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Most recent job postings at 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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via Built In
posted_at: 2 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:
This role provides ongoing support to internal teammates and external commercial clients for all Treasury Solutions products and services under moderate supervision. Ensure telephone and email guidance and assistance is given to maximize efficiency and utilize all available resources in achieving desired results and expectations. The role is responsible for one or more of the following: client service or support related to Treasury requests, response to and resolution of general technical issues, research of general service issues. Additionally, the specialist is responsible for ensuring metrics and key indicators that measure performance and monitor risk are met or exceeded, procedures are understood and followed, and identifying efficiencies to streamline internal processes and to improve service outcomes. Reports directly to a Treasury Solutions Client Support Manager
This is a hybrid role, requiring certain days per month in office (Charlotte or Atlanta)
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.
• Research and respond to all internal/external client inquiries through appropriate channels in a high quality, timely and efficient manner while providing accurate information or appropriate guidance.
• Adhere to department standards documenting all client interactions in an accurate and timely manner via appropriate workflow systems.
• Identify opportunities to engage internal teammates to provide value-added solutions to our clients.
• Maintain a strong working knowledge of Treasury Services/Products while participating in trainings to stay proficient including product knowledge, systems, processes, procedures and guidelines.
• Identify and communicate recommendations with management and training personnel to ensure efficiency of new releases and/or system enhancements as they pertain to supporting the client as well as teammates.
• Works with other teammates and/or teams to resolve client requests and issues by submitting cases/tickets and escalate to management if needed.
• Maintain a high degree of quality in all work efforts as defined by service standards and service level agreements. Identify areas of self-improvement to enhance quality and productivity, and take appropriate actions to increase work performance.
• Maintain quality client experiences through phone and email interactions executing the attributes and behaviors as designated for Truist.
• Communicate and escalate concerns, risks, or gaps as soon as possible to the appropriate parties to control and mitigate risks in a manner consistent with Truist's risk standards.
• Adhere to authentication procedures consistent with Treasury Solutions Client Authentication standards for all incoming requests from client (external) and teammates (internal).
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.
• High school diploma or equivalent.
• Must be able to work independently, be well organized, versatile, and display good time management skills in a sometimes high pressure environment, maintaining composure and a positive attitude.
• Excellent written and oral communication skills that support a highly professional image with the ability to write business correspondence and communicate professionally over the telephone.
• Ability to adapt to and function in a changing environment.
• Must be able to make responsible decisions and use sound judgment when communicating with our clients.
• Ability to manage daily activities with a moderate degree of supervision.
• Proficient in MS Office applications including Word, Excel, and Outlook, and well as proficiency using the Internet.
Preferred Qualifications:
• Bachelor's degree or equivalent education and related training
• Two years of call center experience, or equivalent phone-related experience.
• Three years of banking experience, two of which are in a treasury-related role.
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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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:
This role provides ongoing support to internal teammates and external commercial clients for all Treasury Solutions products and services under moderate supervision. Ensure telephone and email guidance and assistance is given to maximize efficiency and utilize all available resources in achieving desired results and expectations. The role is responsible for one or more of the following: client service or support related to Treasury requests, response to and resolution of general technical issues, research of general service issues. Additionally, the specialist is responsible for ensuring metrics and key indicators that measure performance and monitor risk are met or exceeded, procedures are understood and followed, and identifying efficiencies to streamline internal processes and to improve service outcomes. Reports directly to a Treasury Solutions Client Support Manager
This is a hybrid role, requiring certain days per month in office (Charlotte or Atlanta)
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.
• Research and respond to all internal/external client inquiries through appropriate channels in a high quality, timely and efficient manner while providing accurate information or appropriate guidance.
• Adhere to department standards documenting all client interactions in an accurate and timely manner via appropriate workflow systems.
• Identify opportunities to engage internal teammates to provide value-added solutions to our clients.
• Maintain a strong working knowledge of Treasury Services/Products while participating in trainings to stay proficient including product knowledge, systems, processes, procedures and guidelines.
