Company Detail

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:

We are currently seeking a Java Spring Boot Developer with 4 or more years' experience developing web based applications in multiple technologies using Java Spring/Spring Boot. In addition, the incumbent will have experience developing and consuming REST and SOAP based services using Java and Spring Boot framework; deep knowledge of Java Springboot Framework and Spring Framework; experience in Cloud Computing using AWS, Spring Boot, Spring Cloud, Docker, Maven, etc.

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.

• Develop customized coding, software integration, perform analysis, configure solutions, using tools specific to the project or the area.

• Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards, including robust unit testing and support for subsequent release testing.

• Build non-functional monitoring capabilities and provide escalated support for highly complex applications in production.

• Build in and maintain security controls and monitoring in support of company standards.

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

• Solve complex technical and operational problems. Act as a resource for teammates with less experience

• May oversee the work of a small team.

• In an Agile environment: Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and engage with, the business from the beginning of the design work. Leverage continuous engineering practices to deliver business value regarding effectiveness of the design. Actively participate in refining user stories. Responsible for design, developing, and maintaining automated unit testing, and supporting integration and functional testing. Responsible for providing automated monitoring capabilities, providing warranty support, and providing knowledge transfer to production support. Develop code in accordance with the acceptance criteria established by the Product Owner.

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 and four to seven years of experience or equivalent education and software engineering training or experience

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

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

• Ability to plan and manage projects and solve complex problems by applying best practices

• Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information

Preferred Qualifications:

• 4 or more years' experience developing web based applications in multiple technologies using Java Spring/Spring Boot.

• Have Experience in developing and consuming REST and SOAP based services using Java and Spring Boot framework.

• Have deep knowledge of Java Springboot Framework and Spring Framework.

• Have experience integrating with relational databases both in cloud and onprem.

• Have Experience with Performance Tuning, Scaling, Security, Resiliency Best Practices.

• Have Experience with one or more Test Frameworks, Capabilities & Tools: Junit, Selenium, Cucumber.

• Have Experience in Cloud Computing using AWS, Spring Boot, Spring Cloud, Docker, Maven, etc.

• Have Experience with one or more CI/CD implementation, configuration management and orchestration tools like Jenkins, GitHub, Maven, TerraForm or Harness

• Have experience in debugging distributed systems with high data loads.

• Have working experience with Scrum/Agile development methodologies specifically in SAFe

• Have knowledge and understanding of the needs of the business units and how these needs can be addressed through technology

• Demonstrated ability to work in a fast pace variable environment

• Banking or financial services experience

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

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

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

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

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

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

Job Detail

• Company:
  Truist

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

A first line of defense risk professional within the Governance and Controls Program Office, you will be responsible for the execution and management of model risk program activities spanning a portfolio of models.

In this critical role you will operate at the intersection of models, risk programs, and various areas to include: Consumer and Small Business Banking, Enterprise Operational Services, Enterprise Technology, Finance, Government Affairs and Legal Team, Human Resources, Risk Management Organization, and Wholesale.

To do so effectively, you will be required to be immersed in key business processes, operate in a dynamic environment, interact with a variety of stakeholders, and deliver on the expectations of a high visibility role.

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. On any given day you will be expected to:

• Understand the models used within a given business area.

• Serve as the new model collection point and drive value to Consumer and Small Business Banking, Enterprise Operational Services, Enterprise Technology, Finance, Government Affairs and Legal Team, Human Resources, Risk Management Organization, and Wholesale areas.

• Identify potential models and submit for disposition on an ongoing basis.

• Ensure the effective execution of the model inventory attestations across the associated model portfolio.

• Verify vended model adhere to policy stipulation related to vendor models, active participation in Third Party Risk Assessments regarding models.

• Active participation in Change Risk Assessments regarding models.

• Report on model risk at the associated Business Unit Risk Committee and participate in other model related committees.Participate in audit and regulatory exams.

• Serve as the liaison between associated model owners, other model area owners, key [Consumer and Small Business Banking, Enterprise Operational Services, Enterprise Technology, Finance, Government Affairs and Legal Team, Human Resources, Risk Management Organization, Wholesale] representatives, and the second line model risk program.

• Serve as a subject matter expert for the Model Risk Management programs, providing effective challenge as necessary to program updates, changes. Participate in all applicable working groups for the Model Risk Management 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.

• 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.

