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  • Posted - Oct 01, 2024

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    Memphis, TN

    Posted - Oct 01, 2024

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    Memphis, TN
  • Posted - Oct 01, 2024

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    Timonium, MD

    Posted - Oct 01, 2024

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    Timonium, MD
  • Posted - Oct 01, 2024

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    Summerville, SC

    Posted - Oct 01, 2024

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    Summerville, SC
  • Posted - Oct 01, 2024

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    Clayton, NC

    Posted - Oct 01, 2024

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    Clayton, NC
  • Posted - Oct 01, 2024

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    Orlando, FL

    Posted - Oct 01, 2024

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    Orlando, FL
  • Posted - Oct 01, 2024

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    Raleigh, NC

    Posted - Oct 01, 2024

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    Raleigh, NC
  • Posted - Oct 01, 2024

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    Knoxville, TN

    Posted - Oct 01, 2024

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    Knoxville, TN
  • Posted - Oct 01, 2024

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    Dallas, GA

    Posted - Oct 01, 2024

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    Dallas, GA
  • Posted - Oct 01, 2024

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    Chattanooga, TN

    Posted - Oct 01, 2024

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    Chattanooga, TN
  • Posted - Oct 01, 2024

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    Chattanooga, TN

    Posted - Oct 01, 2024

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    Chattanooga, TN
  • Posted - Oct 01, 2024

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    Atlanta, GA

    Posted - Oct 01, 2024

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    Atlanta, GA
  • Posted - Oct 01, 2024

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    Atlanta, GA

    Posted - Oct 01, 2024

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    Atlanta, GA
  • Posted - Oct 01, 2024

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    Atlanta, GA

    Posted - Oct 01, 2024

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    Atlanta, GA
  • Posted - Oct 01, 2024

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    Shepherdstown, WV

    Posted - Oct 01, 2024

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    Shepherdstown, WV
  • Posted - Oct 01, 2024

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    Arnold, MD

    Posted - Oct 01, 2024

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    Arnold, MD
  • Posted - Oct 01, 2024

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    Louisville, KY

    Posted - Oct 01, 2024

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    Louisville, KY
  • Posted - Oct 01, 2024

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    Louisville, KY

    Posted - Oct 01, 2024

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    Louisville, KY
  • Posted - Oct 01, 2024

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    Huntington, WV

    Posted - Oct 01, 2024

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    Huntington, WV
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    New York, NY

    Posted - Oct 01, 2024

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    New York, NY
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    New York, NY

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    New York, NY
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    New York, NY

    Posted - Oct 01, 2024

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    New York, NY
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    Charlotte, NC

    Posted - Oct 01, 2024

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    Charlotte, NC
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    Charlotte, NC

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    Charlotte, NC
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    Charlotte, NC

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    Charlotte, NC
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Universal Banker Part Time 20 hrs Uptown - Truist
Posted: Oct 01, 2024 05:18
Memphis, TN

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

Part Time Universal Banker- 20 Hours- Timonium - Truist
Posted: Oct 01, 2024 05:18
Timonium, MD

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

Part Time Universal Banker

. The hourly base salary for this position is $22.00/hour-$25.00/hour

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

Principal Experience Designer: Physical and Digital Product Design - Truist
Posted: Oct 01, 2024 05:18
Summerville, SC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

At Truist, we believe in creating world-class services and experiences for our clients and teammates. With radical focus on the people we are designing for, our Experience Design team works to assess needs, ambitions, and limitations to create solutions that support clients to take steps toward financial confidence. We believe in the rigorous use of research, service design, UX/UI, and accessibility best practices to deliver quality experiences that our clients and teammates love to use.

This is a hands-on role to conceptualize and deliver highly complex human-centric solutions for our client experiences. You will be able to provide consultation on extremely challenging problems and identify innovative solutions.

Principal Experience Designer: Physical and Digital Product Design

You have proven experience with leading initiatives and a solid foundation for the fundamentals of design within a particular focus area. You will inspire the team with deep knowledge of practice area, understanding of trends, and the ability to think beyond today to build client centric solutions that are not only intuitive but differentiating. You will influence a culture of innovation and excellence by guiding and inspiring teammates. This is an individual contributor role with no management duties however you may mentor less experienced teammates to build expertise.

The boundaries between the digital and physical realms are blurring, giving rise to new opportunities for innovative experience design. Customers are increasingly exposed to digital interfaces co-mingled with physical spaces creating new ways to design experiences that incorporate the physical environment and aesthetics with various kinds of digital displays, tablets, and kiosks. This is also true in banking as customers step into branches for transactions and help with their financial needs. The Principal Experience designer will play a critical hands-on role in shaping the experience both customers and teammates have within Truist branches.

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. Mentor and develop exceptional design talent (but not line manage). Teach by showing

and doing. Play an active part in evaluating, recruiting, and developing talent.

  1. Create/invent highly innovative business opportunities that expand the value delivered

to clients through digital and physical experiences.

  1. Create and deliver world-class, end-to-end experiences and lead special/innovation projects.

  2. Define standards and best practices that improve experience design through active involvement

and leadership.

  1. Influence and support a culture of design excellence.

  2. Consult and collaborate with talented teams in a supportive, complex environment and develop

an understanding of broader organizational context and goals.

  1. Demonstrate thought leadership and be seen publicly as a leader in design

  2. Excellent communication skills that fosters alignment across teams and builds productive partnerships

  3. Stay current on trends, theories, methods and processes in order to develop new practices that drive increased value and appreciation of design.

