Company Detail

  • Posted - Jul 10, 2024

    The position is described below. If you want to apply, click the Apply Now...

    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 com...

    Gatlinburg, TN

    Posted - Jul 10, 2024

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    Gatlinburg, TN
  • Posted - Jul 10, 2024

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    Greeneville, TN

    Posted - Jul 10, 2024

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    Greeneville, TN
  • Posted - Jul 10, 2024

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    Morristown, TN

    Posted - Jul 10, 2024

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    Morristown, TN
  • Posted - Jul 10, 2024

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    Jacksonville, NC

    Posted - Jul 10, 2024

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    Jacksonville, NC
  • Posted - Jul 10, 2024

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    Charlotte, NC

    Posted - Jul 10, 2024

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    Charlotte, NC
  • Posted - Jul 10, 2024

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    Charlotte, NC

    Posted - Jul 10, 2024

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    Charlotte, NC
  • Posted - Jul 10, 2024

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    Charlotte, NC

    Posted - Jul 10, 2024

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    Charlotte, NC
  • Posted - Jul 10, 2024

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    Durham, NC

    Posted - Jul 10, 2024

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    Durham, NC
  • Posted - Jul 10, 2024

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    Charlotte, NC

    Posted - Jul 10, 2024

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    Charlotte, NC
  • Posted - Jul 10, 2024

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    Charlotte, NC

    Posted - Jul 10, 2024

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    Charlotte, NC
  • Posted - Jul 10, 2024

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    Sevierville, TN

    Posted - Jul 10, 2024

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    Sevierville, TN
  • Posted - Jul 10, 2024

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    Pigeon Forge, TN

    Posted - Jul 10, 2024

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    Pigeon Forge, TN
  • Posted - Jul 10, 2024

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    Dunwoody, GA

    Posted - Jul 10, 2024

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    Dunwoody, GA
  • Posted - Jul 10, 2024

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    Atlanta, GA

    Posted - Jul 10, 2024

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    Atlanta, GA
  • Posted - Jul 10, 2024

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    Atlanta, GA

    Posted - Jul 10, 2024

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    Atlanta, GA
  • Posted - Jul 10, 2024

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    Atlanta, GA

    Posted - Jul 10, 2024

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    Atlanta, GA
  • Posted - Jul 10, 2024

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    Pittsburgh, PA

    Posted - Jul 10, 2024

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    Pittsburgh, PA
  • Posted - Jul 10, 2024

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    Chattanooga, TN

    Posted - Jul 10, 2024

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    Chattanooga, TN
  • Posted - Jul 10, 2024

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    Mooresville, NC

    Posted - Jul 10, 2024

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    Mooresville, NC
  • Posted - Jul 10, 2024

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    Greensboro, NC

    Posted - Jul 10, 2024

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    Greensboro, NC
  • Posted - Jul 10, 2024

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    Johnson City, TN

    Posted - Jul 10, 2024

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    Johnson City, TN
  • Posted - Jul 10, 2024

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    Arlington, VA

    Posted - Jul 10, 2024

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    Arlington, VA
  • Posted - Jul 10, 2024

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    Blountville, TN

    Posted - Jul 10, 2024

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    Blountville, TN
  • Posted - Jul 09, 2024

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    Greensboro, NC

    Posted - Jul 09, 2024

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    Greensboro, NC
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Retail Mortgage Loan Originator - Truist
Posted: Jul 10, 2024 04:44
Gatlinburg, 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:

Please review the following job description:

Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

  1. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage

production goals.

  1. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well

as secondary market investor's guidelines utilized by Truist.

  1. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external

rules and regulations, particularly those established by State and Federal law.

  1. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as

Truist Mortgage products and their benefits.

  1. Consistently execute on Truist's referral process by introducing mortgage clients to other bank

solutions for deepening client opportunities.

  1. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined

through quality control or post-closing review.

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. 1+ year(s) experience in banking and/or lending environment with basic knowledge of

residential property types

  1. Good organizational, written and verbal communication skills

  2. Possesses solid interpersonal and negotiation skills

  3. Demonstrated proficiency in relevant computer applications

  4. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new

or transfer of registration, and applicable NMLS acceptable background check

Preferred Qualifications:

  1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.

  2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations.

  3. Previous sales awards and leadership positions.

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting/Standing/Walking/Bending/Lifting

Sitting Frequently (25% - 50% of the time)

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

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

Lifting Up to 25 lbs.

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Up to 75%

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

Retail Mortgage Loan Originator - Truist
Posted: Jul 10, 2024 04:44
Greeneville, 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:

Please review the following job description:

Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

  1. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage

production goals.

  1. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well

as secondary market investor's guidelines utilized by Truist.

  1. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external

rules and regulations, particularly those established by State and Federal law.

  1. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as

Truist Mortgage products and their benefits.

  1. Consistently execute on Truist's referral process by introducing mortgage clients to other bank

solutions for deepening client opportunities.

  1. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined

through quality control or post-closing review.

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. 1+ year(s) experience in banking and/or lending environment with basic knowledge of

residential property types

  1. Good organizational, written and verbal communication skills

  2. Possesses solid interpersonal and negotiation skills

  3. Demonstrated proficiency in relevant computer applications

  4. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new

or transfer of registration, and applicable NMLS acceptable background check

Preferred Qualifications:

  1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.

  2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations.

  3. Previous sales awards and leadership positions.

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting/Standing/Walking/Bending/Lifting

Sitting Frequently (25% - 50% of the time)

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

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

Lifting Up to 25 lbs.

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Up to 75%

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

Retail Mortgage Loan Originator - Truist
Posted: Jul 10, 2024 04:44
Morristown, 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:

Please review the following job description:

Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

  1. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage

production goals.

  1. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well

as secondary market investor's guidelines utilized by Truist.

  1. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external

rules and regulations, particularly those established by State and Federal law.

  1. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as

Truist Mortgage products and their benefits.

  1. Consistently execute on Truist's referral process by introducing mortgage clients to other bank

solutions for deepening client opportunities.

  1. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined

through quality control or post-closing review.

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. 1+ year(s) experience in banking and/or lending environment with basic knowledge of

residential property types

  1. Good organizational, written and verbal communication skills

  2. Possesses solid interpersonal and negotiation skills

  3. Demonstrated proficiency in relevant computer applications

  4. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new

or transfer of registration, and applicable NMLS acceptable background check

Preferred Qualifications:

  1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.