• Eight 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.

• Ten years of risk management experience in financial services related field.

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

• Understanding and familiarity with key processes associated within [Consumer and Small Business Banking, Enterprise Operational Services, Enterprise Technology, Finance, Government Affairs and Legal Team, Human Resources, Risk Management Organization, Wholesale] line of business / corporate function.

• Model understanding from business use and risk management contexts.

• Supervisory Guidance of Model Risk Management (SR 11-7, OCC 2011-12, FDIC FIL-22-2017) understanding.

• Comfortable operating in an environment with a high degree of change.

• Ability to exercise judgment in solving operational and organizational challenges in the context of objectives and priorities.

• Strong communication skills with the ability to interact with technical and non-technical audiences.

• Proficient with Microsoft Word, PowerPoint, and Excel products.

• Experience operating GRC systems.

• Technical experience with SQL, Tableau, QlikView, or another analytical tools.

• Project management experience.

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

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

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

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

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

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

Job Detail

• Company:
  Truist

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

A first line of defense risk professional within the Governance and Controls Program Office, you will be responsible for the execution and management of model risk program activities spanning a portfolio of models.

In this critical role you will operate at the intersection of models, risk programs, and various areas to include: Consumer and Small Business Banking, Enterprise Operational Services, Enterprise Technology, Finance, Government Affairs and Legal Team, Human Resources, Risk Management Organization, and Wholesale.

To do so effectively, you will be required to be immersed in key business processes, operate in a dynamic environment, interact with a variety of stakeholders, and deliver on the expectations of a high visibility role.

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. On any given day you will be expected to:

• Understand the models used within a given business area.

• Serve as the new model collection point and drive value to Consumer and Small Business Banking, Enterprise Operational Services, Enterprise Technology, Finance, Government Affairs and Legal Team, Human Resources, Risk Management Organization, and Wholesale areas.

• Identify potential models and submit for disposition on an ongoing basis.

• Ensure the effective execution of the model inventory attestations across the associated model portfolio.

• Verify vended model adhere to policy stipulation related to vendor models, active participation in Third Party Risk Assessments regarding models.

• Active participation in Change Risk Assessments regarding models.

• Report on model risk at the associated Business Unit Risk Committee and participate in other model related committees.Participate in audit and regulatory exams.

• Serve as the liaison between associated model owners, other model area owners, key [Consumer and Small Business Banking, Enterprise Operational Services, Enterprise Technology, Finance, Government Affairs and Legal Team, Human Resources, Risk Management Organization, Wholesale] representatives, and the second line model risk program.

• Serve as a subject matter expert for the Model Risk Management programs, providing effective challenge as necessary to program updates, changes. Participate in all applicable working groups for the Model Risk Management 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.

• 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.

• Eight 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.

• Ten years of risk management experience in financial services related field.

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

• Understanding and familiarity with key processes associated within [Consumer and Small Business Banking, Enterprise Operational Services, Enterprise Technology, Finance, Government Affairs and Legal Team, Human Resources, Risk Management Organization, Wholesale] line of business / corporate function.

• Model understanding from business use and risk management contexts.

• Supervisory Guidance of Model Risk Management (SR 11-7, OCC 2011-12, FDIC FIL-22-2017) understanding.

• Comfortable operating in an environment with a high degree of change.

• Ability to exercise judgment in solving operational and organizational challenges in the context of objectives and priorities.

• Strong communication skills with the ability to interact with technical and non-technical audiences.

• Proficient with Microsoft Word, PowerPoint, and Excel products.

• Experience operating GRC systems.

• Technical experience with SQL, Tableau, QlikView, or another analytical tools.

• Project management experience.

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

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

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

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

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

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

Job Detail

• Company:
  Truist

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

A first line of defense risk professional within the Governance and Controls Program Office, you will be responsible for the execution and management of model risk program activities spanning a portfolio of models.

In this critical role you will operate at the intersection of models, risk programs, and various areas to include: Consumer and Small Business Banking, Enterprise Operational Services, Enterprise Technology, Finance, Government Affairs and Legal Team, Human Resources, Risk Management Organization, and Wholesale.

To do so effectively, you will be required to be immersed in key business processes, operate in a dynamic environment, interact with a variety of stakeholders, and deliver on the expectations of a high visibility role.

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. On any given day you will be expected to:

• Understand the models used within a given business area.