• Identify and communicate recommendations with management and training personnel to ensure efficiency of new releases and/or system enhancements as they pertain to supporting the client as well as teammates.
• Works with other teammates and/or teams to resolve client requests and issues by submitting cases/tickets and escalate to management if needed.
• Maintain a high degree of quality in all work efforts as defined by service standards and service level agreements. Identify areas of self-improvement to enhance quality and productivity, and take appropriate actions to increase work performance.
• Maintain quality client experiences through phone and email interactions executing the attributes and behaviors as designated for Truist.
• Communicate and escalate concerns, risks, or gaps as soon as possible to the appropriate parties to control and mitigate risks in a manner consistent with Truist's risk standards.
• Adhere to authentication procedures consistent with Treasury Solutions Client Authentication standards for all incoming requests from client (external) and teammates (internal).
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.
• High school diploma or equivalent.
• Must be able to work independently, be well organized, versatile, and display good time management skills in a sometimes high pressure environment, maintaining composure and a positive attitude.
• Excellent written and oral communication skills that support a highly professional image with the ability to write business correspondence and communicate professionally over the telephone.
• Ability to adapt to and function in a changing environment.
• Must be able to make responsible decisions and use sound judgment when communicating with our clients.
• Ability to manage daily activities with a moderate degree of supervision.
• Proficient in MS Office applications including Word, Excel, and Outlook, and well as proficiency using the Internet.
Preferred Qualifications:
• Bachelor's degree or equivalent education and related training
• Two years of call center experience, or equivalent phone-related experience.
• Three years of banking experience, two of which are in a treasury-related role.
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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via Truist Careers
posted_at: 8 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:
JOB SUMMARY
Responsible for a variety of loan servicing activities supporting the Retail Community Bank loan servicing function, including processing monetary transactions, loan maintenance, preparation of payoff statements, loan research, and exceptions handling in a centralized environment.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Perform various daily tasks including monetary processing, loan account research, exceptions handling, and document imaging.
2. Maintain an understanding of retail, small business and wealth management products, policies and procedures.
3. Maintain a knowledge of compliance, legal and documentation requirements, including those specific to state laws.
4. Meet/exceed monthly production and quality performance metrics.
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 degree or equivalent education, training and work-related experience.
2. Two years of banking or financial services experience in a loan servicing environment.
3. Excellent verbal and written communication skills.
4. Ability to problem solve and serve as an advocate of the client while balancing risks for Truist.
5. Demonstrated proficiency in basic computer applications, such as MS Office software products
Preferred Qualifications:
1. Knowledge in various types of lending products including, Real Estate (1-4 Family), Auto, Boat/Motor/Trailer.
2. Prior knowledge in various banking system (i.e. ALS, SPRINT, SHAW)
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:
JOB SUMMARY
Responsible for a variety of loan servicing activities supporting the Retail Community Bank loan servicing function, including processing monetary transactions, loan maintenance, preparation of payoff statements, loan research, and exceptions handling in a centralized environment.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Perform various daily tasks including monetary processing, loan account research, exceptions handling, and document imaging.
2. Maintain an understanding of retail, small business and wealth management products, policies and procedures.
3. Maintain a knowledge of compliance, legal and documentation requirements, including those specific to state laws.
4. Meet/exceed monthly production and quality performance metrics.
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 degree or equivalent education, training and work-related experience.
2. Two years of banking or financial services experience in a loan servicing environment.
3. Excellent verbal and written communication skills.
4. Ability to problem solve and serve as an advocate of the client while balancing risks for Truist.
5. Demonstrated proficiency in basic computer applications, such as MS Office software products
Preferred Qualifications:
1. Knowledge in various types of lending products including, Real Estate (1-4 Family), Auto, Boat/Motor/Trailer.
2. Prior knowledge in various banking system (i.e. ALS, SPRINT, SHAW)
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
schedule_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:
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 and selling 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
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:
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 and selling 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
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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via Girlboss Jobs
schedule_type: Full-time
Responsible for accurate and efficient processing to ensure timely and quality output, while adhering to policies and procedures. Well versed in all department functions, assist in tasks outside normal processes, resolution of issues and communication to leadership and internal partners.
