Grandbridge Real Estate Capital jobs in Charlotte, NC - 557 jobs
Legal Operations Business Consultant- Finance
Truist 4.5
Truist job in Charlotte, NC
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf)
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
The Legal Operations Business Consultant - Finance is responsible for supporting the financial management and operations within the Legal Department. This role involves analyzing legal spend, budgeting, planning, forecasting, and ensuring compliance with related policies and procedures. The ideal candidate will have strong analytical skills, a deep understanding of financial principles, and the ability to work collaboratively with various stakeholders.
The Legal Operations Business Consultant reports to the Legal Operations Manager of Enterprise Functions. The position will work closely with the Head of Legal Operations, Senior Legal Managers and the Chief Legal Officer.
***Role has in office expectations****
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
**The 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. Conduct detailed financial analysis of the Legal Department's expenditures, including outside counsel and vendor costs. Identify trends, variances, and opportunities for cost savings.
2. Assist in the preparation of the overall Legal Departments and respective practice areas' budget and monthly forecasts. Monitor budget performance and analyze variances.
3. Partner with the Data Analytics Team to track and report on legal spend, providing insights to legal and finance leadership. Utilize dashboards and reports for effective spend management.
4. Collaborate with the procurement team and other stakeholders to establish budgets and advise on the financial impact of departmental expenses related to technology and legal-related vendors.
5. Prepare and present financial reports to the legal operations and finance teams. Ensure accurate and timely reporting in line with corporate guidelines.
6. Identify and implement process improvements in financial operations within the Legal Department. Work on automation and optimization of financial workflows.
7. Monitor financial activities within the Legal Department to comply with policies and internal controls.
8. Serve as primary contact with Finance and partner with other cross-functional teams to align on budget goals, spending initiatives, and reporting requirements.
**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 Finance, Accounting, Business Administration, or a related field
2. 5 or more years of experience in financial analysis, budgeting, or a related role, preferably within a legal or corporate environment
3. Strong analytical skills with the ability to interpret complex data and provide actionable insights
4. Proficiency in financial software and tools, such as Excel, SAP, or other ERP systems
5. Excellent communication and presentation skills, with the ability to convey financial information to non-financial stakeholders
6. Solid organizational skills with attention to detail
7. Superb verbal and written communication skills
8. Ability to work within a large organization and collaborate and partner with cross-functional teams
9. Ability to interact effectively with people at all organizational levels of the firm and build strong relationships with internal stakeholders
10. Executive presence and ability to act as primary contact on assigned engagements
11. Ability to work independently, manage multiple tasks, and meet deadlines in a fast-paced environment
12. Strong attention to detail
**Preferred Qualifications:**
1. A relevant master's degree or professional certification (e.g., CPA, CFA) is a plus
2. 7 or more years of experience in financial analysis, budgeting, or a related role, preferably within a legal or corporate environment
3. Experience with legal spend management tools (e.g., eBilling, matter management systems)
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no 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 (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf)
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$80k-104k yearly est. 60d+ ago
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CSBB Portfolio Planning Lead
Truist Bank 4.5
Truist Bank job in Charlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
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 will be an office centric role requiring working in the office five days per week in January 2026 at one of the locations listed on the requisition.
The Portfolio Planning & Operations team is broadly responsible for designing and delivering a holistic Consumer and Small Business Banking (CSBB) portfolio of strategic initiatives and operational imperatives that ultimately deliver on our enterprise objectives. This includes managing a broad portfolio of initiatives that span a variety of work-types (strategic, operational, risk / reg., core productivity, expense, and cost management). The team is critical to driving a comprehensive and collective portfolio of change initiatives, ranging from day-to-day operational changes to large multi-year investment projects. Seated at the top of the change funnel, this team is critical to determining what change initiatives are introduced to the portfolio, recommends timing and sequencing of our work, ensures sound business rationale and rigor to pressure test as well as validate business assumptions, and partners closely with key business leaders to deliver on the growth objectives for our portfolio.
Highly-motivated and strategic CSBB Portfolio Planning Lead to oversee and guide the development, resourcing, prioritization, execution, optimization, and delivery of our Consumer and Small Business Banking portfolio strategy to deliver our long-term holistic operational and strategic objectives. The CSBB Portfolio Planning Lead will work closely with executive stakeholders, cross-functional partners, and be responsible for leading junior teammates. Role is subject to change based on shifting business needs.
Essential Job Duties:
1. Support the development and maintenance of the comprehensive CSBB portfolio strategy aligned to the enterprise's 5-year strategic vision, objectives, and financial results.
2. Support the development and publishing of the CSBB Execution Roadmap as well as the CSBB Consolidated Portfolio to the Chief Consumer Banking Officer.
3. Support the portfolio optimization strategy, to ensure strategic / operational alignment, efficient resourcing, trade-off decisions, and balance of risk.
4. Monitor and report on the ongoing health of the CSBB Execution Roadmap and CSBB Consolidated Portfolio.
5. Partner with cross-functional stakeholders to foster strong relationships and deliver impactful outcomes.
6. Lead and delegate small to medium tasks to junior teammates.
7. Effective presentation skills and adequate executive presence.
8. Comfortable working with ambiguity and tight deadlines.
Required Qualifications:
1. Bachelor's Degree from an accredited university.
2. + 5 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s).
3. Proficient in Microsoft Office Suite (PowerPoint, Excel, Word, Visio, Project).
Preferred Qualifications:
1. + 7 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s).
2. + 2 years in a Strategic discipline.
3. + 2 years' experience in Financial Analysis.
4. + 2 years' experience in Strategic Planning.
5. + 3 years' experience in Management Consulting.
6. Strategic Road Mapping and / or OKR Framework familiarity.
7. Master's degree in business administration from a top-tier University.
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
$76k-132k yearly est. Auto-Apply 60d+ ago
Transaction Coordinator
Walker & Dunlop 4.9
Charlotte, NC job
Department:
Multifamily - Sales
We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities.
Department Overview
Walker & Dunlop Investment Sales (WDIS) represents the nation's premier multifamily owners, developers, and operators with the highest level of investment advisory service. Since 2003, the WDIS experts have built a reputation as a market leader in multifamily investment sales and surpassed $19B in annual sales volume in 2022. We work with institutional and private clients, and we are active in seniors housing & healthcare, student housing, and land sales across the country.
The Impact You Will Have
This position is responsible for the administration and coordination of WDIS Multifamily listings and performing other administrative-type duties as needed.
Primary Responsibilities
Constant communication with Manager, Clients and Brokers
Provide support to Brokers to include:
Set up files
Schedule property tours
Assist with due diligence, monitor offers, track critical dates on all deals
Maintain and distribute marketing logs
Every aspect from engagement through closing
Maintain property reports and records
Manage the updated for multifamily website; administer “deal room”/due diligence sites
Launch all e-blasts for properties going into the market
Manage internal reporting systems
Preparing and coordination of detailed market material of multifamily properties to include:
Assist in production of marketing materials and flyers
Review and edit marketing materials
Organize logistics related to property branding including scheduling photographer, printers and other third-party vendors
Communication with both internal and external customers
Offering Memorandum, Due Diligence coordination
Manage the Managing Director and Senior Vice President's calendars and expenses, develops and maintains their filing system and provides general office support to include: phone coverage, word processing and proof reading.
