Company Detail

  • Posted - Jul 09, 2024

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    Atlanta, GA

    Posted - Jul 09, 2024

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    Atlanta, GA
  • Posted - Jul 09, 2024

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    Atlanta, GA

    Posted - Jul 09, 2024

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    Atlanta, GA
  • Posted - Jul 09, 2024

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    Raleigh, NC

    Posted - Jul 09, 2024

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    Raleigh, NC
  • Posted - Jul 09, 2024

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    Raleigh, NC

    Posted - Jul 09, 2024

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    Raleigh, NC
  • Posted - Jul 09, 2024

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    Raleigh, NC

    Posted - Jul 09, 2024

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    Raleigh, NC
  • Posted - Jul 09, 2024

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    Fayetteville, NC

    Posted - Jul 09, 2024

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    Fayetteville, NC
  • Posted - Jul 09, 2024

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    Richmond, VA

    Posted - Jul 09, 2024

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    Richmond, VA
  • Posted - Jul 09, 2024

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    Tallahassee, FL

    Posted - Jul 09, 2024

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    Tallahassee, FL
  • Posted - Jul 09, 2024

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    Richmond, VA

    Posted - Jul 09, 2024

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    Richmond, VA
  • Posted - Jul 09, 2024

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    Roanoke, VA

    Posted - Jul 09, 2024

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    Roanoke, VA
  • Posted - Jul 09, 2024

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    New York, NY

    Posted - Jul 09, 2024

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    New York, NY
  • Posted - Jul 09, 2024

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    Fredericksburg, VA

    Posted - Jul 09, 2024

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    Fredericksburg, VA
  • Posted - Jul 04, 2024

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    New York, NY

    Posted - Jul 04, 2024

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    New York, NY
  • Posted - Jul 03, 2024

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    New York, NY

    Posted - Jul 03, 2024

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    New York, NY
  • Posted - Jul 02, 2024

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    Lumberton, NC

    Posted - Jul 02, 2024

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    Lumberton, NC
  • Posted - Jul 02, 2024

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    Charleston, SC

    Posted - Jul 02, 2024

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    Charleston, SC
  • Posted - Jul 02, 2024

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    Elverson, PA

    Posted - Jul 02, 2024

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    Elverson, PA
  • Posted - Jul 02, 2024

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    Winston Salem, NC

    Posted - Jul 02, 2024

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    Winston Salem, NC
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    Winston Salem, NC

    Posted - Jul 02, 2024

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    Winston Salem, NC
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    Winston Salem, NC

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    Winston Salem, NC
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    Winston Salem, NC

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    Winston Salem, NC
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    Charlotte, NC

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    Charlotte, NC
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    Charlotte, NC

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    Charlotte, NC
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    Charlotte, NC

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    Charlotte, NC
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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.

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

Wealth Business Analyst II (Hybrid - Flexible Location) - 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.

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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:

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

Insurance Commercial Lines Account Manager - McGriff (Hybrid Opportunity) - Truist
Posted: Jul 09, 2024 03:35
Raleigh, 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 Business Analyst II (Hybrid - Flexible Location) - Truist
Posted: Jul 09, 2024 03:35
Raleigh, NC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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
Raleigh, NC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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
Fayetteville, NC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

production goals.

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

as secondary market investor's guidelines utilized by Truist.

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

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

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

Truist Mortgage products and their benefits.

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

solutions for deepening client opportunities.

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

through quality control or post-closing review.

QUALIFICATIONS

Required Qualifications:

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

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

residential property types

  1. Good organizational, written and verbal communication skills

  2. Possesses solid interpersonal and negotiation skills

  3. Demonstrated proficiency in relevant computer applications

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

or transfer of registration, and applicable NMLS acceptable background check

Preferred Qualifications:

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

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

  3. Previous sales awards and leadership positions.

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting/Standing/Walking/Bending/Lifting

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

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

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

Lifting Up to 25 lbs.

