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  • Posted - Jul 09, 2024

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    Wilmington, NC

    Posted - Jul 09, 2024

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    Wilmington, NC
  • Posted - Jul 09, 2024

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    Saint Petersburg, FL

    Posted - Jul 09, 2024

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    Saint Petersburg, FL
  • Posted - Jul 09, 2024

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    Staunton, VA

    Posted - Jul 09, 2024

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    Staunton, VA
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    Angier, NC

    Posted - Jul 09, 2024

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    Angier, NC
  • Posted - Jul 09, 2024

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    Charlotte, NC

    Posted - Jul 09, 2024

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    Charlotte, NC
  • Posted - Jul 09, 2024

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    Charlotte, NC

    Posted - Jul 09, 2024

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    Charlotte, NC
  • Posted - Jul 09, 2024

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    Charlotte, NC

    Posted - Jul 09, 2024

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    Charlotte, NC
  • Posted - Jul 09, 2024

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    Charlotte, NC

    Posted - Jul 09, 2024

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    Charlotte, NC
  • Posted - Jul 09, 2024

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    Lynchburg, VA

    Posted - Jul 09, 2024

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    Lynchburg, VA
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    Durham, NC

    Posted - Jul 09, 2024

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    Durham, NC
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    Orlando, FL

    Posted - Jul 09, 2024

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    Orlando, FL
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    Orlando, FL

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    Orlando, FL
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    Orlando, FL

    Posted - Jul 09, 2024

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    Orlando, FL
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    Orlando, FL

    Posted - Jul 09, 2024

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    Orlando, FL
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    Jacksonville, FL

    Posted - Jul 09, 2024

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    Jacksonville, FL
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    Charlottesville, VA

    Posted - Jul 09, 2024

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    Charlottesville, VA
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    Virginia Beach, VA

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    Virginia Beach, VA
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    Wilson, NC

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    Wilson, NC
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    Dallas, TX

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    Dallas, TX
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    Zebulon, NC

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    The Woodlands, TX

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    The Woodlands, TX
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    Atlanta, GA
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    Atlanta, GA
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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.

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

Wealth Senior Support Specialist - Truist
Posted: Jul 09, 2024 03:35
Saint Petersburg, FL

Job Description

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty Group advisors managing a portfolio of high net-worth clients. Closely works with assigned advisor(s) to meet the needs and objectives of the client, and will serve as the primary point of intake for a majority of requests from Advisor(s) and clients, playing a key front-office role in interfacing with clients. The teammate will support workload management, and triage and delegate client and advisor operational requests to a virtual 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. Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to a virtual team

  2. Work closely with a virtual team to ensure client and advisor requests are fulfilled in a timely manner

  3. Identify at-risk relationships at risk and notifies the appropriate relationship manager

  4. May serve as the local point of contact for the Wealth Region Support Leader and/or Wealth Division Support Leader

  5. Maintain a positive working relationships with various departments and individuals who are designated to support Wealth support efforts and be an effective advocate for Wealth clients with other business units

  6. Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions

  7. Respond to client requests for information and assistance within appropriate level of authority

  8. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials

  9. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction

  10. Continually render extraordinarily responsive and personal service to Wealth clients

  11. Responsible for training Wealth Support Specialists on systems, industry, processes and procedures

  12. Assist with certain duties when Region Support Leader is out of office

  13. Lead special projects

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. Seven years in the role as a Wealth Support Specialist II/I or equivalent work-related experience

  2. Five years of experience working with high-net-worth clients

  3. Excellent organizational skills with the ability to work on numerous tasks simultaneously

  4. Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities. Strong knowledge of banking systems. Trains junior Wealth Support Specialists I on systems, industry knowledge, support processes and procedures

  5. Demonstrate strong all around product knowledge, deposits, loan products, wealth management, treasury services, operating systems unique to line of business

  6. Demonstrate strong knowledge of bank policy and procedures

  7. Strong problem-solving skills

  8. Contribute to a positive team environment that fosters cooperation, trust and group identity

  9. Excellent interpersonal and relationship management skills

  10. Excellent oral and written communication skills

  11. Exemplary customer service and professional etiquette skills

  12. Ability to travel, occasionally overnight

Preferred Qualifications:

  1. Undergraduate Degree

  2. Demonstrate knowledge of Estate, Fiduciary and Investment concepts

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 09, 2024 03:35
Staunton, 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 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

Part Time Universal Banker - 20 hours - Angier - Truist
Posted: Jul 09, 2024 03:35
Angier, NC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

  1. High school diploma or equivalent education

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

  3. Six months of client relationship building or sales experience

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

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

  6. Ability to multi-task under time constraints

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

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

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

Preferred Qualifications:

  1. One year of client relationship building or sales experience

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

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

  4. General understanding of bank operations, policies and procedures

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

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

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

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

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

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



Job Detail

WPI Planning and Implementation Manager - Truist
Posted: Jul 09, 2024 03:35
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:

Responsible for leading the end-to-end planning, execution, implementation and governance adherence for a broad array of initiatives related to a specific platform or value stream supporting Wholesale's business activities and clients.

