Company Detail

Job Description

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Prospect, quote, sell, place new business, cross-selling additional products and services including referrals to other lines of business, as appropriate. Maintain positive relationship with all key stakeholders assuring Client retention and satisfaction. Must maintain a book size commensurate for the primary line of business the Senior Producer sells for a minimum of two out of every three years.

**Remote with Travel

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Production:

a. Prospect new Clients.

b. Quote and sell new business.

c. Create compelling marketing proposals and takes a lead position in managing and providing content for Requests for Proposals. (RFP)

d. Cross-sell additional products and services.

e. Educate McGriff Teammates on Flex and other MEBS services.

1. Management:

a. Leadership responsibility for a team of Sales Consultants

b. Drives development of sales strategy around product offering and aids in the design of commission-based incentive programs for the team.

c. Establishes sales targets with leadership and manages performance to those targets.

d. Owns a sales territory in addition to leadership responsibilities.

1. Marketing:

a. Develop market plan.

b. Responsible for developing Flexible Benefit Services' marketing materials, news advisories, website materials, white papers.

c. Responsible for developing a strategic plan to integrate Flexible Benefit Services' product and service offerings into joint offering with McGriff Insurance Services.

d. Gain exposure through presentations to internal and external groups; represents McGriff in civic, community, government, banking, and professional groups.

1. Customer Service:

a. Deliver timely advice, and professional counsel.

b. Directly engage in disturbance handling, coordinating with other McGriff Teammates to ensure Client retention.

c. Assist in Open Enrollment needs of Clients.

1. Corporate Citizenship:

a. Promote and maintain good Client, company, and fellow employee relations.

b. Promote the company image through civic, social, and business activities, and endeavors.

1. Product Knowledge:

a. Build and maintain internal and external knowledge of product and service offerings.

b. Stay abreast of industry trends, legal issues, regulations, trends, and developments in the health insurance services industry.

c. Pursue continuing education.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in applicable business field or equivalent education and related training

2. Appropriate insurance licenses

3. Three years of insurance industry experience

4. Self-motivated, winning attitude, articulate, creative thinker, with good communication skills

5. Act with responsiveness, urgency and professionalism in all matters

6. Maintain an enthusiastic positive attitude at all times

7. Demonstrated proficiency of computer applications, such as Microsoft Office products and Adobe

8. Ability to travel, occasionally, overnight

Preferred Qualifications:

1. Advanced degree

2. Experienced with Requests for Proposal

3. Certifications in field of endeavor

The Annual Base Salary for this position is $90,000 and $100,000. The starting hourly wage for this position is $43.26 and $48.07.

This position may be eligible for a commission-based incentive plan.

General Description of Available Benefits for Eligible Employees of TIH:

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 TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. Teammates also receive no

. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will 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.

This position is part of TIH.

Truist Financial Corporation has completed the sale of Truist Insurance Holdings (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the news release (https://media.truist.com/2024-05-07-Truist-completes-sale-of-Truist-Insurance-Holdings-and-executes-strategic-balance-sheet-repositioning)

for details.

TIH Insurance Holdings, LP (TIH) 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. TIH is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for the financial analysis, risk assessment and credit structure recommendation for Commercial Real Estate clients and prospects. This includes prudent underwriting and effective credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, data integrity, portfolio reporting and client support. Collaborate with deal team to maintain data integrity on existing portfolio and identify credit worthy projects within targeted markets.

Supplement credit analysis with portfolio data, research, and property level evaluation from a wide variety of internal and external sources to develop an assessment of client, competitor, property segment, market and industry risks and trends.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Assist in the preparation of the due diligence and underwriting documentation for new loan requests.

2. Responsible for developing components of credit underwriting and structuring on renewals and reviews, making independent recommendations based on assigned components of the underwriting work product.

3. Collaborate with PM Associates and Portfolio Managers researching and qualifying prospects and underwriting new opportunities. Applies understanding of credit risk and current portfolio exposures to evaluate and recommend new requests balancing risk /return for the Bank.

4. Complete performance and monitoring activity for assigned portfolio to include overall portfolio management, current CRE project performance vs. original expectations, required risk monitoring activity and understanding of current industry and market trends.

5. Monitor and report on portfolio data and analytics to maintain accurate data integrity across exposures and serve as primary support contact for audits and data inquiries.

6. Analyze financial statements/projections and document client performance, along with identifying risk and risk mitigants while maintaining accurate client records and file integrity.

7. Serve as a client and internal point of contact in regards to assigned portfolio. (May include site visit and/or visit with client management team to understand projects and property reporting).

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience.

2. Excellent verbal and written communication skills including an attention to detail.

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

4. Strong analytical and problem-solving skills.

5. Knowledge of credit principles.

6. Ability to handle multiple priorities under time constraints.

7. Demonstrated success working in a collaborative team environment.

Preferred Qualifications:

1. 1-3 years of portfolio management and client relationship experience preferably in Commercial Real Estate related industries.

2. Intermediate knowledge of ARGUS software; high level Excel and database analysis tools, including expertise in use of 3rd party Real Estate Data Sources (CoStar, REIS, Axiometrics)

3. Familiarity with loan documentation, covenants, Corporate Accounting and financial statement reporting including analysis of financial statements

4. Completion of commercial associate 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.

#Atlanta #Charlotte

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

• Perform sophisticated analytics (statistical and predictive analytics, machine learning modeling, etc) to provide actionable insights that improve business outcomes and minimize risk and to provide consultation to business leaders and other stakeholders on how to leverage analytics insights and build strategies throughout the entire lending product credit life cycle.

• Independently performs various analytic techniques (encompassing data mining, inferential statistical analysis, and predictive analytics, for example) to support the entire credit life cycle of the lending product.

• Leveraging strong foundation of business and industry knowledge, identifies actionable insights from various (or multiple) sources of data that measurably improve business outcomes or reduce business risk.

• Collects and prepares data for analysis, performs exploratory to advanced predictive and/or modeling analytics, and identifies data relationships (patterns and trends).

• Provides consultation to business leaders and other stakeholders on how to leverage analytic insights to build actionable strategies. Crafting effective presentations and delivering results to multiple levels of management.

• Provide analytic recommendations for credit policy development, credit initiatives (underwriting, new products, new populations, new channels, portfolio strategies, line management, pricing, etc.), and monitor initiatives to ensure that performance is within established risk appetite.

• Utilize internal and external data to drive decision-making and identify opportunities. Monitor trends in the industry. Seeks out new sources of information for benchmarking and strategy development.

• Focus on getting the most out of data and exploring new areas of analysis.

Requirements

• Must have a Bachelor's degree in Statistics, IS, Data Science, Analytics or related quantitative field.

• Must have 4 years of experience in quantitative or data analytics positions performing/utilizing the following:

• Credit risk management, risk strategy, and/or risk analytics across diverse high volume lending businesses or equivalent experience

• Statistical methods, including a broad understanding of classical statistics, prediction, classification, clustering, econometrics, time-series, and primary statistical tests using various packages in Python and SAS

• Data cleansing and preparation methodologies, including regex, filtering, indexing, interpolation, and outlier treatment.

• Natural Language Processing techniques and other related Deep Learning knowledge.

• Developing interactive story telling scorecards and dashboards using stacked bars, bar graphs, scatter plots, geographical maps and other visualizations using Excel and Tableau best practices.

• Data mining, data programming and data visualization (working with large, often disparate, corporate datasets furthermore automate the process using VBA to ensure minimal manual effort.

• Extracting, structuring, interpreting and analyzing enterprise level data to identify key metrics and transform data into meaningful information; Investigating and documenting variance analyses with accuracy and data quality with respect to regulatory reporting

• Delivering ad-hoc SAS programming solutions to perform complex requests and to identify statistical abnormalities further determining the root cause.

• Distilling and translating complex data and strategies to diverse stakeholders in clear, crisp terms and preparing standard operating procedures and training material for helping with the best practices.