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Up to 75%

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

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

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

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

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

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



Job Detail

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

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for providing 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
Tallahassee, 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
Richmond, 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
Roanoke, 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

Asset Securitization Origination Analyst III - Truist
Posted: Jul 09, 2024 03:35
New York, NY

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

As part of the Capital Markets division within Truist Securities, Inc., the Asset Securitization Group (ASG) provides structured debt capital solutions to clients of Truist Bank across a range of consumer, commercial and esoteric asset classes. The Originations team within ASG (i) partners with the structuring team, syndicate desk and sales team to place asset-backed securities (ABS) with institutional investors in the new issue market and (ii) partners with our ABS warehouse team to originate asset-backed credit facilities for our clients, funded by Truist Bank and/or syndicated to other banks and/or institutional investors. Analysts on the ASG Originations team are actively involved executing term ABS transactions for existing clients, drafting credit committee screens for new warehouse facilities and in developing pitch materials for new and existing clients. ASG collaborates with internal partners including Banking, Risk, Operations, and Legal to achieve seamless execution, appropriate risk mitigation and strong client experience.

Essential Duties and Responsibilities

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

  1. Works closely with senior CIB professionals.

  2. Performs assigned duties with independently, including but not limited to, due diligence, document processing, financial modeling, statistical analysis, research, and presentation development.

Required Qualifications:

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

  1. BA/BS degree

  2. Licenses: Series 7, 79, and 63

  3. Proven analytical ability and attention to detail

  4. Solid leadership and interpersonal skills

  5. Proven ability to work well in a fast-paced, team-oriented environment

  6. Strong written and oral communication skills

  7. 1+ years of related work experience since graduation from an undergraduate program

Preferred Qualifications :

  1. 1+ years of securitization experience, preferably at an investment bank, rating agency or accounting firm.

The Annual Base Salary for this position in New York is $110,000.

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

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

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

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

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

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



Job Detail

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

Accountant - Truist
Posted: Jul 04, 2024 05:12
New York, NY

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:

Responsible for all lines and types of insurance premiums and commissions, providing accurate accounting and reporting of transactions for insurance services, ensuring financial reporting is in full compliance with GAAP accounting principles. Working with line of business and insurance carriers, brokers and agents to provide timely payment and/or reconciliation of insurance premiums and commissions.

This role will require 4 days in the office (Mon-Thur) in our Manhattan location.

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.

Maintain and work within all appropriate controls to assure compliance with all Sarbanes Oxley requirements, including but not limited to, security in workflow, handling of checks and other funds, reporting of financial results. Responsible for timely premium accounting and/or commission processing/reconciling of all lines and types of insurance premiums and commissions. Research and resolve aged items due to/from insurance carriers, brokers and agents. Work with and resolve inquiries from third party service providers and LOB client service associates associated with these transactions. Provide support and documentation as requested. Ensure the timely, proper and accurate reporting of insurance accounting transactions in a manner consistent with GAAP accounting principles. Assist in special projects as needed.

Qualifications

Required Qualifications:

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

Associate degree or equivalent education and related training. Good organizational and interpersonal skills. Ability to communicate effectively with peers, and leaders within the Corporation as well as appropriate individuals external to the Corporation. Demonstrated proficiency in basic computer applications such as Microsoft Office software products. Ability to work without close supervision. General knowledge of insurance transactions and accounting. 2 or more years in an accounting role.

Preferred Qualifications:

Prior experience in an insurance accounting role .

The annual base salary for this position is $70,000 - $75,00. The starting hourly wage for this position is $33.00/hr - $36.06/hr.

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

Healthcare Investment Banking Analyst - Truist
Posted: Jul 03, 2024 03:10
New York, NY

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

Essential Duties and Responsibilities

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

  1. Works closely with senior CIB professionals

  2. Performs assigned duties with some independence, including but not limited to, due diligence, document processing, financial modeling, statistical analysis, research, and presentation development

  3. Serve as a member of merger and acquisition and capital raising transaction teams, providing credit underwriting support, drafting information memoranda, developing management and investor presentations

Required Qualifications:

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

  1. BA/BS degree

  2. Proven analytical ability and attention to detail

  3. Solid leadership and interpersonal skills

  4. Proven ability to work well in a fast-paced, team-oriented environment

  5. Strong written and oral communication skills

  6. Some related work experience since graduation from an undergraduate program

Preferred Qualifications

  1. 1 year of related work experience since graduation from an undergraduate program

The annual base salary for this position in New York is $100,000

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

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

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

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

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

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



Job Detail

Collector I - Truist
Posted: Jul 02, 2024 02:47
Lumberton, NC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This is a hybrid work schedule

JOB SUMMARY

Responsible for following standardized collection and/or recovery procedures for all assigned accounts and making leadership aware of problem accounts that may result in repossession, foreclosure or charge-off within established time frames.