Help organize complex business activities such as meetings, conferences, calls, departmental events, property tours, dinners and broker events
Process out-going mail, vendor invoices, and order various closing gifts/client gifts
Database management to include: entering new contacts, new properties/listings in Salesforce, following up on bad addresses and RCM bounce backs (emails sent through RCM)
Maintain call lists in Salesforce and create reports,
Manage Real Capital Markets. This includes setting up the asset, creating the teaser, as well as creating the list of users to receive the teaser, manage approvals and update VDR documents as they become available
Coordinate RCM and Press Releases with Marketing, Quarterbacks, and graphics team
Perform other duties as assigned
Attendance is generally required from 8:30 am - 5:30 pm local time, Monday through Friday
Education and Experience
Bachelor's degree (preferably in Marketing, English or Journalism), or equivalent work experience required
1+ years of administrative experience required
Experience supporting executives in a corporate environment preferred
Knowledge, Skills and Abilities
Excellent attention to detail, judgment, flexibility and dependability
Strong business sense and ability to prioritize work as well as to find solutions to various problems while prioritizing and managing deadlines
Interest in or experience with Real Estate
Demonstrated learning orientation
Ability to take initiative and work independently
High level of interpersonal skills and maturity to handle sensitive and confidential information
Position continually requires poise, tact, diplomacy and initiative
Ability to work as a part of a team, while providing a strong individual contribution
Proficiency in Microsoft Office applications including Word, Excel, Outlook and PowerPoint
Familiarity with contact management systems (e.g., Outlook, Salesforce, and SharePoint)
Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes
Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders
#LI-CR1
#LI-Onsite
What We Offer
The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023
Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include:
- Up to 83% subsidized medical payroll deductions
- Competitive dental and vision benefits
- 401(k) + match
- Pre-tax transit and commuting benefits
- A robust health and wellness program - earn cash rewards and gain access to resources that
promote health, engagement, and balance
- Paid maternity and parental leave, as well as other family paid leave programs
- Company-paid life, short and long-term disability insurance
- Health Savings Account and Healthcare and Dependent Care Flexible Spending
Career development opportunities
Empowerment and encouragement to give back - volunteer hours and donation matching
*Eligibility may vary based on average number of hours worked
EEO Statement
We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.
SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process.
Fair Chance Hiring
Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
$37k-47k yearly est. Auto-Apply 8d ago
Financial Crimes Analyst III
Truist 4.5
Truist job in Charlotte, NC
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf)
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Perform research and loss mitigation efforts across multiple intake channels to decision Financial Crimes related cases and alerts. Researches and analyzes account activity to assess the level of risk and make decision in accordance with applicable corporate and departmental policies and procedures.
**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. Analyze and decision multiple Financial Crimes related cases or alert types.
2. Utilize banking systems to investigate and research all transactional information to ensure that Financial Crimes requirements are met.
3. Conduct client research.
4. Use critical thinking skills to make well supported decisions relative to the alert type.
5. Utilize internal and external applications to assist in the investigation and research of all applicable alerts
6. Efficiently and effectively resolve cases or alerts with awareness of all timelines as directed by relative to Financial Crimes function.
7. Support effective communication with internal and external partners or clients.
8. Participate in BSA/AML/OFAC and/or Fraud related training that may include webinars, periodicals and self -study in order to stay abreast of any related changing laws and regulations.
**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. Associate degree or equivalent education and related training
2. Three - Five years of banking, financial industry or related experience; preferably in a branch, audit, compliance, legal, risk or lending related capacity.
3. Ability to learn and perform complex processes in order to meet the spirit and letter of the procedures, policies and regulations that govern the department.
4. Strong investigative, analytical, and critical thinking skills
5. Strong work prioritization and time management skills
6. Strong interpersonal, communication and client service skills
7. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
8. Ability to work in a high-stress, fast-paced, rapidly changing environment.
9. Ability and willingness to work flexible hours as required by the function
**Preferred Qualifications:**
1. Experience in investigation, law enforcement, or lending role
2. Knowledge of BSA regulations and/or related compliance requirements, including reporting and record retention requirements
3. Experience in BSA/AML/OFAC/Fraud and/or compliance-related role, whether in a client facing or backroom/operational role
4. Familiarity with sanctions (OFAC)
5. Ability to identify, analyze and escalate challenges
6. Familiarity with reviewing and dispositioning alerts; ability to obtain necessary information to classify a sanctions hit as a correct match or false positive with limited guidance
7. Experience collaborating with team members of all levels, cross-functional partners, and briefing management
8. Ability to work independently, under time constraints, and manage time efficiently and effectively
9. Ability to liaise between internal teams and with external business units
10. Bachelor's degree or related qualification
**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 (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf)
IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
$42k-58k yearly est. 2d ago
Business Data Steward- Finance
Truist Bank 4.5
Truist Bank job in Charlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
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:Identifies finance business unit data critical business process and critical data elements in alignment with Enterprise Data Management and Governance established policies, standards, and procedures. Ensures data controls are implemented and maintained to effectively support the execution of finance-business processes. Participates in domain working groups, best practices forums, and data management routines to stay informed of industry trends and support the accuracy and completeness of data through the supply chain.
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. Responsibilities include participating in definition and validation of finance business critical process and the associated critical data elements (CDEs) that support them.
2. Business Metadata Management:
a. Onboard new CDEs that are specific to corresponding Business Unit or Corporate Group - collaborate with Technical Data Stewards.
b. Propose new CDEs and Data Domains to Data Domain Working Group for approval - collaborate with Data Domain Working Group.
c. Review assigned CDEs and their business metadata on an established frequency basis - collaborate with Metadata Center of Excellence (COE).
d. Discover and execute CDE change requests - collaborate with Metadata COE; Technical Data Stewards.
e. Submit CDE change requests for approval to Data Domain Working Group - collaborate with Data Domain Working Group, Metadata COE, and Technical Data Stewards.
f. Perform business process and traceability mapping - collaborate with Business Unit / Corporate Group representatives, Metadata COE and Technical Data Stewards.
g. Review trusted source assignments - collaborate with Technical Data Stewards.
3. Data Quality:
a. Define data quality rules and standards for finance data within the corresponding Business Unit or Corporate Group.
b. May partner with Technical Business Stewards to enroll and implement Data Quality rules for corresponding Business Unit or Corporate Group into appropriate systems- collaborate with Technical Business Stewards.
c. Monitor Data Quality activities, track data issues and risks, and develop associated mitigation strategies for finance data.
d. Resolve Data Quality Issues, including items impacting financial reporting and regulatory compliance.
4. Enterprise Metadata Repository / Metadata Catalogue:
a. Onboard new CDEs' related business metadata - collaborate with Metadata COE.
b. Update central metadata repository with business metadata content (business terms, definitions, classifications, and business and Data Quality rules) - collaborate with Metadata COE and Technical Data Stewards.
c. Review CDEs' metadata on an established frequency basis - collaborate with Metadata COE.
d. Discover and execute CDE metadata update requests - collaborate with Metadata COE.
e. Get CDE metadata change requests approved with Data Domain Working Group - collaborate with Data Domain Working Group.
5. Data Privacy, Security, Retention and Archiving:
a. Monitor data security for data elements for finance related data elements.
b. Report or escalate data privacy issues to Data Privacy Group - collaborate with Chief Privacy Officer and team.
c. Review data requirements to enable compliance with Privacy Policy and other similar corporate policies and documents - collaborate with Chief Privacy Officer and team.
d. Enable the application of corporate strategy, policy, and ethics for all consumers of data from given Business Unit or Corporate Group.
e. Monitor data for alignment with national and regional regulations as well as with corporate ethical standards.
6. Data Sharing, Access Control and Data Transfer:
a. Define Data Privacy rules and align them with the Enterprise Privacy Policy in collaborate with Chief Privacy Officer
b. Participate in defining archiving, retention, and data destruction requirements for CDEs for corresponding Business Unit or Corporate functions in collaboration with the CDAO and Chief Privacy Officer.
c. Review data requirements to enable compliance with Privacy Policy and other similar corporate policies and documents - collaborate with Chief Privacy Officer and team.
d. Enable the application of corporate strategy, policy, and ethics for all consumers of data from given Business Unit or Corporate Group.
e. Monitor data for alignment with national and regional regulations as well as with corporate ethical standards
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. Equivalent combination of advanced education and related experience, which could include any combination of: 5 years of experience managing business processes or experience in technical-related decisions on the business side
2. Communications skills, including, negotiation/facilitation/presentation skills
3. Knowledge of current and emerging application software products and tools
4. Project management experience
5. Analytical and architectural skills
6. Ability to manage a high volume of internal client relationships, particularly with Finance and Regulatory Reporting stakeholders.