• Utilizing experience with: SQL, SAS (including SAS Base, Macros, Graph, SQL, and Connect), Python, Tableau, Excel, and Powerpoint.

• Position may be eligible to work remotely but is based out of and reports to Truist offices in Charlotte, NC. Must be available to travel to Charlotte, NC regularly for meetings and reviews with manager and project teams within 24-hours' notice.

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Commercial Specialized Cash Flow Credit Delivery group (-Group-) structures, underwrites and closes Shared National Credit and leveraged debt transactions for clients in Commercial Banking, driving and directing the process and activities necessary to obtain Truist's credit commitment approval. The Specialized Cash Flow team focuses on regional credits and participations. The Group also supports day-to-day portfolio management with responsibilities including financial statement spreads and monitoring of financial trends, annual client reviews, covenant compliance analysis, risk rating and underwriting exceptions analysis.

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.

• Reporting to Credit Team Lead, candidate supports senior Group teammates and deal teams in developing complex financial models and providing analytical support including analyzing financial statements and projections, and developing and participating in credit underwriting, structuring and presentations.

• Fluent in Microsoft Office (Word, Excel and PowerPoint); ability to navigate Truist's systems and applications.

• Responsible for analysis and underwriting related to transactions, amendments, modifications and other credit products for new and existing clients as part of deal teams.

• Contributes meaningfully to creating credit product approval documents and presentations with an initial recommendation and credit view.

• Creates and utilizes analytical financial models, including financial projections, discounted cash flow analysis, leveraged buyout analysis, valuation analysis, and financial analysis of historical and projected cash flows.

• Performs research and analysis on companies, industries and transactions in support of both client activities and risk mitigation strategies.

• Supports senior teammates in day-to-day management of the portfolio with responsibilities including financial statement spreads, covenant compliance analysis and other activities as directed.

• Works closely with teammates in the preparation of on-time and high quality annual client reviews, renewals, and amendments. Associates and experienced analysts may be responsible for completing entire annual reviews on assigned clients.

• Maintains active ownership and timely processing of quarterly risk ratings within own portfolio and as needed across the team.

• Consistently trains and mentors Analysts.

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,

• Minimum GPA: 3.0

• Typically, 3+ years of related training and experience

• 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

• 3+ years of related work experience since graduation from an undergraduate program

Preferred Qualifications:

• Minimum GPA: 3.0

• Demonstrated work experience in finance or related field

#Atlanta #Charlotte

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Group Product Manager I-Agile partners with a wide cross-section of partners to create innovative and compelling experiences for our Truist clients. Responsible for defining, championing, building, delivering, and measuring products/platforms and strategies for their segment. This role manages and leads high performing product management teams consisting of product managers, product owners, and product analysts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Responsible for leading a team of product managers and product owners, setting direction and priorities for products, services, and experiences.

2. Responsible for understanding industry landscape, competitive environment, and voice of client

3. Develop product roadmaps in collaboration with Relationship Managers and Line of Business (LOB) partners.

4. Manage teams that develop and groom backlog from EPICS down to user stories in partnership with LOB, User Experience/User Interface, Content, Technology, and Operations Partner with Tech Agile teams on development, rollout, and post-production support

5. Partner with Legal, Risk, & Compliance on new product development and remediation when applicable

6. Partner with associated LOBs, marketing, operation, and readiness teams on commercialization and rollout

7. Responsible for the client experience/results/KPIs of assigned platforms

8. Manage product pricing, including modeling pricing changes

9. Manage annual budget, including monthly forecasting

10. Hire, mentor and manage team members; proactively provide timely, candid, and constructive performance feedback in efforts to cultivate appropriate talent pool to ensure adequate bench strength and succession planning

11. Responsible for leading teams across related but disparate functions to support successful deployment of new products and integrated experiences

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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

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

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

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

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

6. Well-developed verbal and written communication skills

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

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

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

10. Considerable tact, diplomacy, and people skills

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

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting

Constantly (More than 50% of the time)

Standing

Frequently (25% - 50% of the time)

Walking

Frequently (25% - 50% of the time)

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Minimal and up to 10%Minimal and up to 10%

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Manages Truist's Corporate Cybersecurity Client Identity and Access Management risk management functions. Objective is to harvest, consolidate and conduct deep analysis of all identified CIAM risks across the different risk identification mechanisms, management of the end-to-end lifecycle to determine proper priority, proper risk management treatment of risks, with continuous monitoring, and robust executive and process level reporting. Leads, develops, and executes strategies for identifying, monitoring, and controlling Client Identity and Access Management risks in alignment to FFIEC AAFISS, NIST authoritative sources, the associated External Client IAM standard, and defined authentication controls across the Enterprise to include Digital, Client Contact Center, and Branch.

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.

• Leads a strategic process and procedural approach to the consolidation of CIAM risks and the risk treatment lifecycle

• Conducts risk analysis of CIAM risks - validation/disposition of risk criteria, condition, root cause and risk rating

• Engagement with risk identification process owners to understand their processes and procedures. Use as inputs to the CIAM risk management processes for risk management lifecycle execution

• Full ownership of the Client IAM risk management process and procedure

• Own monitoring process of risks with robust PowerPoint reporting presentations to all Stakeholder groups within the CIAM operating model

• Ownership of the Truist Client Identity Access Management Standard in alignment with FFIEC AAFISS

• Facilitation of qualified risks into the formal Issue Management process and/or the Governance Controls Organization, with tracking/reconciliations

• May facilitate a team of professional-level individual contributors. Sets the team's direction and communicates individual and team priorities. Manages deliverables for the team against expected results. Makes judgments about priorities and the team's approach to work based on an understanding of how the team contributes to the achievement of broader objectives.

• Contributes to the development of cyber governance strategies and manages all aspects of internal and external audits.

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.

• Five years related experience in end-to-end cyber risk management processes

• Deep knowledge of Technology risk management concepts

• Risk management evaluation skills

• High skilled reporting and PowerPoint presentation skills

• Technical writing skills (procedure writing)

• Bachelor's degree preferably in computer science, data science, regulatory affairs, business, organizational or compliance law, or financial services

• years related experience at a large financial institution performing legal, compliance, or other duties such as risk management and/or project management

• Ability to lead projects of moderate complexity and notable risk exposure.

• Strong knowledge on cybersecurity risks, frameworks, best practices, and industry/regulatory requirements. Knowledge and experience in use of cyber security governance programs.

Preferred Qualifications:

• Master's degree or MBA and 8 years of experience or an equivalent combination of education and work experience

• Deep knowledge of FFIEC AAFISS and NIST

• Experience interacting with financial services regulatory bodies; preferably Office of the Comptroller of the Currency (OCC), Federal Reserve Board (FRB), FDIC, etc. (laws, rules, regulations, and guidance)

• Cybersecurity certifications such as CISA, CISSP

• Regulatory Change Management experience

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for conducting compliance risk oversight of assigned business units and/or functions. Executes compliance risk management activities to reasonably ensure compliance with the Compliance Risk Management Policy and Framework.

Candidate will already need to have: FINRA Registrations 7, 24 and 66 or equivalent, and applicable Life, Variable Products, and Long-Term Care licenses

LOCATION:

Will be required to come into the office 4 days a week (working 1 day remote)

Please note: To be considered for this role, candidate must be willing to be in the below posted locations:

• Charlotte, NC

• Richmond, VA

• Atlanta, GA

No Full Remote/Telecommute. No Relocation Assistance

TRAVEL:

Some travel will be required throughout the Truist footprint

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Maintain an understanding of all applicable laws, rules and regulations applicable to coverage areas and provide regulatory guidance to assigned business unit and/or function associates.

2. Review regulatory changes and assess the impact those changes may have on assigned business units and/or functions.

3. Manage compliance risk management communications, training, documentation, procedures, and processes.

4. Monitor and communicate compliance risk management industry developments.

5. Implement strategies and methods related to the compliance risk management framework within the organization, including quality assessments, key risk, and performance measurement data, along with oversight monitoring and mitigation strategies.