  • Lead owner of end-to-end planning and implementation for key Wholesale and select enterprise initiatives (on behalf of Wholesale)

  • Manages large, complex initiatives and projects through their full lifecycle, including early stage evaluation, planning, design, delivery and post-implementation assessment, employing in-depth platform and business knowledge, as well as strong project leadership skills

  • Leverages subject matter expertise in best practices in project design, management and governance to ensure efficient and effective design, delivery and implementation of initiatives

  • Leads, manages and coaches broad cross-enterprise stakeholders and project teams that span multiple business and functional units to capture and address requirements, align priorities, create execution plans, drive progress and realize expected outcomes / business benefit

  • Responsible for assessing and addressing upstream and downstream impacts and risks, spearheading the development of necessary mitigation, escalation and backup plans.

  • Provides clear guidance, sound decision-making, proactive roadblock resolution, and effective challenge to ensure projects are designed and implemented in accordance with strategic intent, committed timelines, budget expectations and program / project standards.

  • Manages and leads through complex, unstructured situations. Able to decipher critical vs. non-critical needs, provide clarity and appropriate prioritization for teams, creatively problem solve and influence outcomes in the face of ambiguity

  • Develops and maintains effective internal working relationships across a variety of business and functional partners. Ability to influence across a broad spectrum of partners and complexities, including leaders at senior and executive levels

  • Applies solid risk management skills in complex risk environment

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

Administrative Assistant- NC West Region - Truist
Posted: Jul 09, 2024 03:35
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:

Provide administrative support to individuals or department. Perform general clerical and general office duties with minimal guidance. Follow established procedures, methods and practices.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

  1. Prepare (key) correspondence, reports and forms.

  2. Compose correspondence as directed.

  3. Research and assemble information for projects.

  4. Execute routine projects within general guidelines & instruction.

  5. Establish and maintain files and records.

  6. Answer telephone and handle walk-in inquiries

  7. Arrange and handle details related to travel arrangements, expense reports, meetings and appointments.

  8. Deal discreetly with confidential information.

  9. Interact with internal and/or external customers to provide information, assist in solving problems and answer questions.

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 and related training

  2. Five years of experience in a support position

  3. Excellent verbal and written communication skills

  4. Ability to operate office equipment (e.g. fax, copier)

  5. Ability to endure light physical labor

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

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

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

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

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

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

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



Job Detail

Wealth Business Analyst II (Hybrid - Flexible Location) - Truist
Posted: Jul 09, 2024 03:35
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:

Responsible for providing analytical and administrative support on execution of divisional, group and team projects including but not limited to, performing reporting, analytics, insights and process reviews while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management activities.

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

  • Develop and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and/or departmental initiatives necessary to management.

  • Serve as a subject-matter expert for assigned area around divisional products, services, systems and policies/procedures.

  • Assist and collaborate in the various stages and phases of strategic planning and project management as needed on divisional initiatives, contributing meaningful insights.

  • Conduct industry research and competitive analysis as needed.

  • Continued focus on process improvement.

  • Perform various administrative tasks such as creating presentations, organizing meetings, assembling marketing materials, etc.

  • Assist with training staff on new processes, systems, programs, etc.

Required Qualifications:

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

  • Bachelor's degree in accounting, business or marketing, or equivalent education and related training

  • Three years of experience in analytical role within financial services industry or other related business, and/or have participated in an enterprise sponsored Leadership Development Program.

  • Demonstrated project management and coordination skills in a professional or financial services environment.

  • Strong quantitative analysis skills.

  • Excellent verbal and written communication skills

  • Ability to effectively lead meetings with various key partners and collaborate with individuals at any level of the organization.

  • Ability to work independently.Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

P referred Qualifications:

  • Master's degree in marketing or business administration

  • Graduate of an enterprise sponsored Leadership Development Program Banking or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments

  • Knowledge of Operational Procedures and systems Knowledge of SAS or statistical software

  • Familiarity with training and continuing education requirements for professional credentials such as National Association of Securities Dealers Licensing (7, 63, 65, 24, etc.), Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor

**This position will be required to sit in an assigned office location 4 days per week.

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

Incentive Compensation Analyst II - Truist
Posted: Jul 09, 2024 03:35
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:

Incentive Compensation Analyst II role involves usage of large amounts of incentives data. The candidate will independently understand all impacts to active plans, create, and execute appropriate test cases, and UAT testing (including regression) for any incentive data request that are used on both Varicent and Motivator platforms.

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. Proactively drive the administration and reporting of incentive compensation plans for assigned LOB(s). Consult with LOB Leadership, System specialists and Team Lead to discuss issues and drive results.

  2. Provide guidance and support to lesser experienced Incentive Compensation Administrators (ICAs) supporting assigned LOBs providing accurate and timely responses to data/award adjustments and research requests, meeting all Service Level Agreements (SLAs).

  3. Conduct complex research on incentive, business and/or system related issues raised by participants, and stakeholders; formulate and present conclusions and solutions in a comprehensive and professional manner.

  4. Perform functional testing of new and revised business requirements that are configured in the automated incentive compensation system. Ensure expected results are achieved and provide feedback to the configuration team if issues are found.

  5. Ensure consistent treatment through administration and approach to exceptions, guarantees, offer letters, contracts, brokerage/trading agreements and other ancillary payment arrangements. Manage the submission into the Business Incentive Plan (BIP) review and approval process for assigned LOB(s).