Preferred Qualifications:
1. Bachelor's or master's degree in finance, accounting, business analytics, computer science, Information Technology, or a related field
2. Knowledge of Data and Analytics including emerging trends
3. Understanding of finance operations, regulatory frameworks (e.g. Basel, CCAR, FR Y-9C), banking operations, risk management, and regulatory compliance
4. Excellent leadership, communication, and interpersonal skills
5. Familiarity with machine learning, data analytics, and artificial intelligence in financial institutions
6. Banking or financial services experience
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no 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
$21k-31k yearly est. Auto-Apply 60d+ ago
CRE Client Specialist II
Truist 4.5
Truist job in Charlotte, NC
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf)
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios.
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.
Sales Support
1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc.
2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.
3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Service Support
4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions.
8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker.
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 and related training
2. Five years of related experience, preferably within financial services
3. Two years of experience in a CCS role, or similar
4. Demonstrated ability to identify, analyze and resolve issues independently
5. Advanced knowledge of related systems and processes
6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts
7. Good organizational skills
8. Ability to complete all core courses outlined in the CCS training curriculum
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
1. Associate's degree in related field
2. Possess working product knowledge of bank services and Financial Services Industry
3. Possess math aptitude with ability to grasp general accounting and financial concepts
4. Possess working knowledge of excel and/or reporting applications
**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 (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf)
IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
$27k-40k yearly est. 50d ago
Operations & Program Management Senior Consultant
Truist 4.5
Truist job in Charlotte, NC
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf)
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Drive effort to improve efficiency, increase profitability and manage cost saving strategies and initiatives. Lead and/or coordinate programs across lines of business marketing, marketing centers of excellence, product, channel management, risk and other areas to design, set up, operationalize, fulfill inside of portfolio discipline. As a subject matter expert on the Operations and Program Management team, this role provides leadership for all key areas of the capabilities such as day to day management and/or strategy. May act as a team leader for other consultant or specialist roles and/or as a liaison to a support area.
Complex Program Management:
Key leader on high‐visibility, company‐wide strategic initiatives focused on improving efficiency and increasing profitability. Lead the creation of top level & program strategy, aligning critical objectives & required resources, tools & investment readiness. Manage complex, transformational, enterprise‐wide projects. Construct key marketing programs for cost avoidance, continuous performance improvement, consistent delivery & shared learnings. Identify the success factors & performance indicators that are critical for management decision-making & program control. Develop, manage and report on marketing dashboards & calendars as needed and ability to utilize a variety of resource planning, collaboration, workflow management, reporting, costing & calendaring tools to insure program objectives are met. Build positive relationships with internal marketing teammates & external suppliers.
Marketing Print Management:
Lead, manage & execute all types of printing - commercial print, direct mail, wide format, fixtures - with detailed timelines for all print production work across all Lines of Business. Advise teams on print strategy to produce effective campaigns by translating campaigns to print production. Responsible for print strategy & execution, aligned with business need & the brand strategy. Lead print execution in concert with agencies & third-party providers to enable segment/business marketing strategies and ensure the attainment of key business goals (customer acquisition, retention and profitability). Provide expertise in print procurement, including advanced knowledge of paper, print production and strategic solutions, Business Process Outsourcing (BPO), and corporate paper programs to negotiate favorable contracts, create cost savings & optimize print spend for marketing materials & services. Ensure print management to deliver jobs correctly on time and on budget.
**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. Experienced professional role that applies in-depth knowledge to results-driven programs within portfolio discipline and provide a foundational understanding of concepts and principles of other related professional disciplines.
2. Consultative Program Expertise: Through the marketing process, manage projects and related specific activities within given constraints of time, budget and quality to ensure scope, schedule and costs are reasonable and achievable. Allocate work among team members and provide guidance regularly; conducting periodic and post-project reviews for enterprise strategic initiatives.
3. Consultative Print Expertise: Within the marketing process, lead the print production process (in both pre- & post- creative release - through the delivery of materials) and is accountable in revenue generating programs across all Lines of Business and Corporate Marketing. Lead the planning and scheduling through proactive communication and within print production milestones and steps; provide consultative expertise, change impact and issue management.
a. Print Production Milestones include: (1) Print Production (On Press) Schedule; including Pre-production 'consultation and meeting', Proofing Process, Printing Process | (2) Fulfillment (Kitting) Schedule | (3) Distribution (Shipping) Schedule
4. Analyze stakeholder needs to identify gaps and risks, define capabilities and develop cost‐effective solutions to a wide range of business challenges, e.g., big project/small budget, tight timelines and execution roadblocks.
5. Lead small projects with manageable risks and resource requirements; play significant roles in larger, more complex enterprise-wide initiatives in support of cost saving strategies.
6. Apply knowledge of best practices derived from experience to solve a range of complex technical and operational problems.
7. Take a new perspective on existing solutions to solve complex problems by exercising judgment based on the analysis of multiple sources of information.
8. Explain and interpret complex, difficult, or sensitive information; view business challenges from diverse perspectives.
9. Work independently and receive minimal guidance; act as a resource for teammates with less experience.
**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 Marketing, Communications, Business Administration or related field, or equivalent education and related training
2. Five years of related experience or an equivalent combination of education and experience
3. In-depth knowledge and expertise of principles, practices, theories, and/or methodologies associated with the Marketing discipline (e.g., Marketing P's, Market research, analytics, digital)
4. Experience managing or leading projects or project work streams and operates as a lead in a specialty capacity
5. Knowledge of the industry's competitive landscape and the factors that differentiate Truist and its competitors in the market
6. Ability to interpret and explain complex information to a range of audiences and build consensus among different stakeholders
7. Ability to provide direction, coaching and mentor experienced teammates
8. Fluent in Excel and PowerPoint, preparing presentations for senior level teammates
**Preferred Qualifications:**
1. Master's degree or MBA and five years of related experience
2. Previous experience in the banking industry
**OTHER JOB REQUIREMENTS / WORKING CONDITIONS**
**Sitting**
Constantly (More than 50% of the time)
**Standing**
Occasionally (Less than 25% of the time)
**Walking**
Occasionally (Less than 25% of the time)
**Bending**
Occasionally (Less than 25% of the time)
**Lifting**
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 25%
**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 (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf)
IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
$78k-108k yearly est. 60d+ ago
Regulatory Reporting Governance Director
Truist Bank 4.5
Truist Bank job in Charlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
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:Implementation, management and ongoing execution of the Truist regulatory reporting risk frameworks in alignment with second line of defense risk programs. Lead a team of professionals in the first line of defense, providing direction and guidance for aggregated oversight and governance for all risk types inherent in the regulatory reporting function.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Support the regulatory reporting governance framework in the execution of enterprise, technology, operational, and compliance risk frameworks to align with second line of defense program requirements and industry best practices.
2. Ensure oversight partners stay abreast of current and emerging regulatory reporting risk exposures.
3. Guide the regulatory reporting production teams on program requirements for regulatory changes, issues management, risk acceptances, key performance and key risk indicators, internal and external events, and internal controls monitoring and testing.
4. Manage a team of governance professionals that facilitate risk programs within their assigned responsibilities.
5. Drive collaboration between enterprise-wide risk program owners and the regulatory reporting production teams to ensure partnership and avoid duplicative risk execution activities.
6. Maintain a deep understanding of governance frameworks to help guide and drive consistency and reasonableness in execution across the regulatory reporting production teams. Drive communication between all affected parties to develop and implement appropriate controls for new processes, transactions, and products.