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. Meet performance expectations for collection efforts for assigned accounts based upon individual goals and objectives, e.g., minimum calls per day, contact percentage, promises/calls ratio, promises kept.

  2. Manage client communications and provide accurate account detail and information with a high level of professionalism and integrity, while following all required compliance and quality expectations.

  3. Execute calls to assigned accounts in order of the collection system queue priority as established by calling strategy.

  4. Document all collection efforts for each assigned account in the collection system using appropriate codes and notes in accordance with established procedures.

  5. Utilize established resources for alternative information to reach clients.

  6. Offer/execute payment assistance and settlement programs for clients based upon written policy guidelines.

  7. Communicate regularly with leadership on status of problem accounts in accordance with established procedures.

  8. Ensure that all accounts have been thoroughly worked according to established procedures (including contact attempts, required letters, etc.)

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 graduate

  2. Basic computer skills

  3. Strong verbal and written communication skills

  4. Ability to perform in a fast paced, highly dynamic environment

Preferred Qualifications:

  1. Bachelor's Degree in a business-related field

  2. Previous customer service, collection/recovery or lending experience

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

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

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

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

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

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



Job Detail

Universal Banker Sam Rittenburg - Truist
Posted: Jul 02, 2024 02:47
Charleston, SC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

  1. High school diploma or equivalent education

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

  3. Six months of client relationship building or sales experience

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

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

  6. Ability to multi-task under time constraints

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

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

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

Preferred Qualifications:

  1. One year of client relationship building or sales experience

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

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

  4. General understanding of bank operations, policies and procedures

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

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

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

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

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

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



Job Detail

Relationship Banker - Morgantown Crossings Branch - Truist
Posted: Jul 02, 2024 02:47
Elverson, PA

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

  1. High school diploma or equivalent education

  2. 2 years of client sales and service experience

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

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

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

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

  7. Ability to multi-task under time constraints

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

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

Preferred Qualifications:

  1. Associate's degree or higher

  2. Demonstrated ability to handle multiple priorities under time constraints

  3. Excellent verbal and written communication skills

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

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

  6. Demonstrated ability in meeting or exceeding sales goals

  7. General understanding of bank operations, policies and procedures

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

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

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

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

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

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



Job Detail

Consumer Lending Solutions Officer I - Atlanta, Orlando, or Winston-Salem - Truist
Posted: Jul 02, 2024 02:47
Winston Salem, NC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This role provides support, consultation and credit decisions for the Retail Community Bank's lending staff. Provides guidance to bankers and their leadership related to bank policies and underwriting processes to ensure consistency in execution of the Bank's defined retail lending process.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

  1. Review, evaluate and decision credit applications for Consumer credit requests.

  2. Provide assistance and direction to Retail lenders regarding lending policies, procedures, processes, loan structure and pricing.

  3. Maintain complete comprehension of the Bank's Consumer lending credit policies to ensure fair and appropriate lending decisions are granted.

  4. Document and explain justification for all credit exceptions granted.

  5. Make recommendations to management on loan requests that pose higher credit risk and are outside individual lending authority.

  6. Provide senior management with specific feedback on issues and suggestions related to the loan process, to help improve service to clients.

  7. Responsible for timely decisions on all Consumer credit applications.

  8. Work in partnership with Retail Loan Fulfillment to complete the loan process and resolve problems.

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. Three-plus years of experience in branch lending or other lending related administrative areas or equivalent education and related training

  2. Basic knowledge of income verification via paystubs, tax returns analysis, etc.

  3. Good verbal and written communication skills

  4. Good analytical and problem solving ability

  5. Basic PC skills

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

Preferred Qualifications:

  1. Graduate of Bank Leadership Development Program

  2. Spreadsheet and word processing application experience

  3. Knowledge of Bank operations, systems, compliance, and regulatory issue

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

GCO Risk Programs Execution Consultant III (Control Identification/ RCSA) - Truist
Posted: Jul 02, 2024 02:47
Winston Salem, 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:

Ideal candidate will have experience with Control Identification/ RCSA with CSBB serving as the first line of defense risk professional within the Governance and Controls Office (GCO), primarily responsible for the execution of the risk control self-assessment (RCSA), while providing support of various risk programs including but not limited to the business and regulatory change initiatives, issues management, loss events, third party, model risk, data risk and cyber risk.