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
Responsible for accurate and efficient processing to ensure timely and quality output, while adhering to policies and procedures. Well versed in all department functions, assist in tasks outside normal processes, resolution of issues and communication to leadership and internal partners.
ESSENTIAL DUTIES AND RESPONSIBILITIES...
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Perform functions that are outside of normal processes, this may include tasks that require special approvals, processes that effect clients that are high touch/large dollar, tasks that require a tight turnaround, etc.
2. Perform quality checks / inspections to ensure integrity and accuracy.
3. Complete and maintain with accuracy any documentation for any required logs, dual control tasks, inventory and forms.
4. Ensure clear and effective communication with leadership on topics such as inventory, meeting deadlines, reporting and escalating potential production or quality issues and recommendations on improvements.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High School diploma or equivalent education and related training.
2. Ability to work in an area governed by production standards and work under pressure to meet critical deadlines.
3. Effective problem identification and resolution skills.
4. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
5. Ability to work in a team environment to include across shifts and departments.
6. Exhibit good interpersonal skills as well as good verbal and written communication.
Desired Qualifications:
1. 1 year of banking operations experience preferred
2. Licensed Notary preferred
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.\
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name Show more details...
ESSENTIAL DUTIES AND RESPONSIBILITIES...
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Perform functions that are outside of normal processes, this may include tasks that require special approvals, processes that effect clients that are high touch/large dollar, tasks that require a tight turnaround, etc.
2. Perform quality checks / inspections to ensure integrity and accuracy.
3. Complete and maintain with accuracy any documentation for any required logs, dual control tasks, inventory and forms.
4. Ensure clear and effective communication with leadership on topics such as inventory, meeting deadlines, reporting and escalating potential production or quality issues and recommendations on improvements.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High School diploma or equivalent education and related training.
2. Ability to work in an area governed by production standards and work under pressure to meet critical deadlines.
3. Effective problem identification and resolution skills.
4. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
5. Ability to work in a team environment to include across shifts and departments.
6. Exhibit good interpersonal skills as well as good verbal and written communication.
Desired Qualifications:
1. 1 year of banking operations experience preferred
2. Licensed Notary preferred
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.\
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name Show more details...
via Built In
posted_at: 2 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:
Under general supervision of the Operations Manager, is responsible for handling electronic payment exceptions, escalations, and reconciliations related to ACH, Real Time Payments, Wire, and/or Zelle within established timeframes in order to mitigate risk.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Analyze, research, and process electronic payment exceptions and requests in accordance to applicable operating rules and regulatory guidelines.
2. Analyze, research, and support in a timely manner electronic payment cases/claims/inquiries escalated by internal departments and client service centers to resolve.
3. Perform outbound calls to corporate clients and internal departments to resolve exceptions.
4. Perform account reconciliation, validation, and research outstanding/out of balance conditions for assigned General Ledger/Enterprise Owned Deposit Accounts in accordance to Accounting and Financial Reporting policies.
5. Maintain a working knowledge of the policy, operating rules, and regulations for applicable electronic payments.
6. Assist with periodic reviews of operational procedures in order to identify changes and enhancements to streamline processes.
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, training, and work-related experience
2. Ability to work irregular hours on short notice to complete end of day processes, and being designated as a "mission critical" teammate on a rotating schedule in the event of inclement weather or natural disaster and be available to travel to offsite backup facility for testing and recovery operations
3. Excellent written and verbal communication skills providing the ability to interact with technical support personnel and senior/executive leaders
4. Resourcefulness in multi-tasking, anticipating needs, and researching/synthesizing information to resolve problems in a time sensitive/high pressure environment
5. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Preferred Qualifications:
1. Associate's degree in Business Administration
2. Knowledge and understanding of electronic payments processing
3. Two years of banking experience
4. Electronic payment job specific certifications (e.g.: Accredited Automated Clearing House Professional - AAP)
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:
Under general supervision of the Operations Manager, is responsible for handling electronic payment exceptions, escalations, and reconciliations related to ACH, Real Time Payments, Wire, and/or Zelle within established timeframes in order to mitigate risk.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Analyze, research, and process electronic payment exceptions and requests in accordance to applicable operating rules and regulatory guidelines.