• Serve as the new model collection point and drive value to Consumer and Small Business Banking, Enterprise Operational Services, Enterprise Technology, Finance, Government Affairs and Legal Team, Human Resources, Risk Management Organization, and Wholesale areas.

• Identify potential models and submit for disposition on an ongoing basis.

• Ensure the effective execution of the model inventory attestations across the associated model portfolio.

• Verify vended model adhere to policy stipulation related to vendor models, active participation in Third Party Risk Assessments regarding models.

• Active participation in Change Risk Assessments regarding models.

• Report on model risk at the associated Business Unit Risk Committee and participate in other model related committees.Participate in audit and regulatory exams.

• Serve as the liaison between associated model owners, other model area owners, key [Consumer and Small Business Banking, Enterprise Operational Services, Enterprise Technology, Finance, Government Affairs and Legal Team, Human Resources, Risk Management Organization, Wholesale] representatives, and the second line model risk program.

• Serve as a subject matter expert for the Model Risk Management programs, providing effective challenge as necessary to program updates, changes. Participate in all applicable working groups for the Model Risk Management 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.

• 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.

• Eight 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.

• Ten years of risk management experience in financial services related field.

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

• Understanding and familiarity with key processes associated within [Consumer and Small Business Banking, Enterprise Operational Services, Enterprise Technology, Finance, Government Affairs and Legal Team, Human Resources, Risk Management Organization, Wholesale] line of business / corporate function.

• Model understanding from business use and risk management contexts.

• Supervisory Guidance of Model Risk Management (SR 11-7, OCC 2011-12, FDIC FIL-22-2017) understanding.

• Comfortable operating in an environment with a high degree of change.

• Ability to exercise judgment in solving operational and organizational challenges in the context of objectives and priorities.

• Strong communication skills with the ability to interact with technical and non-technical audiences.

• Proficient with Microsoft Word, PowerPoint, and Excel products.

• Experience operating GRC systems.

• Technical experience with SQL, Tableau, QlikView, or another analytical tools.

• Project management experience.

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

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

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

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

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

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

Job Detail

• Company:
  Truist

Job Description

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

• Company:
  Truist

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

LOCATION:

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

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

• Richmond, VA

• Atlanta, GA

• Orlando, FL

• Greensboro, NC

No Full Remote/Telecommute. No Relocation Assistance

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

1. Support the commercial lending process through underwriting, policy knowledge, credit structuring, and risk assessment in credit request packages in a large and complex segment of the wholesale loan portfolio. Ensure packages are complete, accurate and thoroughly documented

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

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

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

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

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

Level III:

QUALIFICATIONS

Required Qualifications:

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

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

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

3. Comprehensive commercial lending, underwriting, and regulatory knowledge

4. Demonstrated effective problem solving skills

5. Understanding of financial and cost accounting principles

6. Strong interpersonal, written, and communication

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

Preferred Qualifications:

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

2. RMA - Credit Risk Certification

3. Demonstrated proficiency in commercial lending systems

Level IV:

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 experience in commercial lending and/or credit experience

3. Comprehensive commercial lending, underwriting, and regulatory knowledge

4. Demonstrated effective problem solving skills

5. Understanding of financial and cost accounting principles

6. Strong interpersonal, written, and communication

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

Preferred Qualifications:

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

2. RMA - Credit Risk Certification

3. Demonstrated proficiency in commercial lending systems

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

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

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

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

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

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

Job Detail

• Company:
  Truist

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

LOCATION:

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

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

• Richmond, VA

• Atlanta, GA

• Orlando, FL

• Greensboro, NC

No Full Remote/Telecommute. No Relocation Assistance

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

1. Support the commercial lending process through underwriting, policy knowledge, credit structuring, and risk assessment in credit request packages in a large and complex segment of the wholesale loan portfolio. Ensure packages are complete, accurate and thoroughly documented

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

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

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

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

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

Level III:

QUALIFICATIONS

Required Qualifications:

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

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

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

3. Comprehensive commercial lending, underwriting, and regulatory knowledge

4. Demonstrated effective problem solving skills

5. Understanding of financial and cost accounting principles

6. Strong interpersonal, written, and communication

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

Preferred Qualifications:

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

2. RMA - Credit Risk Certification

3. Demonstrated proficiency in commercial lending systems

Level IV:

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 experience in commercial lending and/or credit experience

3. Comprehensive commercial lending, underwriting, and regulatory knowledge

4. Demonstrated effective problem solving skills

5. Understanding of financial and cost accounting principles

6. Strong interpersonal, written, and communication

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

Preferred Qualifications:

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

2. RMA - Credit Risk Certification

3. Demonstrated proficiency in commercial lending systems

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

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

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

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

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

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

Job Detail

• Company:
  Truist

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

this is a hybrid work schedule following Truist current hybrid work schedule-requires flexibility to work non-traditional 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

• Company:
  Truist

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

LOCATION:

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

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

• Richmond, VA

• Atlanta, GA

• Orlando, FL

• Greensboro, NC

No Full Remote/Telecommute. No Relocation Assistance

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

1. Support the commercial lending process through underwriting, policy knowledge, credit structuring, and risk assessment in credit request packages in a large and complex segment of the wholesale loan portfolio. Ensure packages are complete, accurate and thoroughly documented

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

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

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

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

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

Level III:

QUALIFICATIONS

Required Qualifications:

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

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

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

3. Comprehensive commercial lending, underwriting, and regulatory knowledge

4. Demonstrated effective problem solving skills

5. Understanding of financial and cost accounting principles

6. Strong interpersonal, written, and communication

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

Preferred Qualifications:

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

2. RMA - Credit Risk Certification

3. Demonstrated proficiency in commercial lending systems

Level IV:

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 experience in commercial lending and/or credit experience

3. Comprehensive commercial lending, underwriting, and regulatory knowledge

4. Demonstrated effective problem solving skills

5. Understanding of financial and cost accounting principles

6. Strong interpersonal, written, and communication

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

Preferred Qualifications:

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

2. RMA - Credit Risk Certification

3. Demonstrated proficiency in commercial lending systems

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

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

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

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

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

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

Job Detail

• Company:
  Truist

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

1. High school diploma or equivalent education

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

3. Six months of client relationship building or sales experience

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

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

6. Ability to multi-task under time constraints

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

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

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

Preferred Qualifications:

1. One year of client relationship building or sales experience

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

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

4. General understanding of bank operations, policies and procedures

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

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

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

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

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

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

Job Detail

• Company:
  Truist

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

1. High school diploma or equivalent education

2. 2 years of client sales and service experience

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

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

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

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

7. Ability to multi-task under time constraints

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

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

Preferred Qualifications:

1. Associate's degree or higher

2. Demonstrated ability to handle multiple priorities under time constraints

3. Excellent verbal and written communication skills

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

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

6. Demonstrated ability in meeting or exceeding sales goals

7. General understanding of bank operations, policies and procedures

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

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

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

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

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

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

Job Detail

• Company:
  Truist

Job Description

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

Support Producer and Marketing Account Executive, if applicable, by marketing and servicing new and renewal business. Be knowledgeable of applicable coverages, carrier guidelines, underwriting and legislative changes, to maintain relationships with clients and carrier representatives.

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

3. Work with Producer and/or Marketing Account Executive to monitor and manage the renewal process for assigned clients. Provide analysis and recommendation of coverage needs to present to client.

4. 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. Prepare marketing information or provide required information to a marketing person.

6. Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.

7. Prepare and deliver all applicable forms to client.

8. Become 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.

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

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

11. 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. Two years of relevant insurance industry experience

3. Appropriate insurance license(s)

4. Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems

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

6. 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

• Company:
  Truist

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Support Producer and Marketing Account Executive, if applicable, by providing high level expertise, technical detail, and client service to clients and account teams. Be knowledgeable of coverages, carrier guidelines, underwriting, legislative changes, and maintain relationships with clients and carrier representatives. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients, as appropriate. Develop strong relationships with carriers and market accounts as requested by Producer and/or Marketing Account Executive, and be primarily responsible for marketing smaller and/or less 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.

The Senior Client Account Executive will be capable of performing the following major accountabilities in an exemplary fashion with minimal supervision. The Senior Client Account Executive also will be regarded as a leader among his or her peers and a teammate who sets examples for others to follow, as well as being sought by teammates as a resource for strategic advice and assistance working through complex issues.

1. Build and maintain key client and carrier relationships by phone, email and in person.

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

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

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

5. Work with Producer and/or Marketing Account Executive, if applicable, 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.