You will manage a large amount of coordination in this role with multiple groups with large teams utilizing your risk expertise to support the development and maturation of second line risk programs in alignment with regulatory expectations while balancing demands on capacity to execute program requirements successfully.

If you have a learner's mindset and are comfortable leading discussions with Senior Leaders in addition to being collaborative/ very hands this is the opportunity for YOU!

Having experience with Archer, which is our system of record will be of benefit.

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.

  • Execute on change and regulatory change risk, external events, data, model, third party and cyber risk in support of the assigned business unit. Provide monitoring and governance over issues management.

  • Influence, participate in the development and maturation of the firm's risk programs to meet with regulatory expectations.

  • Serve as a subject matter expert for ORM and ERM programs, providing effective challenge as necessary to program updates, changes. Participate in all applicable working groups for the risk programs.

  • Communicate, train and monitor adherence of business partners and GCO teammates for changes in risk programs; provide coaching on effective execution, sharing best practices where applicable.

  • Act as a conduit between the GCO, first line teammates and second line risk program owners/risk partners.

  • Deliver/Influence recommendations for updates to relevant policies and procedures for risk program execution.

  • Establish working relationships with line of business leaders and second line, third line of defense risk partners.

  • Communicate and present materials in various leadership forums, committees.

  • Mentor teammates within the risk execution team.

Required Qualifications:

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

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

  • Five years of risk management experience in financial services or related field

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

  • Strong leadership and communication skills

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

  • Strong quantitative, governance, and analytic abilities

  • Ability to provide effective challenge to senior levels of leadership

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

  • Ability to travel, occasionally overnight

Preferred Qualifications:

  • Master's degree in Finance or equivalent science/academic field.

  • Financial Risk Manager (FRM)/Certified Financial Analyst (CFA) or equivalent advanced risk certification

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

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

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

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

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

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



Job Detail

Lead Data Scientist - Truist
Posted: Jul 02, 2024 02:47
Winston Salem, NC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This position will support the Default Group.

Will be hybrid work schedule based on current Truist hybrid work guidance.

Perform sophisticated analytics (statistical and predictive analytics, machine learning modeling, etc) to provide actionable insights that improve business outcomes and minimize risk and also provide consultation to business leaders and other stakeholders on how to leverage analytics insights and build strategies around analytics. Lead, guide and educate junior data scientists in the team to enable personal and professional growth as well as help in successful conclusion of various analytics initiatives across the team.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

  1. Perform sophisticated data analytics (encompassing data mining, inferential statistical analysis, and predictive analytics, for example) on structured and unstructured data. Identify actionable insights from various (or multiple) sources of data that measurably improve business outcomes or reduce business risk.

  2. Take accountability and ownership of end-to-end data science solution design, technical delivery, and measurable business outcome.

  3. Provide analytical consulting and thought leadership to various business areas and fosters strategic and positive relationship with business partners.

  4. Co-design the optimal solutions to solve the complex business problems with advanced data science capabilities to create business value.

  5. Manage engagement in various analytics initiatives across the team, lead junior teammates, and partner with cross-functional teams.

  6. Act first to learn and adopt new analytical capabilities and keeps advancing home-grown solutions towards industry leading benchmark.

  7. Exercise sound judgment and foster risk management culture throughout design, development, and deployment practices; partners with cross-functional teams to coordinate rules on data usage, data governance and analytics capabilities; help with overall risk management for the team.

  8. Actively mentor and guide junior teammates in order to create an inclusive and energizing environment that empowers teammates to learn, grow and have meaningful careers.

  9. Drive overall team standards and take a leading role in hiring, onboarding and continuously coaching new teammates.

QUALIFICATIONS

Required Qualifications:

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

  1. Bachelor's degree in a quantitative field such as Finance, Mathematics, Analytics, Data Science, Computer Science, or Engineering, or equivalent education and related training

  2. Six years of related experience

  3. Demonstrate domain expertise (SME) in one or more areas relevant to banking, financial services, fin-tech, quantitative risk management, and/or financial regulation; this will be demonstrated by several years of career progression in roles of increasing responsibility

  4. In-depth knowledge in practices, theories and methodologies associated with the professional discipline such as statistics, programming (such as Python, R, SAS, etc.), machine learning, model development, business information visualization, etc.