6. Assess process, procedure and control documentation and other related compliance issues and documentation to help ensure they are accurate and easily understood by audit and/or external regulatory agencies

7. Consult with business and/or functional units with respect to the design and implementation of remediation efforts as needed.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in Business, Economics, Finance, or Accounting, or an equivalent combination of education and work experience.

2. Two years of compliance-related experience

3. Five years of financial institution experience

4. Demonstrated working knowledge of standard compliance concepts, practices, policies and related state and federal laws.

5. Detail orientated and strong analytical skills.

6. Strong communication, presentation and facilitation skills; proven ability to interact with all levels of management.

7. Leadership skills to guide and mentor the work of less experienced compliance consultants and analysts.

Preferred Qualifications:

1. Master's degree.

2. 5 years of experience in the financial services industry within audit or compliance.

3. Prior supervisory or management experience.

4. Completion of the American Bankers Association (ABA) Compliance School or CRCM certification

5. Compliance testing background

6. Compliance/risk management experience

7. FINRA Registrations 7, 24 and 66 or equivalent

8. Applicable Life, Variable Products, and Long-Term Care licenses

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

PLEASE NOTE: This is a Hybrid role (3 days in office, 2 days remote)- Starting October 1st- must be able to work 4 days in the Charlotte, NC office (1 day remote). This is NOT a telecommute/remote role

Essential Duties and Responsibilities

The 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.

• Perform a variety of complex accounting and reporting activities, with a focus on Investment Securities, Debt, Deposits and Funding transactions and balances.

• Provide leadership in the development, design, implementation and on-going management of assigned financial analysis processes. Monitor assigned activities for compliance with established corporate and accounting policies and standards.

• Complete and/or review and interpret a variety of complex financial and/or business analyses of financial ratios and trends.

• Assist with the accurate and timely compilation and submission of accounting-related reports and filings for assigned area of responsibility in accordance with generally accepted accounting principles (GAAP), management and regulatory requirements.

• Maintain appropriate internal controls over financial reporting in accordance with the SOX framework and internal policies and standards.

Job Description

• Assist in properly classifying more complex accounting transactions and in identifying and explaining general ledger account variances.

• Prepare, or review and approve, journal entries and monitor assigned account activity to ensure that they accurately record Truist's financial transactions in accordance with GAAP and internal accounting policies.

• Ensure that supporting documentation is maintained.

• Prepare or review reconcilements for assigned general ledger accounts in accordance with corporate reconcilement policies and standards.

• Research and resolve items as necessary.

• Ensure adequate supporting documentation is maintained.

• Design, implement and document more complex accounting and reporting process workflow and controls for assigned accounts and subsidiary accounting systems (which may include spreadsheets, databases or applications), including reconcilement and monitoring processes and controls. Effectively implement control refinements as products, processes, GAAP, regulatory reporting requirements or corporate policies change.

• Design, prepare or review, submit and interpret reports related to financial performance, internal control compliance, budget or forecast variances, etc. for assigned areas of responsibility.

• Maintain a strong knowledge of GAAP and regulatory reporting requirements applicable to assigned areas of responsibility.

• Maintain or update existing accounting policies or standards related to areas of responsibility.

• Review and update policies and procedures for compliance with governmental regulations and corporate policies and standards.

• Develop new accounting processes and procedures as needed.

• Assist in the review of assumptions and calculations employed in significant financial models for consistency with GAAP, industry regulations and corporate policies and standards.

• Ensure that changes to models and assumptions are tested and implemented in conformity with corporate policies and standards.

• Ensure that responses to auditor/examination requests for information are complete and accurate.

• Responses to external and regulatory requests should be made in collaboration with Accounting Policy.

• Ensure prompt remediation of any issues identified.

• Ensure the submission of required schedules, reports or filings for assigned areas of responsibility to designated reviewer, department or regulatory authority in a timely and accurate manner.

• Monitor internal and regulatory alerts for changes to filing requirements and deadlines.

• Work with assigned line of business operations, administration, data center, and/or IT support to ensure complete and accurate data capture, categorization and summary of: Transactional and period-end information for management, regulatory, and financial reports and supporting schedules.

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.

Required Qualifications:

• Bachelor's degree in accounting, finance or business administration or equivalent education and related training.

• Five years of relevant accounting experience.

• Three years of supervisory experience.

• Good interpersonal skills across organizational levels.

• Excellent verbal and written communication and presentation skills.

• Strong analytical, problem solving and decision-making skills.

• Demonstrated organizational and leadership skills.

• Ability to prioritize effectively and meet critical deadlines.

• Ability to work independently and as a productive member of a team.

• Demonstrated proficiency in computer applications, such as Microsoft Office products, with an emphasis in spreadsheets, word processing and database software.

• Strong foundation in GAAP concepts.

Preferred Qualifications:

• Professional designation as a CPA or CMA.

• A master's degree in accounting, finance or business administration.

• Public accounting or regulatory experience specific to area of responsibility.

• Seven years of financial services accounting experience.

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Working in a team environment with direct supervision this position will be responsible for planning, initiation and execution of -Onsite- and -Remote- risk domain assessment for Truist's suppliers, identification and risk quantification of risk domain gaps within the supplier's control environment, documentation of assessment results, and communication of gaps to related stakeholders. TPROF is a centralized team that assesses risk introduced through our interaction/engagement with suppliers and or their 4th parties.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Primarily responsible for conducting -onsite- domain control assessments of a supplier's control environment (across various risk domains to include Cyber Security, Technology, BTCM, 4th Party, BSA/AML, Fraud, Operational and Compliance); probing and asking for follow-up responses where needed. Will also be conducting -remote- control assessments, with same domain scope, to support assessment demand as called upon.

2. Document related results of onsite and remote assessments while reviewing control environment of Truist suppliers.

3. Identify gaps/risks within the suppliers' environment while acknowledging any mitigating/compensating controls implemented.

4. Partner with Truist Supplier and Service Managers to ensure that overall business objectives and assessment plans are in alignment

5. Measure and monitor progress to ensure that assessment deliverables are completed within established program SLAs.

6. Applies a deep understanding of business processes and technologies used within assigned supplier assessments to ensure compliance with regulatory requirements and Truist applicable standards, policies, and procedures.

Required Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in computer science or related field or equivalent education, training, or experience

2. Minimum of 4-6 years of specifically in cyber security control assessments, preferred with some third-party risk management experience.

3. Having a general understanding of risk domains to include BTCM, 4th party, BSA/AML, Fraud, Operational and Compliance

4. A technical understanding of applied enterprise technology management domain.

5. Prior experience in Cyber/Information Security related risk assessments

6. Resourcefulness in multi-tasking, anticipating needs, developing creative solutions, and researching/synthesizing information to resolve problems with moderate supervision.

7. Excellent verbal communication, presentation, and writing skills. Experience conducting, preparing and presenting analysis, deficiencies and recommendations.

8. Strong business analysis and problem-solving skills. Ability to interpret and convey complex, difficult, or sensitive information.

9. Ability to decompose problems and make decisions when problems or solutions are not fully defined.

10. Over 50% travel time required to support a significant number of onsite assessments.

Desired Skills or Competencies:

1. Primarily responsible for conducting -onsite- domain control assessments of a supplier's control environment (across various risk domains to include Cyber Security, Technology, BTCM, 4th Party, BSA/AML, Fraud, Operational and Compliance); probing and asking for follow-up responses where needed. Will also be conducting -remote- control assessments, with same domain scope, to support assessment demand as called upon.

2. Document related results of onsite and remote assessments while reviewing control environment of Truist suppliers.

3. Identify gaps/risks within the suppliers' environment while acknowledging any mitigating/compensating controls implemented.