  2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations.

  3. Previous sales awards and leadership positions.

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting/Standing/Walking/Bending/Lifting

Sitting Frequently (25% - 50% of the time)

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

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

Lifting Up to 25 lbs.

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Up to 75%

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

Retail Mortgage Loan Originator - Truist
Posted: Jul 10, 2024 04:44
Jacksonville, NC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

  1. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage

production goals.

  1. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well

as secondary market investor's guidelines utilized by Truist.

  1. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external

rules and regulations, particularly those established by State and Federal law.

  1. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as

Truist Mortgage products and their benefits.

  1. Consistently execute on Truist's referral process by introducing mortgage clients to other bank

solutions for deepening client opportunities.

  1. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined

through quality control or post-closing review.

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. 1+ year(s) experience in banking and/or lending environment with basic knowledge of

residential property types

  1. Good organizational, written and verbal communication skills

  2. Possesses solid interpersonal and negotiation skills

  3. Demonstrated proficiency in relevant computer applications

  4. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new

or transfer of registration, and applicable NMLS acceptable background check

Preferred Qualifications:

  1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.

  2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations.

  3. Previous sales awards and leadership positions.

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting/Standing/Walking/Bending/Lifting

Sitting Frequently (25% - 50% of the time)

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

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

Lifting Up to 25 lbs.

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Up to 75%

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

Process Management Lead (Enterprise Transformation Office) - Truist
Posted: Jul 10, 2024 04:44
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 is a Hybrid role in Charlotte preferred or Hybrid in Atlanta is 2nd choice)

You will be responsible for the design, development, implementation, maintenance and control, as well as continuous improvement of a portfolio of processes.

The Process Lead is responsible for developing, evaluating, and executing a portfolio of optimization projects that will support major strategic changes within the organization.

In this position, the person will provide thought leadership and facilitate complex and comprehensive cross-functional initiatives consistent with Truist's objectives. The person is responsible for the execution of corresponding business process quality control plans and change initiatives. Additionally, this individual will interface with executive leadership and senior operations process and production leaders, as well as key business partners within technology, risk, lines of business, etc., to help shape process strategies for assigned services and operationalize changes.

In this position, the person must be able to work at the strategic level (defining optimization opportunities) and at the tactical level (analyzing data, solving problems, and working with teams for implementation).

If a member of the Process Center or Excellence, then the individual in this role may also mentor and instruct teammates across the enterprise in the application of Business Process Management and associated tools or applications.

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.

  • Plan and execute high-impact/complex cross-functional projects to improve processes, including leadership of major initiatives and providing direction to establish functions critical to successful operations including in-depth analysis of issues and requirements, governance plans, peer research, process design and documentation, leadership on system and technical solutions, facilitation across internal departments and functions, and communications and change management strategies.

  • Process Design: Design, develop, and/or modify a process strategy in support of LOB business and product goals as well as specific organizational objectives to support client outcomes in alignment with business requirements. Engagement should deliver higher quality client outcomes and better team member experiences.

  • Process Development: Develop/construct process workflows for assigned processes leveraging design mapping/blueprint to support deployment into production environment. Development will include appropriate people, process, and technology components.

  • Process Improvement: Leverage assessments of process performance outcomes to highlight opportunities for improvement in cycle times, process quality, production throughput, resource utilization, and total cost of delivery.

  • Process Implementation: Develop and manage implementation plans to support roll-out of people, process, technology changes into production environment for all assigned processes.

  • Process Management & Control: Leverage measures, metrics, SLA's and process engineering assessment and control approaches/tools to determine if assigned processes are performing as designed and within established expectations/tolerances.

  • Responsible for ensuring improvement initiatives are tied to a measurable goal and that savings are confirmed. Measure and monitor return on investment (ROI) of process improvement projects to ensure organizational efficiency and profitability.

  • Provide the appropriate reporting to facilitate communication with regulatory governing bodies and Audit to ensure understanding of the organization's strategic direction and to provide periodic briefings/status updates.

  • Coaches / mentors multiple design teams in six sigma or related process tools. Educates and guides in the application of Business Process Management and associated tools or applications.

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.

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

  • Certified Six Sigma Black Belt.

  • 15+ years of financial services experience, focused in back-office operations or related activity for Retail/Consumer products and services.

  • Minimum 5 years Lean Six Sigma experience with a minimum of 7-10 years relevant operational continuous improvement experience.

  • Experience defining and delivering large-scale initiatives in financial services or transactional-based processes.

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

  • Proven ability to lead cross-functional teams with or without formal authority.

  • Ability to communicate, educate, advocate, and negotiate for transformation and critical process change initiatives at all levels of the enterprise, with a focus on senior and executive levels.

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

  • Comfortable managing concurrent projects in a fast paced, results-driven environment. Strong results orientation, which includes meeting commitments, performance metrics and required delivery dates.

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

  • Excellent skills in presentation, facilitation, communication, conflict management and negotiation.

Preferred Qualifications:

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

  • Certified Master Black Belt.

  • Certified Project Management Professional.

  • SAFe Lean Portfolio Management 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

Service Design Director II - Truist
Posted: Jul 10, 2024 04:44
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:

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.

In this dynamic role, you'll serve as both a visionary functional leader and a people leader.

As a Service Design Director, you'll spearhead the vision for Service Design at Truist, leveraging your forward-thinking mindset and results-oriented approach to drive transformative change. Your role will demand a balance of optimism and realism, navigating challenges with resilience while consistently pushing boundaries to achieve strategic objectives.

You will direct a team of multi-disciplinary designers delivering highly complex human-centric solutions. You will lead emerging client experiences, inform design processes, and provide clear and actionable feedback with the ability to prioritize. You have proven leadership experience supporting enterprise transformation and optimization with extensive knowledge within a focus area of design. You will build strong partnerships and be responsible for full management duties including hiring and performance reviews. You will inspire the team with understanding of the bigger picture of the client life cycle and influence a culture of innovation and excellence by keeping abreast of emerging trends and influence within Truist

Your role also embodies servant leadership, advocating for both your team and the client, and fostering a sense of community within your team and among diverse stakeholders. You'll serve as both coach and mentor, supporting and guiding your team to unlock their full potential. Your expertise will be instrumental in assisting them through various stages of project and career development, fostering a culture of learning and growth.

