Service Finance National Accounts Manager - Dealer (Home Improvement Lending) Experience Required
Truist Financial Corporation job in Dallas, TX
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 National Accounts Manager's primary role is to build solid long lasting commercial client relationships through consistent delivery of dedicated relationship management. The National Accounts Manager will serve as the primary point of contact for a portfolio of large national Dealers and partners. This role is responsible for driving partner engagement, maximizing loan volume, and ensuring an exceptional experience throughout the relationship. This position is required to use a consultative approach to educate partners, identify growth opportunities, resolve issues, and deepen relationships.
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. Responsible for building and developing solid relationships through ownership of a portfolio of national dealer accounts, serving as their trusted advisor and primary contact.
2. Drive partner engagement by providing ongoing training, program updates, and sales enablement support.
3. Identify and develop new business opportunities for Service Finance
4. Ability to support National dealer account strategies through pricing and product offerings.
5. Analyze partner performance and implement strategies to increase loan submissions, approval rates, and funded volume.
6. Proactively identify opportunities for expanding the relationship (e.g., adding new locations, sales reps, or loan programs).
7. Prepare materials and conduct regular account reviews (Quarterly Business Reviews) and business check-ins via phone, video conference, and in-person (as needed).
8. Promptly and effectively resolve any questions, concerns, or technology related challenges using independent and critical thinking skills.
9. Collaborate with internal teams (Sales, Marketing, Legal, Operations) to resolve partner issues quickly and effectively.
10. Monitor usage metrics and escalate at-risk accounts to senior leadership.
11. Maintain detailed records of partner interactions, activity, and progress using CRM tools (e.g., Salesforce) and internal systems.
12. As needed, represent the company at meetings, trade shows, conferences and other industry functions.
13. Provide feedback to leadership and operations teams based on partner needs and market insights.
14. Utilize Truist banking products to deliver deepened commercial client experience to solve Dealer business challenges.
QUALIFICATIONS
1. Bachelor's degree or an equivalent combination of education and related work experience.
2. Previous sales management experience (6-8+ years) in a business to business sales or relationship management environment
3. Strong communication, interpersonal, and presentation skills.
4. Ability to analyze data and translate it into actionable insights.
5. Proactive, resourceful, and capable of managing nationally recognized high-volume dealer accounts.
6. Proven ability to build internal and external relationships to deliver against business unit and corporate goals.
7. Demonstrated national account experience; developing relationships and closing deals
8. Broad base knowledge of the sales process from lead generation to relationship management.
9. Comfortable working cross-functionally and advocating for partner needs.
10. Proficient with CRMs, sales enablement tools, and virtual communication platforms and Microsoft Office suite of products.
11. Willingness to travel occasionally for partner visits or events (as needed).
12. Customer focused approach
13. Excellent organizational skills
14. Ability to solve complex problems and challenges independently using critical thinking skills.
15. Self-starter
16. Home Improvement Lending (Dealer) experience
Preferred Qualifications:
16. Experience in lending, fintech, or the home improvement industry is strongly preferred.
17. Experience with financial products and services for contractors or small business owners.
18. Knowledge of the home improvement, remodeling, or construction industry.
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
CRE Client Specialist II
Truist Financial Corporation job in Dallas, TX
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
Senior Analyst, GSE Production
Dallas, TX job
Department: Multifamily - Debt 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
The Multifamily Finance experts work with correspondents, brokers, and directly with borrowers around the nation to originate loans. Multifamily Finance coordinates with Underwriting, Closing, and Asset Management to close new loans and retain existing clients.
Primary Responsibilities
* Inputting and modeling multifamily data and create Narrative Packages for Fannie Mae, Freddie Mac and other capital sources.
* Work within DUS Gateway and Freddie Mac OUS systems to upload quote packages.
* Assist in organizing all marketing efforts, including writing press releases, create deal 'tombstones' and coordinating with W&D marketing for client events.