7. Provide sound risk advisory and judgment to assist the production teams in making prudent risk decisions.
8. Ensure the appropriate stakeholders and subject matter experts are engaged across the organization for risk program execution activities.
9. Assist with the applicable reporting to the Regulatory Reporting Governance Committee, as well as other Committees, as applicable.
10. Assist with Audit and Regulatory Exam management.
11. Assist in thematic review of issues to identify items that might impact regulatory reporting.
12. Assist the production teams in developing sound policies and procedures in line with enterprise governance guidelines.
13. Develop and deliver training to business management, production teams and data providers on process, risks, controls, and control testing.
14. Assist production teams in defining and documenting business process inventory, including process maps with control points documented. Manage Regulatory Reporting Governance Senior Analysts and Analysts, as well as lead other teammates in project execution.
15. Assist and guide the production teams in determining materiality and appropriate documentation of change risk initiatives
16. Guide the production teams in appropriate project management practices as needed.
17. Assist in the management and identification of issues and sub-issues (self-identified, audit, regulatory, etc.) to ensure risk is appropriately mitigated by action plans.
18. Monitor risk execution output to determine if business partners are able to gain visibility into current and emerging regulatory reporting risk.
19. Monitor resourcing and skill sets for teammates within the Regulatory Reporting Governance team. Escalate concerns in a timely manner.
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 Business, Finance or an equivalent combination of education and related work experience
2. 12-15 years of experience in operational/enterprise risk related management, including but limited to audit, operations, process engineering or risk management
3. Professional communications and presentation skills
4. Strong relationship management skills
5. Demonstrated leadership or management skills
6. Project management, consulting or management experience
7. Strong risk and regulatory knowledge
8. Strong quantitative, governance, problem solving and analytic abilities
9. Ability to work in a fast-paced environment
Preferred Qualifications:
1. Supervisory experience
2. Financial services or specialized industry experience
3. Knowledge of regulatory reports produced within the Financial Services industry
4. Master's degree in related discipline
5. Financial Risk Manager (FRM)/Certified Financial Analyst (CFA) or equivalent advanced risk certification
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
$89k-131k yearly est. Auto-Apply 23d ago
Business Transformation Strategist
Truist 4.5
Truist job in Charlotte, NC
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf)
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
The Business Transformation Strategist translates the Line of Business vision into actionable, value-driven change initiatives for the Truist Care Center. This role owns the development of business cases, demand intake, and progression of initiatives through the formal change funnel, ensuring strategic alignment, financial rigor, and enterprise impact. The strategist provides portfolio-level oversight of approved projects, tracking progress from ideation through benefits realization and feeding outcomes into the executive performance narrative. In partnership with business and operational leaders, the role also provides insight into Care Center capabilities and contributes to operating model design to optimize the business's rhythm, effectiveness, and long-term performance.
**For this opportunity, Truist will not sponsor an applicant for work visa status or employment authorization, nor will we offer any immigration-related support for this position (including, but not limited to H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, O-1, or future sponsorship for U.S. lawful permanent residence status.)**
**This position is office-centric 5 days a week in one of our Truist hubs.**
**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. Manages the intake, planning, business readiness, and execution of large change initiatives.
2. Leads and influences cross functional teams to effectively deliver project objectives including a successful communication and training plan.
3. Oversees and/or prepares and maintains necessary project materials and artifacts. Ensures project documentation has appropriate level of traceability, tracking all impacts to completion and knowledge delivery to impacted audiences.
4. As appropriate, systematically review components of processes/programs to identify potential areas of improvement based on cost/benefit analysis, client impact and/or regulatory requirement. Identify and systematize best practices to reduce unneeded process variation and improve service quality and efficiency.
5. Establishes and maintains relationships with all stakeholders ensuring coordination across cross-functional teams and obtains leadership support and buy-in of delivery plan.
6. Will serve as an individual contributor with ownership of multiple complex project portfolios and will have indirect leadership of junior level internal and external resources, directing their day-to-day project activities and reviewing their work including providing project-related performance reviews to their direct leader. May manage a team providing a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values.
**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 and five to seven (5-7) years of related experience or an equivalent combination of education and experience to include general business management, consulting-type work, or other disciplines related to business management and/or technology.
2. In-depth and broad knowledge within own professional discipline, such as finance, project management, change management, strategy development, etc.
3. Ability to interpret internal and external business challenges, and apply best practices to improve products, processes, or services. Ability to lead projects of significant complexity and risk exposure. Ability to exercise judgment in solving technical, operational, and organizational challenges.
4. Experience managing a team, including identifying and recruiting talent, managing performance, and making decisions about resource allocation.
5. Executive level communication skills, including negotiation, persuasion and ability to influence others to adopt a new perspective and handle interpersonal issues with tact and diplomacy.
**PREFERRED SKILLS:**
- Business case ownership: Experience leading end-to-end development of strategic, ROI-driven proposals.
- Financial modeling expert: Proven track-record building conservative, credible forecasts with clear ROI assumptions.
- Investment rigor: Demonstrated ability to evaluate objective analysis on risk, return, and enterprise value.
- Portfolio leadership: Tracks initiatives through delivery and benefits realization.
- Executive storytelling: Presents cases clearly to senior leaders and governance forums.
- Demand management: Drives intake through formal change and approval processes.
- Operating model insight: Shapes capability and rhythm optimization.
- Strategic translator: Turns vision into executable roadmaps.
- Executive presence: Confident, credible communicator at the C-suite level.
- Enterprise mindset: Aligns transformation to broader business priorities.
**OTHER JOB REQUIREMENTS / WORKING CONDITIONS**
**Sitting**
Constantly (More than 50% of the time)
**Standing**
Occasionally (Less than 25% of the time)
**Walking**
Occasionally (Less than 25% of the time)
**Visual / Audio / Speaking**
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
**Manual Dexterity / Keyboarding**
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
**Availability**
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
**Travel**
Minimal and up to 10%
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no 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 (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf)
IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
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:
The Commercial Corporate Finance Credit Delivery group (“Group”) supports and facilitates new revenue growth through integrated origination and execution of capital structure alternatives and traditional banking revenue products. The Group structures, underwrites, and closes complex and often leveraged debt transactions for new and existing clients and private equity firms in Commercial Banking, driving, and directing the process and activities necessary to obtain Truist's balance sheet commitment as well as support syndicated risk decisions. Financing transactions include lead and non-lead opportunities that include private, family-owned transactions as well as sponsor-owned, leveraged transactions. The Group also actively manages the related loan portfolio to meet client needs while also ensuring appropriate risk/return strategies and executes amendments, refinancings and ancillary credit product approvals. Responsible for ongoing client dialogue, including product partner opportunity identification where appropriate. Actively manages portfolio risk through risk rating integrity, client reviews, watchlist management, and amendments/waivers, as well as executing compliance, audit and regulatory guidelines and reviews. The group is also responsible for early identification of emerging credit problems and industry trends to initiate risk mitigation actions and ensure appropriate capital allocation.
Group members often have significant leveraged lending experience, capital structure knowledge, and legal and documentation expertise. They are expected to demonstrate strong negotiation and persuasion skills during their interactions externally with C-level corporate management and private equity clients, and internally with 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.
Reporting to one of Group Team Leads, supports senior teammates and deal teams in developing complex financial models and providing analytical support including analyzing financial statements and projections, and developing and participating in credit underwriting, structuring and presentations. Together with senior teammates, conducts due diligence, obtains credit approval and facilitates legal review for transactions.
Fluent in Microsoft Office (Word, Excel and Powerpoint); ability to navigate Truist's systems and applications.
Develop a working knowledge of Truist products and demonstrates superior technical skills.
Responsible for analysis and underwriting related to transactions, amendments, modifications and other credit products for new and existing clients as part of deal teams.
Contributes to creating credit product approval documents and presentations.