6. Lead the marketing of accounts as requested by Producer and/or Marketing Account Executive, if applicable.

7. Prepare marketing information for Producer or client as appropriate and provide required information to Marketing Account Executive where client teams also include such role. As appropriate, present the options to the client.

8. Complete the implementation process and prepare and deliver all applicable forms to client in conjunctions with other service team members as appropriate.

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

10. Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem solving, upon request, and perform such services as appropriate.

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

• Company:
  Truist

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Lead and coordinate marketing and service activities on new and renewal business as well as support Producer in sales activities. Be knowledgeable of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting and legislative changes. Build and grow relationships with clients, carrier representatives, and teammates.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

1. Serve as consultative point of contact for the client; identify and understand client needs and provide recommendations with supporting rationale with limited or no oversight from the Producer.

2. Assist the producer in sales efforts, including responding to Requests for Proposals, participating in prospect meetings, and selling additional lines and endorsements that enhance coverage and meet the needs of the client.

3. Ability to direct and lead mid-year reviews and annual stewardship meetings

4. Build and maintain key client and carrier relationships by phone, email, and in person.

5. Grow a working knowledge of the current marketplace and capabilities of providing alternatives for the transfer of risk.

6. Coordinate and work closely with local and national leadership to drive LOB strategy and initiatives as well as promote and drive utilization of best practices.

7. Demonstrate strong skills at negotiating pricing, where applicable, and policy conditions and terms with the selected carriers, and decide the best carrier(s) for the client within marketing guidelines.

8. Assist the Producer and Account Manager in collecting client information.

9. Provide analyses and recommendations of coverage needs to the Producer and client, assist the Producer in developing initial marketing and renewal strategies, and lead the execution of marketing and renewal strategies, working with Account Managers and other account team members and direct communications with carrier underwriters and other carrier representatives.

10. Lead the renewal process and prepare company applications and submissions to appropriate markets.

11. Assist the Producer in and/or lead in presenting coverage and renewal recommendations to the client.

12. Assist assigned clients and teammates with service questions related to administration, billing, claims issues, and problem solving, upon request.

13. Work with Account Manager to schedule and conduct teammate meetings.

14. Understand and utilize the client management system(s) and other relevant technology platforms.

15. Ensure service team procedures are appropriate and followed and documentation and premium amounts are accurate, and assist in the collection of premium payments.

16. In concert with Account Manager and Client Service Specialist, effectively resolve workflow issues.

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

18. Lead, mentor, and train other account service teammates, and demonstrate strong interpersonal and professional relationship building skills.

19. Other job 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/or related experience

2. Six years of relevant insurance industry experience

3. Appropriate insurance license(s)

4. Considerable knowledge of markets, policies and coverage issues for all states and industries serviced

5. Organizational skills to plan and prioritize team workload, and to oversee application of work flows and procedures

6. Leadership skills and service and team orientation to provide direction, praise, constructive feedback, and development to employees in a way that maximizes productivity and team morale

7. Strong communication and interpersonal skills to build and maintain positive business relationships with clients, market contacts, and McGriff teammates

8. Strong persuasion skills and tact to obtain information, negotiate with markets, obtain commitment or payments due from others, and motivate staff

9. Discretion and problem solving skills to analyze client information, proposal competitiveness, etc., and to resolve client, market and employee relations problems

10. Demonstrated proficiency in basic computer applications such as Microsoft Office Suite

11. Ability to travel overnight

Preferred Qualifications:

1. Other advanced degree(s)

2. Insurance industry certifications in addition to necessary license(s)

3. Significant experience leading teams and/or projects

General Description of Available Benefits for Eligible Employees of TIH:

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

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

This position is part of TIH.

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

for details.

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

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

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

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

Job Detail

• Company:
  Truist

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

1. High school diploma or equivalent education

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

3. Six months of client relationship building or sales experience

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

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

6. Ability to multi-task under time constraints

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

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

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

Preferred Qualifications:

1. One year of client relationship building or sales experience

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

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

4. General understanding of bank operations, policies and procedures

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

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

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

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

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

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

Job Detail

• Company:
  Truist

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

1. High school diploma or equivalent education

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

3. Six months of client relationship building or sales experience

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

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

6. Ability to multi-task under time constraints

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

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

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

Preferred Qualifications:

1. One year of client relationship building or sales experience

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

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

4. General understanding of bank operations, policies and procedures

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

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

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

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

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

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

Job Detail

• Company:
  Truist

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

1. High school diploma or equivalent education

2. 2 years of client sales and service experience

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

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

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

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

7. Ability to multi-task under time constraints

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

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

Preferred Qualifications:

1. Associate's degree or higher

2. Demonstrated ability to handle multiple priorities under time constraints

3. Excellent verbal and written communication skills

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

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

6. Demonstrated ability in meeting or exceeding sales goals

7. General understanding of bank operations, policies and procedures

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

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

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

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

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

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

Job Detail

• Company:
  Truist

Job Description

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

Support Producer and Marketing Account Executive, if applicable, by marketing and servicing new and renewal business. Be knowledgeable of applicable coverages, carrier guidelines, underwriting and legislative changes, to maintain relationships with clients and carrier representatives.

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

3. Work with Producer and/or Marketing Account Executive to monitor and manage the renewal process for assigned clients. Provide analysis and recommendation of coverage needs to present to client.

4. 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. Prepare marketing information or provide required information to a marketing person.

6. Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.

7. Prepare and deliver all applicable forms to client.

8. Become 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.

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

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

11. 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. Two years of relevant insurance industry experience

3. Appropriate insurance license(s)

4. Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems

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

6. 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

• Company:
  Truist

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

LOCATION:

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

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

• Richmond, VA

• Atlanta, GA

• Orlando, FL

• Greensboro, NC

No Full Remote/Telecommute. No Relocation Assistance

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

1. Support the commercial lending process through underwriting, policy knowledge, credit structuring, and risk assessment in credit request packages in large and complex segments within wholesale lending or specialty lines of businesses. Ensure packages are complete, accurate and thoroughly documented

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

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

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

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

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

Level III:

QUALIFICATIONS

Required Qualifications:

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

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

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

3. Comprehensive commercial lending, underwriting, and regulatory knowledge

4. Demonstrated effective problem solving skills

5. Understanding of financial and cost accounting principles

6. Strong interpersonal, written, and communication

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

Office software products

Preferred Qualifications:

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

2. RMA - Credit Risk Certification

3. Demonstrated proficiency in commercial lending systems

Level IV:

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 experience in commercial lending and/or credit experience

3. Comprehensive commercial lending, underwriting, and regulatory knowledge

4. Demonstrated effective problem solving skills

5. Understanding of financial and cost accounting principles

6. Strong interpersonal, written, and communication

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

Preferred Qualifications:

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

2. RMA - Credit Risk Certification

3. Demonstrated proficiency in commercial lending systems

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

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

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

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

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

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

Job Detail

• Company:
  Truist

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Support Producer and Marketing Account Executive, if applicable, by providing high level expertise, technical detail, and client service to clients and account teams. Be knowledgeable of coverages, carrier guidelines, underwriting, legislative changes, and maintain relationships with clients and carrier representatives. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients, as appropriate. Develop strong relationships with carriers and market accounts as requested by Producer and/or Marketing Account Executive, and be primarily responsible for marketing smaller and/or less 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.

The Senior Client Account Executive will be capable of performing the following major accountabilities in an exemplary fashion with minimal supervision. The Senior Client Account Executive also will be regarded as a leader among his or her peers and a teammate who sets examples for others to follow, as well as being sought by teammates as a resource for strategic advice and assistance working through complex issues.

1. Build and maintain key client and carrier relationships by phone, email and in person.

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

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

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

5. Work with Producer and/or Marketing Account Executive, if applicable, 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.

6. Lead the marketing of accounts as requested by Producer and/or Marketing Account Executive, if applicable.

7. Prepare marketing information for Producer or client as appropriate and provide required information to Marketing Account Executive where client teams also include such role. As appropriate, present the options to the client.

8. Complete the implementation process and prepare and deliver all applicable forms to client in conjunctions with other service team members as appropriate.

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

10. Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem solving, upon request, and perform such services as appropriate.

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

• Company:
  Truist

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Lead and coordinate marketing and service activities on new and renewal business as well as support Producer in sales activities. Be knowledgeable of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting and legislative changes. Build and grow relationships with clients, carrier representatives, and teammates.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

1. Serve as consultative point of contact for the client; identify and understand client needs and provide recommendations with supporting rationale with limited or no oversight from the Producer.