  6. Partner with systems configuration teams and LOB to understand all aspects of systems design and maintenance for end to end development and execution of automated solutions. Serve as a liaison with any key stakeholders integral to the administration of incentive plans for assigned LOB(s).

  7. Identify manual processes and participate in or deliver automated solutions and/or eliminate non-value or low value activities.

  8. Manage audits and governance related reviews and requests including but not limited to: gathering necessary documentation and responding to governing bodies.

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, training, and work-related experience

  2. 5 years of financial services experience, including exposure to technology applications

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

  4. Excellent organizational skills Excellent interpersonal skills Strong analytical skills Strong process orientation

  5. Demonstrated ability to work in a team environment and contribute to the overall goals and successes of the team

Preferred Qualifications:

  1. Experience working in Agile/SCRUM team(s).

  2. Working knowledge of Test Plans, Test Scripts, Test scenarios, Test Cases, (UAT and Regression) and Data test plan creation based on requirements and success criteria.

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

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

Retail Mortgage Loan Originator - Truist
Posted: Jul 09, 2024 03:35
Lynchburg, 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 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

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

Wealth Advisor II - Truist
Posted: Jul 09, 2024 03:35
Orlando, FL

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Serve as primary relationship advisor for high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions.

Leverage the Truist referral network to generate client acquisition, and exercise an emerging ability to network externally to provide comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high net worth individuals.

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.

  • Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients

  • Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and IRM partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation.

  • Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects

  • Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships.

  • Thrives in a team based approach to deliver the full suite of Truist Wealth solutions.

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

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

  • Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs.

  • Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships.

  • Using sound judgment on expense and operational efficiency

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 Required

  • FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses

  • 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of affluent and high net worth clients

  • Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the affluent marketplace

  • Solid and reputable credit knowledge

  • Advanced knowledge of current deposit, credit and investment products

  • Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful

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

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

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

Preferred Qualifications:

  • Bachelor's Degree in Business, Finance or Economics

  • MBA

  • Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA

  • 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients

  • Graduate of a leadership or management development program (Such as LDP, Banking School)

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

Incentive Compensation Analyst II - Truist
Posted: Jul 09, 2024 03:35
Orlando, FL

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Incentive Compensation Analyst II role involves usage of large amounts of incentives data. The candidate will independently understand all impacts to active plans, create, and execute appropriate test cases, and UAT testing (including regression) for any incentive data request that are used on both Varicent and Motivator platforms.

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. Proactively drive the administration and reporting of incentive compensation plans for assigned LOB(s). Consult with LOB Leadership, System specialists and Team Lead to discuss issues and drive results.

  2. Provide guidance and support to lesser experienced Incentive Compensation Administrators (ICAs) supporting assigned LOBs providing accurate and timely responses to data/award adjustments and research requests, meeting all Service Level Agreements (SLAs).

  3. Conduct complex research on incentive, business and/or system related issues raised by participants, and stakeholders; formulate and present conclusions and solutions in a comprehensive and professional manner.

  4. Perform functional testing of new and revised business requirements that are configured in the automated incentive compensation system. Ensure expected results are achieved and provide feedback to the configuration team if issues are found.

  5. Ensure consistent treatment through administration and approach to exceptions, guarantees, offer letters, contracts, brokerage/trading agreements and other ancillary payment arrangements. Manage the submission into the Business Incentive Plan (BIP) review and approval process for assigned LOB(s).

  6. Partner with systems configuration teams and LOB to understand all aspects of systems design and maintenance for end to end development and execution of automated solutions. Serve as a liaison with any key stakeholders integral to the administration of incentive plans for assigned LOB(s).

  7. Identify manual processes and participate in or deliver automated solutions and/or eliminate non-value or low value activities.

  8. Manage audits and governance related reviews and requests including but not limited to: gathering necessary documentation and responding to governing bodies.

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, training, and work-related experience

  2. 5 years of financial services experience, including exposure to technology applications

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

  4. Excellent organizational skills Excellent interpersonal skills Strong analytical skills Strong process orientation

  5. Demonstrated ability to work in a team environment and contribute to the overall goals and successes of the team

Preferred Qualifications:

  1. Experience working in Agile/SCRUM team(s).

  2. Working knowledge of Test Plans, Test Scripts, Test scenarios, Test Cases, (UAT and Regression) and Data test plan creation based on requirements and success criteria.

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

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

Escheat Operations Analyst - Truist
Posted: Jul 09, 2024 03:35
Orlando, FL

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This is an onsite position, requires ability packages in excess of 50 pounds. Work schedule is either 7:30 AM-4 PM or 8:30-5 with overtime as required by the business unit.

Entry level position that supports the Truist Unclaimed Property and Escheat Reporting program. Developing basic knowledge of the escheatment and unclaimed property laws and regulations. Assists with data management, preparation of and remittance of state reporting, and customer service support.

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. Developing knowledge of unclaimed property laws and regulatory guidelines.

  2. Provides support for daily operations and communicates with internal and external clients to properly document account status.

  3. Research dormant accounts and monitor transactions for non-post items and make "pay or return" decisions on monetary and maintenance transactions.

  4. Responsible for reconciling safe deposit box shipments, entering client information into the unclaimed property system and storing contents in the central vault for future retrieval.