Creates and utilizes analytical financial models, including financial projections, discounted cash flow analysis, leveraged buyout analysis, valuation analysis, and financial analysis of historical and projected cash flows.
Performs research and analysis on companies, industries and transactions in support of both client activities and risk mitigation strategies.
Supports senior teammates in management of the portfolio with responsibilities including financial statement spreads, covenant compliance analysis and others as directed.
Works closely with teammates in the preparation of on-time and high-quality annual client reviews, renewals, and amendments. Experienced teammates may be responsible for completing entire annual reviews on assigned clients.
Maintains active ownership and timely processing of quarterly financials and risk ratings within own portfolio and as needed 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
Strong analytical skills and attention to detail
Possess strong knowledge of advanced finance and accounting.
Strong written and verbal communication skills
Competitive drive and high work ethic, self-starter, team-oriented
Solid leadership and interpersonal skills
Ability to work well in a fast-paced, team-oriented environment
High level of adaptability and flexibility with strong organizational and time management skills
Some understanding of business
Advanced proficiency in Microsoft Excel and PowerPoint
Preferred Qualifications:
Minimum GPA: 3.0
1 to 3 years of demonstrated work experience in finance or related field
#Charlotte #Atlanta
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
$77k-111k yearly est. Auto-Apply 9d ago
Universal Banker - Union Road
Truist 4.5
Truist job in Gastonia, NC
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf)
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.
5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High school diploma or equivalent education
2. Two years of teller or cash handling or client service experience
3. Six months of client relationship building or sales experience
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6. Ability to multi-task under time constraints
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Preferred Qualifications:
1. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
4. General understanding of bank operations, policies and procedures
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no 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 (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf)
IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
$31k-38k yearly est. 3d ago
Commercial Banker - Hickory
Truist 4.5
Truist job in Hickory, NC
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf)
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Identify, solicit, develop, manage, service, retain and grow long-term profitable commercial relationships for clients with $5MM to $75MM in annual sales. Offer a full range of loan, deposit, and fee-based services to existing and prospective commercial clients. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - III) should be differentiated based on years of commercial banking experience, portfolio size, and overall potential in the role per leadership discretion.
**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.
Leverage the Truist Sales Process, Financial Insights, and the Industry & Advisory team to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. Manage, service and grow an assigned book of commercial banking clients. Execute on prospecting activities to grow new commercial banking households. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. Focus on driving continual improvement in portfolio revenue growth and new production revenue. Proactively contact clients to fully develop commercial banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank's client relationship management (CRM) system. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio.
**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 4 years working experience or equivalent education and related training
+ One year related experience in banking or financial services
+ Basic understanding of credit and finance
+ Excellent verbal and written communication skills
+ Excellent negotiation skills
+ Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
**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 (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf)
IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
$48k-64k yearly est. 16d ago
Enterprise Payments Head of Revenue Management
Truist Bank 4.5
Truist Bank job in Charlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
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:Head of Revenue Management will set the vision and roadmap to achieve Truist Enterprise Payments non-interest income targets. Accountability to deliver short-term and long-term P&L commitments across treasury management, credit card, and merchant services. Manage a team of product & pricing managers responsible for day-to-day deal approvals, portfolio fee strategy, design/maintenance of sector-specific solutions, and operational execution of client pricing adjustments.
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 end-to-end development and execution of Truist Enterprise Payments fee income strategy
2. Leverage external benchmarking, competitor intelligence, and internal client data to optimize portfolio fee strategy and individual deal pricing
3. Work with Finance and Sales partners to determine the appropriate reporting and routines around performance
4. Develop creative, workable pricing & proposal solutions in response to client needs, competitive market situations, Truist profitability and Truist's operational capabilities
5. Oversee governance activities to deliver successful integration and/or platform changes while operating in an effective control environment. Identify and resolve relevant regulatory and client issues
6. Provide cogent and sound thought leadership, direction and strategic thinking to group head. Serve as trusted advisor and SME
7. Support Sales on key relationships as well as new opportunities
8. Responsible for understanding the impact of regulatory changes to the product and driving the necessary modifications to ensure compliance.
9. Lead, coach, and develop direct reports and their direct reports while creating an energetic, collaborative, and engaging team culture operating in accordance with Truist's mission, purpose, and values
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 Business Administration, Financial or Economics fields
2. At least 10 years relevant experience with a financial institution
3. Highly motivated and possess strategic vision and enthusiasm
4. Proven leadership, coaching and mentoring skills with direct reports and extended team
5. Ability to successfully juggle multiple priorities within a fast paced, results-oriented environment
6. Proven track record of developing and executing against a strategic plan, including P&L management experience and leading / sponsoring large cross functional initiatives
7. Exceptional problem solving, analytical, and conceptual thinking skills
8. Excellent verbal and written communication skills (ability to convey complex materials to C-level executives)
9. Strong interpersonal and relationship building skills; ability to collaborate and build credibility across multiple lines of business
Preferred Qualifications:
1. Deep knowledge of transaction services, account analysis, and industry trends
2. 10 years commercial banking experience
3. MBA in relevant field
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
$83k-115k yearly est. Auto-Apply 60d+ ago
Financial Crimes Analyst III
Truist Financial Corporation 4.5
Truist Financial Corporation job in Charlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
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:
Perform research and loss mitigation efforts across multiple intake channels to decision Financial Crimes related cases and alerts. Researches and analyzes account activity to assess the level of risk and make decision in accordance with applicable corporate and departmental policies and procedures.
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. Analyze and decision multiple Financial Crimes related cases or alert types.
2. Utilize banking systems to investigate and research all transactional information to ensure that Financial Crimes requirements are met.
3. Conduct client research.
4. Use critical thinking skills to make well supported decisions relative to the alert type.
5. Utilize internal and external applications to assist in the investigation and research of all applicable alerts
6. Efficiently and effectively resolve cases or alerts with awareness of all timelines as directed by relative to Financial Crimes function.
7. Support effective communication with internal and external partners or clients.
8. Participate in BSA/AML/OFAC and/or Fraud related training that may include webinars, periodicals and self -study in order to stay abreast of any related changing laws and regulations.
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. Associate degree or equivalent education and related training
2. Three - Five years of banking, financial industry or related experience; preferably in a branch, audit, compliance, legal, risk or lending related capacity.
3. Ability to learn and perform complex processes in order to meet the spirit and letter of the procedures, policies and regulations that govern the department.
4. Strong investigative, analytical, and critical thinking skills
5. Strong work prioritization and time management skills
6. Strong interpersonal, communication and client service skills
7. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
8. Ability to work in a high-stress, fast-paced, rapidly changing environment.
9. Ability and willingness to work flexible hours as required by the function
Preferred Qualifications:
1. Experience in investigation, law enforcement, or lending role
2. Knowledge of BSA regulations and/or related compliance requirements, including reporting and record retention requirements
3. Experience in BSA/AML/OFAC/Fraud and/or compliance-related role, whether in a client facing or backroom/operational role
4. Familiarity with sanctions (OFAC)
5. Ability to identify, analyze and escalate challenges
6. Familiarity with reviewing and dispositioning alerts; ability to obtain necessary information to classify a sanctions hit as a correct match or false positive with limited guidance
7. Experience collaborating with team members of all levels, cross-functional partners, and briefing management
8. Ability to work independently, under time constraints, and manage time efficiently and effectively
9. Ability to liaise between internal teams and with external business units
10. Bachelor's degree or related qualification
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
$42k-58k yearly est. 2d ago
Business Data Steward- Finance
Truist Financial Corporation 4.5
Truist Financial Corporation job in Charlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
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:
Identifies finance business unit data critical business process and critical data elements in alignment with Enterprise Data Management and Governance established policies, standards, and procedures. Ensures data controls are implemented and maintained to effectively support the execution of finance-business processes. Participates in domain working groups, best practices forums, and data management routines to stay informed of industry trends and support the accuracy and completeness of data through the supply chain.