4. Partner with Truist Supplier and Service Managers to ensure that overall business objectives and assessment plans are in alignment

5. Measure and monitor progress to ensure that assessment deliverables are completed within established program SLAs.

6. Applies a deep understanding of business processes and technologies used within assigned supplier assessments to ensure compliance with regulatory requirements and Truist applicable standards, policies, and procedures

Preferred Skills or Competencies :

1. Knowledge of financial services industry and all applicable regulations and industry standards

2. Technical certifications (e.g. MCSE, CCNA, Network+)

3. Security certifications (e.g. CISSP, CCSP, CISM, CRISC)

REQUIREMENTS / WORKING CONDITIONS

Sitting

Constantly (More than 50% of the time)

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Minimal and up to 10%

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Truist Audit Manager is responsible for providing a leadership role in the delivery of high-risk, complex and value-added independent and objective risk-based internal audit assurance and advisory services. The Audit Manager will proactively coach junior team members by providing candid and constructive feedback.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Serve as Engagement Manager of high risk and more complex audit engagements by planning, scoping and developing the test plan, including incorporating the use of data analytics. Effectively allocate resources and individuals in accordance with skills and schedules, to complete assignments within budget.

2. Set clear quality expectations based on Truist Audit Services standards and analyze/review process documentation to evaluate effectiveness and efficiency.

3. Develop meaningful, relevant, and well-supported audit reports that align with Truist's risk appetite framework and present these reports to key department stakeholders.

4. Identify substantive and material issues that go beyond paperwork shortcomings. Ability to look beyond the obvious; finds solutions, not just problems.

5. Provide coaching and guidance in development of junior team members by taking an active role in training and mentoring.

6. Demonstrate effective challenge by providing deep subject matter knowledge industry related knowledge to support business partnership efforts.

7. Manage timely and quality delivery of multiple tasks, including audits, projects and special assignments. Provide advisory services, as necessary, in the implementation of new systems, processes and changes to existing systems, standards and procedures.

8. Ability to work independently while exercising judgement in risk-based assessments difficult or complex nature.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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

2. Six to eight years of banking, auditing or other relevant experience related to area of responsibility.

3. Strong knowledge, ability and expertise in audit and other areas of banking and financial services.

4. Strong understanding of risk management and process concepts.

5. Strong analytical, facilitation, and interpersonal skills.

6. Demonstrated ability to grasp and communicate the underlying concepts in complex information.

7. Demonstrated ability to identify and communicate root causes of problems.

8. Demonstrated ability to formulate and communicate solutions based on a synthesis of information.

9. Strong written, verbal and negotiating skills.

10. Demonstrated strong proficiency in computer applications and proven experience with tools such as Microsoft Office software products.

11. Strong project management and advisory skills.

Preferred Qualifications:

1. Advanced degree.

2. Possess appropriate professional certification.

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

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for conducting compliance risk oversight of assigned business units and/or functions. Executes compliance risk management activities to reasonably ensure compliance with the Compliance Risk Management Policy and Framework.

Candidate will already need to have: FINRA Registrations 7, 24 and 66 or equivalent, and applicable Life, Variable Products, and Long-Term Care licenses

LOCATION:

Will be required to come into the office 4 days a week (working 1 day remote)

Please note: To be considered for this role, candidate must be willing to be in the below posted locations:

• Charlotte, NC

• Richmond, VA

• Atlanta, GA

No Full Remote/Telecommute. No Relocation Assistance

TRAVEL:

Some travel will be required throughout the Truist footprint

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Maintain an understanding of all applicable laws, rules and regulations applicable to coverage areas and provide regulatory guidance to assigned business unit and/or function associates.

2. Review regulatory changes and assess the impact those changes may have on assigned business units and/or functions.

3. Manage compliance risk management communications, training, documentation, procedures, and processes.

4. Monitor and communicate compliance risk management industry developments.

5. Implement strategies and methods related to the compliance risk management framework within the organization, including quality assessments, key risk, and performance measurement data, along with oversight monitoring and mitigation strategies.

6. Assess process, procedure and control documentation and other related compliance issues and documentation to help ensure they are accurate and easily understood by audit and/or external regulatory agencies

7. Consult with business and/or functional units with respect to the design and implementation of remediation efforts as needed.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in Business, Economics, Finance, or Accounting, or an equivalent combination of education and work experience.

2. Two years of compliance-related experience

3. Five years of financial institution experience

4. Demonstrated working knowledge of standard compliance concepts, practices, policies and related state and federal laws.

5. Detail orientated and strong analytical skills.

6. Strong communication, presentation and facilitation skills; proven ability to interact with all levels of management.

7. Leadership skills to guide and mentor the work of less experienced compliance consultants and analysts.

Preferred Qualifications:

1. Master's degree.

2. 5 years of experience in the financial services industry within audit or compliance.

3. Prior supervisory or management experience.

4. Completion of the American Bankers Association (ABA) Compliance School or CRCM certification

5. Compliance testing background

6. Compliance/risk management experience

7. FINRA Registrations 7, 24 and 66 or equivalent

8. Applicable Life, Variable Products, and Long-Term Care licenses

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. High school diploma or equivalent education

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

3. Six months of client relationship building or sales experience

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

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

6. Ability to multi-task under time constraints

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

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

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

Preferred Qualifications:

1. One year of client relationship building or sales experience

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

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

4. General understanding of bank operations, policies and procedures

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

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:

Proactive response to AXA Advisor's inquiries for in-force policies regarding status and activity. Ensuring optimal, prompt and accurate response and service is delivered to AXA Advisor at all times. Providing AXA Advisor with case status on pending variable agent of record changes and broker/dealer transfers. Process incoming requests for in-force policies and proactive communication and status updates to AXA Advisors on status. Maintain ongoing positive working relationships with carrier representatives to facilitate problem resolution on in-force business. Maintain current and working knowledge of multiple carrier in-force and conversion guidelines. Able to handle most calls and transactions independently, works with supervisor for direction and/or guidance on more complex request. Ability to follow instructions independently, create professional and comprehensive correspondence/memos to carriers and agents. Support the necessity of changes in work environment and help guide morale in a positive direction among peers. Gain positive working relationships with carrier representatives to facilitate problems resolution on in-force business.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Handle incoming agent/carrier inquiries via phone calls, faxes, emails, including the complex types of calls, for in-force policies, variable agent of record changes, broker/dealer transfers and term conversions.

2. Process all assigned in-force policy service request, work orders, conversions, agent of record changes and broker/dealer transfers. Quality- provide input and utilize department created techniques. Accuracy of entering and processing service requests, inquiries, term conversions and agent of record changes. Provide accurate information to your customers by consistently following department procedure

3. Creating physical files and data entry of new cases entered into appropriate systems.

4. Documentation at a level that is necessary for you and your co-workers to accurately process requests, which includes the accuracy and which includes the appropriate amount of detail entry. Preparedness-Review of notes i.e: reading previously documented notes entered by teammate, co-worker, etc

5. Handle internal/external inquiries or problems via Customer Service phone loop, email, fax in a professional manger and by meeting established service standards. Analyze problems thoroughly, think outside of the box, determining appropriate course of action and validate with supervisor as appropriate

6. Establish working knowledge of multiple carrier in-force and conversion guidelines.

7. Gain positive working relationships with carrier representatives to facilitate problems resolution on in-force business.

8. Providing back up coverage to assigned teammates in their absence and adhering to service standard and timeframes. Check customer service voicemail and customer service email box at designated times.

9. Prioritizing and processing all assigned service requests. Service Standards - adhere to department standards, process all received request (mail, phone calls, emails and faxes) on in-force policies, and follows ups according to established department procedures in a timely manner. Prioritize work flow (i.e. service requests) including efficiently managing desk, commitment and accomplish objectives accurately and on time. Results produced are relative to that expected for the time invested.

10. Applying best practices and implement suggested recommendations shared by fellow teammates and Supervisor

11. Communicating with AXA Advisor's on a regular basis to provide direction, guidance and status of services requests, variable agent of record changes, broker/dealer transfers and term conversions.