  5. Perform due diligence research and work production reports to track escheatable accounts

  6. Analyze, report and timely file unclaimed property in accordance with escheatment laws and Truist corporate policies.

  7. Responds to verbal, written and electronic unclaimed property related inquiries from internal business partners and external clients.

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

  2. 1-2 year of banking operations experience

  3. Proficient with Microsoft Office

  4. Ability to perform analytical research

  5. Strong written and verbal communication skills

Preferred Qualifications:

  1. 2 years of college or 2+ years of banking operations experience

  2. Working knowledge of banking systems

  3. Knowledge of unclaimed property laws and guidelines

  4. Intermediate Microsoft Excel skills

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

Wealth Business Analyst II (Hybrid - Flexible Location) - Truist
Posted: Jul 09, 2024 03:35
Orlando, FL

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for providing analytical and administrative support on execution of divisional, group and team projects including but not limited to, performing reporting, analytics, insights and process reviews while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management activities.

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

  • Develop and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and/or departmental initiatives necessary to management.

  • Serve as a subject-matter expert for assigned area around divisional products, services, systems and policies/procedures.

  • Assist and collaborate in the various stages and phases of strategic planning and project management as needed on divisional initiatives, contributing meaningful insights.

  • Conduct industry research and competitive analysis as needed.

  • Continued focus on process improvement.

  • Perform various administrative tasks such as creating presentations, organizing meetings, assembling marketing materials, etc.

  • Assist with training staff on new processes, systems, programs, etc.

Required Qualifications:

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

  • Bachelor's degree in accounting, business or marketing, or equivalent education and related training

  • Three years of experience in analytical role within financial services industry or other related business, and/or have participated in an enterprise sponsored Leadership Development Program.

  • Demonstrated project management and coordination skills in a professional or financial services environment.

  • Strong quantitative analysis skills.

  • Excellent verbal and written communication skills

  • Ability to effectively lead meetings with various key partners and collaborate with individuals at any level of the organization.

  • Ability to work independently.Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

P referred Qualifications:

  • Master's degree in marketing or business administration

  • Graduate of an enterprise sponsored Leadership Development Program Banking or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments

  • Knowledge of Operational Procedures and systems Knowledge of SAS or statistical software

  • Familiarity with training and continuing education requirements for professional credentials such as National Association of Securities Dealers Licensing (7, 63, 65, 24, etc.), Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor

**This position will be required to sit in an assigned office location 4 days per week.

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

Commercial Lines Senior Account Manager - Truist
Posted: Jul 09, 2024 03:35
Jacksonville, FL

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:

Primarily responsible for independently marketing smaller and/or less complex accounts. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients. Be viewed as a leader and resource by colleagues and peers who provides exceptional client service and serves as a mentor to others. Be knowledgeable of coverages, carrier guidelines, underwriting, legislative changes, and maintain relationships with clients and carrier representatives. Develop strong relationships with carriers and clients. Support Producer and Marketing Account Executives in managing larger and/or more complex accounts.

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, email and in person.

  2. Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.

  3. Lead the client service team in service activities related to administration, billing, claims issues and problem solving.

  4. Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.

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

  6. 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.

  7. Lead the marketing of accounts of smaller, less complex accounts.

  8. Independently prepare marketing information for smaller and/or less complex accounts for Producer or client. Provide required information to Producer and participate in presenting options to the client.

  9. Manage the implementation process; prepare and deliver all applicable forms to client.

  10. Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.

  11. Proficient in the client management system(s), 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 client management system(s). Also, understand how to use the system to acquire information to assist clients.

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

  13. Mentor team members.

  14. Other duties and responsibilities as requested by management.

QUALIFICATIONS

Required Qualifications:

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

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

  2. Five years of relevant insurance industry experience

  3. Appropriate insurance license(s)

  4. Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems

  5. Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale

  6. Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite

  7. Ability to travel, occasionally overnight

Preferred Qualifications:

  1. Advanced degree

  2. Certification in field of endeavor

  3. Experience with Requests for Proposal

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

Retail Mortgage Loan Originator - Truist
Posted: Jul 09, 2024 03:35
Charlottesville, 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 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 09, 2024 03:35
Virginia Beach, 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 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

Financial Crimes Analyst-1 - Truist
Posted: Jul 09, 2024 03:35
Wilson, 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:

2nd Shift - 10% Automatic Pay Differential (United States of America)

Please review the following job description:

Perform research and loss mitigation efforts across multiple intake channels to decision Financial Crimes related cases and alerts. Researches and analyzes account activity to assess the level of risk and make decision in accordance with applicable corporate and departmental policies and procedures.

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. Analyze and decision Financial Crimes related cases or alerts.

  2. Utilize banking systems to investigate and research all transactional information to ensure that Financial Crimes requirements are met.

  3. Conduct client research.

  4. Use critical thinking skills to make well supported decisions relative to the alert type.

  5. Utilize internal and external applications to assist in the investigation and research of all applicable alerts.

  6. Efficiently and effectively resolve cases or alerts with awareness of all timelines as directed by relative to Financial Crimes function.

  7. Support effective communication with internal and external partners or clients.

  8. Participate in BSA/AML/OFAC and/or Fraud related training that may include webinars, periodicals and self -study in order to stay abreast of any related changing laws and regulations.