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 related field (or equivalent work experience)

  2. 6+ years of experience in the field (may include equivalent education)

  3. Demonstrable experience leading large and/or complex projects

  4. Excellent ability to communicate ideas and rationales to influence decision-making

  5. Strong understanding and application of industry and discipline standards

  6. Extensive experience creating artifacts and executing ideas, as well as experience

coaching teammates to execute

  1. Ability to give and accept critique, coaching, and feedback and to promote a culture of critique

  2. Demonstrated success driving results

  3. Proficiency in applicable software applications

  4. English language fluency

Preferred Qualifications:

  1. Relevant domain work experience

  2. Extensive experience interacting with creative teams, business owners and technical teams

  3. Comfortable with engineering/development processes, particularly Agile

  4. High comfort level in working within a self-directed culture and navigating ambiguity and

coaching others in this skill

  1. A strong passion for improving people's lives through design

  2. Banking or financial services experience.

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

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

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

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

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

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



Job Detail

Universal Banker - Clayton - Truist
Posted: Oct 01, 2024 05:18
Clayton, NC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

  1. High school diploma or equivalent education

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

  3. Six months of client relationship building or sales experience

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

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

  6. Ability to multi-task under time constraints

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

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

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

Preferred Qualifications:

  1. One year of client relationship building or sales experience

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

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

  4. General understanding of bank operations, policies and procedures

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

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

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

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

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

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



Job Detail

Centralized Lending- Portfolio Manager II or III - Truist
Posted: Oct 01, 2024 05:18
Orlando, FL

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for underwriting all credit requests, including new requests as well as credit decisioning within some portfolios. Accountable for recommending credit structures with respect to quality and profitability within assigned geographies. Fundamental duties include ensuring that the risk philosophy, risk appetite, and lending strategies are adhered to while maintaining a high level of client responsiveness. Analyze financial statements and navigate a wide variety of financial structures, credit scenarios. Ensure commercial lending activities are executed according to Truist's policies and procedures. Builds effective relationships with Risk Management and client managers.

LOCATION:

Must be able to come in the office 4 days a week (working 1 day remote)

Please note: To be considered for these roles, candidates must be willing to be in one of the following locations:

  • Orlando, FL

  • Greensboro, 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.

  1. Support the commercial lending process through underwriting, policy knowledge, credit structuring, and risk assessment in credit request packages in a moderate sized or large homogeneous portfolio. Ensure packages are complete, accurate and thoroughly documented

  2. Analyze and/or recommend adjustments to financial statement spreads

  3. Interact with client, verbally and in writing, on pending loan requests or portfolio management actions

  4. Understand and articulate all Truist Wholesale Credit policies, procedures and processes. Recommend credit within the Bank's risk appetite, and document when and why exceptions are appropriate. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, SBA lending, and other product offerings

  5. Exercise prudent credit judgment through individual loan authority, if applicable

  6. Keep abreast of changing business and economic developments which impact the loan portfolio, its profitability, risk management and banking in general

Level II:

QUALIFICATIONS

Required Qualifications:

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

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

  2. 3 years of experience in commercial lending and/or credit experience

  3. Comprehensive commercial lending, underwriting, and regulatory knowledge

  4. Demonstrated effective problem solving skills

  5. Understanding of financial and cost accounting principles

  6. Strong interpersonal, written, and communication

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

Preferred Qualifications:

  1. Master's degree in Finance, Accounting, Economics, Business or equivalent financial industry training

  2. Demonstrated proficiency in commercial lending systems

Level III:

QUALIFICATIONS

Required Qualifications:

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

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

  2. 5+ years of experience in commercial lending and/or credit experience

  3. Comprehensive commercial lending, underwriting, and regulatory knowledge

  4. Demonstrated effective problem solving skills

  5. Understanding of financial and cost accounting principles

  6. Strong interpersonal, written, and communication

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

Preferred Qualifications:

  1. Master's degree in Finance, Accounting, Economics, Business or equivalent financial industry training

  2. RMA - Credit Risk Certification

  3. Demonstrated proficiency in commercial lending systems

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

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

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

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

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

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



Job Detail

Senior Principal Infrastructure Engineer - Truist
Posted: Oct 01, 2024 05:18
Raleigh, NC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

  • Perform problem tracking, diagnosis and root-cause analysis, replication, troubleshooting, and resolution for complex issues. Perform programming and debugging activities.

  • Respond to issues in a timely manner by receiving and investigating incidents or service tickets.

  • Analyze and observe trends with technical issues and develops recommendations for long- term improvements.

  • Document all relevant end-user interactions and steps taken to resolve incidents.

  • Occasional contact with end-users.

  • Communicate status of issue resolution to internal customers.

  • May engage and manage outside vendors.

  • Apply in-depth knowledge of application support and an understanding of best practices.

  • Typically lead moderately complex projects and participates in larger, more complex initiatives.

  • Solve complex technical and operational problems.

  • Act as a resource for teammates with less experience.

  • May have people management responsibilities for a small team.

Requirements

  • Must have Bachelor's degree in Computer Science, Computer Engineering, Electrical/Electronics Engineering, or related technical field plus 5 years of progressive experience in development or application support positions performing/utilizing the following:

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

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

  • Demonstrating proficiency in: Terraform, GIT, GitLab, CI/CD pipelines, EC2, Lambda, S3, VPC, Route53, Cloudwatch, and AWS IAM

  • In the alternative, employer will accept a Master's degree in Computer Science, Computer Engineering, Electrical/Electronics Engineering or related technical field plus 3 years of experience in development or application support positions performing/utilizing the aforementioned.

  • Position may be eligible to work hybrid/remotely but is based out of and reports to Truist offices in Raleigh, NC. Must be available to travel to Raleigh, 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

CCB Underwriter & Portfolio Manager II - Truist
Posted: Oct 01, 2024 05:18
Knoxville, TN

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:

Underwrites credit exposure for less complex credit relationships and circumstances and actively manages a Middle Market and CML portfolio. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry 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.

Underwriting: leads the entire commercial underwriting process both internally and sometimes externally with prospects and clients. Underwrites, structures, and documents all prospect and client transactions. Possesses a mastery of client and industry expertise, analyzes individual company performance and the impact of industry and competitive dynamics and macroeconomic events on the creditworthiness of clients and prospects. Provides independent, in-depth analysis of financial statements, projections and business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank's suite of ancillary products, including legal documentation impact and negotiation. Is accountable for the risk evaluation and associated regulatory compliance requirements. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other Truist product offerings

Portfolio Management: Accountable for and manages assigned portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and following through for remediation. Responsible for risk rating integrity, annual reviews as well as financial statement spreading, compliance and regulatory review. Manages all amendment and waivers in the assigned portfolio. Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk.

Client Interaction: expands client relationships through occasional direct client calling efforts. In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria.

Subject Matter Expertise: Partner closely with Investment Banking peers to ensure effective delivery of complex financing solutions to Commercial Clients through industry specific lens; responsible for maintaining extensive level of knowledge of corporate banking, investment banking and commercial banking solutions, in addition to market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the PM organization.

Deal Team Management: Expected to manage these tasks by utilizing assigned Associates and Analysts. Mentors and coaches Associates and Analysts including annual performance review process for Analysts and Associates.

