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:

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 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:

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

Essential Duties and Responsibilities

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

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

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

3. One year of previous branch leadership or management experience

4. Strong interpersonal, sales relationship and prioritization skills.

5. Strong written and verbal skills.

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

7. Ability to inspire, lead and coach others.

Preferred Qualifications:

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

2. Graduate of Internal Leadership Development Programs

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

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

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

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

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

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

Job Detail

• 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 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:

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:

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:

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:

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

Essential Duties and Responsibilities

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

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

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

3. One year of previous branch leadership or management experience

4. Strong interpersonal, sales relationship and prioritization skills.

5. Strong written and verbal skills.

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

7. Ability to inspire, lead and coach others.

Preferred Qualifications:

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

2. Graduate of Internal Leadership Development Programs

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

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

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

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

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

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

Job Detail

• 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 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:

Evaluate, underwrite and contract requests using tools like cash flow coverage for larger retail loan applications for credit approval consideration and facilitate the service necessary to generate and maintain service level requirements of Sheffield. Assist dealers in all aspects of financing procedures, policies and options within the risk guidelines of Sheffield and TRUIST. Effectively exhibit perfect client experience (PCE) behavior during outbound and inbound calls with external dealer/customer clients. Act as a floor leader by taking escalated dealer calls and support the other loan processors, as needed, on larger or marginal loan request and other dealer request. Work special queues as defined by Sheffield.

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. Process and decision credit applications to include the larger dollar request and assess risk of applicants consistent with Sheffield Loan Processing policies. Underwrite consistent with fraud processes, applying override rules and adjudicating the correct promotions for the original equipment manufacturer (OEM) and approving credit under the correct advance rates.

2. Make sure all loan application, customer, dealer and collateral information is logged into loan origination system correctly and accurately.

3. Make credit decision within Sheffield service level agreement (SLA) time range of receipt of application and receipt of all pertinent information, as requested.

4. Field and service dealer/customer client questions relating to underwriting, operational or procedural details; including promotional offerings, policies, incentives, lien perfection and other general information.

5. Provide various direct mailings of current programs to dealers, as needed, in an effort to develop relationships.

6. Maximize dealer relationships and sales initiatives through tele-consulting, visiting dealer meetings and open houses.

7. Maintain working knowledge of the products that Sheffield finances and knowledge of manufacturer's suggested retail prices (MSRPs).

8. Review loan applications for co-approval for lenders with lower loan authority, to include handling a queue based on larger loan request.

9. Assist in the development, implementation and execution of new policies and procedures and processes related to loan processing.

10. Assist management and other departments, on an as needed basis, with periodic operational, credit research, regulatory, fraud research and other project initiatives which do not violate separation of duties principles.

11. Represent Sheffield at various trade shows, dealer open houses and dealer meetings.

12. Take escalated calls from dealers to support other lenders.

13. Assist with day-to-day training of new staff members or training in support of new initiatives.

14. Assist in the handling of special queues, as outlined by management.

15. Maintain a larger loan authority and as a result, underwrite the larger and more complicated loan request.

16. Assist in managing fraud and mitigating Bank Secrecy Act/Anti-Money Laundering (BSA/AML) risk by following approved policies.

17. Follow underwriting and scorecard processes to include properly documenting accounts, using the correct mitigating factors when adjudicating credit.

18. Correctly calculate long-term value (LTV) and advance rates under OEM approved guidelines. Lead fraud meeting and scribe for Credit working groups.

19. Assist with the development of Gold Track Express (GTE), robotics for underwriting and other enhancement initiatives.

QUALIFICATIONS

Required Qualifications:

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

1. High School diploma or equivalent

2. Five years of retail finance experience, particularly related to underwriting loans for a dealer network

3. Strong decision making and organizational skills

4. Strong verbal, analytical and written communication skills

5. Strong customer service skills, both to internal and external clients

6. Demonstrated problem-solving skills

7. Ability to work effectively in a fast-paced environment

8. Ability to understand larger loan request and underwrite the request in a timely fashion

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

Preferred Qualifications:

1. Bachelor's degree

2. Advanced computer skills

3. Strong underwriting skills

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

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

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

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

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

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

Job Detail

• 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:

Evaluate, underwrite and contract requests using tools like cash flow coverage for larger retail loan applications for credit approval consideration and facilitate the service necessary to generate and maintain service level requirements of Sheffield. Assist dealers in all aspects of financing procedures, policies and options within the risk guidelines of Sheffield and TRUIST. Effectively exhibit perfect client experience (PCE) behavior during outbound and inbound calls with external dealer/customer clients. Act as a floor leader by taking escalated dealer calls and support the other loan processors, as needed, on larger or marginal loan request and other dealer request. Work special queues as defined by Sheffield.