2. Assist the producer in sales efforts, including responding to Requests for Proposals, participating in prospect meetings, and selling additional lines and endorsements that enhance coverage and meet the needs of the client.

3. Ability to direct and lead mid-year reviews and annual stewardship meetings

4. Build and maintain key client and carrier relationships by phone, email, and in person.

5. Grow a working knowledge of the current marketplace and capabilities of providing alternatives for the transfer of risk.

6. Coordinate and work closely with local and national leadership to drive LOB strategy and initiatives as well as promote and drive utilization of best practices.

7. Demonstrate strong skills at negotiating pricing, where applicable, and policy conditions and terms with the selected carriers, and decide the best carrier(s) for the client within marketing guidelines.

8. Assist the Producer and Account Manager in collecting client information.

9. Provide analyses and recommendations of coverage needs to the Producer and client, assist the Producer in developing initial marketing and renewal strategies, and lead the execution of marketing and renewal strategies, working with Account Managers and other account team members and direct communications with carrier underwriters and other carrier representatives.

10. Lead the renewal process and prepare company applications and submissions to appropriate markets.

11. Assist the Producer in and/or lead in presenting coverage and renewal recommendations to the client.

12. Assist assigned clients and teammates with service questions related to administration, billing, claims issues, and problem solving, upon request.

13. Work with Account Manager to schedule and conduct teammate meetings.

14. Understand and utilize the client management system(s) and other relevant technology platforms.

15. Ensure service team procedures are appropriate and followed and documentation and premium amounts are accurate, and assist in the collection of premium payments.

16. In concert with Account Manager and Client Service Specialist, effectively resolve workflow issues.

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

18. Lead, mentor, and train other account service teammates, and demonstrate strong interpersonal and professional relationship building skills.

19. Other job 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/or related experience

2. Six years of relevant insurance industry experience

3. Appropriate insurance license(s)

4. Considerable knowledge of markets, policies and coverage issues for all states and industries serviced

5. Organizational skills to plan and prioritize team workload, and to oversee application of work flows and procedures

6. Leadership skills and service and team orientation to provide direction, praise, constructive feedback, and development to employees in a way that maximizes productivity and team morale

7. Strong communication and interpersonal skills to build and maintain positive business relationships with clients, market contacts, and McGriff teammates

8. Strong persuasion skills and tact to obtain information, negotiate with markets, obtain commitment or payments due from others, and motivate staff

9. Discretion and problem solving skills to analyze client information, proposal competitiveness, etc., and to resolve client, market and employee relations problems

10. Demonstrated proficiency in basic computer applications such as Microsoft Office Suite

11. Ability to travel overnight

Preferred Qualifications:

1. Other advanced degree(s)

2. Insurance industry certifications in addition to necessary license(s)

3. Significant experience leading teams and/or projects

General Description of Available Benefits for Eligible Employees of TIH:

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

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

This position is part of TIH.

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

for details.

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

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

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

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

Job Detail

• Company:
  Truist

Job Description

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

Support Producer and Marketing Account Executive, if applicable, by providing high level expertise, technical detail, and client service to clients and account teams. Be knowledgeable of coverages, carrier guidelines, underwriting, legislative changes, and maintain relationships with clients and carrier representatives. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients, as appropriate. Develop strong relationships with carriers and market accounts as requested by Producer and/or Marketing Account Executive, and be primarily responsible for marketing smaller and/or less 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.

The Senior Client Account Executive will be capable of performing the following major accountabilities in an exemplary fashion with minimal supervision. The Senior Client Account Executive also will be regarded as a leader among his or her peers and a teammate who sets examples for others to follow, as well as being sought by teammates as a resource for strategic advice and assistance working through complex issues.

1. Build and maintain key client and carrier relationships by phone, email and in person.

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

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

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

5. Work with Producer and/or Marketing Account Executive, if applicable, 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.

6. Lead the marketing of accounts as requested by Producer and/or Marketing Account Executive, if applicable.

7. Prepare marketing information for Producer or client as appropriate and provide required information to Marketing Account Executive where client teams also include such role. As appropriate, present the options to the client.

8. Complete the implementation process and prepare and deliver all applicable forms to client in conjunctions with other service team members as appropriate.

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

10. Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem solving, upon request, and perform such services as appropriate.