With visionary leadership, you'll navigate uncertainty with confidence, providing strategic direction and mentorship to ensure a healthy team culture and the successful delivery of innovative service solutions that exceed expectations.

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. Direct managers and individual contributors.

  2. Build, mentor and inspire design teams while effectively navigating a complex enterprise organization.

  3. Responsible for hiring, mentoring and retaining top design talent and managing career development, performance evaluations, salaries, promotions, transitions within established policies and guidelines.

  4. Ensure design consistency while creating industry leading experiences for our clients, teammates and the business.

  5. Develop/measure key performance indicators that correlate with business goals and key performance indicators.

  6. Lead continued improvement of the design process. Champion and teach process to design teams.

  7. Influence and support a culture of design excellence.

  8. Consult and collaborate with teams in a supportive, complex environment.

  9. Develop an understanding of broader organizational context and goals in order to influence and support team goals.

  10. Demonstrate expertise and understanding of multiple design specialties. Be sought out by others as a mentor and educator.

  11. 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. 9+ years of experience in the field (may include equivalent education)

  3. 2+ years of experience leading and managing teammates, supporting team culture, and advancing organizational standards

  4. Demonstrable experience leading large and/or complex projects

  5. Proven ability to communicate ideas and rationales and influence decision-making

  6. Strong understanding and application of industry and discipline standards

  7. Extensive experience creating artifacts and executing ideas, as well as experience coaching teammates to execute

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

  9. Demonstrated success driving results

  10. Experience developing talent and building team culture

  11. Experience partnering with other leaders

  12. Proficiency in applicable software applications

  13. English language fluency

Preferred Qualifications:

  1. Relevant domain work experience

  2. Extensive experience setting strategic direction and leading transformation projects for creative teams, business owners and technical teams

  3. Comfortable with engineering/development processes, particularly Agile

  4. High comfort working within a self-directed culture and navigating ambiguity and coaching others in this skill

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

  6. Experience performing as a thought leader; setting and improving standards for the discipline within an organization

  7. Experience building teams and creating and maintaining team culture and activities

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

Process Engineer II (Enterprise Transformation Office) - Truist
Posted: Jul 10, 2024 04:44
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 will be Hybrid 4 days a week in Charlotte and/ or Atlanta - We are open to a Remote teammate if you live over 51 miles from a Truist hub location)

This position is responsible for designing and implementing process-oriented solutions and ensuring adequate change management and adoption across all levels of the organization. This position is responsible for driving results, enabling and supporting their teammates. In this position, the person must be able to work at the tactical level (analyzing data, solving problems, and working with teams for implementation) to manage identified optimization projects and develop forward-looking processes and systems that support the development, operational effectiveness and continual improvement to support the organization's objectives.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

  • Responsible for owning a portfolio of process models and procedures. Will function as a SME within their process vertical and display mastery of industry specific knowledge. Responsible for sampling and monitoring of assigned processes in relation to defined KPIs. Responsible to report and track KPI metrics and identify bottlenecks/process variations causing KPI's to be missed.

  • Work with operations partners to identify opportunities and structure abstract questions or issues into manageable, specific work streams and deliverables.

  • Lead and facilitate sessions to set direction and create change for business processes from a technological and workflow perspective.

  • Design and implement process-oriented solutions and ensure adequate change management and adoption across all levels of the organization. Provides oversight and ensures overall quality of junior teammates' key tasks and delivery.

  • Enable cross-functional alignment and resolve or escalate risks or roadblocks prohibiting achievement of identified scope.

  • Train and support Production groups to ensure awareness and adoption of the target state.

  • Own improvement process benefit expectation and realization. Measure and monitor return on investment (ROI) of process improvement projects to ensure organizational efficiency and profitability.

  • Facilitate and build relationships internal and external to the business unit to ensure initiative success.

  • Provide the appropriate reporting to facilitate communication with regulatory governing bodies and Audit to ensure understanding of the organization's strategic direction and to provide periodic briefings/status updates.

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.

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

  • Two or more years of experience as a Process Engineer and leading cross-functional teams.

  • Certified (or pursuing certification) Six Sigma Black Belt.

  • Two or more years of experience as a Process Engineer and leading cross-functional teams.

  • Six years of project analyst or relevant industry experience in banking, financial services, or other services industry.

  • Experience defining and leading optimization projects in financial services or transactional-based processes.

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

  • Proven ability to lead cross-functional teams without formal authority.

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

  • Solid understanding of program and project management disciplines, techniques and approaches.

  • Ability to work in a fast paced, highly complex, results driven environment.

  • Excellent verbal and written communication skills, including comfort with public speaking, group facilitation, and ability to interact effectively with all levels of management.

  • Excellent negotiating, conflict management and consulting skills.

  • Business Process Management (BPM) experience

Preferred Qualifications:

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

  • Deep knowledge of with operational and technical environments of financial institutions, including knowledge of applicable banking laws and regulations.

  • Certified Project Management Professional

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

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

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

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

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

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



Job Detail

Quantitative Model Validation Officer - Truist
Posted: Jul 10, 2024 04:44
Durham, 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:

  • Under the general supervision of the Senior Model Validation Officer, perform advanced level model validation for the corporation. Focus primarily on model validation and quantitative analysis, but also evaluate other model controls and serve as a resource for the corporation in all model risk management related tasks.

  • Independently perform model validations spanning credit risk, market risk, and capital planning domains to assess fit for purpose, conceptual soundness, mathematical theory and construct, assumptions, data/assumptions, and output reasonableness.

  • Evaluate other model controls such as model performance tracking, change management, access control, and documentation.

  • Evaluation of validation findings remediation activity including analytical evaluation of residual risk.

  • Document validation effort in the form of a written report.

  • Directly support and assist in the duties of the Senior Model Validation Officer.

Requirements

  • Must have a Master's degree in Statistics, Econometrics, Operations Research, Actuarial Science, Applied Mathematics, or related quantitative field.

  • Must have 1 of experience a quantitative or data analytics positions performing/utilizing the following:

  • Model development or validation including machine learning models

  • Data management

  • Applying solid understanding of principles, practices, theories, and methodologies associated with financial risk management.