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. Process and decision credit applications to include the larger dollar request and assess risk of applicants consistent with Sheffield Loan Processing policies. Underwrite consistent with fraud processes, applying override rules and adjudicating the correct promotions for the original equipment manufacturer (OEM) and approving credit under the correct advance rates.

2. Make sure all loan application, customer, dealer and collateral information is logged into loan origination system correctly and accurately.

3. Make credit decision within Sheffield service level agreement (SLA) time range of receipt of application and receipt of all pertinent information, as requested.

4. Field and service dealer/customer client questions relating to underwriting, operational or procedural details; including promotional offerings, policies, incentives, lien perfection and other general information.

5. Provide various direct mailings of current programs to dealers, as needed, in an effort to develop relationships.

6. Maximize dealer relationships and sales initiatives through tele-consulting, visiting dealer meetings and open houses.

7. Maintain working knowledge of the products that Sheffield finances and knowledge of manufacturer's suggested retail prices (MSRPs).

8. Review loan applications for co-approval for lenders with lower loan authority, to include handling a queue based on larger loan request.

9. Assist in the development, implementation and execution of new policies and procedures and processes related to loan processing.

10. Assist management and other departments, on an as needed basis, with periodic operational, credit research, regulatory, fraud research and other project initiatives which do not violate separation of duties principles.

11. Represent Sheffield at various trade shows, dealer open houses and dealer meetings.

12. Take escalated calls from dealers to support other lenders.

13. Assist with day-to-day training of new staff members or training in support of new initiatives.

14. Assist in the handling of special queues, as outlined by management.

15. Maintain a larger loan authority and as a result, underwrite the larger and more complicated loan request.

16. Assist in managing fraud and mitigating Bank Secrecy Act/Anti-Money Laundering (BSA/AML) risk by following approved policies.

17. Follow underwriting and scorecard processes to include properly documenting accounts, using the correct mitigating factors when adjudicating credit.

18. Correctly calculate long-term value (LTV) and advance rates under OEM approved guidelines. Lead fraud meeting and scribe for Credit working groups.

19. Assist with the development of Gold Track Express (GTE), robotics for underwriting and other enhancement initiatives.

QUALIFICATIONS

Required Qualifications:

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

1. High School diploma or equivalent

2. Five years of retail finance experience, particularly related to underwriting loans for a dealer network

3. Strong decision making and organizational skills

4. Strong verbal, analytical and written communication skills

5. Strong customer service skills, both to internal and external clients

6. Demonstrated problem-solving skills

7. Ability to work effectively in a fast-paced environment

8. Ability to understand larger loan request and underwrite the request in a timely fashion

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

Preferred Qualifications:

1. Bachelor's degree

2. Advanced computer skills

3. Strong underwriting skills

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

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

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

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

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

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

Job Detail

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

Essential Duties and Responsibilities

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

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

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

3. One year of previous branch leadership or management experience

4. Strong interpersonal, sales relationship and prioritization skills.

5. Strong written and verbal skills.

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

7. Ability to inspire, lead and coach others.

Preferred Qualifications:

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

2. Graduate of Internal Leadership Development Programs

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

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

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

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

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

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

Job Detail

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

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

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

Essential Duties and Responsibilities

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

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

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

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

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

3. One year of previous branch leadership or management experience

4. Strong interpersonal, sales relationship and prioritization skills.

5. Strong written and verbal skills.

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

7. Ability to inspire, lead and coach others.

Preferred Qualifications:

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

2. Graduate of Internal Leadership Development Programs

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

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

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

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

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

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

Job Detail

• 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:

Evaluate, underwrite and contract requests using tools like cash flow coverage for larger retail loan applications for credit approval consideration and facilitate the service necessary to generate and maintain service level requirements of Sheffield. Assist dealers in all aspects of financing procedures, policies and options within the risk guidelines of Sheffield and TRUIST. Effectively exhibit perfect client experience (PCE) behavior during outbound and inbound calls with external dealer/customer clients. Act as a floor leader by taking escalated dealer calls and support the other loan processors, as needed, on larger or marginal loan request and other dealer request. Work special queues as defined by Sheffield.

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. Process and decision credit applications to include the larger dollar request and assess risk of applicants consistent with Sheffield Loan Processing policies. Underwrite consistent with fraud processes, applying override rules and adjudicating the correct promotions for the original equipment manufacturer (OEM) and approving credit under the correct advance rates.

2. Make sure all loan application, customer, dealer and collateral information is logged into loan origination system correctly and accurately.

3. Make credit decision within Sheffield service level agreement (SLA) time range of receipt of application and receipt of all pertinent information, as requested.

