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SunTrust Banks
American bank holding company
SunTrust.com is a website that offers various financial services such as personal and business banking, loans, mortgages, investments, and retirement planning. The website provides a user-friendly platform that allows customers to access their accounts, make transactions, and manage their finances easily. Information about financial planning and education is also offered on the website to help customers make informed decisions. SunTrust.com also offers a section on community involvement, where it highlights its contributions to improving education, health, and economic development in the communities it serves. Overall, SunTrust.com is a comprehensive financial services website that aims to help customers achieve financial wellness.
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EncryptedSite is Encrypted
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CountryHosted in United States
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Latitude\Longitude37.751 / -97.822 Google Map
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Traffic rank#4,196 Site Rank
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Site age29 yrs old
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Site Owner informationWhois info
Website is Safe
Site is not blacklisted
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Traded asNYSE,: STI
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Founded1891
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HeadquartersSunTrust Plaza,Atlanta, Georgia,, U.S.
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Number of locations1,218 branches,2,082 ATMs
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Key peopleWilliam H. Rogers Jr.
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Number of employees22,899 (2018)
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DefunctDecember 6, 2019 (as an independent corporation),February 18, 2022 (as a brand)
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FateMerged,with,BB&T,to form,Truist
Traffic rank
#4,196
#4,196
Site age
29 yrs
29 yrs
Location
United States
United States
Popular Questions for SunTrust Banks
Newest job postings for SunTrust Banks
via Truist Careers
posted_at: 3 days agoschedule_type: Full-time
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...
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language
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...
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (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:
Identify, develop and maintain a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint in a Virtual manner. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of retail products and services including banking, mortgage, planning, investments, and insurance services to the mass affluent clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Located within a centralized team, serve as the primary point of contact, integration and responsibility for mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Virtual Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding via video conferencing or by phone.
2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.
3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs).
4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients in a virtual manner. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system.
5. Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (e.g. banking, mortgage, planning, investments, and insurance services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. Serve as an advocate for clients with the IRM partners. Provide mentoring to less experienced staff in support of establishing an extraordinarily high level of professionalism, client service and responsiveness.
6. Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts.
7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.
8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.
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 with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
2. Minimum of two years of experience working with clients dealing with banking, investments, financial planning, or lending.
3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
4. A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 30 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
5. Strong interpersonal, sales and relationship management skills.
6. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.
Preferred Qualifications:
1. Minimum of two years of experience working with mass affluent clients dealing with banking, investments, financial planning, or lending.
2. Minimum of two years of retail lending experience.
3. Completion of established management or career development program or banking school.
4. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
5. Previous experience using financial planning software.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All teammates 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 less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. 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 the position for which you are applying, 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 Pay Transparency Nondiscrimination Provision E-Verify Show more details...
Need Help...
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (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:
Identify, develop and maintain a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint in a Virtual manner. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of retail products and services including banking, mortgage, planning, investments, and insurance services to the mass affluent clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Located within a centralized team, serve as the primary point of contact, integration and responsibility for mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Virtual Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding via video conferencing or by phone.
2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.
3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs).
4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients in a virtual manner. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system.
5. Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (e.g. banking, mortgage, planning, investments, and insurance services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. Serve as an advocate for clients with the IRM partners. Provide mentoring to less experienced staff in support of establishing an extraordinarily high level of professionalism, client service and responsiveness.
6. Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts.
7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.
8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.
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 with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
2. Minimum of two years of experience working with clients dealing with banking, investments, financial planning, or lending.
3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
4. A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 30 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
5. Strong interpersonal, sales and relationship management skills.
6. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.
Preferred Qualifications:
1. Minimum of two years of experience working with mass affluent clients dealing with banking, investments, financial planning, or lending.
2. Minimum of two years of retail lending experience.
3. Completion of established management or career development program or banking school.
4. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
5. Previous experience using financial planning software.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All teammates 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 less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. 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 the position for which you are applying, 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 Pay Transparency Nondiscrimination Provision E-Verify Show more details...
via Truist Careers
posted_at: 3 days agoschedule_type: Full-time
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...
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language
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...
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Serve as Truist Mortgage liaison between the community, local government, and local mortgage program agencies to produce low to moderate income mortgage loans through community partnerships, and affordable housing initiatives.