12. Analyze problems thoroughly, think outside of the box, determining appropriate course of action and validate with supervisor as appropriate. Able to handle most calls and transactions independently. Know when to seek guidance and direction from team or Supervisor for situations that fall outside of the normal processing or fall outside of established procedures. Recognize potential problems and elevate to supervisor promptly.

13. Training and Development - actively participate and utilize information from company sponsored training programs. Retain learned lessons from e-learning courses/weekly meeting discussions and apply to responsibilities.

14. Seek self-development and learning opportunities, which enhance current position and allow for advancement and growth. Proactively participate in weekly departmental Customer Service meetings. Generate innovative ideas, approaches, and solutions to create or expand upon to reference or resources for teammates and financial advisors (AXN website, procedures, etc.).

15. Teamwork/Communication - Demonstrate positive, motivated behavior and provide support as well as accepts guidance from fellow co-workers and management

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. High School diploma

2. One year of experience, preferably in insurance industry

3. Efficient PC keyboarding skills in Windows-based applications

4. Ability to read and interpret documents such as carrier forms, agent information, and procedure manuals

5. Organizational and analytical skills

6. Strong, positive verbal and written communication skills

7. Must possess strong problem solving skills and be able to solve problems with little or no assistance

8. Must be able to interpret a variety of detailed instructions furnished in written, verbal, diagram or schedule form

9. Detail oriented and strives for accuracy

10. Must have sense of urgency and be able to prioritize workload in an efficient manner

11. Individual must demonstrate strong role model skills and be able to prioritize workflow as changes occur throughout the day

Preferred Qualifications:

1. Passing LOMA 1

General Description of Available Benefits for Eligible Employees of TIH:

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 TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. Teammates also receive no

. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will 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.

This position is part of TIH.

Truist Financial Corporation has completed the sale of Truist Insurance Holdings (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the news release (https://media.truist.com/2024-05-07-Truist-completes-sale-of-Truist-Insurance-Holdings-and-executes-strategic-balance-sheet-repositioning)

for details.

Crump Life Insurance 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. Crump Life Insurance is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. High school diploma or equivalent education

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

3. Six months of client relationship building or sales experience

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

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

6. Ability to multi-task under time constraints

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

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

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

Preferred Qualifications:

1. One year of client relationship building or sales experience

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

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

4. General understanding of bank operations, policies and procedures

The annual base salary for this position is $45,760 - $52,000. The starting hourly wage for this position is $22.00 - $25.00.

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Group Product Manager I-Agile partners with a wide cross-section of partners to create innovative and compelling experiences for our Truist clients. Responsible for defining, championing, building, delivering, and measuring products/platforms and strategies for their segment. This role manages and leads high performing product management teams consisting of product managers, product owners, and product analysts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Responsible for leading a team of product managers and product owners, setting direction and priorities for products, services, and experiences.

2. Responsible for understanding industry landscape, competitive environment, and voice of client

3. Develop product roadmaps in collaboration with Relationship Managers and Line of Business (LOB) partners.

4. Manage teams that develop and groom backlog from EPICS down to user stories in partnership with LOB, User Experience/User Interface, Content, Technology, and Operations Partner with Tech Agile teams on development, rollout, and post-production support

5. Partner with Legal, Risk, & Compliance on new product development and remediation when applicable

6. Partner with associated LOBs, marketing, operation, and readiness teams on commercialization and rollout

7. Responsible for the client experience/results/KPIs of assigned platforms

8. Manage product pricing, including modeling pricing changes

9. Manage annual budget, including monthly forecasting

10. Hire, mentor and manage team members; proactively provide timely, candid, and constructive performance feedback in efforts to cultivate appropriate talent pool to ensure adequate bench strength and succession planning

11. Responsible for leading teams across related but disparate functions to support successful deployment of new products and integrated experiences

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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

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

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

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

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

6. Well-developed verbal and written communication skills

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

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

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

10. Considerable tact, diplomacy, and people skills

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

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting

Constantly (More than 50% of the time)

Standing

Frequently (25% - 50% of the time)

Walking

Frequently (25% - 50% of the time)

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Minimal and up to 10%Minimal and up to 10%

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Manages Truist's Corporate Cybersecurity Client Identity and Access Management risk management functions. Objective is to harvest, consolidate and conduct deep analysis of all identified CIAM risks across the different risk identification mechanisms, management of the end-to-end lifecycle to determine proper priority, proper risk management treatment of risks, with continuous monitoring, and robust executive and process level reporting. Leads, develops, and executes strategies for identifying, monitoring, and controlling Client Identity and Access Management risks in alignment to FFIEC AAFISS, NIST authoritative sources, the associated External Client IAM standard, and defined authentication controls across the Enterprise to include Digital, Client Contact Center, and Branch.

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.

• Leads a strategic process and procedural approach to the consolidation of CIAM risks and the risk treatment lifecycle

• Conducts risk analysis of CIAM risks - validation/disposition of risk criteria, condition, root cause and risk rating

• Engagement with risk identification process owners to understand their processes and procedures. Use as inputs to the CIAM risk management processes for risk management lifecycle execution

• Full ownership of the Client IAM risk management process and procedure

• Own monitoring process of risks with robust PowerPoint reporting presentations to all Stakeholder groups within the CIAM operating model

• Ownership of the Truist Client Identity Access Management Standard in alignment with FFIEC AAFISS

• Facilitation of qualified risks into the formal Issue Management process and/or the Governance Controls Organization, with tracking/reconciliations

• May facilitate a team of professional-level individual contributors. Sets the team's direction and communicates individual and team priorities. Manages deliverables for the team against expected results. Makes judgments about priorities and the team's approach to work based on an understanding of how the team contributes to the achievement of broader objectives.

• Contributes to the development of cyber governance strategies and manages all aspects of internal and external audits.

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.

• Five years related experience in end-to-end cyber risk management processes

• Deep knowledge of Technology risk management concepts

• Risk management evaluation skills

• High skilled reporting and PowerPoint presentation skills

• Technical writing skills (procedure writing)

• Bachelor's degree preferably in computer science, data science, regulatory affairs, business, organizational or compliance law, or financial services

• years related experience at a large financial institution performing legal, compliance, or other duties such as risk management and/or project management

• Ability to lead projects of moderate complexity and notable risk exposure.

• Strong knowledge on cybersecurity risks, frameworks, best practices, and industry/regulatory requirements. Knowledge and experience in use of cyber security governance programs.

Preferred Qualifications:

• Master's degree or MBA and 8 years of experience or an equivalent combination of education and work experience

• Deep knowledge of FFIEC AAFISS and NIST

• Experience interacting with financial services regulatory bodies; preferably Office of the Comptroller of the Currency (OCC), Federal Reserve Board (FRB), FDIC, etc. (laws, rules, regulations, and guidance)

• Cybersecurity certifications such as CISA, CISSP

• Regulatory Change Management experience

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Working in a team environment with direct supervision this position will be responsible for planning, initiation and execution of -Onsite- and -Remote- risk domain assessment for Truist's suppliers, identification and risk quantification of risk domain gaps within the supplier's control environment, documentation of assessment results, and communication of gaps to related stakeholders. TPROF is a centralized team that assesses risk introduced through our interaction/engagement with suppliers and or their 4th parties.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Primarily responsible for conducting -onsite- domain control assessments of a supplier's control environment (across various risk domains to include Cyber Security, Technology, BTCM, 4th Party, BSA/AML, Fraud, Operational and Compliance); probing and asking for follow-up responses where needed. Will also be conducting -remote- control assessments, with same domain scope, to support assessment demand as called upon.

2. Document related results of onsite and remote assessments while reviewing control environment of Truist suppliers.

3. Identify gaps/risks within the suppliers' environment while acknowledging any mitigating/compensating controls implemented.

4. Partner with Truist Supplier and Service Managers to ensure that overall business objectives and assessment plans are in alignment

5. Measure and monitor progress to ensure that assessment deliverables are completed within established program SLAs.

6. Applies a deep understanding of business processes and technologies used within assigned supplier assessments to ensure compliance with regulatory requirements and Truist applicable standards, policies, and procedures.