  5. Working knowledge of Hadoop, Pig, Hive, and/or NoSQL, Spark

  6. Experience in managing multiple projects with tight deadlines and/or leading teams

Preferred Qualifications:

  1. Master's degree or PhD in a quantitative field such as Finance, Mathematics, Analytics, Data Science, Computer Science, or Engineering

  2. Ten years of relevant work experience if candidate lacks graduate degree

  3. Previous experience in the banking or fin-tech industry

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting

Constantly (More than 50% of the time)

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Minimal and up to 10%

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

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

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

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

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

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



Job Detail

Consumer Lending Solutions Officer II - Atlanta, Orlando, or Winston-Salem - Truist
Posted: Jul 02, 2024 02:47
Winston Salem, NC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This role provides support, consultation and credit decisions for the Retail Community Bank's lending staff. Provides guidance to bankers and their leadership related to bank policies and underwriting processes to ensure consistency in execution of the Bank's defined retail lending process.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

  1. Review, evaluate and decision credit applications for Consumer credit requests.

  2. Provide a demonstrated ability to resolve complex scenarios independently and serve as a mentor to LSO I teammates.

  3. Provide assistance and direction to Retail lenders regarding lending policies, procedures, processes, loan structure and pricing.

  4. Maintain complete comprehension of the Bank's Consumer lending credit policies to ensure fair and appropriate lending decisions are granted.

  5. Document and explain justification for all credit exceptions granted.

  6. Make recommendations to management on loan requests that pose higher credit risk and are outside individual lending authority.

  7. Provide senior management with specific feedback on issues and suggestions related to the loan process, to help improve service to clients.

  8. Work in partnership with Retail Loan Fulfillment to complete the loan process and resolve problems.

  9. Work closely with management to recommend process improvements and identify training gap.

  10. Responsible for timely decisions on all Consumer credit applications.

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. Five-plus years of experience in branch lending or other lending related administrative areas or equivalent education and related training

  2. Thorough knowledge of complex income verification via paystubs, tax returns analysis, etc.

  3. Excellent interpersonal, verbal, and written communication skills

  4. Strong analytical and problem solving ability

  5. 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

  6. Basic PC skills

Preferred Qualifications:

  1. Graduate of Bank Leadership Development Program

  2. Spreadsheet experience

  3. Knowledge of Bank operations, systems, compliance, and regulatory issue

  4. Credit Administration and/or branch lending experience

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

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

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

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

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

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



Job Detail

New Business Implementation Specialist - Truist
Posted: Jul 02, 2024 02:47
Charlotte, 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:

Provide onboarding and implementation support to newly recruited agents and sales teams while providing tracking and management of new agent engagement. Liaise between new agents and cross-functional internal teams to ensure the timely and successful delivery of our solutions according to customer needs in an effort to increase rates of first case sales.

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. Ensure optimal, prompt and accurate response to independent sales teams at all times regarding pending requests.

  2. Create professional and comprehensive correspondence/memos to independent sales and shared services teams.

  3. Proactively respond to independent sales team inquiries re: agent set up and first case protocol.

  4. Maintain information on IBD (independent broker/dealer) set ups.

  5. For first quarter after agent set up, proactively provide onboarding support to sales teams via reminders including:

a. 30 day follow up email to RD/IW.

b. 60 day follow up call to IW.

c. 90 day follow up with RD.

  1. Provide monthly and quarterly business reviews of new agents evaluating: outbound marketing, web usage, case submission, submitted and placed revenue.

  2. Maintain current and working knowledge of multiple compensation grids, product requirements, necessary paperwork and management approval process.

