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 Finance or Economics
Strong analytical skills and attention to detail. Strong work ethic and competitive drive. Solid leadership and interpersonal skills. Strong written and oral communication skills. Strong organizational and time management skills. Intermediate PC skills including standard Microsoft Office products and database applications.
Proficiency with Truist systems and processes
Preferred Qualifications:
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)
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:
Engage with Finance in its management of risks and controls as well as its execution of risk program requirements. Execute, facilitate and/or monitor execution of Risk Program requirements (e.g., RCSA, KRIs, etc.) within Finance and provide risk advice to effectively management risk. Aggregate, integrate, correlate and report risks for Finance. Identify and opine on remediation to address weaknesses related to inadequate or failed processes, people, and systems, or external events and ensure effective remediation.
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.
Provide risk advice and serve as risk Subject Matter Expert (SME) to assigned business areas within Finance across all risk types to promote and strengthen control environment (control design, implementation, evaluation and reporting) and support adherence to applicable regulations, policies and procedures.
Partner with first- and second-line defense teammates in identifying, escalating and remediating control gaps across Finance. Activities include but are not limited to: Identifying and prioritizing current and emerging risks, understand Finance goals, engage in projects, initiatives, working groups and other appropriate forums, seek engagement from appropriate SMEs and GCO peers for guidance and input.
Identify, measure, monitor and escalate key and emerging risks and report and communicate risk results and escalate material concerns to GCO Leadership.
Monitor risk mitigation and risk acceptance decisions to ensure a balanced operating environment through formal issues management program and other applicable routines.
Execute Enterprise and Risk Program requirements to effectively identify, measure, report, and mitigate risks. Utilize and refine analytical tools as appropriate to support assessments of risk.
Execute control monitoring and testing activities to assess effectiveness of control environment.
Manage, update, monitor and track controls, including those aligned to Financial Reporting, Accounting and Tax.
Foster a spirit of continuous improvement and offer recommendations to refine and/or enhance monitoring and testing processes as necessary.
Support the execution of risk management initiatives at the direction of GCO Leadership.
Other activities and special projects, as deemed required.
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 in Accounting, Business, Finance or related field, or equivalent education and related training
6-8 years of experience in a financial institution with emphasis on risk management or equivalent work experience and training
Knowledge of SOX and other industry-related regulatory requirements.
Knowledge of operational and other non-financial risks.
Ability and willingness to learn and adapt to change and competing priorities
Strong written and verbal skills
Solid problem solving skills in complex environments; Ability to influence change
Excellent time management and organizational skills with the ability to operate without close supervision on day-to-day decisions; 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:
Master's degree in Finance or Business, or equivalent education and related training
8+ years of banking or relevant experience
Audit experience
Strong knowledge in field of assigned business unit(s)
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)
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:
Engage with Business Unit leadership in its management of risks and controls as well as its execution of risk program requirements. Execute, facilitate and/or monitor execution of Risk Program requirements (e.g., RCSA, KRIs, etc.) within the Business Unit and BURM. Provide risk advice and influence to assigned Business Unit. Aggregate, integrate, correlate and report risks for assigned Business Unit. Identify and opine on remediation to address weaknesses related to inadequate or failed processes, people, and systems, or external events and ensure effective remediation.
Provide risk advice and serve as risk Subject Matter Expert (SME) to the Finance Organization to include Financial Reporting, Accounting, and Tax, across all risk types to promote and strengthen compliance with applicable regulations, policies, procedures and risk program requirements.
Partner with first and second line defense teammates across assigned business areas in identifying, escalating and in remediating risk control gaps to ensure compliance with Enterprise Risk Management programs and policy.
Assess, test and effectively challenge the Finance Organization to aide in the evaluations and self-identification of risk control weaknesses. Assist with evaluation and assessment of the remediation efforts to confirm adequate resolution.
Aggregate, report and communicate risk results to inform teammate stakeholders of the existing risk environment and escalate material concerns to Finance Organization leaders and committees.
Monitor & report on emerging risks potentially impactful to Business Unit partners and Truist. Implement processes and record retention routines necessary to ensure the Finance Organization's compliance with enterprise risk monitoring requirements.
Oversee risk appetite and business risk strategy ensuring adherence to defined limits. Effort includes risk identification, risk acceptance and risk prioritization of current and emerging risks.
Understand the Finance Organization's goals, provide risk management expertise in strategic projects and seek engagement from appropriate Subject Matter Experts (SME's) and GCO peers for guidance and input.
Manage, update, monitor and track controls, including those aligned to Financial Reporting, Accounting, and Tax.
Foster a spirit of continuous improvement and offer recommendations to refine and/or enhance the Finance Organization and GCO processes as necessary.
Other activities and special projects, as deemed required.
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 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:
Master's degree in Finance or Business, or equivalent education and related training
12 years of banking or relevant experience
Audit experience
Strong knowledge in field of assigned business unit(s)
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)