  • Demonstrating mastery of quantitative modeling requirements for risk management, financial reporting, and valuation models used in financial services industry.

  • Developing, documenting, implementing, and validating Market, Credit and Operational risks of new and existing financial products.

  • Distilling complex mathematical concepts into actionable results.

  • Utilizing experience with: Python, MatLab, SAS, and VBA

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

Deposit & Payments Ops System Support Group Manager - Truist
Posted: Jul 10, 2024 04:44
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:

requires indepth knowledge of FDIC part 370, will be hybrid work schedule at any of the posted locations.

Serve as the primary representative for Deposit Operations at an enterprise-level to work with the various lines of business (LOBs) and members of the Technology Division to develop and maintain the most effective systems, processes and tools to support the effective delivery of products and services to our clients and teammates. Evaluate industry best practices and Truist systems and processes to drive revenue generation, maximize resource efficiency, while maintaining expenses at an optimal level. Establishing results driven productivity and development goals, performing reviews and fostering an environment that promotes teammate engagement and operational excellence.

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 leadership and direction in the design, development and implementation of all Deposit Operations operational functions and systems focusing specifically on the Deposit systems, branch sales and service Day 1 and Day 2, and print/mail operational support.

  2. Plan and execute high-impact/complex cross-functional Deposit Operations projects to improve processes and improve teammate productivity. This includes leading major initiatives and providing direction to establish functions critical to successful business operations including in-depth analysis of issues and requirements, governance plans, peer research, business process design and documentation, business leadership on system and technical solutions, facilitation across internal departments and functions, and communications and change management strategies. Coordinate and manage project assignments and provide feedback and coaching to project team members and Business teams.

  3. Identify, analyze, develop, and implement strategic process improvements to mitigate risk within and across multiple lines of business. Serve as subject matter expert and point of contact to ensure the development of critical action plans to address any pertinent risk issues that will impact Deposit Operations.

  4. Develop and manage the budgets, planning, and staffing models for all managed process improvement initiatives.

  5. Lead and facilitate sessions to set direction and create change for key business processes from a system, technological and workflow perspective.

  6. Assist in developing departmental objectives, strategies, and business plans in support of Deposit Operations as well as branch sales and operational lines of business to include but not limited to Retail Community Bank and Commercial Community Bank.

  7. Coordinate with various LOBs to effectively deliver products and services through Deposits, branch systems and operational support applications as appropriate.

  8. Monitor and evaluate emerging industry trends to maintain our competitive position through enhanced sales or cost efficiencies.

  9. Function as a subject matter expert for Information Technology (IT) in the development of new or enhanced operating systems for the Bank. Work with IT in the development of new processes that will improve the efficiency of the deposit system, branch systems, sales force and operational functions in Deposit Operations. Represent Deposit Operations on any IT initiative that will have an impact on that group, or its functions or responsibilities.

  10. Provide leadership and direction from a Deposit Operations perspective on high level strategic projects that with either enterprise-wide impact or Deposit Operations systems specifically.

QUALIFICATIONS

Required Qualifications:

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

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

  2. Excellent interpersonal and communication skills, verbal and written, as well as the ability to successfully interact with and influence all levels of management and staff

  3. Demonstrated leadership, innovation and strategic planning skills

  4. Process thinker with the ability to facilitate cross-functional collaboration and create win-win solutions

  5. High level analytical, planning, problem solving and negotiation skills

  6. Ability to affect transformational change

  7. Demonstrated understanding of theory and proven work experience developing and implementing quality processes

  8. Creative and innovative approach to problem solving

  9. Excellent negotiating, conflict management and consulting skills

  10. Ability to manage complex projects with minimal supervision

Preferred Qualifications:

  1. Ten to fifteen years of experience in the financial services industry, preferably in operations-related areas, along with seven to ten years of management experience

  2. Certified Six Sigma Green Belt or equivalent quality/process improvement-related designation

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

Experience Designer - Truist
Posted: Jul 10, 2024 04:44
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:

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 design role to conceptualize and deliver human-centric solutions for our client experiences. You will be expected to produce quality work on time that meets requirements and adherence to company standards.

While you develop your execution skills, gain practical skills working within complex environments and inspire others with your curiosity for craft and raw talent. You will be expected to share your work and ideas and seek consistent feedback from your peers. As a member of a larger team, you will contribute to our design culture by participating in events and building relationships within the team.

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. Participate in design driven programs to define insights, create solutions

and advocate for client needs.

  1. Design and deliver artifacts across a variety of environments.

  2. Apply design standards, industry guidelines, research results, and best

practices to ensure designs are usable and accessible.

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

  2. Leverage presentation skills to communicate and share design rationale.

  3. Stay current on trends, theories, methods and processes.

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. Ability to communicate ideas and rationales

  3. Basic understanding of industry and discipline standards

  4. Excellent time and issue management skills

  5. Experience creating artifacts and executing ideas

  6. Ability to give and accept critique, coaching, and feedback

  7. Proficiency in applicable software applications

  8. English language fluency

Preferred Qualifications:

  1. Experience interacting with creative teams, business owners and technical teams

  2. Familiarity with engineering/development processes, particularly Agile

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

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

Retail Mortgage Loan Originator - Truist
Posted: Jul 10, 2024 04:44
Sevierville, 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:

Please review the following job description:

Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

  1. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage

production goals.

  1. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well

as secondary market investor's guidelines utilized by Truist.

  1. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external

rules and regulations, particularly those established by State and Federal law.

  1. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as

Truist Mortgage products and their benefits.

  1. Consistently execute on Truist's referral process by introducing mortgage clients to other bank

solutions for deepening client opportunities.

  1. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined

through quality control or post-closing review.

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. 1+ year(s) experience in banking and/or lending environment with basic knowledge of

residential property types

  1. Good organizational, written and verbal communication skills

  2. Possesses solid interpersonal and negotiation skills

  3. Demonstrated proficiency in relevant computer applications

  4. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new

or transfer of registration, and applicable NMLS acceptable background check

Preferred Qualifications:

  1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.

  2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations.

  3. Previous sales awards and leadership positions.

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting/Standing/Walking/Bending/Lifting

Sitting Frequently (25% - 50% of the time)

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

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

Lifting Up to 25 lbs.