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. Responsibilities include participating in definition and validation of finance business critical process and the associated critical data elements (CDEs) that support them.
2. Business Metadata Management:
a. Onboard new CDEs that are specific to corresponding Business Unit or Corporate Group - collaborate with Technical Data Stewards.
b. Propose new CDEs and Data Domains to Data Domain Working Group for approval - collaborate with Data Domain Working Group.
c. Review assigned CDEs and their business metadata on an established frequency basis - collaborate with Metadata Center of Excellence (COE).
d. Discover and execute CDE change requests - collaborate with Metadata COE; Technical Data Stewards.
e. Submit CDE change requests for approval to Data Domain Working Group - collaborate with Data Domain Working Group, Metadata COE, and Technical Data Stewards.
f. Perform business process and traceability mapping - collaborate with Business Unit / Corporate Group representatives, Metadata COE and Technical Data Stewards.
g. Review trusted source assignments - collaborate with Technical Data Stewards.
3. Data Quality:
a. Define data quality rules and standards for finance data within the corresponding Business Unit or Corporate Group.
b. May partner with Technical Business Stewards to enroll and implement Data Quality rules for corresponding Business Unit or Corporate Group into appropriate systems- collaborate with Technical Business Stewards.
c. Monitor Data Quality activities, track data issues and risks, and develop associated mitigation strategies for finance data.
d. Resolve Data Quality Issues, including items impacting financial reporting and regulatory compliance.
4. Enterprise Metadata Repository / Metadata Catalogue:
a. Onboard new CDEs' related business metadata - collaborate with Metadata COE.
b. Update central metadata repository with business metadata content (business terms, definitions, classifications, and business and Data Quality rules) - collaborate with Metadata COE and Technical Data Stewards.
c. Review CDEs' metadata on an established frequency basis - collaborate with Metadata COE.
d. Discover and execute CDE metadata update requests - collaborate with Metadata COE.
e. Get CDE metadata change requests approved with Data Domain Working Group - collaborate with Data Domain Working Group.
5. Data Privacy, Security, Retention and Archiving:
a. Monitor data security for data elements for finance related data elements.
b. Report or escalate data privacy issues to Data Privacy Group - collaborate with Chief Privacy Officer and team.
c. Review data requirements to enable compliance with Privacy Policy and other similar corporate policies and documents - collaborate with Chief Privacy Officer and team.
d. Enable the application of corporate strategy, policy, and ethics for all consumers of data from given Business Unit or Corporate Group.
e. Monitor data for alignment with national and regional regulations as well as with corporate ethical standards.
6. Data Sharing, Access Control and Data Transfer:
a. Define Data Privacy rules and align them with the Enterprise Privacy Policy in collaborate with Chief Privacy Officer
b. Participate in defining archiving, retention, and data destruction requirements for CDEs for corresponding Business Unit or Corporate functions in collaboration with the CDAO and Chief Privacy Officer.
c. Review data requirements to enable compliance with Privacy Policy and other similar corporate policies and documents - collaborate with Chief Privacy Officer and team.
d. Enable the application of corporate strategy, policy, and ethics for all consumers of data from given Business Unit or Corporate Group.
e. Monitor data for alignment with national and regional regulations as well as with corporate ethical standards
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. Equivalent combination of advanced education and related experience, which could include any combination of: 5 years of experience managing business processes or experience in technical-related decisions on the business side
2. Communications skills, including, negotiation/facilitation/presentation skills
3. Knowledge of current and emerging application software products and tools
4. Project management experience
5. Analytical and architectural skills
6. Ability to manage a high volume of internal client relationships, particularly with Finance and Regulatory Reporting stakeholders.
Preferred Qualifications:
1. Bachelor's or master's degree in finance, accounting, business analytics, computer science, Information Technology, or a related field
2. Knowledge of Data and Analytics including emerging trends
3. Understanding of finance operations, regulatory frameworks (e.g. Basel, CCAR, FR Y-9C), banking operations, risk management, and regulatory compliance
4. Excellent leadership, communication, and interpersonal skills
5. Familiarity with machine learning, data analytics, and artificial intelligence in financial institutions
6. Banking or financial services experience
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no 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
$21k-31k yearly est. 10d ago
Transaction Coordinator
Walker and Dunlop, Inc. 4.9
Charlotte, NC job
Department: Multifamily - Sales We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities.
Department Overview
Walker & Dunlop Investment Sales (WDIS) represents the nation's premier multifamily owners, developers, and operators with the highest level of investment advisory service. Since 2003, the WDIS experts have built a reputation as a market leader in multifamily investment sales and surpassed $19B in annual sales volume in 2022. We work with institutional and private clients, and we are active in seniors housing & healthcare, student housing, and land sales across the country.
The Impact You Will Have
This position is responsible for the administration and coordination of WDIS Multifamily listings and performing other administrative-type duties as needed.
Primary Responsibilities
* Constant communication with Manager, Clients and Brokers
* Provide support to Brokers to include:
* Set up files
* Schedule property tours
* Assist with due diligence, monitor offers, track critical dates on all deals
* Maintain and distribute marketing logs
* Every aspect from engagement through closing
* Maintain property reports and records
* Manage the updated for multifamily website; administer "deal room"/due diligence sites
* Launch all e-blasts for properties going into the market
* Manage internal reporting systems
* Preparing and coordination of detailed market material of multifamily properties to include:
* Assist in production of marketing materials and flyers
* Review and edit marketing materials
* Organize logistics related to property branding including scheduling photographer, printers and other third-party vendors
* Communication with both internal and external customers
* Offering Memorandum, Due Diligence coordination
* Manage the Managing Director and Senior Vice President's calendars and expenses, develops and maintains their filing system and provides general office support to include: phone coverage, word processing and proof reading.
* Help organize complex business activities such as meetings, conferences, calls, departmental events, property tours, dinners and broker events
* Process out-going mail, vendor invoices, and order various closing gifts/client gifts
* Database management to include: entering new contacts, new properties/listings in Salesforce, following up on bad addresses and RCM bounce backs (emails sent through RCM)
* Maintain call lists in Salesforce and create reports,
* Manage Real Capital Markets. This includes setting up the asset, creating the teaser, as well as creating the list of users to receive the teaser, manage approvals and update VDR documents as they become available
* Coordinate RCM and Press Releases with Marketing, Quarterbacks, and graphics team
* Perform other duties as assigned
* Attendance is generally required from 8:30 am - 5:30 pm local time, Monday through Friday
Education and Experience
* Bachelor's degree (preferably in Marketing, English or Journalism), or equivalent work experience required
* 1+ years of administrative experience required
* Experience supporting executives in a corporate environment preferred
Knowledge, Skills and Abilities
* Excellent attention to detail, judgment, flexibility and dependability
* Strong business sense and ability to prioritize work as well as to find solutions to various problems while prioritizing and managing deadlines
* Interest in or experience with Real Estate
* Demonstrated learning orientation
* Ability to take initiative and work independently
* High level of interpersonal skills and maturity to handle sensitive and confidential information
* Position continually requires poise, tact, diplomacy and initiative
* Ability to work as a part of a team, while providing a strong individual contribution
* Proficiency in Microsoft Office applications including Word, Excel, Outlook and PowerPoint
* Familiarity with contact management systems (e.g., Outlook, Salesforce, and SharePoint)
* Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes
* Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders
#LI-CR1
#LI-Onsite
What We Offer
* The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023
* Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation, some of which include:
* Up to 83% subsidized medical payroll deductions
* Competitive dental and vision benefits
* 401(k) + match
* Pre-tax transit and commuting benefits
* A robust health and wellness program - earn cash rewards and gain access to resources that
promote health, engagement, and balance
* Paid maternity and parental leave, as well as other family paid leave programs
* Company-paid life, short and long-term disability insurance
* Health Savings Account and Healthcare and Dependent Care Flexible Spending
* Career development opportunities
* Empowerment and encouragement to give back - volunteer hours and donation matching
* Eligibility may vary based on average number of hours worked
EEO Statement
We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.
SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process.
Fair Chance Hiring
Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
$37k-47k yearly est. Auto-Apply 8d ago
Banking Operations Business Consultant
Truist Financial Corporation 4.5
Truist Financial Corporation job in Charlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
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 :
The Banking Operations Business Consultant provides advanced analytical, reporting, and operational support to the Wire Operations function. This role is responsible for developing, maintaining, and optimizing complex data reporting solutions that drive business insight, operational efficiency, and risk mitigation across the Wire ecosystem. Leveraging enterprise tools such as Impromptu, Tableau, MS Access, and Toad, the analyst transforms operational data into actionable intelligence that supports strategic decision making and regulatory adherence.
Analyze and evaluate internal systems and procedures of assigned line of business by way of assigned projects, concentrating specifically on the efficiency and effectiveness of these systems and procedures, and the overall quality of the results or services provided. Assigned projects are high priority and may be high risk. May manage a small group of analysts.
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 special projects as assigned in the general areas of problem identification and resolution, performance and productivity improvement as well as quality enhancements.
2. Responsible for recommendation of improvements and enhancements within area of responsibility. This is to include completing process mapping, workflow analyses, and process re-engineering.
3. Prepare detailed procedural manuals for area of responsibility.
4. Coordinate and participate in any training that is necessary as a result of conclusions reached in project-related activities or system implementation.
5. Provide application support, which includes problem research, analysis, resolution, and on-call support.
6. Upon assignment of a recommendation or stated enhancement project, complete a full evaluation to include efficiency, effectiveness and cost benefit analysis.
7. Maintain and communicate knowledge of industry trends and technology. Develop and maintain a professional relationship with vendors supporting assigned systems.
8. Help ensure regulatory compliance as applicable.
9. Act as the technical resource for assigned systems, to include preliminary project plans, project workbooks, etc. for necessary actions involving IT for enhancements, upgrades or implementation.
10. Maintain statistics, records and reports that help establish quality control standards at an acceptable rate.
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 business or equivalent education and related experience
2. Seven years of banking experience, three years as a Line of Business expert or Senior Business Analyst
3. Excellent negotiation and presentation skills.
4. Thorough analytical, planning and quality control, problem-solving and organizational skills
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
6. Strong interpersonal and communication skills, verbal and written; ability to successfully interact with and influence all levels of management and staff.
7. Creative, flexible, decisive, and adaptable to a dynamically changing business/production environment
8. Ability to support daily activities for large, multi-function operations of moderate to high risk in operations in a 24 X 7 environment
9. Thorough understanding of process and production management principles.
10. Demonstrates effective strategic planning and process improvement aptitude for multiple bank operations functions
Preferred Qualifications:
1. Advanced degree in Business, or equivalent education and related experience
Additional Job Description :
In addition to reporting responsibilities, the role leads and manages key operational initiatives, ensuring structured planning, cross‑functional coordination, and successful delivery of enhancements that improve process effectiveness within Wire Operations. The analyst works closely with stakeholders across Operations, Technology, Risk, and Compliance to assess business needs, define requirements, and support the implementation of process improvements.
A strong understanding of wire‑transfer systems-including experience with platforms such as MTS (Money Transfer System)-is desired, enabling the teammate to interpret transactional data, troubleshoot operational issues, and support system optimization efforts. This position requires a detail‑oriented, highly analytical professional with the ability to navigate complex data environments and contribute to the stability and efficiency of wire‑processing operations.
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
$80k-104k yearly est. 8d ago
CRE Client Specialist II
Truist Financial Corporation 4.5
Truist Financial Corporation job in Charlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
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 limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios.
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.
Sales Support
1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc.
2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.
3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Service Support
4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions.
8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker.
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 and related training
2. Five years of related experience, preferably within financial services
3. Two years of experience in a CCS role, or similar
4. Demonstrated ability to identify, analyze and resolve issues independently
5. Advanced knowledge of related systems and processes
6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts
7. Good organizational skills
8. Ability to complete all core courses outlined in the CCS training curriculum
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
1. Associate's degree in related field
2. Possess working product knowledge of bank services and Financial Services Industry
3. Possess math aptitude with ability to grasp general accounting and financial concepts
4. Possess working knowledge of excel and/or reporting applications
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
$27k-40k yearly est. 39d ago
Director, Regulatory Reporting
Truist 4.5
Truist job in Charlotte, NC
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf)
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
The Director of Regulatory Reporting will oversee the production and filing of complex regulatory reports with various bank regulatory bodies including the Federal Reserve and FDIC. This individual will work closely with the broader finance organization and IT partners in developing strategic and tactical reporting solutions to ensure that reports are prepared in accordance with the reporting requirements.
- Oversee the accurate and timely preparation, review, production and distribution of external corporate and bank regulatory financial reports, including reports distributed to or filed with the Federal Deposit Insurance Corporation (FDIC) and the Federal Reserve Board (FRB).
- Maintain a strong control environment and provide timely and information to various testing groups.
- Maintain a thorough understanding of the various regulatory reporting requirements and ensure processes and interpretations are in compliance.
- Maintain and review policies and procedures for compliance with regulations and corporate policies and standards
- Communicate with internal and external auditors and examiners related to regulatory reporting matters
- Provide strategic advice to the Director of Financial Reporting, Deputy Corporate Controller and other senior leaders on regulatory reporting matters.
- Lead the development of implementation strategies for complex and ever-changing regulatory reporting requirements.
- Pioneer automation opportunities to create efficiencies and reduce manual processes
- Monitor developments both internal and external that may impact regulatory reporting
- Lead ad hoc projects across the regulatory reporting team
- Provide leadership, talent development, and mentoring for team members
- Oversee the accurate and timely preparation, review, production and distribution of external corporate and bank regulatory financial reports, including reports distributed to or filed with the Federal Deposit Insurance Corporation (FDIC) and the Federal Reserve Board (FRB).
- Maintain a strong control environment and provide timely and information to various testing groups.
- Maintain a thorough understanding of the various regulatory reporting requirements and ensure processes and interpretations are in compliance.
- Maintain and review policies and procedures for compliance with regulations and corporate policies and standards
- Communicate with internal and external auditors and examiners related to regulatory reporting matters
- Provide strategic advice to the Director of Financial Reporting, Deputy Corporate Controller and other senior leaders on regulatory reporting matters.
- Lead the development of implementation strategies for complex and ever-changing regulatory reporting requirements.
- Pioneer automation opportunities to create efficiencies and reduce manual processes
- Monitor developments both internal and external that may impact regulatory reporting
- Lead ad hoc projects across the regulatory reporting team
- Provide leadership, talent development, and mentoring for team members
**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. Ensure the accurate and timely preparation, review, production and distribution of external corporate and bank regulatory financial reports, including reports distributed to or filed with the Federal Deposit Insurance Corporation (FDIC) and the Federal Reserve Board (FRB). Communicate with internal and external auditors and examiners on new and existing processes and controls to ensure agreement and adherence by all parties for regulatory reports. Ensure a thorough understanding of the regulatory reporting requirements and interpretations.
2. Provide expert counsel and advice to the Corporate Controller and other senior leaders on data integrity and quality throughout Truist's origination and servicing platforms. Develop strong processes that ensure a high level of data integrity and internal controls. Lead the development of implementation strategies for complex and ever-changing regulatory reporting requirements.
3. Oversee the design and implementation of process changes and internal controls for new reporting requirements and monitor existing guidelines for reports to ensure that Truist remains in compliance with FRB reporting requirements. Communicate with internal and external auditors and examiners on new and existing processes and controls to ensure agreement and adherence by all parties for all regulatory reports.