Required Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in computer science or related field or equivalent education, training, or experience

2. Minimum of 4-6 years of specifically in cyber security control assessments, preferred with some third-party risk management experience.

3. Having a general understanding of risk domains to include BTCM, 4th party, BSA/AML, Fraud, Operational and Compliance

4. A technical understanding of applied enterprise technology management domain.

5. Prior experience in Cyber/Information Security related risk assessments

6. Resourcefulness in multi-tasking, anticipating needs, developing creative solutions, and researching/synthesizing information to resolve problems with moderate supervision.

7. Excellent verbal communication, presentation, and writing skills. Experience conducting, preparing and presenting analysis, deficiencies and recommendations.

8. Strong business analysis and problem-solving skills. Ability to interpret and convey complex, difficult, or sensitive information.

9. Ability to decompose problems and make decisions when problems or solutions are not fully defined.

10. Over 50% travel time required to support a significant number of onsite assessments.

Desired Skills or Competencies:

1. Primarily responsible for conducting -onsite- domain control assessments of a supplier's control environment (across various risk domains to include Cyber Security, Technology, BTCM, 4th Party, BSA/AML, Fraud, Operational and Compliance); probing and asking for follow-up responses where needed. Will also be conducting -remote- control assessments, with same domain scope, to support assessment demand as called upon.

2. Document related results of onsite and remote assessments while reviewing control environment of Truist suppliers.

3. Identify gaps/risks within the suppliers' environment while acknowledging any mitigating/compensating controls implemented.

4. Partner with Truist Supplier and Service Managers to ensure that overall business objectives and assessment plans are in alignment

5. Measure and monitor progress to ensure that assessment deliverables are completed within established program SLAs.

6. Applies a deep understanding of business processes and technologies used within assigned supplier assessments to ensure compliance with regulatory requirements and Truist applicable standards, policies, and procedures

Preferred Skills or Competencies :

1. Knowledge of financial services industry and all applicable regulations and industry standards

2. Technical certifications (e.g. MCSE, CCNA, Network+)

3. Security certifications (e.g. CISSP, CCSP, CISM, CRISC)

REQUIREMENTS / WORKING CONDITIONS

Sitting

Constantly (More than 50% of the time)

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Minimal and up to 10%

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

A Legal Wealth Advisor 3 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships.

The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Manage a profitable book of clients consisting of small to mid-size law firms and attorneys, consisting of deposits, loans, and assets under management. Typical book size $5MM+ in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms.

2. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects.

3. Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments.

4. Act as "face" of private practice within LSG firm relationship teams for assigned firms.

5. May act as "Market Leader" for a respective geography at the discretion and direction of the Head of LSGr.

6. Identify and "right channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank.

7. Coordinate and lead the WRAP process for advice delivery-lead relationship strategy sessions as appropriate with relationship teams and deliver Legal Specialty Group value proposition.

8. Document all client interactions via CRM system.

9. Establish and maintain consistent visibility within local legal market via event attendance (Association of Legal Administrators, Bar Associations, ProBono foundations, etc.)

10. Participate in campaigns or volunteer at committee or board level within legal-focused non-profits within local market.

11. Support LSG teammates through collaborative relationship strategies and teamwork.

12. Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments.

13. Fosters continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.

14. Lead discussions with team members around specific wealth topics, market developments, legal profession, and/or best practices.

15. Mentors and supports junior wealth advisors and associates.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's Degree

2. 8 years or more of private banking experience in wealth-focused roles

3. FINRA: Series 7, Series 66, Life, Health, and Variable insurance licenses and SAFE Act registration Teammates will have 60 days from their Start Date to transfer, or 90 days from their Start Date to acquire, all of the registrations and licenses required for this position.

4. Extensive knowledge of banking products and services, corporate banking & private banking arenas

5. Satisfies regulatory requirements for holding this position, including determination by Truist to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act

6. Proven success in the acquisition of new high net worth & ultra-high net worth client relationships. Demonstrated experience and success in meeting and exceeding sales goals, identifying and delivering on client needs

7. Extensive understanding of wealth management and financial planning considerations for high net worth and ultra-high net worth individuals and wealthy families

8. Superior consultative and client management skills with the ability to sell a wide range of products and services

9. Excellent oral, written, presentation and client service skills

10. Demonstrated ability to lead multi-faceted client mandates and coordinated relationship engagement teams

11. Robust understanding of the legal profession

12. Niche expertise in serving the specific needs of one or more practice areas within the legal community

13. Strong knowledge of Microsoft Office Products

Preferred Qualifications:

1. CFP, CTFA, CDFA or similar designation. MBA or other advanced post-graduate degree.

The annual base salary for this position is $225,000 - $275,000.

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for generation and management of a profitable loan and deposit portfolio and non-interest income from Medical Practice businesses with annual revenues above $5MM through the development and retention of long term, profitable client relationships.

Indirect responsibility to lead the practice group to penetrate the business and physician relationships for the clients and prospects to which they are assigned.

The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians and medical practices, sharing experience and expertise in understanding the ever-changing dynamics of healthcare, and anticipating the issues and trends most important to the medical community.

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.

Develops overall client/prospect strategy to deepen the relationships with business and the practicing physicians within the business.

Develop this strategy in partnership with their Medical Client Advisor and Medical Client Advisor Associate teammates, in addition to their overall The Company product specialists.

Retains and strengthens current relationships and actively seeks to develop new business through prospecting, centers of influence, client referrals.

Ability to assess and be creative in providing credit solutions to medical practice clients.

Meet and exceed sales goals in deposits, loans, point to point revenue growth, profitability and client acquisition and loyalty.

Satisfies regulatory requirements for holding this position, including determined by The Company to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.

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 Degree7 or more years of commercial lending and relationship management experience in the financial services industry with demonstrated success in meeting sales goals

• FINRA: Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire, all of the registrations and licenses required for this position.

• Ensures that appropriate continuing education requirements are met where needed.

• Proven experience with strong credit knowledge to personally deliver standard commercial credit and consumer credit to assigned clients

• Solid and proven knowledge of appropriate Treasury Management, Capital Markets and defined benefit/contribution plan products.

• Demonstrated experience and success in meeting sales goals, meeting client relationships and experience with credit, credit support or financial analysis

• Has a proven knowledge of all commercial and wealth management products and services, strong consultative and client management skills with the ability to sell a wide range of products and services and very strong client service skills

• Excellent and proven oral, written and group presentations skills

Preferred Qualifications:

• MBA Graduate of a commercial banking training program

• Word, Excel and PowerPoint skills

• More than 10 years of credit experience Successful experience as a commercial banking in the medical industry

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Supports a staff of highly experienced accountants, analysts and managers in the performance of a variety of more complex financial analysis and reporting activities. Provide leadership in the development, design, implementation and on-going management of assigned financial analysis processes. Provide training and guidance to subordinates with respect to understanding, analyzing and reporting more complex financial activity and metrics. Monitor assigned activities for compliance with established corporate and accounting policies and standards. Complete and/or review and interpret a variety of complex financial and/or business analyses of financial ratios, trends, revenue performance and expense management. Establish deadlines and data submission requirements for other departments to ensure timely and accurate preparation of such analyses. Ensure timely communication of changes to deadlines or requirements. Identify potential new business strategies and/or ideas; analyze alternatives and present recommendations to senior leadership. Provide financial analysis for projects/initiatives with potential financial reporting impact. Review and analyze summary results and trends for inclusion in various reports to Senior and/or Executive Leadership.

LOCATION:

We are currently in the office 3 days, working 2 days remote. Starting October 1st, you must be able to come in the office 4 days a week (working 1 day remote)

Please note: To be considered for this role, candidate must be willing to be in the following location:

• Charlotte, NC

No Full Remote/Telecommute. No Relocation Assistance

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.