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. Directly responsible for growth and production of mortgage loans for Low-To-Moderate (LMI) income borrowers by serving as the product specialist for the Truist Affordable Housing suite of products and Down Payment Assistance programs.
2. Execute on an action plan and appropriate Community Reinvestment Act (CRA) plan making Truist a market leader in Affordable Housing Lending through establishing partnerships with relevant government agencies and active participation in affordable housing associations and groups to increase productivity in the LMI/CRA lending space while promoting Truist's positive image in the community.
3. Assist and work with community, faith-based and non-profit organizations providing leadership and training for homeownership classes, credit counseling and promote understanding of the mortgage lending process.
4. Champion Truist referral process within the LMI/CRA Strategy within the Region through collaboration with relevant partners on initiatives and sponsorships that enhance efforts to serve LMI Mortgage clients; active participate on committees and boards when appropriate.
5. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well
as secondary market investor's guidelines utilized by Truist.
6. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external
compliance rules and regulations, particularly those established by State and Federal law.
7. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined
through quality control or post-closing review.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. 2+ years in residential mortgage lending sales or equivalent mortgage experience with government or private non-profit housing agency
2. Working knowledge of the Mortgage Lending Process
3. Excellent verbal, written, and communication skills
4. Possesses solid interpersonal skills
5. Demonstrated proficiency in relevant computer applications
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 acceptable background check
Preferred Qualifications:
1. Bachelor's degree in Business, Marketing, or related studies
2. Solid knowledge of market area
3. Three or more years of experience in mortgage lending sales or equivalent
4. Previous sales awards and leadership positions.
OTHER JOB REQUIREMENTS / WORKING CONDITIONS
Sitting/Standing/Walking/Bending/Lifting
? Sitting (if checked, indicate frequency)
Frequently (25% - 50% of the time)
? Standing (if checked, indicate frequency)
Frequently (25% - 50% of the time)
? Walking (if checked, indicate frequency)
Frequently (25% - 50% of the time)
? Bending (if checked, indicate frequency)
Choose an item.
? Lifting (if checked, indicate pounds)
Up to 25 lbs.
? Visual / Audio / Speaking
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
? Manual Dexterity / Keyboarding
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
? Availability
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
? Travel
Up to 75%
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All teammates 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 less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. 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 the position for which you are applying, 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 Pay Transparency Nondiscrimination Provision E-Verify Show more details...
Need Help...
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Serve as Truist Mortgage liaison between the community, local government, and local mortgage program agencies to produce low to moderate income mortgage loans through community partnerships, and affordable housing initiatives.
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. Directly responsible for growth and production of mortgage loans for Low-To-Moderate (LMI) income borrowers by serving as the product specialist for the Truist Affordable Housing suite of products and Down Payment Assistance programs.
2. Execute on an action plan and appropriate Community Reinvestment Act (CRA) plan making Truist a market leader in Affordable Housing Lending through establishing partnerships with relevant government agencies and active participation in affordable housing associations and groups to increase productivity in the LMI/CRA lending space while promoting Truist's positive image in the community.
3. Assist and work with community, faith-based and non-profit organizations providing leadership and training for homeownership classes, credit counseling and promote understanding of the mortgage lending process.
4. Champion Truist referral process within the LMI/CRA Strategy within the Region through collaboration with relevant partners on initiatives and sponsorships that enhance efforts to serve LMI Mortgage clients; active participate on committees and boards when appropriate.
5. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well
as secondary market investor's guidelines utilized by Truist.
6. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external
compliance rules and regulations, particularly those established by State and Federal law.
7. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined
through quality control or post-closing review.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. 2+ years in residential mortgage lending sales or equivalent mortgage experience with government or private non-profit housing agency
2. Working knowledge of the Mortgage Lending Process
3. Excellent verbal, written, and communication skills
4. Possesses solid interpersonal skills
5. Demonstrated proficiency in relevant computer applications
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 acceptable background check
Preferred Qualifications:
1. Bachelor's degree in Business, Marketing, or related studies
2. Solid knowledge of market area
3. Three or more years of experience in mortgage lending sales or equivalent
4. Previous sales awards and leadership positions.
OTHER JOB REQUIREMENTS / WORKING CONDITIONS
Sitting/Standing/Walking/Bending/Lifting
? Sitting (if checked, indicate frequency)
Frequently (25% - 50% of the time)
? Standing (if checked, indicate frequency)
Frequently (25% - 50% of the time)
? Walking (if checked, indicate frequency)
Frequently (25% - 50% of the time)
? Bending (if checked, indicate frequency)
Choose an item.