  3. Maintain ongoing, positive working relationships to facilitate problem resolution.

  4. Utilize internal systems (paragon, CRM) for entry and tracking of requests.

  5. Work directly with newly recruited producers to ensure a seamless transition of business and information.

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. Proven agent onboarding experience

  2. Ability to prioritize and accomplish multiple tasks simultaneously

  3. Experience in delivering client-focused solutions based on customer needs

  4. Proven ability to manage multiple projects at a time while paying strict attention to detail

  5. Ability to maneuver internal reporting systems to evaluate opportunities for business development

  6. Excellent verbal and written communications skills

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

Preferred Qualifications:

  1. Experience with Crump internal systems and producer agreements

General Description of Available Benefits for Eligible Employees of TIH:

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

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

This position is part of TIH.

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

for details.

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

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

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

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



Job Detail

Associate General Counsel - Truist
Posted: Jul 02, 2024 02:47
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:

Maintain strong, productive relationships with key internal clients while serving as a trusted legal advisor, legal risk manager, and business partner. Serve as a technical expert in particular area(s) of specialization, namely secondary market transactions involving consumer loan assets.

Position can be located in either of the following Truist's office locations: Richmond, VA, Atlanta, GA or Charlotte, NC.*

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 significant internal client legal support day to day

  2. Responsible for assessing legal risk, providing legal advice, and/or assisting in resolving legal problems which may represent potential exposure to the company.

  3. Keeps abreast of legislation, regulations, and case law developments that affect the company and the banking industry in area of practice.

  4. May prepare and/or review documents and other instruments, represent the company in transactions, litigation, bankruptcy matters, or alternative dispute resolutions (as applicable), performing legal research and analysis, maintaining files and records

  5. Identify need for and when necessary, select, engage, and direct outside counsel to undertake specific matters.

  6. Serve as an individual contributor but may provide ad hoc work direction and supervision to other legal staff regarding support on active cases or 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. Juris Doctorate degree from an ABA accredited law school and licensed to practice law in good standing

  2. Eight years of post-bar experience in a law firm, government, and/or corporate settings.

  3. Possess superior written and verbal communication skills

  4. Ability to prioritize matters, utilize time management skills, and move between matters fluidly

  5. Ability to handle a heavy workload, manage stress effectively and meet critical deadlines

  6. Able to work autonomously without close supervision

  7. Team-oriented mentality and excellent interpersonal skills

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

Preferred Qualifications:

  1. Experience or related training in the financial services industry or a related legal specialty, particularly consumer loan sales and acquisitions, servicing and custodial agreements, GSE transactions, and other secondary market activities involving various classes of consumer assets.

  2. Experience in a corporate legal department having successfully held positions of advancing responsibility

  3. An educational focus on business or finance

  4. Comfortable working in the entrepreneurial environment of a large, complex corporation

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting

Occasionally (

Standing

Occasionally (

Walking

Occasionally (

Bending

Occasionally (

Lifting

Up to 10 lbs.

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Up to 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

Public Funds Collateral Product Manager - Truist
Posted: Jul 02, 2024 02:47
Charlotte, NC

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This role is for a senior product manager aligned to the Business Deposit Product group with responsibility for our Public Funds liquidity product solutions (Collateralization, Checking, Interest Bearing, etc.). Product managers are responsible for managing the strategic and tactical aspects of assigned product portfolio to meet the needs of our targeted commercial markets and the strategic goals of Treasury Solutions. A product manager is responsible for managing product lifecycle processes including ideation, strategy creation, development, management, marketing, communication, commercialization, profitability, sales support strategies and ongoing monitoring and risk management.

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.

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

  • Plan, promote, manage and coordinate activities for the Public Funds business deposit product portfolio and ensure synergy with related product line managers to meet objectives

  • Manage product line direction through ongoing assessment of current products, pricing, and position and how it relates to unique needs for Public Funds/government clients

  • Be the subject matter expert for state/local collateralization requirements and interpreting investment policies

  • Systematically develop and evaluate opportunities for new deposit products and/or lines extensions; identify new target markets and related strategies

  • Support development of new products and/or line extensions as required pursuant to pre-established product development processes

  • Manage development, execution and maintenance of product profit and loss and product family business plan that provides current market information, including sales and gross profit margin history, year to date actuals and projections, key market position, sales channels and competitive strategies, pricing, market share, and product lifecycle and evolution plans

  • Provide and/or present monthly, quarterly and annual product line update reports, as directed

  • Encourage continuous process improvement by developing ways to assess and maximize opportunities for change