Span of Control (include # direct reports): no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions.

Decision-Making and Autonomy: Teammates in this role are charged with providing independent current and forward looking risk view on clients within the assigned clients/prospects and portfolio. They author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting. The recommendation is finally approved by ultimate risk approval officer.

Problem Complexity: Very Complex. Underwriters & Portfolio Manager 2s will be assigned to some of the more complex names and potentially larger portfolios.

Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers. Expected to mentor all junior talent as well as LOB partners as appropriate.

Project or Program Management: Must be able to handle a large portfolio of Middle Market clients in addition to taking a leadership role in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole.

Nature and Area of Impact, including Risk: Must deliver solid credit and underwriting analyses and risk rating recommendations. Key risk drivers are credit and operational.

Qualifications

Required Qualifications:

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

  • Bachelor's Degree in Finance or related field and at least 5+years of related training and experience in commercial credit analysis.

  • Mastery level proficiency with MS Office Desktop applications.

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

  • Sound credit skills essential.

  • Must have strong attention to detail.

  • Ability to prioritize workflow and multi-task in a fast-paced environment.

Preferred Qualifications:

  • Has successfully held similar role with commercial financial institution or like experience.

  • Industry or sub-sector expertise.

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

#Nashville #Memphis

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

Sr. Product Manager- Agile - Mortgage Product & Pricing - Truist
Posted: Oct 01, 2024 05:18
Dallas, GA

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This role is a Senior Product Manager who balances business, technology and design priorities to deliver brand-defining product and service experiences. The Product Manager will work with the Product Owner to convert the vision into a level of detail that the Product Owner and Agile delivery team can then prioritize as epics and features.

The Senior Product Manager is a thought leader amongst their team. The Product Manager has business goals and is responsible for developing and maintaining a strategic delivery roadmap that supports those business goals. In this position, the person must be able to work at the strategic level (generating innovative ideas for growth) and at the tactical level (analyzing data, solving problems, and working with delivery teams for development). This position will help monitor and drive the business on all aspects of demand, customer experience, and conversion. NOTE: In some Agile teams, there may be Product Owners/Managers from both the Business and the Tech side. In that case, the role will remain the same and there is joint accountability for the Agile team's results. In rare instances, where the business cannot provide a resource, a Tech resource could step in to fulfill the responsibilities.

The ideal candidate will have strong experience working in technologies relevant to the area in which they are assigned, using a Scaled Agile development framework. This person should be able to move fluidly between business stakeholders and technology teams to prioritize the highest value items for delivery.

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

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

  10. Partner to set Pricing and ensure billing follows all associated processes and procedures.

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

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

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

  14. Attend Agile ceremonies, as applicable.

  15. Mentor other Product Managers on product management practices.

QUALIFICATIONS

Required Qualifications:

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

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

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

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

  4. Five or more years of leading cross functional teams

  5. Previous experience working as a Product Manager

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

  7. Experience defining/driving vision of experience programs and/or partnership based programs

  8. Experience defining and delivering large-scale online initiatives

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

  10. Ability to lead cross-functional teams without formal authority

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

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

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

  14. Experience defining/driving vision of experience programs and/or partnership based programs

  15. Experience in roles requiring strong communication and interpersonal skills & the creation and delivery of succinct executive-level presentations to explain and sell plans/vision

Preferred Qualifications:

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

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

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

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting: Constantly (More than 50% of the time)

Standing: Frequently (25% - 50% of the time)

Walking: Frequently (25% - 50% of the time)

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Minimal and up to 10%

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

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

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

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

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

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



Job Detail

Universal Banker Lee Highway - Truist
Posted: Oct 01, 2024 05:18
Chattanooga, TN

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

  1. High school diploma or equivalent education

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

  3. Six months of client relationship building or sales experience

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

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

  6. Ability to multi-task under time constraints

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

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

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

Preferred Qualifications:

  1. One year of client relationship building or sales experience

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

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

  4. General understanding of bank operations, policies and procedures

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

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

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

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

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

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



Job Detail

Relationship Banker Bridgeview - Truist
Posted: Oct 01, 2024 05:18
Chattanooga, TN

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

Consumer Card Acquisitions Lead - Truist
Posted: Oct 01, 2024 05:18
Atlanta, GA

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:

Lead Consumer Credit Card new account acquisition strategy development and tactical execution to expand acquisition channels and increase and diversify new account production, while also focusing on deepening relationships with existing Truist customers and acquiring new to bank customers. Fully understand the business impact of new account acquisition strategies and tactics, and analyze channel performance to obtain insights that will inform future plans and drive quality portfolio growth.

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. Actively lead strategy development and creation of tactical plans to expand and diversify new account acquisition for the Consumer Credit Card products, which is inclusive but not limited to, building, and optimizing new channels of distribution, capabilities, diversifying generation and channel mix.

Influencing integrated cross-sells with lines of business and subsidiaries beyond the community bank, building a prospecting business model, and national expansion. Plans should include a focus on delivering card solutions to clients and prospects at the right time with competitive and relevant product offerings through data-driven targeting.

  1. Serve as the Subject Matter Expert and key point of contact regarding channels of distribution and new account acquisition. Thoroughly understand the operational processes that support account acquisition and aid in identifying business challenges and areas of opportunity to optimize acquisition channels and drive quality growth. Act as a liaison between the front-line teammates and backend support teams to share knowledge while building confidence in the value of our products and create an optimized process for teammates while communicating obstacles to backend partners.

  2. Serve as the business steward and socialize proposed ideas and initiatives with key stakeholders, and aim to address concerns, mitigate risks, and prove business impact in order to gain consensus and drive change. Leverage financial knowledge of the business to develop sound business cases to prove financial value and assist with prioritization.

  3. Provide overall management/influence of building and optimizing new channels of distribution and capabilities, as well as acquisition initiatives and programs to drive excellence in execution by coordinating, leading, and directing cross-functional teams. This includes partnering with 3rd party processors, bureaus, and other companies to drive new account acquisition opportunities; partnering with cross-functional LOBs to integrate offerings and expand distribution to fully capitalize on set of Truist business units in a fully integrated way as part of teammate processes; and expand into new channels of distribution such as aggregators, agent bank, or co-brand partnerships. Will require extensive work with Operations, Technology, Risk, etc. bridging connectivity with 3rd parties and internal cross-functional teams.