Collaborate and work across the Finance division to ensure integrity of the financials and ensure sound controls and procedures. Support reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies. Financial Manager role that coordinates financial analysis and reporting process workflow within team. Provide leadership and mentoring for less experienced team members to improve their own technical expertise; review and approve work of other team members. Ensure that changes to reporting process workflow and/ or data source are documented and communicated to downstream reporting groups. Compile, review, analyze, interpret, and submit timely and accurate monthly reporting related to the company's financial performance or strategy. These may include: income/expense or cash flow forecasts; regulatory interpretations, variance analysis and explanations for financial statement line items; or summaries, charts and graphs of data to highlight key results. Ensure that source data is reliable, complete and documentation is maintained to support data integrity initiatives. Interpret and summarize results and trends for Senior Leadership. Apply knowledge of best practices derived from experience to solve problems of higher operational or technical complexity by leading analysis of possible solutions using data analysis, experience, judgment and precedents. Take a new perspective on existing solutions to propose innovative solutions. Initiate establishment of long-term solutions. Prepare and review materials to senior leadership summarizing issues and communicating solutions. Provide thought leadership and guidance to junior teammates on monthly financial close, monthly forecasting and annual financial planning processes. Update and automate retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates. Develop and perform testing of economic models. Maintain necessary documentation of source data, ensuring adequate support of data integrity. Subject matter expert on regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility. Maintain working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility. Subject matter expert with continued broadening of understanding on more complex accounting, profitability, regulatory, and business segment nuances, including cost allocation methodology, funds transfer pricing, vendor contracts, Stress Testing and CCAR. Monitor financial performance for specified business units to detect unusual or significant changes in transactions or business trends and opportunities for improvement. Independently prepare presentations regarding new business initiatives with minimal guidance. Leverage working relationship with supported business areas and cross-functional departments to complete complex tasks and deliver high quality work. Coordinate with internal and external audits and examinations (responses to External and Regulatory requests are to be made in collaboration with Accounting Policy). Review and update policies and procedures for compliance with governmental regulations and corporate polices and standards. Coordinate development of new accounting processes and procedures, as needed. Assist in risk management governance and business continuity planning processes as necessary.

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Manage, coordinate, and administer credit-related issues remediation activities including Regulatory, Audit, Credit Risk Review and other self-identified Issues including the preparation of Issues reporting. Assist leadership in the preparation of materials for Regulatory interactions. Provide credit subject-matter-expertise in preparation for Regulatory examinations. Manage various projects and initiatives on behalf of leadership. Provide subject-matter-expertise in the review of Credit Policies, Credit Procedures, and related Credit processes. Assist with the preparation of Credit Committee materials. Thought leader for credit process change and efficiencies. Liaison to Audit Directors, Credit Risk Review Officers, Governance & Control Officers, and Business Unit Chief Risk Officers.

Credit Risk Management Organization encompasses Credit Policy; Wholesale and Retail Senior Credit Officers; Credit Limits, Reporting & Analytics; Centralized Lending Unit; Allowance & Credit Quality Analytics and Asset Resolution Group.

The Credit Risk Program works with the Business Units providing independent risk challenge and oversight of the First Line of Defense credit risk activities. Key aspects of that include:

- Achieving prudent growth within the Truist Credit Risk Appetite

- Providing independent credit adjudication

- Establishing credit policies, procedures, processes, and standards to guide risk management execution.

- Overseeing the First Line of Defense's identification and assessment of current and emerging risks

- Management of concentration risk and portfolio targets

- Management of problem assets

- Execution of the Allowance for Loan and Lease Losses process

LOCATION:

Please note: to be considered for the role, candidate must be in one of the following locations a minimum of 3-4 days per week:

• Charlotte, NC

• Atlanta, GA

No Full Remote/Telecommute. No Relocation Assistance.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Manage, coordinate, and administer remediation activities of credit related Issues including Regulatory, Audit, Credit Risk Review and other self-identified Issues including the preparation of Issues reporting.

2. Ensure adherence to governance requirements of the Enterprise Issues Management program including monthly updates to the Archer system of record for Issues and Senior Management and Board level reporting.

3. Provide credit subject-matter-expertise to Risk Management Organization leadership, Credit Delivery organizations, and Business Unit Chief Risk Officers as needed in the preparation of the credit portion of Regulatory examinations.

4. Assist the Senior Credit Risk Administration Manager in the preparation of materials for Regulatory interactions.

5. Manage various projects and initiatives on behalf of the Senior Credit Risk Administration Manager and the Head of Credit Policy & Issues Management.

6. Provide credit subject-matter-expertise on the review of Credit Policies, Credit Procedures, and related credit processes.

7. Maintain solid rapport and coordinate Credit Risk Management activities with other areas of Enterprise Risk as required including Enterprise Risk Management, Regulatory Relations, Operational Risk, Compliance Risk, Technology Risk, and the Business Unit Chief Risk Officers.

8. Liaison on all credit matters with Audit and Credit Risk Review.

9. Support the Senior Credit Risk Administration Manager and the Head of Credit Policy & Issues Management with the preparation of Executive ad hoc information as needed.

10. Serve on various task forces or Working Groups representing Enterprise Credit Risk.

11. Coach, mentor and develop teammates.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in Business, Finance or Accounting or equivalent education and related training.

2. Ten+ years of bank credit risk related experience.

3. Excellent skills in Issues Management creation, resolution, and oversight.

4. Meaningful Supervisory experience.

5. Demonstrated excellent problem-solving skills.

6. Strong talent for influencing those with higher levels of authority.

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

8. Strong quantitative, governance and analytic abilities.

9. Strong decision-making capability.

10. Strong leadership, partnership, and management skills.

11. Proven ability to communicate with various constituencies including Senior Management.

12. Strong verbal and written communication skills.

Preferred Qualifications:

1. Advanced wholesale credit background

2. Issues management knowledge

3. Demonstrated experience within a regulatory setting

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Manage, coordinate, and administer credit-related issues remediation activities including Regulatory, Audit, Credit Risk Review and other self-identified Issues including the preparation of Issues reporting. Assist leadership in the preparation of materials for Regulatory interactions. Provide credit subject-matter-expertise in preparation for Regulatory examinations. Manage various projects and initiatives on behalf of leadership. Provide subject-matter-expertise in the review of Credit Policies, Credit Procedures, and related Credit processes. Assist with the preparation of Credit Committee materials. Thought leader for credit process change and efficiencies. Liaison to Audit Directors, Credit Risk Review Officers, Governance & Control Officers, and Business Unit Chief Risk Officers.

Credit Risk Management Organization encompasses Credit Policy; Wholesale and Retail Senior Credit Officers; Credit Limits, Reporting & Analytics; Centralized Lending Unit; Allowance & Credit Quality Analytics and Asset Resolution Group.

The Credit Risk Program works with the Business Units providing independent risk challenge and oversight of the First Line of Defense credit risk activities. Key aspects of that include:

- Achieving prudent growth within the Truist Credit Risk Appetite

- Providing independent credit adjudication

- Establishing credit policies, procedures, processes, and standards to guide risk management execution.

- Overseeing the First Line of Defense's identification and assessment of current and emerging risks

- Management of concentration risk and portfolio targets

- Management of problem assets

- Execution of the Allowance for Loan and Lease Losses process

LOCATION:

Please note: to be considered for the role, candidate must be in one of the following locations a minimum of 3-4 days per week:

• Charlotte, NC

• Atlanta, GA

No Full Remote/Telecommute. No Relocation Assistance.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Manage, coordinate, and administer remediation activities of credit related Issues including Regulatory, Audit, Credit Risk Review and other self-identified Issues including the preparation of Issues reporting.

2. Ensure adherence to governance requirements of the Enterprise Issues Management program including monthly updates to the Archer system of record for Issues and Senior Management and Board level reporting.

3. Provide credit subject-matter-expertise to Risk Management Organization leadership, Credit Delivery organizations, and Business Unit Chief Risk Officers as needed in the preparation of the credit portion of Regulatory examinations.