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

• Company:
  Truist

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Lead and coordinate marketing and service activities on new and renewal business as well as support Producer in sales activities. Be knowledgeable of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting and legislative changes. Build and grow relationships with clients, carrier representatives, and teammates.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

1. Serve as consultative point of contact for the client; identify and understand client needs and provide recommendations with supporting rationale with limited or no oversight from the Producer.

2. Assist the producer in sales efforts, including responding to Requests for Proposals, participating in prospect meetings, and selling additional lines and endorsements that enhance coverage and meet the needs of the client.

3. Ability to direct and lead mid-year reviews and annual stewardship meetings

4. Build and maintain key client and carrier relationships by phone, email, and in person.

5. Grow a working knowledge of the current marketplace and capabilities of providing alternatives for the transfer of risk.

6. Coordinate and work closely with local and national leadership to drive LOB strategy and initiatives as well as promote and drive utilization of best practices.

7. Demonstrate strong skills at negotiating pricing, where applicable, and policy conditions and terms with the selected carriers, and decide the best carrier(s) for the client within marketing guidelines.

8. Assist the Producer and Account Manager in collecting client information.

9. Provide analyses and recommendations of coverage needs to the Producer and client, assist the Producer in developing initial marketing and renewal strategies, and lead the execution of marketing and renewal strategies, working with Account Managers and other account team members and direct communications with carrier underwriters and other carrier representatives.

10. Lead the renewal process and prepare company applications and submissions to appropriate markets.

11. Assist the Producer in and/or lead in presenting coverage and renewal recommendations to the client.

12. Assist assigned clients and teammates with service questions related to administration, billing, claims issues, and problem solving, upon request.

13. Work with Account Manager to schedule and conduct teammate meetings.

14. Understand and utilize the client management system(s) and other relevant technology platforms.

15. Ensure service team procedures are appropriate and followed and documentation and premium amounts are accurate, and assist in the collection of premium payments.

16. In concert with Account Manager and Client Service Specialist, effectively resolve workflow issues.

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

18. Lead, mentor, and train other account service teammates, and demonstrate strong interpersonal and professional relationship building skills.

19. Other job 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/or related experience

2. Six years of relevant insurance industry experience

3. Appropriate insurance license(s)

4. Considerable knowledge of markets, policies and coverage issues for all states and industries serviced

5. Organizational skills to plan and prioritize team workload, and to oversee application of work flows and procedures

6. Leadership skills and service and team orientation to provide direction, praise, constructive feedback, and development to employees in a way that maximizes productivity and team morale

7. Strong communication and interpersonal skills to build and maintain positive business relationships with clients, market contacts, and McGriff teammates

8. Strong persuasion skills and tact to obtain information, negotiate with markets, obtain commitment or payments due from others, and motivate staff

9. Discretion and problem solving skills to analyze client information, proposal competitiveness, etc., and to resolve client, market and employee relations problems

10. Demonstrated proficiency in basic computer applications such as Microsoft Office Suite

11. Ability to travel overnight

Preferred Qualifications:

1. Other advanced degree(s)

2. Insurance industry certifications in addition to necessary license(s)

3. Significant experience leading teams and/or projects

General Description of Available Benefits for Eligible Employees of TIH:

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

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

This position is part of TIH.

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

for details.

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

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

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

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

Job Detail

• Company:
  Truist

Job Description

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

Support Producer and Marketing Account Executive, if applicable, by marketing and servicing new and renewal business. Be knowledgeable of applicable coverages, carrier guidelines, underwriting and legislative changes, to maintain relationships with clients and carrier representatives.

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

3. Work with Producer and/or Marketing Account Executive to monitor and manage the renewal process for assigned clients. Provide analysis and recommendation of coverage needs to present to client.

4. 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. Prepare marketing information or provide required information to a marketing person.

6. Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.

7. Prepare and deliver all applicable forms to client.

8. Become 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.

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

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

11. 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. Two years of relevant insurance industry experience

3. Appropriate insurance license(s)

4. Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems

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

6. 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

• Company:
  Truist

Job Description

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

1. High school diploma or equivalent education

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

3. Six months of client relationship building or sales experience

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

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

6. Ability to multi-task under time constraints

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

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

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

Preferred Qualifications:

1. One year of client relationship building or sales experience

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

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

4. General understanding of bank operations, policies and procedures

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

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

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

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

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

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

Job Detail

• Company:
  Truist