  4. Build strong, collaborative relationships with key partners and stakeholders across Truist and with 3rd party partners. Represent the New Account Acquisition segment of the business by being actively engaged in meetings/forums and have the ability to articulate the current acquisition landscape, acquisition performance, and future direction effectively.

  5. Leverage external resources and insights to understand competitive landscape, new account opening capabilities, client behaviors and preferences, and industry benchmarks for acquisition performance metrics in all channels. Use the information to define the Truist Key Performance Metrics (KPMs) and profitability drivers for account acquisition. Partner with Analytics to ensure reporting and tracking tools are in place to assist in providing needed data on a regular cadence. Provide monthly and quarterly commentary on production performance. Lead efforts to forecast production by channel mix and monthly quantities. Monitor the KPMs and analyze performance drivers across all origination channels regularly to identify business challenges and opportunities, and turn insights into action by making thoughtful, data-driven strategic and tactical recommendations to ensure that Truist can capitalize on shifting preferences for how clients want to open accounts.

  6. Champion change and innovation by proactively researching new distribution channels and capabilities, and acquisition opportunities, exploring different ways to leverage 3rd party partnerships, and identifying areas to streamline or enhance existing acquisition channels and tactics. Challenge the status quo. Perform ongoing industry research to identify consumer behaviors and shifting preferences for researching and applying for card & lending products, and create the ability to adapt and respond quickly to deliver tactics that align with where the industry is moving. Partner with Operations to define and build new offer constructs with dynamic capabilities to improve agility, offer sets, and competitiveness with development and delivery of requirements.

  7. Drive excellence in execution by partnering closely with Marketing, Card Operations, Digital Channel, Enablement, Solution Delivery, Underwriting, Risk, Legal & Compliance, and Enterprise Technology resources on the delivery of all acquisition initiatives to ensure quality implementation, including building new acquisition channels and capabilities, and optimization of business as usual programs and initiatives. Utilize customer acquisition channel business strategy as inputs into the Enterprise Marketing strategy and tactics and channel production goal-setting process to accelerate portfolio growth in alignment with annual Profit Plan goals.

  8. Prioritize, secure and manage funding needed to build new channels of distribution and or required capabilities to acquire new Card & Lending Clients. Partner with IT, Operations, etc. to estimate cost of building and supporting new infrastructure required to expand distribution channels. Track budget and funding allocations for all acquisition projects, initiatives, and channel expansion. Ensure all programs remain within set budget, and that funding is allocated based on financial impact to the business. Understand CPAs (Cost Per Acquisition) across all channels and products to optimize Return on Investment.

  9. Partner with Risk Management functions to create and support proposals to expand/optimize appropriate risk-adjusted returns, expansion of audiences to permit greater testing opportunities, and approach each segment (TruNorth focus) with differentiated risk-acceptance proposals. Work with all risk partners to secure approval and execute on initiatives.

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. 5+ years of progressive experience in banking, credit card, and/or marketing

  2. Bachelor's degree in Business and/or Marketing

  3. Leadership skills and the ability to influence and inspire teams to achieve collective goals

  4. Strategic thinker with the ability to turn insights into actionable plans

  5. Strong analytical acumen and understanding of financial drivers for card

  6. Excellent conceptual and problem-solving skills with the ability to create innovative and effective solutions to meet business needs

  7. Ability to work independently, manage multiple projects, and demonstrate adaptability and a positive mindset in a highly dynamic environment

  8. Effective interpersonal and relationship management skills with the ability to influence, interact, and communicate within all levels of the organization, including Senior Leadership, and the ability to build strong cross-functional partnerships

  9. Results-oriented and driven to achieve business goals

  10. Excellent verbal and written communication skills and facilitation skills

Preferred Qualifications:

  1. Graduate degree in business-related field

  2. Credit Card knowledge/experience

  3. Branch leadership 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

Sr. Product Manager- Agile - Mortgage Product & Pricing - Truist
Posted: Oct 01, 2024 05:18
Atlanta, GA

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This role is a Senior Product Manager who balances business, technology and design priorities to deliver brand-defining product and service experiences. The Product Manager will work with the Product Owner to convert the vision into a level of detail that the Product Owner and Agile delivery team can then prioritize as epics and features.

The Senior Product Manager is a thought leader amongst their team. The Product Manager has business goals and is responsible for developing and maintaining a strategic delivery roadmap that supports those business goals. In this position, the person must be able to work at the strategic level (generating innovative ideas for growth) and at the tactical level (analyzing data, solving problems, and working with delivery teams for development). This position will help monitor and drive the business on all aspects of demand, customer experience, and conversion. NOTE: In some Agile teams, there may be Product Owners/Managers from both the Business and the Tech side. In that case, the role will remain the same and there is joint accountability for the Agile team's results. In rare instances, where the business cannot provide a resource, a Tech resource could step in to fulfill the responsibilities.

The ideal candidate will have strong experience working in technologies relevant to the area in which they are assigned, using a Scaled Agile development framework. This person should be able to move fluidly between business stakeholders and technology teams to prioritize the highest value items for delivery.

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

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

  10. Partner to set Pricing and ensure billing follows all associated processes and procedures.

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

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

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

  14. Attend Agile ceremonies, as applicable.

  15. Mentor other Product Managers on product management practices.

QUALIFICATIONS

Required Qualifications:

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

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

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

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

  4. Five or more years of leading cross functional teams

  5. Previous experience working as a Product Manager

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

  7. Experience defining/driving vision of experience programs and/or partnership based programs

  8. Experience defining and delivering large-scale online initiatives

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

  10. Ability to lead cross-functional teams without formal authority

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

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

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

  14. Experience defining/driving vision of experience programs and/or partnership based programs

  15. Experience in roles requiring strong communication and interpersonal skills & the creation and delivery of succinct executive-level presentations to explain and sell plans/vision

Preferred Qualifications:

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

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

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

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting: Constantly (More than 50% of the time)

Standing: Frequently (25% - 50% of the time)

Walking: Frequently (25% - 50% of the time)

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Minimal and up to 10%

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

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

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

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

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

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



Job Detail

2025 Truist Securities - Healthcare Investment Banking - Summer Analyst Program - Truist
Posted: Oct 01, 2024 05:18
Atlanta, GA

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:

Temporary

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Corporate Overview :

Truist Securities is the full-service Corporate and Investment Banking arm of Truist Financial Corporation (https://www.thepremierfinancialinstitution.com/)

(NYSE: TFC), one of the nation's largest banking organizations. Founded more than 100 years ago, we offer large-firm capabilities in a boutique culture and value our vibrant workplace that reflects the diversity of the many communities we serve. We pride ourselves on the career development of our teammates. You'll work alongside senior-level management on real deals right from the start. We encourage and reward you to take an active role in helping our clients achieve their goals.