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 and related training

  2. One year of banking, financial industry or related experience; preferably in a branch, audit, compliance, legal, risk or lending related capacity

  3. Ability to learn and perform complex processes in order to meet the spirit and letter of the procedures, policies and regulations that govern the department

  4. Strong investigative, analytical, and critical thinking skills

  5. Strong work prioritization and time management skills

  6. Strong interpersonal, communication and client service skills

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

  8. Ability to work in a high-stress, fast-paced, rapidly changing environment.

  9. Ability and willingness to work flexible hours as required by the function

Preferred Qualifications:

  1. Associate Degree

  2. Experience in investigation, law enforcement, or lending role

  3. Knowledge of BSA regulations and/or related compliance requirements, including reporting and record retention requirements

  4. Experience in BSA/AML and/or compliance-related role, whether in a client facing or backroom/operational role

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/Senior Relationship Banker - Lancaster & Kiest BU - Truist
Posted: Jul 09, 2024 03:35
Dallas, TX

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

  1. High school diploma or equivalent education

  2. 2 years of client sales and service experience

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

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

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

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

  7. Ability to multi-task under time constraints

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

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

Preferred Qualifications:

  1. Associate's degree or higher

  2. Demonstrated ability to handle multiple priorities under time constraints

  3. Excellent verbal and written communication skills

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

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

  6. Demonstrated ability in meeting or exceeding sales goals

  7. General understanding of bank operations, policies and procedures

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

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

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

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

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

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



Job Detail

24/7 Cyber Monitoring, Hunting & Response Deputy (Technical Cyber Response Deputy) - Truist
Posted: Jul 09, 2024 03:35
Zebulon, 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 Technical Cyber Response Deputy within the Cyber Fusion Center (CFC) provides leadership and direction for highly technical analysts, threat hunters, and incident responders directly and indirectly. The Technical Response Deputy supports the people, processes, and technology associated with a modern cyber monitoring, threat hunting, and incident response. This role must have a deep understanding of the 24/7 corporate-wide cybersecurity technology infrastructure to ensure monitoring and response appropriately meets industry best practices.

This role will enhance communication and awareness of risk posture across their 24/7 teams and the broader cyber teams they support to identify, assess, and manage imminent cybersecurity threats & risks. Additionally, this role is responsible for translating complex technical cyber incidents into actionable insights for leadership while pioneering the organization's Digital Forensics & Incident Response (DFIR) discipline.

This position is on-site in Downtown Atlanta (with Zebulon, NC as alternate location) with on-call responsibilities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

  • Provide essential leadership and oversee tactical implementation of corporate-wide security principles, policies, and practices.

  • Point of contact (POC) for specialized building facilities and office space designated for restricted and sensitive cyber work.

  • Partner with technology & operations leadership team and stakeholders to guide planning, continuous improvement, standards development, and governance of business units of moderate complexity and scale with a lens specific to cybersecurity.

  • Build partnerships with management and technology partners to enable business strategy and ability to execute in fashion that adheres to our cybersecurity risk tolerance.

  • Provide necessary subject matter expertise and ensure implementation of information security architecture, risk management standards, best practices, and systems/processes to ensure information privacy/protection.

  • Clearly and accurately communicate strategic direction to peers, subordinates, clients, and vendors on a timely basis.

  • Directly and indirectly lead imminent threat response activity for highest risk cyber priorities.

  • Develop technical workflows to escalate and contain insider threats.

  • Provide necessary subject matter expertise and coordinate efforts on a corporate level to identify key security risks, needs and initiatives.

  • Manage the translation of strategic direction into efficient, effective, and supportable solutions ensuring success while maintaining compliance to internal processes and policies.

  • Monitor controls to ensure that the availability, reliability, performance, and service levels remain consistently high and in keeping with line of business expectations.

  • Support enterprise-level information security-related functions (e.g.,firewall administration, communications, incident response, encryption, access control.)

  • Make technical recommendations for improvements to program, respond to alleged policy violations and function astechnical lead for incident containment activities.

QUALIFICATIONS

Required Qualifications:

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

  1. Bachelor's degree and 10 years of experience in systems engineering or an equivalent combination of education and work experience

  2. Strong functional and technical knowledge of information/cyber security capabilities with deep expertise in one or more of the following areas: Encryption, Data Security, Application Security, End Point Security, Identity and Access Management, Windows/Unix/Linux Systems Security, Mainframe Security, Perimeter Security, Network Security, Mobility Security, Cloud Security, Cyber Security, Cryptography, or Authentication Systems

  3. Strong understanding of service lifecycle management, strategic planning, and the cyber security landscape CISSP Certification

Preferred Qualifications:

  • At least 8 years of technical experience working in cybersecurity.

  • Strong functional and technical knowledge of information/cyber security capabilities with deep expertise in several of the following areas: Data Security, Digital Forensics, Incident Response, End Point Security, Identity and Access Management, Windows/Unix/Linux Systems Security, Network Security, Mobility Security, Cloud Security, Cyber Security.

  • Understanding of incident management, strategic planning, and the cyber security landscape

  • Knowledge of one or more cloud platforms and cloud security

  • Knowledge of general information technology (IT) and cybersecurity

  • Knowledge of computer networking concepts and protocols, and network security methodologies.