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Up to 75%

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

Retail Mortgage Loan Originator - Truist
Posted: Jul 10, 2024 04:44
Pigeon Forge, 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:

Please review the following job description:

Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

  1. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage

production goals.

  1. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well

as secondary market investor's guidelines utilized by Truist.

  1. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external

rules and regulations, particularly those established by State and Federal law.

  1. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as

Truist Mortgage products and their benefits.

  1. Consistently execute on Truist's referral process by introducing mortgage clients to other bank

solutions for deepening client opportunities.

  1. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined

through quality control or post-closing review.

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. 1+ year(s) experience in banking and/or lending environment with basic knowledge of

residential property types

  1. Good organizational, written and verbal communication skills

  2. Possesses solid interpersonal and negotiation skills

  3. Demonstrated proficiency in relevant computer applications

  4. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new

or transfer of registration, and applicable NMLS acceptable background check

Preferred Qualifications:

  1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.

  2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations.

  3. Previous sales awards and leadership positions.

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting/Standing/Walking/Bending/Lifting

Sitting Frequently (25% - 50% of the time)

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

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

Lifting Up to 25 lbs.

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Up to 75%

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

Regional Director - Truist
Posted: Jul 10, 2024 04:44
Dunwoody, GA

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Regional Director generates sales revenue to obtain sales quota.

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. Prospect, profile and manage existing producers for new and existing insurance sales opportunities; recruit new producers into book of business

  2. Utilize and understand internal resources to capitalize on team results, and coordinate with supporting team to monitor and drive activity

  3. Develop a Business Plan that details activities to be followed during the fiscal year, which will focus on producing or exceeding quota

  4. Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements with a focus on high producing agents to improve retention and production

  5. Maintain proactive sales relationships with producers of respective territory and/or assigned channel/products/accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base

  6. Maintain sales production metrics on a monthly basis, build appropriate sales inventory and achieve sales production plan

  7. Maintain a consistent blend of Permanent versus Term business

  8. Work with and maintain strong working partnerships with Crump's operations teams (contracting, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies

  9. Remain contemporary on relevant industry, legislative and tax-related issues

  10. Provide feedback from agents on product marketing, processing and other related customer service issues

  11. Make required volume of proactive sales calls, sales visits, seminars, marketing campaigns and outreach to drive production

  12. Maintain accurate customer relationship management (CRM) activity records

  13. Presents, conducts and organizes seminars for agents

  14. Demonstrates technical selling skills and product knowledge in areas of life, annuity, long-term care, and disability Understanding of the Underwriting process and is able to navigate a case from presale to placement

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. Effective interpersonal and written communication skills

  2. Ability to provide excellent customer service to both internal and external customers

  3. Effective time management skills

  4. Ability to prioritize and accomplish multiple tasks simultaneously

  5. Capable of working independently as well as in a team environment

  6. Ability to work in a self-directed fashion

  7. Experience with PC's in a Windows environment

  8. Demonstrated proficiency in basic computer applications such as Microsoft Office software products 9. Ability to analyze problems and develop solutions

  9. Ability to communicate with individuals at all levels of the organization

  10. Bachelor's degree or equivalent education, training and work-related experience

  11. Excellent prospecting, presentation, and conceptual selling skills

  12. Minimum four years of successful sales experience with life insurance products in the insurance industry with proven proficiency in developing strategic sales plan and continually achieving or exceeding assigned quotas

  13. Successful sales experience in the insurance brokerage industry

  14. Expert level knowledge and experience in life products, complex case design, carrier limits/strengths, understanding of which carriers to go to, and advanced sales concepts

  15. Proven sales experience recruiting new producers, growing a book of business, and expanding existing relationships into increased revenue

Preferred Qualifications:

  1. Life insurance license

  2. FINRA securities registration

  3. CLU, ChFC, and CFP certifications

General Description of Available Benefits for Eligible Employees of TIH:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. Teammates also receive no

. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

This position is part of TIH.

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

for details.

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

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

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

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



Job Detail

Process Engineer II (Enterprise Transformation Office) - Truist
Posted: Jul 10, 2024 04:44
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 will be Hybrid 4 days a week in Charlotte and/ or Atlanta - We are open to a Remote teammate if you live over 51 miles from a Truist hub location)

This position is responsible for designing and implementing process-oriented solutions and ensuring adequate change management and adoption across all levels of the organization. This position is responsible for driving results, enabling and supporting their teammates. In this position, the person must be able to work at the tactical level (analyzing data, solving problems, and working with teams for implementation) to manage identified optimization projects and develop forward-looking processes and systems that support the development, operational effectiveness and continual improvement to support the organization's objectives.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

  • Responsible for owning a portfolio of process models and procedures. Will function as a SME within their process vertical and display mastery of industry specific knowledge. Responsible for sampling and monitoring of assigned processes in relation to defined KPIs. Responsible to report and track KPI metrics and identify bottlenecks/process variations causing KPI's to be missed.

  • Work with operations partners to identify opportunities and structure abstract questions or issues into manageable, specific work streams and deliverables.

  • Lead and facilitate sessions to set direction and create change for business processes from a technological and workflow perspective.

  • Design and implement process-oriented solutions and ensure adequate change management and adoption across all levels of the organization. Provides oversight and ensures overall quality of junior teammates' key tasks and delivery.

  • Enable cross-functional alignment and resolve or escalate risks or roadblocks prohibiting achievement of identified scope.

  • Train and support Production groups to ensure awareness and adoption of the target state.

  • Own improvement process benefit expectation and realization. Measure and monitor return on investment (ROI) of process improvement projects to ensure organizational efficiency and profitability.

  • Facilitate and build relationships internal and external to the business unit to ensure initiative success.

  • Provide the appropriate reporting to facilitate communication with regulatory governing bodies and Audit to ensure understanding of the organization's strategic direction and to provide periodic briefings/status updates.

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.

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

  • Two or more years of experience as a Process Engineer and leading cross-functional teams.

  • Certified (or pursuing certification) Six Sigma Black Belt.

  • Two or more years of experience as a Process Engineer and leading cross-functional teams.

  • Six years of project analyst or relevant industry experience in banking, financial services, or other services industry.

  • Experience defining and leading optimization projects in financial services or transactional-based processes.

