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SunTrust Investment Services Inc.
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  • Job Title Provide timely and efficient completion of client transactio... Read More
    Job Title Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or equivalent education Two years of teller or cash handling or client service experience Six months of client relationship building or sales experience Excellent interpersonal and communication skills, including a desire to interact with clients and prospects Ability to master personal computer (PC) keyboard and software skills necessary for branch automation Ability to multi-task under time constraints Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: One year of client relationship building or sales experience Knowledge of advanced or complex branch transactions, risk management and loss prevention Experience with sourcing and prospecting for new clients and client relationship building General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no 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 any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate 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. Read Less
  • Job Title Responsible for the sales and marketing of Truist Mortgage L... Read More
    Job Title Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage production goals. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well as secondary market investor's guidelines utilized by Truist. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external rules and regulations, particularly those established by State and Federal law. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and their benefits. Consistently execute on Truist's referral process by introducing mortgage clients to other bank solutions for deepening client opportunities. 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+ year(s) experience in banking and/or lending environment with basic knowledge of residential property types Good organizational, written and verbal communication skills Possesses solid interpersonal and negotiation skills Demonstrated proficiency in relevant computer applications 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 Other Job Requirements / Working Conditions Sitting/Standing/Walking/Bending/Lifting Visual / Audio / Speaking Manual Dexterity / Keyboarding Availability Travel Up to 75% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no 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 any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate 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. Read Less
  • Wealth Advisor Serve as primary relationship advisor for high net wort... Read More
    Wealth Advisor Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high net worth individuals. Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients. Self-acquires new business by being active and well connected in the community. Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships. Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and IRM partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation. Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships. Thrives in a team based approach to deliver the full suite of Truist Wealth solutions. Team and peer group role model for other Wealth Advisors and Wealth Associates. Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values. Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships. Using sound judgment on expense and operational efficiency. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's Degree Required * FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed * 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs * Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace * Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor. * Advanced and proven working knowledge of deposit, credit and investment products * Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful * Ability to thrive and be an active participate on a team * Demonstrated proficiency in basic computer applications, such as Microsoft Office software products * 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: * CFP preferred or CTFA, CFA, CPA, JD or MBA * Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA * 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients * Graduate of a leadership or management development program (Such as LDP, Banking School) Read Less
  • Job Title Responsible for providing an industry leading client service... Read More
    Job Title Responsible for providing an industry leading client service experience 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. Will be cross trained to perform required teller duties 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 to include teller transactions, which are not mentioned below. Specific activities may change from time to time. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services and developing, expanding and retaining relationships. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines. 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 and applicable training classes and web-based learning. Advises on consumer lending options and takes loan applications. 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. Leads sales initiatives within the branch and acts as an expert resource. Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. 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 education 4 years of client sales and service experience Experience with sourcing and prospecting for new clients and client relationship building Excellent interpersonal and communication skills, including a desire to interact with clients and prospects Demonstrated proficiency in basic computer applications, such as Microsoft Office 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 Ability to multi-task under time constraints Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: Associate's degree or higher Demonstrated ability to handle multiple priorities under time constraints Excellent verbal and written communication skills Ability to respond in a professional manner with a high level of service quality Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients Demonstrated ability in meeting or exceeding sales goals General understanding of bank operations, policies and procedures Truist is an Equal Opportunity Employer that does not discriminate 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. Read Less
  • Operational Loss Risk Execution Lead The Operational Loss Risk Executi... Read More
    Operational Loss Risk Execution Lead The Operational Loss Risk Execution Lead is responsible for establishing routines to ensure effective and efficient execution of the centralized, end-to-end risk management lifecycle for internal and external operational loss events across Truist (e.g., internal process execution errors, data breaches / cyber-attacks, third-party incidents, etc.). This includes developing routines for resource pipeline management, governance and oversight of centralized loss event identification and assessment, capture and documentation, and risk and control evaluation. The lead would oversee, coordinate and evaluate performance of Operational Loss Events Execution Officers aligned to each Business Unit and Corporate Function. The role uses professional judgment to ensure adherence to enterprise operational risk management policies and procedures to ensure complete, accurate, and timely delivery of loss event records. Position is office centric 5 days within one of the following office locations: Charlotte, NC, Atlanta, GA, Greensboro, NC, or Raleigh, NC. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Establish and drive operational routines to ensure loss events are being appropriately identified and assigned to ensure timely execution of the end-to-end risk management lifecycle. Serve as an escalation point for Business Unit stakeholders to ensure timely, complete collection of required loss event information. Ensure maintenance of contact matrices and relationships for key partners across Business Units and Corporate Functions. Oversee loss event evaluations in alignment with enterprise procedures, including ensuring consistent event classification, financial impact capture, and causal factor documentation. Monitor to ensure all required data elements are accurately documented and maintained within the system of record (e.g., Archer) in accordance with established SLAs. Establish internal ECCO procedures and guidance in accordance with enterprise operational risk management policy requirements. Monitor loss event risk management lifecycle progress, identify data gaps or delays, and ensure follow-up with stakeholders to ensure timely completion. Resolve issues related to incomplete information, delays, or challenges in the loss event risk management execution lifecycle as appropriate. Manage relationships with second line of defense risk partners to ensure requirements are met for material loss events. Establish performance indicators and quality review processes to ensure completeness, accuracy, and consistency of loss event records. Support training and onboarding of new teammates and establishment of best practices across the team. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in Business, Finance, or related field, or equivalent education and experience. 7+ years of experience in operational risk, loss event management, audit, or related functions. Strong expertise in operational risk frameworks, including Internal and External Loss Event processes. Demonstrated ability to manage complex portfolios and resolve high-impact issues. Strong leadership, communication, and stakeholder management skills. Ability to apply judgment in complex and ambiguous situations while maintaining adherence to procedures. Strong analytical, problem-solving, and data quality management skills. Proficiency in Microsoft Office and risk management systems (e.g., Archer). Truist is an Equal Opportunity Employer that does not discriminate 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. Read Less
  • Service Finance Account Manager  

    - Palm Beach County
    Job Title Responsible for servicing and retaining Service Finance deal... Read More
    Job Title Responsible for servicing and retaining Service Finance dealer relationship by managing their daily pipeline and providing education on program or process enhancements. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Maintain dealer relationships by providing a high level of customer service. Provide dealers with friendly, courteous and accurate verbal and written communication. Utilize enterprise supported sales management systems to document pertinent dealer information: contact information, number of sales reps, annual revenue, finance volume, and previously used lenders. Utilize company sales training, scripts, and strategy to retain performing dealers. Update and train dealers on changes to procedures or programs. Act as liaison between other departments within Service Finance. Perform other related duties and assignments as required and as assigned by supervisor or manager Required Qualifications: High school diploma or equivalent education Knowledge of customer service, sales and consumer finance is essential Strong verbal and written communication skills Excellent organizational skills Excellent customer service skills Ability to multitask and work in a fast paced environment Willingness to learn and train peers Positive and professional attitude Demonstrated proficiency in Microsoft applications and previous CMS experience Preferred Qualifications: Bachelor's degree Other Job Requirements / Working Conditions: Sitting/Standing/Walking/Bending/Lifting Sitting (if checked, indicate frequency) Constantly (More than 50% of the time) Standing (if checked, indicate frequency) Occasionally (Less than 25% of the time) Walking (if checked, indicate frequency) Frequently (25% - 50% of the time) Bending (if checked, indicate frequency) Occasionally (Less than 25% of the time) Lifting (if checked, indicate pounds) Up to 10 lbs. Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel (Must select one) Minimal and up to 10% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no 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 any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate 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 E-Verify IER Right to Work Read Less
  • Part Time Universal Banker Provide timely and efficient completion of... Read More
    Part Time Universal Banker Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. Essential duties and responsibilities following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. 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 education Two years of teller or cash handling or client service experience Six months of client relationship building or sales experience Excellent interpersonal and communication skills, including a desire to interact with clients and prospects Ability to master personal computer (PC) keyboard and software skills necessary for branch automation Ability to multi-task under time constraints Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes Ability to work weekends and/or extended hours with occasional travel and overnights may be included The hourly base salary for this position is $22.00/hour-$25.00/hour. Additional incentive pay is available for this position. Truist is an Equal Opportunity Employer that does not discriminate 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. Read Less
  • Job Title Provide timely and efficient completion of client transactio... Read More
    Job Title Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or equivalent education Two years of teller or cash handling or client service experience Six months of client relationship building or sales experience Excellent interpersonal and communication skills, including a desire to interact with clients and prospects Ability to master personal computer (PC) keyboard and software skills necessary for branch automation Ability to multi-task under time constraints Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: One year of client relationship building or sales experience Knowledge of advanced or complex branch transactions, risk management and loss prevention Experience with sourcing and prospecting for new clients and client relationship building General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no 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 any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate 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. Read Less
  • Job Title Provide timely and efficient completion of client transactio... Read More
    Job Title Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or equivalent education Two years of teller or cash handling or client service experience Six months of client relationship building or sales experience Excellent interpersonal and communication skills, including a desire to interact with clients and prospects Ability to master personal computer (PC) keyboard and software skills necessary for branch automation Ability to multi-task under time constraints Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: One year of client relationship building or sales experience Knowledge of advanced or complex branch transactions, risk management and loss prevention Experience with sourcing and prospecting for new clients and client relationship building General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no 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 any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate 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. Read Less
  • Job Title Responsible for consultative sales of Treasury Solutions (TS... Read More
    Job Title Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values. 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. Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio. Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning. Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.) Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree or an equivalent combination of education and related work experience. 3 years of sales experience of financial or treasury products and/or services. Preferred Qualifications: 5+ years of Treasury/Cash Management Analyst experience Deep knowledge of Treasury Management Solutions Certified Treasury Professional Truist is an Equal Opportunity Employer that does not discriminate 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. Read Less

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