  • Knowledge of network traffic analysis and packet-level analysis using appropriate tools (e.g., Wireshark, tcpdump).

  • Knowledge of operating systems, including Windows/Unix ports and services.

  • Knowledge of modern identity and access management concepts

  • Knowledge of phishing tactics and techniques

  • Knowledge of advanced cyber threats and vulnerabilities.

  • Knowledge of cyber-attack stages (e.g., reconnaissance, scanning, enumeration, gaining access, escalation of privileges, maintaining access, network exploitation, covering tracks).

  • Knowledge of incident response and handling methodologies.

  • Knowledge of countermeasures to address a variety of threats

  • Knowledge around leveraging automation, ML, and/or AI

  • Knowledge of organization objectives , leadership priorities, and decision-making risks.

  • Knowledge of organizational hierarchy and cyber decision-making processes.

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

  • Banking or financial services experience. Prior management experience

  • Experience in leading large-scale complex projects from beginning to end.

  • Industry Certifications: Security+, Network+, CySA+, GSEC, CEH, CHFI, GCIA, GCIH, GCFE, GCFA, GCED, GREM, OSCP.

  • Experience leading incidents as the primary technical voice

  • Experience working with DDoS attacks and other network-based attack types.

  • Strong working knowledge of Digital Forensics & Incident Response (DFIR) skills, including log, network, endpoint, memory, malware, reverse engineering, and root cause analysis.

  • Although, not required, a background in software development and/or scripting is highly desirable.

  • Strong working knowledge of common IT and security concepts with emphasis on TCP/IP network security, operating system security, modern attack and exploitation techniques, cyber incident response, malware analysis, computer forensics and the tools that support these processes.

  • Strong working knowledge in multiple areas of Digital Forensics & Incident Response (DFIR), including skills in log, network, endpoint, memory, malware, and root cause analysis.

  • Display a working knowledge of at least one the following technologies: SIEM, Endpoint Detection & Response tools, and Digital forensic suites.

  • Ability to solve complex problems by applying best practices. Demonstrated proficiencyutilizing security platforms related to logging, event correlation, incident management, vulnerability management, and/or computer forensics.

  • Strong time management skills and ability to manage competing priorities effectively.

  • Strong verbal and written communication skills for the purpose of providing extensive information about event timelines, technical designs, system concepts and business impact to audiences at all levels within the organization.

  • Strong verbal and written communication skills for the purpose of providing extensive information about event timelines, technical designs, system concepts and business impact to audiences at all levels within the organization.

  • Support a variety of tasks in support of the larger Cybersecurity Mission

  • Ability to support an on-call schedule within a 24/7 operations environment.

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting (if checked, indicate frequency)

Constantly (More than 50% of the time)

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Minimal and up to 10%

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

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

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

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

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

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



Job Detail

Relationship Banker / Senior Relationship Banker - North Houston - Woodlands - Truist
Posted: Jul 09, 2024 03:35
The Woodlands, TX

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

  1. High school diploma or equivalent education

  2. 2 years of client sales and service experience

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

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

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

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

  7. Ability to multi-task under time constraints

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

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

Preferred Qualifications:

  1. Associate's degree or higher

  2. Demonstrated ability to handle multiple priorities under time constraints

  3. Excellent verbal and written communication skills

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

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

  6. Demonstrated ability in meeting or exceeding sales goals

  7. General understanding of bank operations, policies and procedures

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

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

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

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

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

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



Job Detail

Incentive Compensation Analyst II - Truist
Posted: Jul 09, 2024 03:35
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:

Incentive Compensation Analyst II role involves usage of large amounts of incentives data. The candidate will independently understand all impacts to active plans, create, and execute appropriate test cases, and UAT testing (including regression) for any incentive data request that are used on both Varicent and Motivator platforms.

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. Proactively drive the administration and reporting of incentive compensation plans for assigned LOB(s). Consult with LOB Leadership, System specialists and Team Lead to discuss issues and drive results.

  2. Provide guidance and support to lesser experienced Incentive Compensation Administrators (ICAs) supporting assigned LOBs providing accurate and timely responses to data/award adjustments and research requests, meeting all Service Level Agreements (SLAs).

  3. Conduct complex research on incentive, business and/or system related issues raised by participants, and stakeholders; formulate and present conclusions and solutions in a comprehensive and professional manner.

  4. Perform functional testing of new and revised business requirements that are configured in the automated incentive compensation system. Ensure expected results are achieved and provide feedback to the configuration team if issues are found.

  5. Ensure consistent treatment through administration and approach to exceptions, guarantees, offer letters, contracts, brokerage/trading agreements and other ancillary payment arrangements. Manage the submission into the Business Incentive Plan (BIP) review and approval process for assigned LOB(s).

  6. Partner with systems configuration teams and LOB to understand all aspects of systems design and maintenance for end to end development and execution of automated solutions. Serve as a liaison with any key stakeholders integral to the administration of incentive plans for assigned LOB(s).

  7. Identify manual processes and participate in or deliver automated solutions and/or eliminate non-value or low value activities.

  8. Manage audits and governance related reviews and requests including but not limited to: gathering necessary documentation and responding to governing bodies.