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

  • Proven ability to lead cross-functional teams without formal authority.

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

  • Solid understanding of program and project management disciplines, techniques and approaches.

  • Ability to work in a fast paced, highly complex, results driven environment.

  • Excellent verbal and written communication skills, including comfort with public speaking, group facilitation, and ability to interact effectively with all levels of management.

  • Excellent negotiating, conflict management and consulting skills.

  • Business Process Management (BPM) experience

Preferred Qualifications:

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

  • Deep knowledge of with operational and technical environments of financial institutions, including knowledge of applicable banking laws and regulations.

  • Certified Project Management Professional

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

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

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

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

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

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



Job Detail

Business Transformation Senior Manager - Truist
Posted: Jul 10, 2024 04:44
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:

The purpose of this role is to design, develop, and execute strategies that align to the development of sustainable solutions that advance the deployment of critical technology controls processes and standards. Serve as a key subject matter expert (SME) on IT operating model, methodologies, and governance. Lead developing a reporting roadmap and validation reporting.

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.

Required Qualifications:

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

  1. Bachelor's degree and eight years of related experience or an equivalent combination of education and experience to include general business management, consulting-type work, or other disciplines related to business management and/or technology.

  2. In-depth and broad knowledge within own professional discipline, such as finance, project management, change management, strategy development, etc.

  3. Ability to interpret internal and external business challenges, and apply best practices to improve products, processes, or services. Ability to lead projects of significant complexity and risk exposure. Ability to exercise judgment in solving technical, operational, and organizational challenges.

  4. Experience managing a team, including identifying and recruiting talent, managing performance, and making decisions about resource allocation.

  5. Executive level communication skills, including negotiation, persuasion and ability to influence others to adopt a new perspective and handle interpersonal issues with tact and diplomacy.

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting

Constantly (More than 50% of the time)

Standing

Occasionally (

Walking

Occasionally (

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Up to 25%

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

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

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

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

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

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



Job Detail

Process Management Lead (Enterprise Transformation Office) - Truist
Posted: Jul 10, 2024 04:44
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 is a Hybrid role in Charlotte preferred or Hybrid in Atlanta is 2nd choice)

You will be responsible for the design, development, implementation, maintenance and control, as well as continuous improvement of a portfolio of processes.

The Process Lead is responsible for developing, evaluating, and executing a portfolio of optimization projects that will support major strategic changes within the organization.

In this position, the person will provide thought leadership and facilitate complex and comprehensive cross-functional initiatives consistent with Truist's objectives. The person is responsible for the execution of corresponding business process quality control plans and change initiatives. Additionally, this individual will interface with executive leadership and senior operations process and production leaders, as well as key business partners within technology, risk, lines of business, etc., to help shape process strategies for assigned services and operationalize changes.

In this position, the person must be able to work at the strategic level (defining optimization opportunities) and at the tactical level (analyzing data, solving problems, and working with teams for implementation).

If a member of the Process Center or Excellence, then the individual in this role may also mentor and instruct teammates across the enterprise in the application of Business Process Management and associated tools or applications.

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.

  • Plan and execute high-impact/complex cross-functional projects to improve processes, including leadership of major initiatives and providing direction to establish functions critical to successful operations including in-depth analysis of issues and requirements, governance plans, peer research, process design and documentation, leadership on system and technical solutions, facilitation across internal departments and functions, and communications and change management strategies.

  • Process Design: Design, develop, and/or modify a process strategy in support of LOB business and product goals as well as specific organizational objectives to support client outcomes in alignment with business requirements. Engagement should deliver higher quality client outcomes and better team member experiences.

  • Process Development: Develop/construct process workflows for assigned processes leveraging design mapping/blueprint to support deployment into production environment. Development will include appropriate people, process, and technology components.

  • Process Improvement: Leverage assessments of process performance outcomes to highlight opportunities for improvement in cycle times, process quality, production throughput, resource utilization, and total cost of delivery.

  • Process Implementation: Develop and manage implementation plans to support roll-out of people, process, technology changes into production environment for all assigned processes.

  • Process Management & Control: Leverage measures, metrics, SLA's and process engineering assessment and control approaches/tools to determine if assigned processes are performing as designed and within established expectations/tolerances.

  • Responsible for ensuring improvement initiatives are tied to a measurable goal and that savings are confirmed. Measure and monitor return on investment (ROI) of process improvement projects to ensure organizational efficiency and profitability.

  • Provide the appropriate reporting to facilitate communication with regulatory governing bodies and Audit to ensure understanding of the organization's strategic direction and to provide periodic briefings/status updates.

  • Coaches / mentors multiple design teams in six sigma or related process tools. Educates and guides in the application of Business Process Management and associated tools or applications.

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.

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

  • Certified Six Sigma Black Belt.

  • 15+ years of financial services experience, focused in back-office operations or related activity for Retail/Consumer products and services.

  • Minimum 5 years Lean Six Sigma experience with a minimum of 7-10 years relevant operational continuous improvement experience.

  • Experience defining and delivering large-scale initiatives in financial services or transactional-based processes.

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

  • Proven ability to lead cross-functional teams with or without formal authority.

  • Ability to communicate, educate, advocate, and negotiate for transformation and critical process change initiatives at all levels of the enterprise, with a focus on senior and executive levels.

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

  • Comfortable managing concurrent projects in a fast paced, results-driven environment. Strong results orientation, which includes meeting commitments, performance metrics and required delivery dates.

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

  • Excellent skills in presentation, facilitation, communication, conflict management and negotiation.

Preferred Qualifications:

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

  • Certified Master Black Belt.

  • Certified Project Management Professional.

  • SAFe Lean Portfolio Management 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

Indirect Auto Dealer Relationship Manager - Truist
Posted: Jul 10, 2024 04:44
Pittsburgh, PA

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:

Develop and maintain dealer client relationships with key auto dealer personnel in order to meet or exceed contract volume, quality, and efficiency goals. Support dealer clients by uncovering and solving needs through Integrated Relationship Management (IRM).

Essential Duties and Responsibilities

  1. Build and maintain strong dealer relationships by presenting the company's value promise to all dealership personnel inclusive of Finance Directors, Sales managers, General Managers, Controllers, and Dealer Principals.