Summer Analyst Program Overview:

The Truist Securities Summer Analyst Program will run for approximately 10 weeks in the summer months. The Summer Analyst Program will consist of:

  • Activities: Networking, socials, case studies and presentations, team-building projects

  • Executive Speaker Series: CEO, Truist Securities Senior Leaders, among others

  • Community Service: Opportunities to participate in various volunteer initiatives are provided and involvement is strongly encouraged

  • The opportunity to interact with other groups and disciplines throughout the investment bank.

Competitive Summer Analysts will be eligible to receive an offer to return in full time positions as part of our Analyst program upon graduation.

Job Description :

The Summer Analyst program provides the opportunity to gain exposure to a number of disciplines within investment banking. Interns will sharpen financial analysis skills, develop an understanding of corporate markets and clients, and gain experience in corporate finance and with investment banking products through on-the-job training. Within each group, Summer Analysts play a meaningful role in supporting internal and external clients.

Job responsibilities may include: conducting financial and market analysis used in new business development and transaction execution, preparing client presentations, working on financial models, and performing peer comparison analysis. The overall goal of the program is for the intern to develop a solid understanding of our industry, organization and strategy.

Location :

Truist Securities is headquartered in Atlanta, GA, with offices throughout the U.S. in cities including Boston, Charlotte, Chicago, Dallas, Houston, Los Angeles, Miami, Nashville, Orlando, New York, San Francisco, and Washington D.C.

The Healthcare Investment Banking Summer Analysts will be placed in Atlanta or New York.

The starting hourly wage for this position is $38 - $48.

Minimum Requirements :

  • Scheduled graduation of your final degree by December 2025 - June 2026

  • Overall GPA of 3.0

  • Proven analytical ability and attention to detail

  • Solid leadership and interpersonal skills

  • Superior written and oral communication skills

  • Ability to work well in a fast-paced, team oriented environment

Preferred Requirements:

  • Business, Economics or STEM major

  • Prior completion of Accounting or Finance coursework

  • High degree of academic and extracurricular achievement

  • Willingness to commit substantial time and energy to the program

At this time, Truist will not sponsor an applicant for employment authorization, nor will we offer any immigration-related support for this position (including H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, or sponsorship for U.S. permanent residence.)

To learn more about Truist Securities' Summer Analyst positions, please visit the Student Programs section of our website at www.truistsecurities.com/about/careers.

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

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

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

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

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

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



Job Detail

Relationship Banker- Shepherdstown - Truist
Posted: Oct 01, 2024 05:18
Shepherdstown, WV

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

  1. High school diploma or equivalent education

  2. 2 years of client sales and service experience

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

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

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

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

  7. Ability to multi-task under time constraints

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

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

Preferred Qualifications:

  1. Associate's degree or higher

  2. Demonstrated ability to handle multiple priorities under time constraints

  3. Excellent verbal and written communication skills

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

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

  6. Demonstrated ability in meeting or exceeding sales goals

  7. General understanding of bank operations, policies and procedures

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

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

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

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

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

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



Job Detail

Relationship Banker or Sr Relationship Banker- Arnold - Truist
Posted: Oct 01, 2024 05:18
Arnold, MD

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

  1. High school diploma or equivalent education

  2. 2 years of client sales and service experience

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

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

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

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

  7. Ability to multi-task under time constraints

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

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

Preferred Qualifications:

  1. Associate's degree or higher

  2. Demonstrated ability to handle multiple priorities under time constraints

  3. Excellent verbal and written communication skills

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

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

  6. Demonstrated ability in meeting or exceeding sales goals

  7. General understanding of bank operations, policies and procedures

Relationship Banker

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

Senior Relationship Banker

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

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

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

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

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

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

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



Job Detail

Universal Banker- Middletown Station - Truist
Posted: Oct 01, 2024 05:18
Louisville, KY

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

  1. High school diploma or equivalent education

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

  3. Six months of client relationship building or sales experience

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

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

  6. Ability to multi-task under time constraints

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

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

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

Preferred Qualifications:

  1. One year of client relationship building or sales experience

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

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

  4. General understanding of bank operations, policies and procedures

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

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

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

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

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

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



Job Detail

Relationship Banker- Dixie Valley - Truist
Posted: Oct 01, 2024 05:18
Louisville, KY

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

  1. High school diploma or equivalent education

  2. 2 years of client sales and service experience

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

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

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

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

  7. Ability to multi-task under time constraints

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

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

Preferred Qualifications:

  1. Associate's degree or higher

  2. Demonstrated ability to handle multiple priorities under time constraints

  3. Excellent verbal and written communication skills

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

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

  6. Demonstrated ability in meeting or exceeding sales goals

  7. General understanding of bank operations, policies and procedures

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

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

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

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

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

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



Job Detail

Relationship Banker- Huntington Main - Truist
Posted: Oct 01, 2024 05:18
Huntington, WV

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

2025 Truist Securities - Healthcare Investment Banking - Summer Analyst Program - Truist
Posted: Oct 01, 2024 05:18
New York, NY

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:

Temporary

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Corporate Overview :

Truist Securities is the full-service Corporate and Investment Banking arm of Truist Financial Corporation (https://www.thepremierfinancialinstitution.com/)

(NYSE: TFC), one of the nation's largest banking organizations. Founded more than 100 years ago, we offer large-firm capabilities in a boutique culture and value our vibrant workplace that reflects the diversity of the many communities we serve. We pride ourselves on the career development of our teammates. You'll work alongside senior-level management on real deals right from the start. We encourage and reward you to take an active role in helping our clients achieve their goals.

Summer Analyst Program Overview:

The Truist Securities Summer Analyst Program will run for approximately 10 weeks in the summer months. The Summer Analyst Program will consist of:

  • Activities: Networking, socials, case studies and presentations, team-building projects

  • Executive Speaker Series: CEO, Truist Securities Senior Leaders, among others

  • Community Service: Opportunities to participate in various volunteer initiatives are provided and involvement is strongly encouraged

  • The opportunity to interact with other groups and disciplines throughout the investment bank.