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, training, and work-related experience

  2. 5 years of financial services experience, including exposure to technology applications

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

  4. Excellent organizational skills Excellent interpersonal skills Strong analytical skills Strong process orientation

  5. Demonstrated ability to work in a team environment and contribute to the overall goals and successes of the team

Preferred Qualifications:

  1. Experience working in Agile/SCRUM team(s).

  2. Working knowledge of Test Plans, Test Scripts, Test scenarios, Test Cases, (UAT and Regression) and Data test plan creation based on requirements and success criteria.

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

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

24/7 Cyber Monitoring, Hunting & Response Deputy (Technical Cyber Response Deputy) - Truist
Posted: Jul 09, 2024 03:35
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 Technical Cyber Response Deputy within the Cyber Fusion Center (CFC) provides leadership and direction for highly technical analysts, threat hunters, and incident responders directly and indirectly. The Technical Response Deputy supports the people, processes, and technology associated with a modern cyber monitoring, threat hunting, and incident response. This role must have a deep understanding of the 24/7 corporate-wide cybersecurity technology infrastructure to ensure monitoring and response appropriately meets industry best practices.

This role will enhance communication and awareness of risk posture across their 24/7 teams and the broader cyber teams they support to identify, assess, and manage imminent cybersecurity threats & risks. Additionally, this role is responsible for translating complex technical cyber incidents into actionable insights for leadership while pioneering the organization's Digital Forensics & Incident Response (DFIR) discipline.

This position is on-site in Downtown Atlanta (with Zebulon, NC as alternate location) with on-call responsibilities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

  • Provide essential leadership and oversee tactical implementation of corporate-wide security principles, policies, and practices.

  • Point of contact (POC) for specialized building facilities and office space designated for restricted and sensitive cyber work.

  • Partner with technology & operations leadership team and stakeholders to guide planning, continuous improvement, standards development, and governance of business units of moderate complexity and scale with a lens specific to cybersecurity.

  • Build partnerships with management and technology partners to enable business strategy and ability to execute in fashion that adheres to our cybersecurity risk tolerance.

  • Provide necessary subject matter expertise and ensure implementation of information security architecture, risk management standards, best practices, and systems/processes to ensure information privacy/protection.

  • Clearly and accurately communicate strategic direction to peers, subordinates, clients, and vendors on a timely basis.

  • Directly and indirectly lead imminent threat response activity for highest risk cyber priorities.

  • Develop technical workflows to escalate and contain insider threats.

  • Provide necessary subject matter expertise and coordinate efforts on a corporate level to identify key security risks, needs and initiatives.

  • Manage the translation of strategic direction into efficient, effective, and supportable solutions ensuring success while maintaining compliance to internal processes and policies.

  • Monitor controls to ensure that the availability, reliability, performance, and service levels remain consistently high and in keeping with line of business expectations.

  • Support enterprise-level information security-related functions (e.g.,firewall administration, communications, incident response, encryption, access control.)

  • Make technical recommendations for improvements to program, respond to alleged policy violations and function astechnical lead for incident containment activities.

QUALIFICATIONS

Required Qualifications:

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

  1. Bachelor's degree and 10 years of experience in systems engineering or an equivalent combination of education and work experience

  2. Strong functional and technical knowledge of information/cyber security capabilities with deep expertise in one or more of the following areas: Encryption, Data Security, Application Security, End Point Security, Identity and Access Management, Windows/Unix/Linux Systems Security, Mainframe Security, Perimeter Security, Network Security, Mobility Security, Cloud Security, Cyber Security, Cryptography, or Authentication Systems

  3. Strong understanding of service lifecycle management, strategic planning, and the cyber security landscape CISSP Certification

Preferred Qualifications:

  • At least 8 years of technical experience working in cybersecurity.

  • Strong functional and technical knowledge of information/cyber security capabilities with deep expertise in several of the following areas: Data Security, Digital Forensics, Incident Response, End Point Security, Identity and Access Management, Windows/Unix/Linux Systems Security, Network Security, Mobility Security, Cloud Security, Cyber Security.

  • Understanding of incident management, strategic planning, and the cyber security landscape

  • Knowledge of one or more cloud platforms and cloud security

  • Knowledge of general information technology (IT) and cybersecurity

  • Knowledge of computer networking concepts and protocols, and network security methodologies.

  • Knowledge of network traffic analysis and packet-level analysis using appropriate tools (e.g., Wireshark, tcpdump).

  • Knowledge of operating systems, including Windows/Unix ports and services.

  • Knowledge of modern identity and access management concepts

  • Knowledge of phishing tactics and techniques

  • Knowledge of advanced cyber threats and vulnerabilities.

  • Knowledge of cyber-attack stages (e.g., reconnaissance, scanning, enumeration, gaining access, escalation of privileges, maintaining access, network exploitation, covering tracks).

  • Knowledge of incident response and handling methodologies.

  • Knowledge of countermeasures to address a variety of threats

  • Knowledge around leveraging automation, ML, and/or AI

  • Knowledge of organization objectives , leadership priorities, and decision-making risks.

  • Knowledge of organizational hierarchy and cyber decision-making processes.

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

  • Banking or financial services experience. Prior management experience

  • Experience in leading large-scale complex projects from beginning to end.

  • Industry Certifications: Security+, Network+, CySA+, GSEC, CEH, CHFI, GCIA, GCIH, GCFE, GCFA, GCED, GREM, OSCP.