  • Manage development of clear pricing strategies, discount structures, and guidelines for all sales channels and target markets; analyzes market data, competitive data, segment data, revenue/cost/profitability data and product/product line strategy

  • Manage development of deposit and volume forecasts based on historical trends, market environment, business plan and pricing strategy impacts

  • Participate in the prioritization of development and promotional projects for the product line and partnership with sales partners

  • Support sales through joint sales calls to key clients; proposal/bid volume pricing, development assistance; trade show support and conference calls

  • Maintain awareness of the competition and other market forces affecting the product line, through effective networking and research

  • Adhere to and follow all applicable policies and procedures; proactively escalate issues and risks to senior leadership's attention

  • Create partnerships and serve as the product knowledge expert building strong relationships with all Lines of Business, Enterprise Payments, and other critical partners

  • Represent Business Deposit Product Management and serve as subject matter expert on special projects and initiatives related to business deposits communicating business strategy/analysis and recommendations

Qualifications

Required Qualifications:

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

  • Bachelor's degree in related field or an equivalent combination of education and related work experience

  • 10+ years of relevant financial services or consulting firm experience, working on teams with responsibility for strategic planning, product management, sales force effectiveness and industry analysis

  • Strong product management, design and development skills

  • Knowledge of Treasury Solutions applications and products

  • Strong analytical and problem-solving skills

  • Ability to interact with senior management and clients

  • Strong verbal, written communication and presentation skills

  • Strong financial and competitive analysis skills

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

Preferred Qualifications:

  • Master's degree in Business Administration

  • In-depth and broad knowledge of Treasury Solutions products and applications

  • Strong knowledge in the Public Funds deposit space, including interpreting client investment policies and state/local collateral requirements

  • Certified Treasury Professional (CTP) designation and/or Accredited Automated Clearing House (ACH) Professional (AAP) certifications

  • Creative problem solver; demonstrated marketing and research skills

Other Job Requirements / Working Conditions

  • Sitting -Constantly (more than 50% of time)

  • 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.

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

  • 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

GCO Risk Programs Execution Consultant III (Control Identification/ RCSA) - Truist
Posted: Jul 02, 2024 02:47
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:

Ideal candidate will have experience with Control Identification/ RCSA with CSBB serving as the first line of defense risk professional within the Governance and Controls Office (GCO), primarily responsible for the execution of the risk control self-assessment (RCSA), while providing support of various risk programs including but not limited to the business and regulatory change initiatives, issues management, loss events, third party, model risk, data risk and cyber risk.

You will manage a large amount of coordination in this role with multiple groups with large teams utilizing your risk expertise to support the development and maturation of second line risk programs in alignment with regulatory expectations while balancing demands on capacity to execute program requirements successfully.

If you have a learner's mindset and are comfortable leading discussions with Senior Leaders in addition to being collaborative/ very hands this is the opportunity for YOU!

Having experience with Archer, which is our system of record will be of benefit.

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.

  • Execute on change and regulatory change risk, external events, data, model, third party and cyber risk in support of the assigned business unit. Provide monitoring and governance over issues management.

  • Influence, participate in the development and maturation of the firm's risk programs to meet with regulatory expectations.

  • Serve as a subject matter expert for ORM and ERM programs, providing effective challenge as necessary to program updates, changes. Participate in all applicable working groups for the risk programs.

  • Communicate, train and monitor adherence of business partners and GCO teammates for changes in risk programs; provide coaching on effective execution, sharing best practices where applicable.

  • Act as a conduit between the GCO, first line teammates and second line risk program owners/risk partners.

  • Deliver/Influence recommendations for updates to relevant policies and procedures for risk program execution.

  • Establish working relationships with line of business leaders and second line, third line of defense risk partners.

  • Communicate and present materials in various leadership forums, committees.

  • Mentor teammates within the risk execution team.

Required Qualifications:

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

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

  • Five years of risk management experience in financial services or related field

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

  • Strong leadership and communication skills

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

  • Strong quantitative, governance, and analytic abilities

  • Ability to provide effective challenge to senior levels of leadership

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

  • Ability to travel, occasionally overnight

Preferred Qualifications:

  • Master's degree in Finance or equivalent science/academic field.

  • Financial Risk Manager (FRM)/Certified Financial Analyst (CFA) or equivalent advanced risk certification

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

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

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

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

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

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



Job Detail