Competitive Summer Analysts will be eligible to receive an offer to return in full time positions as part of our Analyst program upon graduation.

Job Description :

The Summer Analyst program provides the opportunity to gain exposure to a number of disciplines within investment banking. Interns will sharpen financial analysis skills, develop an understanding of corporate markets and clients, and gain experience in corporate finance and with investment banking products through on-the-job training. Within each group, Summer Analysts play a meaningful role in supporting internal and external clients.

Job responsibilities may include: conducting financial and market analysis used in new business development and transaction execution, preparing client presentations, working on financial models, and performing peer comparison analysis. The overall goal of the program is for the intern to develop a solid understanding of our industry, organization and strategy.

Location :

Truist Securities is headquartered in Atlanta, GA, with offices throughout the U.S. in cities including Boston, Charlotte, Chicago, Dallas, Houston, Los Angeles, Miami, Nashville, Orlando, New York, San Francisco, and Washington D.C.

The Healthcare Investment Banking Summer Analysts will be placed in Atlanta or New York.

The starting hourly wage for this position is $38 - $48.

Minimum Requirements :

  • Scheduled graduation of your final degree by December 2025 - June 2026

  • Overall GPA of 3.0

  • Proven analytical ability and attention to detail

  • Solid leadership and interpersonal skills

  • Superior written and oral communication skills

  • Ability to work well in a fast-paced, team oriented environment

Preferred Requirements:

  • Business, Economics or STEM major

  • Prior completion of Accounting or Finance coursework

  • High degree of academic and extracurricular achievement

  • Willingness to commit substantial time and energy to the program

At this time, Truist will not sponsor an applicant for employment authorization, nor will we offer any immigration-related support for this position (including H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, or sponsorship for U.S. permanent residence.)

To learn more about Truist Securities' Summer Analyst positions, please visit the Student Programs section of our website at www.truistsecurities.com/about/careers.

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

Investment Banking Associate- Power/Renewables - Truist
Posted: Oct 01, 2024 05:18
New York, NY

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 client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals.

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. Plays an integral role in supporting new business development, due diligence, and/or transaction execution

  2. Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, modeling, due diligence, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis

  3. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB

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. BA/BS degree

  2. Minimum of 5 years of related work experience

  3. Strong knowledge of investment banking, market, industry sector, and/or financial products

  4. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions

  5. Strong organizational and leadership skills

  6. Advanced skills in written and oral communications, and interpersonal relationship management

  7. Solid analytical and sales skills

Preferred Qualifications

  1. MBA degree, with a Finance focus

  2. 6+ years of related work related experience

  • The annual base salary for this position in New York is $175,000

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

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

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

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

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

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



Job Detail

VP- Investment Banking- Power and Renewables - Truist
Posted: Oct 01, 2024 05:18
New York, NY

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 client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals.

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. Works closely with senior banking professionals, product specialists, clients and other internal and external constituencies to help drive the business growth

  2. Leads support work, business development and/or product/client relationship management

  3. Assists in the generation of ideas and strategies for new business opportunities including prospecting

  4. Leads processes required to convert ideas to sales pitches, including due diligence execution and client pitch preparation

  5. Leads all aspects of transaction execution, including organizing teams and handling engagement with internal and external constituencies, selling product and advisory ideas internally and externally, and managing resolution of complex client transaction issues

  6. May supervise junior staff (i.e., Analysts, Interns, and Associates) by assigning and overseeing their day-to-day work

  7. Manages highly complex financial modeling, pitch-book production development, client relationship, and deal team travel, etc.

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. BA/BS degree

  2. Minimum of 8 years of related work experience

  3. In-depth knowledge of investment banking, market, industry sector and/or financial products

  4. Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management

  5. Superior skills in written and oral communications

Preferred Qualifications:

  1. MBA degree, with a Finance focus

  2. 10+ years of related work experience

  3. 2-4 years of management experience

  • The annual base salary for this position in New York is $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

Consumer Card Acquisitions Lead - Truist
Posted: Oct 01, 2024 05:18
Charlotte, NC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Lead Consumer Credit Card new account acquisition strategy development and tactical execution to expand acquisition channels and increase and diversify new account production, while also focusing on deepening relationships with existing Truist customers and acquiring new to bank customers. Fully understand the business impact of new account acquisition strategies and tactics, and analyze channel performance to obtain insights that will inform future plans and drive quality portfolio growth.

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. Actively lead strategy development and creation of tactical plans to expand and diversify new account acquisition for the Consumer Credit Card products, which is inclusive but not limited to, building, and optimizing new channels of distribution, capabilities, diversifying generation and channel mix.

Influencing integrated cross-sells with lines of business and subsidiaries beyond the community bank, building a prospecting business model, and national expansion. Plans should include a focus on delivering card solutions to clients and prospects at the right time with competitive and relevant product offerings through data-driven targeting.

  1. Serve as the Subject Matter Expert and key point of contact regarding channels of distribution and new account acquisition. Thoroughly understand the operational processes that support account acquisition and aid in identifying business challenges and areas of opportunity to optimize acquisition channels and drive quality growth. Act as a liaison between the front-line teammates and backend support teams to share knowledge while building confidence in the value of our products and create an optimized process for teammates while communicating obstacles to backend partners.

  2. Serve as the business steward and socialize proposed ideas and initiatives with key stakeholders, and aim to address concerns, mitigate risks, and prove business impact in order to gain consensus and drive change. Leverage financial knowledge of the business to develop sound business cases to prove financial value and assist with prioritization.

  3. Provide overall management/influence of building and optimizing new channels of distribution and capabilities, as well as acquisition initiatives and programs to drive excellence in execution by coordinating, leading, and directing cross-functional teams. This includes partnering with 3rd party processors, bureaus, and other companies to drive new account acquisition opportunities; partnering with cross-functional LOBs to integrate offerings and expand distribution to fully capitalize on set of Truist business units in a fully integrated way as part of teammate processes; and expand into new channels of distribution such as aggregators, agent bank, or co-brand partnerships. Will require extensive work with Operations, Technology, Risk, etc. bridging connectivity with 3rd parties and internal cross-functional teams.

  4. Build strong, collaborative relationships with key partners and stakeholders across Truist and with 3rd party partners. Represent the New Account Acquisition segment of the business by being actively engaged in meetings/forums and have the ability to articulate the current acquisition landscape, acquisition performance, and future direction effectively.