  • Experience leading incidents as the primary technical voice

  • Experience working with DDoS attacks and other network-based attack types.

  • Strong working knowledge of Digital Forensics & Incident Response (DFIR) skills, including log, network, endpoint, memory, malware, reverse engineering, and root cause analysis.

  • Although, not required, a background in software development and/or scripting is highly desirable.

  • Strong working knowledge of common IT and security concepts with emphasis on TCP/IP network security, operating system security, modern attack and exploitation techniques, cyber incident response, malware analysis, computer forensics and the tools that support these processes.

  • Strong working knowledge in multiple areas of Digital Forensics & Incident Response (DFIR), including skills in log, network, endpoint, memory, malware, and root cause analysis.

  • Display a working knowledge of at least one the following technologies: SIEM, Endpoint Detection & Response tools, and Digital forensic suites.

  • Ability to solve complex problems by applying best practices. Demonstrated proficiencyutilizing security platforms related to logging, event correlation, incident management, vulnerability management, and/or computer forensics.

  • Strong time management skills and ability to manage competing priorities effectively.

  • Strong verbal and written communication skills for the purpose of providing extensive information about event timelines, technical designs, system concepts and business impact to audiences at all levels within the organization.

  • Strong verbal and written communication skills for the purpose of providing extensive information about event timelines, technical designs, system concepts and business impact to audiences at all levels within the organization.

  • Support a variety of tasks in support of the larger Cybersecurity Mission

  • Ability to support an on-call schedule within a 24/7 operations environment.

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting (if checked, indicate frequency)

Constantly (More than 50% of the time)

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Minimal and up to 10%

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

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

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

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

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

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



Job Detail

WPI Planning and Implementation Manager - Truist
Posted: Jul 09, 2024 03:35
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:

Responsible for leading the end-to-end planning, execution, implementation and governance adherence for a broad array of initiatives related to a specific platform or value stream supporting Wholesale's business activities and clients.

  • Lead owner of end-to-end planning and implementation for key Wholesale and select enterprise initiatives (on behalf of Wholesale)

  • Manages large, complex initiatives and projects through their full lifecycle, including early stage evaluation, planning, design, delivery and post-implementation assessment, employing in-depth platform and business knowledge, as well as strong project leadership skills

  • Leverages subject matter expertise in best practices in project design, management and governance to ensure efficient and effective design, delivery and implementation of initiatives

  • Leads, manages and coaches broad cross-enterprise stakeholders and project teams that span multiple business and functional units to capture and address requirements, align priorities, create execution plans, drive progress and realize expected outcomes / business benefit

  • Responsible for assessing and addressing upstream and downstream impacts and risks, spearheading the development of necessary mitigation, escalation and backup plans.

  • Provides clear guidance, sound decision-making, proactive roadblock resolution, and effective challenge to ensure projects are designed and implemented in accordance with strategic intent, committed timelines, budget expectations and program / project standards.

  • Manages and leads through complex, unstructured situations. Able to decipher critical vs. non-critical needs, provide clarity and appropriate prioritization for teams, creatively problem solve and influence outcomes in the face of ambiguity

  • Develops and maintains effective internal working relationships across a variety of business and functional partners. Ability to influence across a broad spectrum of partners and complexities, including leaders at senior and executive levels

  • Applies solid risk management skills in complex risk environment

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

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

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

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

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

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



Job Detail

Financial Crimes Analyst II - Truist
Posted: Jul 09, 2024 03:35
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:

Perform research and loss mitigation efforts across multiple intake channels to decision Financial Crimes related cases and alerts. Researches and analyzes account activity to assess the level of risk and make decision in accordance with applicable corporate and departmental policies and procedures.

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. Analyze and decision multiple Financial Crimes related cases or alert types.

  2. Utilize banking systems to investigate and research all transactional information to ensure that Financial Crimes requirements are met

  3. Conduct client research

  4. Use critical thinking skills to make well supported decisions relative to the alert type

  5. Utilize internal and external applications to assist in the investigation and research of all applicable alerts

  6. Efficiently and effectively resolve cases or alerts with awareness of all timelines as directed by relative to Financial Crimes function

  7. Support effective communication with internal and external partners or clients

  8. Participate in BSA/AML/OFAC and/or Fraud related training that may include webinars, periodicals and self -study in order to stay abreast of any related changing laws and regulations.

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 and related training

  2. Two - Three years of banking, financial industry or related experience; preferably in a branch, audit, compliance, legal, risk or lending related capacity

  3. Ability to learn and perform complex processes in order to meet the spirit and letter of the procedures, policies and regulations that govern the department

  4. Strong investigative, analytical, and critical thinking skills

  5. Strong work prioritization and time management skills

  6. Strong interpersonal, communication and client service skills

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

  8. Ability to work in a high-stress, fast-paced, rapidly changing environment.

  9. Ability and willingness to work flexible hours as required by the function

Preferred Qualifications:

  1. Associate Degree

  2. Experience in investigation, law enforcement, or lending role

  3. Knowledge of BSA regulations and/or related compliance requirements, including reporting and record retention requirements

  4. Experience in BSA/AML and/or compliance-related role, whether in a client facing or backroom/operational role

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