? Lifting (if checked, indicate pounds)
Up to 25 lbs.
? Visual / Audio / Speaking
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
? Manual Dexterity / Keyboarding
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
? Availability
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
? Travel
Up to 75%
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All teammates 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 less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. 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 the position for which you are applying, 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 Pay Transparency Nondiscrimination Provision E-Verify Show more details...
via Built In
posted_at: 1 day agoschedule_type: Full-time
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...
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language
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...
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (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:
Direct comprehensive strategic Investor Relations Program for Truist equity and fixed income investors. Communicate Truist mission and value proposition with investment audiences in a clear, objective and persuasive manner to ensure that Truist shares achieve appropriate market valuation. Manage existing and prospective relationships within the investment community, and develop and implement programs targeted toward the broader investment community. Develop and conduct ongoing program of communications activities with investors and financial community to improve awareness and perception of Truist stock as an investment, assist the Corporation in raising capital at the lowest possible cost, and enhance shareholder value.
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. Manage and lead a team of finance and accounting professionals. Responsibilities include hiring, performance evaluations, salary changes, promotions, transfers, and terminations within established policies and guidelines. Guide career development, succession planning and associate engagement. Ensure that the Truist purpose, mission, values and culture is understood and delivered by teammates.
2. Serve as primary representative of Truist Corporation with buy-side and sell-side analysts, portfolio managers, brokerage firms, and financial community. Frequently serve as sole representative of Truist in one-on-one meetings or conversations with major corporate investors who own, or are potential purchasers of, large blocks of Truist stock:
a. Cultivate favorable relationships between Truist and potential institutional investors;
b. Target specific investors and present Truist as an investment prospect;
c. Provide financial and strategic information for money managers to use in investment decisions;
d. Respond to day-to-day inquiries from analysts, institutional investors, and financial news media regarding the Corporation's performance and strategies.
3. Formulate departmental goals, strategies and operating policies and procedures, and provide overall leadership.
4. Direct, design and prepare annual and quarterly reports for shareholders, financial press releases, investor presentations, senior leader presentations and Executive Management.
5. Oversee Truist corporate insurance coverage function, recommending changes in coverage and structure to Executive Management and the Risk Committee of the Board of Directors.
6. Act as Regulation Fair Disclosure (FD) compliance officer for Truist.
7. Maintain written Regulation FD compliance policies and standards.
8. Provide annual Regulation FD training for the Board and/or Executive Management, as requested.
9. Maintain responsibility as primary contact representing Truist with rating agencies, arranging visits at least semi-annually to maintain the most favorable credit ratings.
10. Oversee activities of the Shareholder Services Department, providing high quality service to shareholders, administering the Corporation's Dividend Reinvestment Plan and ensuring proper exchange for acquired companies.
11. Oversee design, administration, and updating of Investor Relations pages on Truist website and mobile applications.
12. Responsible for the coordination and development of Truist Annual report including both content and layout of the report.
13. Serve as Corporation's primary contact with New York Stock Exchange, ensuring compliance with listing company standards.
14. Analyze published reports on Truist to identify criticisms and, when appropriate, to privately or publicly correct errors or rebut inaccuracies. Also analyze published reports on competitors to identify their weaknesses and potential sources of competitive differentiation, advising CEO and CFO on the findings.
15. Maintain an awareness of new and emerging technologies available to Investor Relations, and develop and implement innovative practices and programs.
16. Direct procedures that provide assistance to:
a. The Corporate Development department by preparing and reviewing financial information required in regulatory applications associated with mergers and acquisitions;
b. Executive Leadership through production of information used as resource material for quarterly analyst conference call;
c. Corporate Communications Department by addressing questions from media.
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 financial-related discipline, or equivalent education and related training
2. Ten years of experience in financial management at a large financial institution
3. Strong supervisory and leadership skills, including organizational and administrative talents
4. Creativity and vision; possess a strong work ethic and unyielding commitment to quality
5. Strong verbal and written skills; ability to communicate effectively with subordinates, peers, and superiors within the Corporation, as well as appropriate individuals external to the Corporation
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred Qualifications:
1. Master's degree in Finance, Accounting, Business or related field or equivalent education and related training
2. Certified Public Accountant (CPA), Certified Management Accountant (CMA), Chartered Financial Analyst (CFA) or investor relations-related designation
3. Proven ability in public speaking and group facilitation
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 Pay Transparency Nondiscrimination Provision E-Verify Show more details...