  5. Leverage external resources and insights to understand competitive landscape, new account opening capabilities, client behaviors and preferences, and industry benchmarks for acquisition performance metrics in all channels. Use the information to define the Truist Key Performance Metrics (KPMs) and profitability drivers for account acquisition. Partner with Analytics to ensure reporting and tracking tools are in place to assist in providing needed data on a regular cadence. Provide monthly and quarterly commentary on production performance. Lead efforts to forecast production by channel mix and monthly quantities. Monitor the KPMs and analyze performance drivers across all origination channels regularly to identify business challenges and opportunities, and turn insights into action by making thoughtful, data-driven strategic and tactical recommendations to ensure that Truist can capitalize on shifting preferences for how clients want to open accounts.

  6. Champion change and innovation by proactively researching new distribution channels and capabilities, and acquisition opportunities, exploring different ways to leverage 3rd party partnerships, and identifying areas to streamline or enhance existing acquisition channels and tactics. Challenge the status quo. Perform ongoing industry research to identify consumer behaviors and shifting preferences for researching and applying for card & lending products, and create the ability to adapt and respond quickly to deliver tactics that align with where the industry is moving. Partner with Operations to define and build new offer constructs with dynamic capabilities to improve agility, offer sets, and competitiveness with development and delivery of requirements.

  7. Drive excellence in execution by partnering closely with Marketing, Card Operations, Digital Channel, Enablement, Solution Delivery, Underwriting, Risk, Legal & Compliance, and Enterprise Technology resources on the delivery of all acquisition initiatives to ensure quality implementation, including building new acquisition channels and capabilities, and optimization of business as usual programs and initiatives. Utilize customer acquisition channel business strategy as inputs into the Enterprise Marketing strategy and tactics and channel production goal-setting process to accelerate portfolio growth in alignment with annual Profit Plan goals.

  8. Prioritize, secure and manage funding needed to build new channels of distribution and or required capabilities to acquire new Card & Lending Clients. Partner with IT, Operations, etc. to estimate cost of building and supporting new infrastructure required to expand distribution channels. Track budget and funding allocations for all acquisition projects, initiatives, and channel expansion. Ensure all programs remain within set budget, and that funding is allocated based on financial impact to the business. Understand CPAs (Cost Per Acquisition) across all channels and products to optimize Return on Investment.

  9. Partner with Risk Management functions to create and support proposals to expand/optimize appropriate risk-adjusted returns, expansion of audiences to permit greater testing opportunities, and approach each segment (TruNorth focus) with differentiated risk-acceptance proposals. Work with all risk partners to secure approval and execute on initiatives.

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. 5+ years of progressive experience in banking, credit card, and/or marketing

  2. Bachelor's degree in Business and/or Marketing

  3. Leadership skills and the ability to influence and inspire teams to achieve collective goals

  4. Strategic thinker with the ability to turn insights into actionable plans

  5. Strong analytical acumen and understanding of financial drivers for card

  6. Excellent conceptual and problem-solving skills with the ability to create innovative and effective solutions to meet business needs

  7. Ability to work independently, manage multiple projects, and demonstrate adaptability and a positive mindset in a highly dynamic environment

  8. Effective interpersonal and relationship management skills with the ability to influence, interact, and communicate within all levels of the organization, including Senior Leadership, and the ability to build strong cross-functional partnerships

  9. Results-oriented and driven to achieve business goals

  10. Excellent verbal and written communication skills and facilitation skills

Preferred Qualifications:

  1. Graduate degree in business-related field

  2. Credit Card knowledge/experience

  3. Branch leadership 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

Sr. Product Manager- Agile - Mortgage Product & Pricing - Truist
Posted: Oct 01, 2024 05:18
Charlotte, NC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This role is a Senior Product Manager who balances business, technology and design priorities to deliver brand-defining product and service experiences. The Product Manager will work with the Product Owner to convert the vision into a level of detail that the Product Owner and Agile delivery team can then prioritize as epics and features.

The Senior Product Manager is a thought leader amongst their team. The Product Manager has business goals and is responsible for developing and maintaining a strategic delivery roadmap that supports those business goals. In this position, the person must be able to work at the strategic level (generating innovative ideas for growth) and at the tactical level (analyzing data, solving problems, and working with delivery teams for development). This position will help monitor and drive the business on all aspects of demand, customer experience, and conversion. NOTE: In some Agile teams, there may be Product Owners/Managers from both the Business and the Tech side. In that case, the role will remain the same and there is joint accountability for the Agile team's results. In rare instances, where the business cannot provide a resource, a Tech resource could step in to fulfill the responsibilities.

The ideal candidate will have strong experience working in technologies relevant to the area in which they are assigned, using a Scaled Agile development framework. This person should be able to move fluidly between business stakeholders and technology teams to prioritize the highest value items for delivery.

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

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

  10. Partner to set Pricing and ensure billing follows all associated processes and procedures.

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

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

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

  14. Attend Agile ceremonies, as applicable.

  15. Mentor other Product Managers on product management practices.

QUALIFICATIONS

Required Qualifications:

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

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

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

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

  4. Five or more years of leading cross functional teams

  5. Previous experience working as a Product Manager

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

  7. Experience defining/driving vision of experience programs and/or partnership based programs

  8. Experience defining and delivering large-scale online initiatives

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

  10. Ability to lead cross-functional teams without formal authority

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

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

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

  14. Experience defining/driving vision of experience programs and/or partnership based programs

  15. Experience in roles requiring strong communication and interpersonal skills & the creation and delivery of succinct executive-level presentations to explain and sell plans/vision

Preferred Qualifications:

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

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

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

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting: Constantly (More than 50% of the time)

Standing: Frequently (25% - 50% of the time)

Walking: Frequently (25% - 50% of the time)

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Minimal and up to 10%

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

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

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

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

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

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



Job Detail

Financial Manager II - Truist
Posted: Oct 01, 2024 05:18
Charlotte, NC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

Candidate must be able to work from our Uptown Charlotte office

Serve as a strategic business consultant to specified lines of business (LOBs), providing financial analysis and guidance to support key decisions and initiatives that may include new product development, pricing, profitability, expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. Prepare management information and insights to guide decision making and evaluates financial performance vs. plan, prior periods, and the strategic plan. Support and develop recurring short and long-term financial forecasts and the annual financial plan.

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.

List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.