4. Field and service dealer/customer client questions relating to underwriting, operational or procedural details; including promotional offerings, policies, incentives, lien perfection and other general information.

5. Provide various direct mailings of current programs to dealers, as needed, in an effort to develop relationships.

6. Maximize dealer relationships and sales initiatives through tele-consulting, visiting dealer meetings and open houses.

7. Maintain working knowledge of the products that Sheffield finances and knowledge of manufacturer's suggested retail prices (MSRPs).

8. Review loan applications for co-approval for lenders with lower loan authority, to include handling a queue based on larger loan request.

9. Assist in the development, implementation and execution of new policies and procedures and processes related to loan processing.

10. Assist management and other departments, on an as needed basis, with periodic operational, credit research, regulatory, fraud research and other project initiatives which do not violate separation of duties principles.

11. Represent Sheffield at various trade shows, dealer open houses and dealer meetings.

12. Take escalated calls from dealers to support other lenders.

13. Assist with day-to-day training of new staff members or training in support of new initiatives.

14. Assist in the handling of special queues, as outlined by management.

15. Maintain a larger loan authority and as a result, underwrite the larger and more complicated loan request.

16. Assist in managing fraud and mitigating Bank Secrecy Act/Anti-Money Laundering (BSA/AML) risk by following approved policies.

17. Follow underwriting and scorecard processes to include properly documenting accounts, using the correct mitigating factors when adjudicating credit.

18. Correctly calculate long-term value (LTV) and advance rates under OEM approved guidelines. Lead fraud meeting and scribe for Credit working groups.

19. Assist with the development of Gold Track Express (GTE), robotics for underwriting and other enhancement initiatives.

QUALIFICATIONS

Required Qualifications:

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

1. High School diploma or equivalent

2. Five years of retail finance experience, particularly related to underwriting loans for a dealer network

3. Strong decision making and organizational skills

4. Strong verbal, analytical and written communication skills

5. Strong customer service skills, both to internal and external clients

6. Demonstrated problem-solving skills

7. Ability to work effectively in a fast-paced environment

8. Ability to understand larger loan request and underwrite the request in a timely fashion

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

Preferred Qualifications:

1. Bachelor's degree

2. Advanced computer skills

3. Strong underwriting skills

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

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

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

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

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

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

Job Detail

• 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:

Evaluate, underwrite and contract requests using tools like cash flow coverage for larger retail loan applications for credit approval consideration and facilitate the service necessary to generate and maintain service level requirements of Sheffield. Assist dealers in all aspects of financing procedures, policies and options within the risk guidelines of Sheffield and TRUIST. Effectively exhibit perfect client experience (PCE) behavior during outbound and inbound calls with external dealer/customer clients. Act as a floor leader by taking escalated dealer calls and support the other loan processors, as needed, on larger or marginal loan request and other dealer request. Work special queues as defined by Sheffield.

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. Process and decision credit applications to include the larger dollar request and assess risk of applicants consistent with Sheffield Loan Processing policies. Underwrite consistent with fraud processes, applying override rules and adjudicating the correct promotions for the original equipment manufacturer (OEM) and approving credit under the correct advance rates.

2. Make sure all loan application, customer, dealer and collateral information is logged into loan origination system correctly and accurately.

3. Make credit decision within Sheffield service level agreement (SLA) time range of receipt of application and receipt of all pertinent information, as requested.

4. Field and service dealer/customer client questions relating to underwriting, operational or procedural details; including promotional offerings, policies, incentives, lien perfection and other general information.

5. Provide various direct mailings of current programs to dealers, as needed, in an effort to develop relationships.

6. Maximize dealer relationships and sales initiatives through tele-consulting, visiting dealer meetings and open houses.

7. Maintain working knowledge of the products that Sheffield finances and knowledge of manufacturer's suggested retail prices (MSRPs).

8. Review loan applications for co-approval for lenders with lower loan authority, to include handling a queue based on larger loan request.

9. Assist in the development, implementation and execution of new policies and procedures and processes related to loan processing.

10. Assist management and other departments, on an as needed basis, with periodic operational, credit research, regulatory, fraud research and other project initiatives which do not violate separation of duties principles.

11. Represent Sheffield at various trade shows, dealer open houses and dealer meetings.

12. Take escalated calls from dealers to support other lenders.

13. Assist with day-to-day training of new staff members or training in support of new initiatives.

14. Assist in the handling of special queues, as outlined by management.

15. Maintain a larger loan authority and as a result, underwrite the larger and more complicated loan request.

16. Assist in managing fraud and mitigating Bank Secrecy Act/Anti-Money Laundering (BSA/AML) risk by following approved policies.