  2. Exceed monthly and quarterly volume, quality, and efficiency objectives set by management.

  3. Be well versed in DRS natural fit IRM partners and deliver Truist solutions to dealer clients as defined by annual objectives.

  4. Responsible for making quality sales calls to existing dealer clients averaging a minimum of 100 face-to-face dealer visits per month.

  5. Utilize salesforce.com to document dealer visits and provide documentation of specific dealer issues.

  6. Act as a -Trusted Advisor- to dealer management by being aware of up-to-date industry trends by reading trade journals and publications and keeping up with local developments.

  7. Be the first line of defense and protect the bank against industry risk such as reputational risk.

  8. Maintain assigned Key Performance Indicators (KPI).

  9. Comply with Truist policies with regard to expenses, corporate code of ethics, compliance, and corporate communication.

  10. Conduct investigations when needed with regard to dealer issues, fraud accounts, straw purchases, and unperfected liens.

  11. Other critical tasks and duties assigned.

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 industry-related territory relationship management

  3. Excellent marketing and communication skills

  4. Excellent problem-solving skills and analytical abilities

  5. Excellent interpersonal skills to maintain strong relationships with dealers and teammates

  6. Strong sales, negotiation, and persuasive skills

  7. Ability to work independently during times of limited supervision and demonstrate ownership and accountability for their territory

  8. Demonstrate proficiency in basic computer applications such as Microsoft Office software products

  9. Ability to travel, occasionally overnight

  10. Reliable and professional personal transportation to perform designated duties

Preferred Qualifications:

  1. 5 years' experience in the auto finance industry

  2. Local knowledge and established relationships within the designated territory

  3. Extensive training and development within the auto finance industry

Other Job Requirements / Working Conditions:

Sitting/Standing/Walking/Bending/Lifting

Sitting (if checked, indicate frequency)

Constantly (More than 50% of the time)

Standing (if checked, indicate frequency)

Frequently (25% - 50% of the time)

Walking (if checked, indicate frequency)

Frequently (25% - 50% of the time)

Bending (if checked, indicate frequency)

Occasionally (

Lifting (if checked, indicate pounds)

Up to 10 lbs.

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Up to 75%

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

Retail Mortgage Loan Originator - Truist
Posted: Jul 10, 2024 04:44
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:

Please review the following job description:

Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

  1. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage

production goals.

  1. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well

as secondary market investor's guidelines utilized by Truist.

  1. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external

rules and regulations, particularly those established by State and Federal law.

  1. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as

Truist Mortgage products and their benefits.

  1. Consistently execute on Truist's referral process by introducing mortgage clients to other bank

solutions for deepening client opportunities.

  1. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined

through quality control or post-closing review.

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. 1+ year(s) experience in banking and/or lending environment with basic knowledge of

residential property types

  1. Good organizational, written and verbal communication skills

  2. Possesses solid interpersonal and negotiation skills

  3. Demonstrated proficiency in relevant computer applications

  4. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new

or transfer of registration, and applicable NMLS acceptable background check

Preferred Qualifications:

  1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.

  2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations.

  3. Previous sales awards and leadership positions.

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting/Standing/Walking/Bending/Lifting

Sitting Frequently (25% - 50% of the time)

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

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

Lifting Up to 25 lbs.

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Up to 75%

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

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

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

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

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

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



Job Detail

Branch Leader- Mooresville (Williamson Road) - Truist
Posted: Jul 10, 2024 04:44
Mooresville, NC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

Essential Duties and Responsibilities

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

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

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

  3. One year of previous branch leadership or management experience

  4. Strong interpersonal, sales relationship and prioritization skills.

  5. Strong written and verbal skills.

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

  7. Ability to inspire, lead and coach others.

Preferred Qualifications:

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

  2. Graduate of Internal Leadership Development Programs

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

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

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

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

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

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



Job Detail

Change Execution Project Manager II-Mortgage Servicing - Truist
Posted: Jul 10, 2024 04:44
Greensboro, 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 is a hybrid role that requires working in the office four days per week beginning in October.

Applies expert-level knowledge of the project management discipline to plan, monitor and manage internal projects of large scope and very high complexity from initiation through completion. Work requires deep understanding of the primary discipline plus a broad understanding of active initiatives and the functioning of the assigned work team, LOB and Truist overall. Is recognized as an expert in own area within the organization and solves complex problems. Interprets internal or external issues and recommends solutions and best practices to improve existing processes, methodologies and work flows that will enable the team/department to work more efficiently and to stay within project timeline, budget, and scope. May include work managing functional teams and/or multiple, interrelated projects (include business transformation projects). Work is generally independent and self-directed, with guidance in only the most complex situations.

Essential Duties and Responsibilities

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

Leads or coordinates project planning activities for large, complex projects to devise a feasible plan that achieves the goals and objectives of the project and is aligned with the business strategy. Defines problems and scope parameters, organizes project teams, assigns individual responsibilities, develops project schedules and milestones, identifies structures of authority and processes for decision making, and determines resource requirements. Understands and articulates the expectations for the project deliverable/s and ensures shared understanding within the team. Establishes and maintains relationships with all stakeholders and manages resources throughout the entire project. Measures project performance using appropriate systems, tools and techniques. Reports on the status of projects including key performance indicators (KPIs), cost, timing, and staffing. Troubleshoots and manages activities to ensure adherence to internal and external quality standards. Performs risk management to minimize project risks. Identifies/resolves obstacles to completing project on time and within budget. Recommends schedule changes, cost adjustments or resource additions when necessary. Uses appropriate verification techniques to manage changes in project scope, schedule, and cost. Creates and maintains comprehensive project documentation. Identifies and resolves difficult complex issues, reports and escalates to management as needed. Serves as an individual contributor with responsibility in a professional or technical discipline or specialty, but may manage two or fewer employees. Potentially directs the work, coaches or reviews the work of lower level professionals.

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 a relevant field, or an equivalent combination of education and work experience. 5-7 years progressive related experience in either a consulting, project management or process improvement related role. Expert-level understanding of project management framework and methodologies. Highly developed skills and experience in developing and implementing processes, standards and operational plans that will have an impact on the achievement of functional results. Proven leadership in the implementation of complex projects, issue resolution, communication, interpersonal and negotiation skills. The ability to communicate with and influence others, conduct difficult negotiations and manage to stringent timelines for project deliverables. Expert-level cost and risk management skills. Demonstrated advanced understanding of business and technology organization, resources, priorities, needs and policies. Proven ability to make decisions under pressure and bring clarity to ambiguous assignments. Demonstrated ability to effectively manage time, delegate and problem-solve. Advanced working knowledge of business matters, finance, planning, and forecasting.