4. Assist the Senior Credit Risk Administration Manager in the preparation of materials for Regulatory interactions.

5. Manage various projects and initiatives on behalf of the Senior Credit Risk Administration Manager and the Head of Credit Policy & Issues Management.

6. Provide credit subject-matter-expertise on the review of Credit Policies, Credit Procedures, and related credit processes.

7. Maintain solid rapport and coordinate Credit Risk Management activities with other areas of Enterprise Risk as required including Enterprise Risk Management, Regulatory Relations, Operational Risk, Compliance Risk, Technology Risk, and the Business Unit Chief Risk Officers.

8. Liaison on all credit matters with Audit and Credit Risk Review.

9. Support the Senior Credit Risk Administration Manager and the Head of Credit Policy & Issues Management with the preparation of Executive ad hoc information as needed.

10. Serve on various task forces or Working Groups representing Enterprise Credit Risk.

11. Coach, mentor and develop teammates.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in Business, Finance or Accounting or equivalent education and related training.

2. Ten+ years of bank credit risk related experience.

3. Excellent skills in Issues Management creation, resolution, and oversight.

4. Meaningful Supervisory experience.

5. Demonstrated excellent problem-solving skills.

6. Strong talent for influencing those with higher levels of authority.

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

8. Strong quantitative, governance and analytic abilities.

9. Strong decision-making capability.

10. Strong leadership, partnership, and management skills.

11. Proven ability to communicate with various constituencies including Senior Management.

12. Strong verbal and written communication skills.

Preferred Qualifications:

1. Advanced wholesale credit background

2. Issues management knowledge

3. Demonstrated experience within a regulatory setting

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. High school diploma or equivalent education

2. 2 years of client sales and service experience

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

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

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

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

7. Ability to multi-task under time constraints

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

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

Preferred Qualifications:

1. Associate's degree or higher

2. Demonstrated ability to handle multiple priorities under time constraints

3. Excellent verbal and written communication skills

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

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

6. Demonstrated ability in meeting or exceeding sales goals

7. General understanding of bank operations, policies and procedures

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Sports & Entertainment Group (SEG) Wealth Advisor Associate is responsible for partnering with the SEG Wealth Advisors in growing the regional Sports & Entertainment team's revenues, expanding solutions and products to existing SEG clients, marketing new products, securing new clients and ensuring holistic risk management for the team. The SEG team is comprised of Wealth Advisors and Wealth Associates managing investment portfolios, delivering tailored credit, and banking solutions to affluent, high net worth and ultra-high net worth, multi-generational clients and prospects who derive their wealth from and/or operate Sports & Entertainment enterprises.

Truist Sports & Entertainment (SEG) knows that our clients' situations are unique and closely tied to their industry. The combined knowledge of our personal and corporate bankers (vertical strategy) offers a 360' view of the industries we are covering and allow us to give our clients the most informed perspective in order to provide the best solutions. The interconnectivity between the Sports, Music, and Film industries has led to a number of overlapping relationships across Sports & Entertainment's three verticals and provides additional opportunity to grow the business and become a trusted advisor to clients in all aspects of life.

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.

Reporting to the Managing Director of SEG Sales or SEG Sr. Wealth Advisor to ensure consistent execution of SEG Wealth team's business strategy, revenue growth, and multi-functional collaboration while promoting and ensuring strong risk management execution.

• Plays an integral role in supporting new business development, due diligence, and/or transaction execution within the SEG Wealth Advisor Team.

• Under limited supervision, performs tasks assigned and managed by SEG Leadership, including drafting internal and external documents and Client/Prospect marketing materials, executing transactions, as well as working with SEG clients and other stakeholders on a day-to-day basis.

• May have certain SEG Wealth client backup relationship responsibilities as needed.

• May coach and mentor other SEG Support professionals.

• Builds cross-functional relationships within SEG to support the SEG Vertical.

• Partners closely with SEG Wealth Advisors working with Credit Risk Management to negotiate, structure, and underwrite complex credits

• Effectively implement the practice and execution of IRM by working with various specialists and IRM partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation

• Executes and operates within Truist Wealth established processes and procedures and maintains appropriate legal, operating and regulatory controls to manage risk and compliance.

• Engage and participate in SEG meetings and decisions, and offer tactical advice and competitive analysis to the Truist Sports & Entertainment in order to assist in the successful accomplishment of overall Wealth goals and strategies, including the implementation of Truist's Touch and Technology = Trust strategic goal

• Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients

• Has a thorough and updated understanding of their local market and/or industry segment and the unique dynamics they may have in partnership with other Wealth Advisors within Truist Sports & Entertainment to maintain a knowledge-based resource both internally for the bank and externally for the clients within the SEG vertical.

• Using sound judgment on expense and operational efficiency individually and for their group

• Lead a culture of continuous improvement and operational executional excellence

• Establish and maintain deep, mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the 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

• 5 or more years of experience in banking, investment and financial planning with an emphasis on sales and relationship management of complex and sensitive accounts and business development within a similarly complex market

• 3 or more years of experience in complex credit solutions with corporate banking clients and in the Sports & Entertainment industry

• A thorough understanding of a broad range of financial planning and investment concepts and an advanced working knowledge of retail banking and trust and fiduciary services

• Advance and proven knowledge of deposit, credit and investment products

• Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in wealth management in the high-net-worth marketplace

• Excellent written, verbal, problem solving, and analytical skills with an ability to coach teammates to be the same caliber

• Ability to thrive and be an active participate on a national team

• Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values

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

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

• Ability to engage in substantial travel, often overnight

Preferred Qualifications:

• FINRA: Series 65 or 66, Life, and Health and Insurance - Highly Preferred

• Completion or enrollment in professional level certification programs such as CFA, CAIA, CIMA, CFP, CTFA, CPA, etc..

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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

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

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

A first line of defense risk professional leading a team within the Governance and Controls Office (GCO), serving as a subject matter expert responsible for effectively and proactively identifying, mitigating, and managing risks within Finance. This position will be responsible for leading a team of risk professionals to support the execution of enterprise risk programs and focusing with the business on existing and emerging risks. Responsible for supporting strong risk management practices in alignment with the firm's risk appetite and Finance's strategic & financial plan.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Engage in risk management activities with Finance, proactively identifying existing and emerging risks, evaluating the significance of the risks, and providing support in managing acceptance or mitigation of the identified risks.

2. Lead a team of risk advisors responsible for executing the responsibilities of various operations and enterprise risk programs in accordance with the program requirements (Ie: Risk control self-assessments, issues management).

3. Assist Finance leadership with identifying, assessing, controlling, mitigating, and communicating risks associated with business processes and decisions. Provide oversight and governance to the assigned business unit regarding its control environment.

4. Support the Finance in the development of Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs).

5. Provide risk management support and oversight for change activities (both business and regulatory change).

6. Provide oversight and support for open risk, audit, and regulatory issues. Evaluate the root cause, the corrective action plans, and work with business partners to successfully implement and document remediation.

7. Support the Finance and the GCO governance & reporting team for all audit and regulatory exam engagements.

8. Communicate with Finance's leadership regarding activities, trends, and events pertaining to risk, regulatory, audit and loan review activities. Promote various risk initiatives and their supporting metrics.

9. Work alongside the GCO Risk Program Execution team in executing and supporting all risk program activities as defined in policy.

10. Coach and develop risk advisor teammates within the GCO.

Qualifications

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in Business, Finance or science/academic field, or equivalent education and related training or experience.

2. Seven years of risk management experience in financial services or related field.

3. Five years of leadership experience.

4. Subject matter expertise in assigned/specified line of business.

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

6. Strong leadership and communication skills.

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

8. Strong quantitative, governance, and analytic abilities.

9. Ability to provide effective challenge to senior leaders and business partners.

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

11. Ability to travel, occasionally overnight.

Preferred Qualifications:

1. Master's and/or bachelor's degree in finance or other related academic field.

2. Ten years of Finance, risk management and/or audit experience in financial services or related field.

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

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

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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

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

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

Job Detail

• Company:
  Truist