4. Ensure participation in the collection and validation of enterprise-wide data used for regulatory reporting purposes. Oversee a governance group who will support the first line of defense by reviewing filings prior to submission, monitoring feedback from regulators (edit checks, email correspondence), providing reporting metrics to management and ensure that documentation is maintained according to internal guidelines. Provide leadership and direction on future strategies for enterprise data needed for regulatory reporting.
5. Lead discussion with the regulatory staff of the FRB Richmond on matters impacting Truist's regulatory reports. Provide analysis of changes in regulatory reports to the statistics division for use in their oversight of Truist and their mandate to monitor economic activity.
6. Oversight responsibility for all aspects of the data submissions from a technical and business perspective. Ongoing coordination of all activities related to the development submissions and resubmissions, working collaboratively with the FDIC and FRB while managing expectations and communications with the lines of business, Regulatory Reporting, Risk Management and Executive Leadership. Provide support and business insight into reconciliation, validating data quality, coordinating the end-to-end review/approval process and submitting various reports to regulatory agencies.
7. Provide vision and leadership on reporting strategies, improvements and upgrades, and develop comprehensive information delivery strategies for financial reporting and reconcilement. Develop strategies to improve the timeliness, availability and usefulness of financial information. Ensure data integrity, accuracy and availability of internal and external reports.
**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 Accounting, Finance, Business Administration, Management Information Systems (MIS) or equivalent education and related training
2. Fifteen years of relevant financial systems experience, preferably in the banking industry; ten years in an environment using integrated data and governance platforms; ten years of leadership and supervisory experience
3. Intelligent, strong and decisive leadership within an organization as a result of high integrity, intellectual clarity, and a passion for excellence; strong leadership abilities including proactive thinking and teamwork to drive the best business decisions
4. 10+ years SAS/SQL programming expertise/TOAD/Aginity.
5. Proficiency in ROLAP/OLAP tools and Business Intelligence tools MicroStrategy, Tableau, etc.
6. Ten years of work experience in accessing enterprise data source and developing enterprise reporting
7. Extensive experience with data bases such as DB2, Oracle or Teradata
8. High energy level and strong work ethic to meet the demands of a fast paced, goal driven environment; results orientation, which includes meeting commitments, performance metrics, and targeted and required delivery dates
9. Self-motivated with the ability to work without supervision; ability to work under difficult time constraints and manage multiple resources, priorities and projects
10. Strong team orientation; eagerness to pitch in and help larger teams meet goals and responsibilities
11. Excellent technical and research skills; excellent communication and presentation skills; excellent critical and conceptual thinking, problem solving ability and analytical skills; excellent interpersonal skills across internal and external organizational levels
12. Demonstrated proficiency in computer applications, such as Microsoft Office software products, with an emphasis on spreadsheet, word processing and database software
**Preferred Qualifications:**
1. Master's or advanced degree in Business, Finance, Economics or MIS
2. Experience with project management tools, such as Microsoft Project; project management experience and/or Six Sigma certification
3. Experience with change management tools Team Foundation Server and/or WorkFront
**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 (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf)
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$89k-131k yearly est. 60d+ ago
Operations & Program Management Senior Consultant
Truist Bank 4.5
Truist Bank job in Charlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
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:Drive effort to improve efficiency, increase profitability and manage cost saving strategies and initiatives. Lead and/or coordinate programs across lines of business marketing, marketing centers of excellence, product, channel management, risk and other areas to design, set up, operationalize, fulfill inside of portfolio discipline. As a subject matter expert on the Operations and Program Management team, this role provides leadership for all key areas of the capabilities such as day to day management and/or strategy. May act as a team leader for other consultant or specialist roles and/or as a liaison to a support area.
Complex Program Management:
Key leader on high‐visibility, company‐wide strategic initiatives focused on improving efficiency and increasing profitability. Lead the creation of top level & program strategy, aligning critical objectives & required resources, tools & investment readiness. Manage complex, transformational, enterprise‐wide projects. Construct key marketing programs for cost avoidance, continuous performance improvement, consistent delivery & shared learnings. Identify the success factors & performance indicators that are critical for management decision-making & program control. Develop, manage and report on marketing dashboards & calendars as needed and ability to utilize a variety of resource planning, collaboration, workflow management, reporting, costing & calendaring tools to insure program objectives are met. Build positive relationships with internal marketing teammates & external suppliers.
Marketing Print Management:
Lead, manage & execute all types of printing - commercial print, direct mail, wide format, fixtures - with detailed timelines for all print production work across all Lines of Business. Advise teams on print strategy to produce effective campaigns by translating campaigns to print production. Responsible for print strategy & execution, aligned with business need & the brand strategy. Lead print execution in concert with agencies & third-party providers to enable segment/business marketing strategies and ensure the attainment of key business goals (customer acquisition, retention and profitability). Provide expertise in print procurement, including advanced knowledge of paper, print production and strategic solutions, Business Process Outsourcing (BPO), and corporate paper programs to negotiate favorable contracts, create cost savings & optimize print spend for marketing materials & services. Ensure print management to deliver jobs correctly on time and on budget.
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. Experienced professional role that applies in-depth knowledge to results-driven programs within portfolio discipline and provide a foundational understanding of concepts and principles of other related professional disciplines.
2. Consultative Program Expertise: Through the marketing process, manage projects and related specific activities within given constraints of time, budget and quality to ensure scope, schedule and costs are reasonable and achievable. Allocate work among team members and provide guidance regularly; conducting periodic and post-project reviews for enterprise strategic initiatives.
3. Consultative Print Expertise: Within the marketing process, lead the print production process (in both pre- & post- creative release - through the delivery of materials) and is accountable in revenue generating programs across all Lines of Business and Corporate Marketing. Lead the planning and scheduling through proactive communication and within print production milestones and steps; provide consultative expertise, change impact and issue management.
a. Print Production Milestones include: (1) Print Production (On Press) Schedule; including Pre-production ‘consultation and meeting', Proofing Process, Printing Process | (2) Fulfillment (Kitting) Schedule | (3) Distribution (Shipping) Schedule
4. Analyze stakeholder needs to identify gaps and risks, define capabilities and develop cost‐effective solutions to a wide range of business challenges, e.g., big project/small budget, tight timelines and execution roadblocks.
5. Lead small projects with manageable risks and resource requirements; play significant roles in larger, more complex enterprise-wide initiatives in support of cost saving strategies.
6. Apply knowledge of best practices derived from experience to solve a range of complex technical and operational problems.
7. Take a new perspective on existing solutions to solve complex problems by exercising judgment based on the analysis of multiple sources of information.
8. Explain and interpret complex, difficult, or sensitive information; view business challenges from diverse perspectives.
9. Work independently and receive minimal guidance; act as a resource for teammates with less experience.
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 Marketing, Communications, Business Administration or related field, or equivalent education and related training
2. Five years of related experience or an equivalent combination of education and experience
3. In-depth knowledge and expertise of principles, practices, theories, and/or methodologies associated with the Marketing discipline (e.g., Marketing P's, Market research, analytics, digital)
4. Experience managing or leading projects or project work streams and operates as a lead in a specialty capacity
5. Knowledge of the industry's competitive landscape and the factors that differentiate Truist and its competitors in the market
6. Ability to interpret and explain complex information to a range of audiences and build consensus among different stakeholders
7. Ability to provide direction, coaching and mentor experienced teammates
8. Fluent in Excel and PowerPoint, preparing presentations for senior level teammates
Preferred Qualifications:
1. Master's degree or MBA and five years of related experience
2. Previous experience in the banking industry
OTHER JOB REQUIREMENTS / WORKING CONDITIONS
Sitting
Constantly (More than 50% of the time)
Standing
Occasionally (Less than 25% of the time)
Walking
Occasionally (Less than 25% of the time)
Bending
Occasionally (Less than 25% of the time)
Lifting
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 25%
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
$78k-108k yearly est. Auto-Apply 60d+ ago
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