Preferred Qualifications:

Advanced degree in a relevant field of work (e.g., MBA) and/or Project Management Professional (PMP) certification Certification in Lean Six Sigma or similar process improvement, facilitation, and project management methodologies Experience implementing large/complex initiatives across a matrix organization In-depth knowledge of management and planning systems theory and practical application to complex initiatives Experience with financial measurements and metrics 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

Retail Mortgage Loan Originator - Truist
Posted: Jul 10, 2024 04:44
Johnson City, 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:

Please review the following job description:

Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

  1. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage

production goals.

  1. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well

as secondary market investor's guidelines utilized by Truist.

  1. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external

rules and regulations, particularly those established by State and Federal law.

  1. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as

Truist Mortgage products and their benefits.

  1. Consistently execute on Truist's referral process by introducing mortgage clients to other bank

solutions for deepening client opportunities.

  1. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined

through quality control or post-closing review.

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. 1+ year(s) experience in banking and/or lending environment with basic knowledge of

residential property types

  1. Good organizational, written and verbal communication skills

  2. Possesses solid interpersonal and negotiation skills

  3. Demonstrated proficiency in relevant computer applications

  4. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new

or transfer of registration, and applicable NMLS acceptable background check

Preferred Qualifications:

  1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.

  2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations.

  3. Previous sales awards and leadership positions.

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting/Standing/Walking/Bending/Lifting

Sitting Frequently (25% - 50% of the time)

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

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

Lifting Up to 25 lbs.

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Up to 75%

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 - Ballston - Truist
Posted: Jul 10, 2024 04:44
Arlington, VA

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

  1. High school diploma or equivalent education

  2. 2 years of client sales and service experience

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

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

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

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

  7. Ability to multi-task under time constraints

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

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

Preferred Qualifications:

  1. Associate's degree or higher

  2. Demonstrated ability to handle multiple priorities under time constraints

  3. Excellent verbal and written communication skills

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

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

  6. Demonstrated ability in meeting or exceeding sales goals

  7. General understanding of bank operations, policies and procedures

The annual base salary for this position is $50,000 - $56,000. The starting hourly wage for this position is $24.00 - $27.00.

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

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

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

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

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

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



Job Detail

Retail Mortgage Loan Originator - Truist
Posted: Jul 10, 2024 04:44
Blountville, 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:

Please review the following job description:

Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

  1. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage

production goals.

  1. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well

as secondary market investor's guidelines utilized by Truist.

  1. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external

rules and regulations, particularly those established by State and Federal law.

  1. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as

Truist Mortgage products and their benefits.

  1. Consistently execute on Truist's referral process by introducing mortgage clients to other bank

solutions for deepening client opportunities.

  1. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined

through quality control or post-closing review.

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. 1+ year(s) experience in banking and/or lending environment with basic knowledge of

residential property types

  1. Good organizational, written and verbal communication skills

  2. Possesses solid interpersonal and negotiation skills

  3. Demonstrated proficiency in relevant computer applications

  4. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new

or transfer of registration, and applicable NMLS acceptable background check

Preferred Qualifications:

  1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.

  2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations.

  3. Previous sales awards and leadership positions.

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting/Standing/Walking/Bending/Lifting

Sitting Frequently (25% - 50% of the time)

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

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

Lifting Up to 25 lbs.

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Up to 75%

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

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

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

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

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

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



Job Detail

Branch Leader - Four Seasons - Truist
Posted: Jul 09, 2024 03:35
Greensboro, NC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

Essential Duties and Responsibilities

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

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

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

  3. One year of previous branch leadership or management experience

  4. Strong interpersonal, sales relationship and prioritization skills.

  5. Strong written and verbal skills.

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

  7. Ability to inspire, lead and coach others.

Preferred Qualifications:

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

  2. Graduate of Internal Leadership Development Programs

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

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

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

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

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

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



Job Detail

Insurance Commercial Lines Account Manager - McGriff (Hybrid Opportunity) - Truist
Posted: Jul 09, 2024 03:35
Wilmington, NC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Job Description Summary:

Hybrid opportunity in the following locations:

  • Wilmington, NC

  • Durham, NC

  • Raleigh, NC

Support Property and Casualty producer and Account Executive, if applicable, by serving mid-sized and moderately complex clients, be knowledgeable in coverages, carrier guidelines, underwriting, and legislative changes, to maintain relationships with clients and carrier representatives and to assist in suggesting new lines of coverage for existing clients.

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. Build and maintain key client and carrier relationships, by phone, e-mail and in person.

  2. Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem-solving, upon request.

  3. Continually seek cross-sell opportunities and suggest new lines of coverage.

  4. Work with producer, and/or Account Executive, to monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.

  5. Attend and coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.

  6. Prepare marketing information or provide required information to a marketing person. Once marketing options have been prepared, the producer/Account Executive/Account Manager presents the options to the client.

  7. Conduct quarterly account management visits with assigned clients to review renewal decisions. Formulate a plan with producer to address any issues.

  8. Review claims reports monthly and deliver reports to clients on monthly or quarterly basis, as required.

  9. Provide administrative support on other tasks such as assigned special projects and development of new ideas/services, as requested.

  10. Become proficient in the Agency Management System, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in Agency Management System. Also, understand how to use the system to acquire information to assist clients.

  11. Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.

  12. Mentor and train Account Manager I.

Required Skills and Competencies:

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

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

  2. Five years of solid experience gaining knowledge of Property and Casualty or equivalent experience

  3. State-issued license is PREFERRED. Must be obtained within 90 days of hire.

  4. Ability and experience working with large retail accounts is PREFERRED. Working with small to medium retail accounts will be considered.

  5. Good written and verbal communication skills

  6. Good problem-solving skills

  7. Good organizational skills

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

  9. Ability to travel, occasionally overnight

General Description of Available Benefits for Eligible Employees of TIH:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. Teammates also receive no

. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

This position is part of TIH.

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

for details.

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

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

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

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



Job Detail