  1. Collaborates and works across the Finance division to ensure integrity of the financials and ensures sound controls and procedures. Supports reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies.

  2. 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.

  3. Compiles, reviews, analyzes, interprets, summarizes, and submits timely and accurate monthly reporting related to the Bank's financial performance or strategy. These may include: pro-forma projections for transaction, products, market segmentation strategies or acquisitions; 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. Ensures that source data is reliable, complete and documentation is maintained to support data integrity initiatives. Interpret and summarize results and trends for Senior Leadership.

  4. Applies knowledge of best practices derived from experience to identify and solve problems of higher technical or operational complexity by leading analysis of possible solutions using data analysis, experience, judgement and precedents. Takes a new perspective on existing solutions to propose innovative solutions. Initiates and assists in implementing long-term solutions. Prepares and reviews materials to senior leadership summarizing issues and communicating solutions.

  5. Provide thought leadership and guidance to junior teammates on monthly financial close, monthly forecasting and annual financial planning processes. Work with Senior Financial Officer (SFO) and line of business (LOB) partners to integrate business initiatives into forecast and Plan, and provide continuous communication to Corporate Financial Planning and LOB partners to ensure alignment on directives. Updates and automates retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates. Develops and performs testing of economic models. Maintains necessary documentation of source data, ensuring adequate support of data integrity.

  6. Subject matter expert on products, fees, and fee codes, regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility. Maintains 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, FSA91, vendor contracts, Stress Testing and CCAR.

  7. Provides line of business (LOB) leadership with the monthly performance review package by preparing and providing explanation of changes and identification of trends for use in discussions with the Senior Financial Officer (SFO) and other members of Senior Leadership. Monitors financial performance for specified LOBs to detect unusual or significant changes in transactions or business trends and opportunities for improvement. Independently prepares presentations regarding new business or product initiatives, strategic plans, and other materials as required by Executive Management.

  8. Leverages working relationship with supported business areas and cross-functional departments to complete complex tasks and deliver high quality work. Initiates process improvements across broad organizational processes to address internal/external challenges.

  9. 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.

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 or Finance, or equivalent education and related training.

  2. Eight years of relevant accounting or finance experience that includes complex financial analysis.

  3. Ability to work independently with minimal guidance. Proactive in completing tasks and producing deliverables.

  4. Sound and comprehensive understanding of business and organizational strategies and processes. Ability to build consensus through communication and presentation of factual and relevant information.

  5. Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.

  6. Strong analytical and problem-solving skills.

  7. Sound and logical decision-making abilities.

  8. Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.

  9. Familiarity with GAAP. High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience.

Preferred Qualifications:

  1. Supervisory experience

  2. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst

  3. Master's degree of MBA

  4. Specific financial services or specialized industry experience.

  5. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.

  6. Experience with macros/VBA.

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

Financial Crimes Support Specialist II - Truist
Posted: Oct 01, 2024 05:18
Charlotte, NC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

Candidate must be able to work from one of the locations posted

Support the Financial Intelligence Unit (FIU) in enterprise-wide Bank Secrecy Act/Anti-Money Laundering (BSA/AML) operational and compliance efforts. The Support Specialist interfaces with all areas of the department to ensure the effective design, governance and operation of the FIU BSA/AML compliance programs. This broad responsibility is delivered through collaboration of specialized functions such as training, self-testing, quality control, data analysis and reporting. Additional responsibilities include participation in special projects and vendor/contract management as necessary.

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. Review, analyze and interpret complex cases and data sets.

  2. Design reports, optimize data and develop analysis and reporting capabilities with a goal to interpret business needs into logical solutions and services.

  3. Plan, scope and develop the test plan for internal FIU departments, organizing and using resources effectively to complete assignments.

  4. Make appropriate recommendations, ensure follow up and communicate decisions to the appropriate associate, team or FIU leadership.

  5. Oversee high priority projects and/or business unit programs to include vendor/contract management related projects as necessary.

  6. Manage the critical day-to-day operational elements of assigned projects including: project vision/objectives, financials, scope, quality, schedule, resourcing, vendor management, dependencies, risks, status reporting, stakeholder engagement, business readiness/organizational change management, value realizations necessary to deliver specific requirements, objectives and value.

  7. Focus on meeting customer needs by developing and maintaining project standards and managing program commitments including communication, processes and methodologies.

  8. Participate in BSA/AML training that may include webinars, periodicals and self-study in order to stay abreast of the BSA/AML laws and regulations. Maintain awareness of national and world events and industry trends through press releases, internal or external watch lists or other relevant sources to mitigate the company's reputation or regulatory risk.

  9. Identify key risks and control points, providing subject matter expertise, leadership and under limited supervision, execute on ongoing review of BSA/AML policies and procedures and associated activities addressed by those policies and procedures.

  10. Demonstrate a team orientation by working closely and effectively with business partners, teams and outside services.

  11. Assist in training and professional development of team members.

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. College Degree or equivalent education, training and work-related experience

  2. Nine years of compliance experience in BSA/AML Compliance, BSA/AML regulatory, BSA/AML Audit or related experience

  3. Excellent analytical and problem solving skills with the ability to identify and find solutions to complicated problems

  4. Ability to evaluate the adequacy and effectiveness of the systems or processes that are compliance controls

  5. Ability to think critically and demonstrate professional skepticism when necessary

  6. Established verbal, written, facilitations and consulting skills

  7. Excellent communication and interpersonal skills

  8. Proven ability to interact and clearly convey information to management, associates and third party vendors in a one-to-one and/or a group setting

  9. Demonstrated proficiency in computer applications, such as Microsoft Office software products and data analysis tools

  10. Highly-motivated and a self-starter that can work independently with minimum supervision

Preferred Qualifications:

  1. Master's degree in Business or other related field

  2. Graduate of BB&T now Truist Banking School or other widely recognized banking school

  3. Ten years of AML compliance experience at medium to large financial institution(s) with a strong performance in BSA/AML compliance position, demonstrating strong attention to detail, and expert level AML compliance knowledge/skills

  4. Advanced degree in Computer Science, Statistics, Management Information Systems or equivalent education and related training

  5. Certified Regulatory Compliance Manager (CRCM), Certified Anti-Money Laundering Specialist (CAMS), Certified Internal Auditor (CIA), Certified Public Accountant (CPA) or other specialized compliance education/professional designation

  6. Program Management Professional (PgMP) Certification

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