Need Help...
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (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:
Direct comprehensive strategic Investor Relations Program for Truist equity and fixed income investors. Communicate Truist mission and value proposition with investment audiences in a clear, objective and persuasive manner to ensure that Truist shares achieve appropriate market valuation. Manage existing and prospective relationships within the investment community, and develop and implement programs targeted toward the broader investment community. Develop and conduct ongoing program of communications activities with investors and financial community to improve awareness and perception of Truist stock as an investment, assist the Corporation in raising capital at the lowest possible cost, and enhance shareholder value.
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. Manage and lead a team of finance and accounting professionals. Responsibilities include hiring, performance evaluations, salary changes, promotions, transfers, and terminations within established policies and guidelines. Guide career development, succession planning and associate engagement. Ensure that the Truist purpose, mission, values and culture is understood and delivered by teammates.
2. Serve as primary representative of Truist Corporation with buy-side and sell-side analysts, portfolio managers, brokerage firms, and financial community. Frequently serve as sole representative of Truist in one-on-one meetings or conversations with major corporate investors who own, or are potential purchasers of, large blocks of Truist stock:
a. Cultivate favorable relationships between Truist and potential institutional investors;
b. Target specific investors and present Truist as an investment prospect;
c. Provide financial and strategic information for money managers to use in investment decisions;
d. Respond to day-to-day inquiries from analysts, institutional investors, and financial news media regarding the Corporation's performance and strategies.
3. Formulate departmental goals, strategies and operating policies and procedures, and provide overall leadership.
4. Direct, design and prepare annual and quarterly reports for shareholders, financial press releases, investor presentations, senior leader presentations and Executive Management.
5. Oversee Truist corporate insurance coverage function, recommending changes in coverage and structure to Executive Management and the Risk Committee of the Board of Directors.
6. Act as Regulation Fair Disclosure (FD) compliance officer for Truist.
7. Maintain written Regulation FD compliance policies and standards.
8. Provide annual Regulation FD training for the Board and/or Executive Management, as requested.
9. Maintain responsibility as primary contact representing Truist with rating agencies, arranging visits at least semi-annually to maintain the most favorable credit ratings.
10. Oversee activities of the Shareholder Services Department, providing high quality service to shareholders, administering the Corporation's Dividend Reinvestment Plan and ensuring proper exchange for acquired companies.
11. Oversee design, administration, and updating of Investor Relations pages on Truist website and mobile applications.
12. Responsible for the coordination and development of Truist Annual report including both content and layout of the report.
13. Serve as Corporation's primary contact with New York Stock Exchange, ensuring compliance with listing company standards.
14. Analyze published reports on Truist to identify criticisms and, when appropriate, to privately or publicly correct errors or rebut inaccuracies. Also analyze published reports on competitors to identify their weaknesses and potential sources of competitive differentiation, advising CEO and CFO on the findings.
15. Maintain an awareness of new and emerging technologies available to Investor Relations, and develop and implement innovative practices and programs.
16. Direct procedures that provide assistance to:
a. The Corporate Development department by preparing and reviewing financial information required in regulatory applications associated with mergers and acquisitions;
b. Executive Leadership through production of information used as resource material for quarterly analyst conference call;
c. Corporate Communications Department by addressing questions from media.
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 financial-related discipline, or equivalent education and related training
2. Ten years of experience in financial management at a large financial institution
3. Strong supervisory and leadership skills, including organizational and administrative talents
4. Creativity and vision; possess a strong work ethic and unyielding commitment to quality
5. Strong verbal and written skills; ability to communicate effectively with subordinates, peers, and superiors within the Corporation, as well as appropriate individuals external to the Corporation
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred Qualifications:
1. Master's degree in Finance, Accounting, Business or related field or equivalent education and related training
2. Certified Public Accountant (CPA), Certified Management Accountant (CMA), Chartered Financial Analyst (CFA) or investor relations-related designation
3. Proven ability in public speaking and group facilitation
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.
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