2. Analyze, research, and support in a timely manner electronic payment cases/claims/inquiries escalated by internal departments and client service centers to resolve.
3. Perform outbound calls to corporate clients and internal departments to resolve exceptions.
4. Perform account reconciliation, validation, and research outstanding/out of balance conditions for assigned General Ledger/Enterprise Owned Deposit Accounts in accordance to Accounting and Financial Reporting policies.
5. Maintain a working knowledge of the policy, operating rules, and regulations for applicable electronic payments.
6. Assist with periodic reviews of operational procedures in order to identify changes and enhancements to streamline processes.
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, training, and work-related experience
2. Ability to work irregular hours on short notice to complete end of day processes, and being designated as a "mission critical" teammate on a rotating schedule in the event of inclement weather or natural disaster and be available to travel to offsite backup facility for testing and recovery operations
3. Excellent written and verbal communication skills providing the ability to interact with technical support personnel and senior/executive leaders
4. Resourcefulness in multi-tasking, anticipating needs, and researching/synthesizing information to resolve problems in a time sensitive/high pressure environment
5. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Preferred Qualifications:
1. Associate's degree in Business Administration
2. Knowledge and understanding of electronic payments processing
3. Two years of banking experience
4. Electronic payment job specific certifications (e.g.: Accredited Automated Clearing House Professional - AAP)
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
schedule_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:
Prospect, quote, sell, place new business, cross-selling additional products and services including referrals to other lines of business, as appropriate. Assist in the development of marketing plans and strategies and ensure teams are providing excellent client service. Maintain positive relationships with all key stakeholders assuring client retention and satisfaction.
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. Production:
a. Prospect new clients.
b. Quote and sell new business.
c. Cross-sell additional products and services
2. Marketing:
a. Develop marketing plan and strategy with Relationship Executives and coordinate with same to obtain the best coverage terms and pricing for the client.
3. Customer Service:
a. Deliver timely advice and professional counsel, and ensure marketing, service and claims teams are meeting the client's needs.
b. Collect premiums and fees billed, if applicable
4. Corporate Citizenship:
a. Promote and maintain good client, company, and fellow employee relations.
b. Promote the company image through civic, social, and business activities, and endeavors.
5. Product Knowledge:
a. Build and maintain internal and external knowledge of product and service offerings.
b. Stay abreast of industry trends and pursue continuing education.
6. Other Duties and Responsibilities:
a. Other duties and responsibilities as directed 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 in applicable business field or equivalent education and related experience
2. Appropriate insurance licenses
3. Three years of insurance industry or other relevant experience
4. Self-motivated, winning attitude, articulate, creative thinker, with good communication skills
5. Demonstrated proficiency of basic computer applications, such as Microsoft Office Suite
6. Ability to travel, including overnight
Preferred Qualifications:
1. Advanced degree
2. Skilled in Office Suite (Excel, Word, PowerPoint)
3. Experienced with Requests for Proposal
4. Certifications in field of endeavor
This position is paid solely on commissions based on the applicable standard commission rate and terms, which may include a salary draw.
• All offers are negotiated based on education, skills, and years of experience
You will be eligible to participate in any bonus, incentive or commission plan made available to similarly situated teammates. Your participation will be subject to all terms and conditions of the plan, as such plan may be modified from time to time.
This role is benefits eligible. Please visit https://benefits.truist.com to learn more.
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:
Prospect, quote, sell, place new business, cross-selling additional products and services including referrals to other lines of business, as appropriate. Assist in the development of marketing plans and strategies and ensure teams are providing excellent client service. Maintain positive relationships with all key stakeholders assuring client retention and satisfaction.