17. Follow underwriting and scorecard processes to include properly documenting accounts, using the correct mitigating factors when adjudicating credit.

18. Correctly calculate long-term value (LTV) and advance rates under OEM approved guidelines. Lead fraud meeting and scribe for Credit working groups.

19. Assist with the development of Gold Track Express (GTE), robotics for underwriting and other enhancement initiatives.

QUALIFICATIONS

Required Qualifications:

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

1. High School diploma or equivalent

2. Five years of retail finance experience, particularly related to underwriting loans for a dealer network

3. Strong decision making and organizational skills

4. Strong verbal, analytical and written communication skills

5. Strong customer service skills, both to internal and external clients

6. Demonstrated problem-solving skills

7. Ability to work effectively in a fast-paced environment

8. Ability to understand larger loan request and underwrite the request in a timely fashion

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

Preferred Qualifications:

1. Bachelor's degree

2. Advanced computer skills

3. Strong underwriting skills

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

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

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

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

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

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

Job Detail

• 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:

Deliver highly complex solutions with significant system linkages and dependencies and associated risk. Focus on applications specific to the Capital Markets technology platform. Lead and perform development efforts such as analysis, design, coding/creating, and testing. Participate in testing, implementation, maintenance, and escalated support of Truist's most complex solutions.

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. Development includes but not limited to analysis, technical design, customized coding, software integration, configuring solutions, or using applications supporting Equities, Fixed Income, Derivatives, Foreign Exchange, Loan Trading and Syndication, Investment Banking, Credit, Risk, and integration tools such as MuleSoft, TIBCO or other event-driven message transmission capabilities or integration products to customize or generate a product.

2. Lead / conduct robust unit testing associated to user stories completed during the current sprint. Where possible, drive to achieve automated unit testing leveraging DevSecOps practices and tools implemented in the software development pipeline.

3. As a lead. ensures adherence to company and industry standards.

4. Provide technical consultation on extremely challenging or unusual situations.

5. Provide leadership / direction in the design, development and maintenance of solutions as well as play an active role as part of a platform team through the Product Development lifecycle.

6. Works within feature team framework providing oversight to scrum teams and engineering functions. As a member of this servant based team, will analyze features and facilitate decomposition to user story level using experience, judgment and precedents to solve product challenges requiring software solutions.

7. Work directly and consult with business stakeholders from initiation of the design process, the successful candidate will be responsible for delivering innovative, high quality working software to satisfy the business objective.

8. Leverage continuous engineering practices to effectively deliver business value. Responsible for supporting / overseeing integration and functional testing. Insure code is developed in accordance with the acceptance criteria established by the Product Owner.

9. Mentor less experienced teammates to build technical expertise.

10. May have people management responsibilities.

QUALIFICATIONS

Required Qualifications:

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

1. Bachelor's degree in computer science or information systems and seven years of experience as a developer or an equivalent combination of education and work experience

2. Ability to manage multiple competing priorities

3. Ability to solve problems in straightforward situations by analyzing possible solutions using experience, judgment, innovative thinking and precedents

4. Experience participating in Capital Markets initiatives with a focus on IT Delivery

5. Ability to communicate complex information in a logical and straightforward manner

6. Demonstrable experience working in an Agile delivery methodology

7. Capital Markets domain expertise - specific knowledge of the sales and trading lifecycle, relevant products being supported and a general understanding of the regulatory requirements

8. Ability to lead complex projects, ability to break the work down into manageable and easily understood scope

9. Sophisticated analytical skills and the ability to solve complex technical and business problems

10. Ability to influence others at senior levels to adopt a new perspective

Preferred Qualifications:

1. Master's degree or MBA, CFA and ten years of experience or an equivalent combination of education and work experience

2. Banking or financial services experience

3. SaFE Agile certification or commensurate designation

4. Front-end Languages and Frameworks (AngularJS, JavaScript, ReactJS)

5. Backend Technologies and Frameworks (Spring Boot, Java, .Net)

6. Database Management Systems (SQL, Oracle, MS SQL)

7. Web Architecture (SOAP, Restful)

8. Messaging Technologies (TIBCO/Mulesoft, IBM MQ, Solace)

9. Caching Technologies (Coherence)

10. Event Driven Technologies (JMS, Kafka)

11. Microservices Architecture

12, DevSecOps

13. CI/CD

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting

Constantly (More than 50% of the time)

Standing

Frequently (25% - 50% of the time)

Walking

Frequently (25% - 50% of the time)

Visual / Audio / Speaking

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

Manual Dexterity / Keyboarding

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

Availability

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

Travel

Minimal and up to 10%

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

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

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

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

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

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

Job Detail

• Company:
  Truist