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. Production:
a. Prospect new clients.
b. Quote and sell new business.
c. Cross-sell additional products and services
2. Marketing:
a. Develop marketing plan and strategy with Relationship Executives and coordinate with same to obtain the best coverage terms and pricing for the client.
3. Customer Service:
a. Deliver timely advice and professional counsel, and ensure marketing, service and claims teams are meeting the client's needs.
b. Collect premiums and fees billed, if applicable
4. Corporate Citizenship:
a. Promote and maintain good client, company, and fellow employee relations.
b. Promote the company image through civic, social, and business activities, and endeavors.
5. Product Knowledge:
a. Build and maintain internal and external knowledge of product and service offerings.
b. Stay abreast of industry trends and pursue continuing education.
6. Other Duties and Responsibilities:
a. Other duties and responsibilities as directed 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 in applicable business field or equivalent education and related experience
2. Appropriate insurance licenses
3. Three years of insurance industry or other relevant experience
4. Self-motivated, winning attitude, articulate, creative thinker, with good communication skills
5. Demonstrated proficiency of basic computer applications, such as Microsoft Office Suite
6. Ability to travel, including overnight
Preferred Qualifications:
1. Advanced degree
2. Skilled in Office Suite (Excel, Word, PowerPoint)
3. Experienced with Requests for Proposal
4. Certifications in field of endeavor
This position is paid solely on commissions based on the applicable standard commission rate and terms, which may include a salary draw.
• All offers are negotiated based on education, skills, and years of experience
You will be eligible to participate in any bonus, incentive or commission plan made available to similarly situated teammates. Your participation will be subject to all terms and conditions of the plan, as such plan may be modified from time to time.
This role is benefits eligible. Please visit https://benefits.truist.com to learn more.
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
schedule_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:
Supports the Loan Servicing Function including servicing the deal through the life cycle of the loan and ensures all information is complete and accurate, all standards, guidelines, policies and procedures and regulations are followed.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Review and interpret Legal Documentation
2. Knowledge of Loan Services and Regulatory Requirements
3. Working knowledge of Account Servicing through the lifecycle of the loan
4. Working Knowledge of Participations, Receivables and Specialized Lending Products
5. Focus is on transactions of high size, risk, complexity, high volume and/or industry specialization
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. Strong organizational skills and the ability to handle multiple tasks under tight time constraints
2. Basic commercial credit knowledge and Loan Accounting Experience
3. Associate Degree or 4 years of equivalent work experience in banking operations
4. Proficiency with MS Office applications
Preferred Requirements:
1. Knowledge of commercial loan accounting systems nCino, AFS Vision, SAP, iSeries, AES, Web Based Portal
2. Knowledge of legal documentation requirements
3. Supply Chain Finance Operations business knowledge
4. Knowledge/Experience with Wire Transfer and ACH
5. Knowledge of Client DDA reconcilement and Excel spreadsheets
6. Degree in Accounting or Finance
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:
Supports the Loan Servicing Function including servicing the deal through the life cycle of the loan and ensures all information is complete and accurate, all standards, guidelines, policies and procedures and regulations are followed.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Review and interpret Legal Documentation
2. Knowledge of Loan Services and Regulatory Requirements
3. Working knowledge of Account Servicing through the lifecycle of the loan
4. Working Knowledge of Participations, Receivables and Specialized Lending Products
5. Focus is on transactions of high size, risk, complexity, high volume and/or industry specialization
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. Strong organizational skills and the ability to handle multiple tasks under tight time constraints
2. Basic commercial credit knowledge and Loan Accounting Experience
3. Associate Degree or 4 years of equivalent work experience in banking operations
4. Proficiency with MS Office applications
Preferred Requirements:
1. Knowledge of commercial loan accounting systems nCino, AFS Vision, SAP, iSeries, AES, Web Based Portal
2. Knowledge of legal documentation requirements
3. Supply Chain Finance Operations business knowledge
4. Knowledge/Experience with Wire Transfer and ACH
5. Knowledge of Client DDA reconcilement and Excel spreadsheets
6. Degree in Accounting or Finance
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...
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