* Manage, Maintain, and Update our pipeline report
* Responsible for managing production team's salesforce entries for all new and existing loans and clients
* Mine clients SREO's for refinance opportunities
* Keep up and track all quotes, which would be presented to clients in a debt matrix
* Assist production team in tracking deals during underwriting
* Conduct property tours as needed
* Participate in weekly Production Meetings
* Complete Lost Deal information in Salesforce
* Prepare Transition Memo on all deals once we have a signed application
* Participate in Kick-Off meetings with producer, underwriter and closer for all loans under application
* Serve as a liaison between production, underwriting and closing as deals are processed
* Interface with clients, mortgage brokers, lenders and other lending participants
* Travel required to some industry events, client meetings and property inspections/tours
* Communicate and problem-solve daily with teammates, clients, vendors, and other stakeholders, often in combination with travel
* Other skills related to building a career in Multifamily Finance
* Perform other duties as assigned
* Attendance is generally 8:30 am - 5:30 pm EST Monday through Friday with the ability to work up to 2 of those days remotely
Education and Experience
* Bachelor's degree (prefer finance and/or real estate concentration)
* 2+ years financial analyst experience with commercial real estate owner, broker, appraiser or financial institution.
* Multifamily agency experience a plus.
* Proficient in MS Word, Salesforce, and SharePoint.
Knowledge, Skills and Abilities
* Excellent financial modeling skills including thorough knowledge of MS Excel
* Strong written and oral communication skills
* Detail oriented, organized and accurate
* Ability to handle multiple tasks
* Ability to work productively in time sensitive situations
* Good concept of financial analysis of income producing real estate
* Good organization and analytical skills
* Exhibit good teamwork and cooperation
* 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
This position has an estimated base salary of $70,000 - $80,000, plus discretionary production incentives. An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.
#LI-CR1
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.
Auto-ApplyRetail Area Leader I or II - North Texas
Truist Financial Corporation job in Dallas, TX
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 Retail Area Leader leads a group of branches and teammates assigned within a Region (approx. 14-27 branches) for the Retail Community bank in an effort to deliver on our purpose and achieve our sales and service goals. Responsible for continuous improvements in sales effectiveness of Retail/Small Business through sales leadership including coaching, counseling, feedback, reinforcement, and support of the Bank's sales and credit cultures. Ensures feedback for improvement is delivered across teams to support continuous improvement.
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.
Responsible for instilling purpose, mission and values within retail and small business teams.
Responsible for continuous improvements in sales effectiveness of Retail/Small Business through sales leadership including coaching, counseling, feedback, reinforcement, and support of the Bank's sales and credit cultures. Ensures feedback for improvement is delivered across teams to support continuous improvement.
Collaborates across lines of business impacting retail and small business clients (Mortgage Banking, Wealth Management, Investment, Insurance Services, and Payment Solutions) to achieve financial
Assist in managing the efficiency of retention, personnel management, facilities management, and product sales and service. For assigned branches, responsible for reviewing monthly Average Balance Analysis, Detailed Income and Expense and other management reports to ensure balanced financial performance of branch teams in the following key performance areas.
Lead, coach and manage branch leaders to focus on their responsibilities: Sales and service performance planning; Identifying sales opportunities and achieving results on an individual and team level; Building branch teammate skill sets around sales effectiveness; Industry-leading service and transaction quality, Operational soundness and proper risk management.
Succeeds in delivering retail and small business performance goals within the Region pertaining to growth, profitability and quality.
Achieves area's service & operations, sales, expense, and profit performance. Monitors area and branch effectiveness and progress towards service, sales, and other goals through financial and activity reports; Identifies gaps in performance and developing appropriate plans to improve performance when needed; Ensuring consistent execution of the Client Engagement Model.
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 equivalent education and related training
Five years of financial services experience
3+ years of leadership experience managing group locations and leaders
Strong interpersonal, sales and relationship management skills
Strong written and verbal communication skills
Demonstrated ability to provide group leadership and to handle multiple priorities under time constraints
Sales execution and direct sales leadership experience
Preferred Qualifications:
Two years of commercial banking experience
Completion or enrollment in an established management or career development program
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
Full Stack Developer (Software Engineer III)
Truist Financial Corporation job in Dallas, TX
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:
Seeking a Full Stack Developer with expertise in .NET/ASP and SQL Server to deliver technically complex, scalable Human Capital Management solutions. This role involves designing and implementing server-side logic, APIs, and databases using C#, ASP.NET, and Entity Framework, as well as managing SQL Server for optimal data integrity and performance. Full Stack Developer will collaborate with HR business owners and technology partners to align solutions with strategic objectives, leveraging front-end technologies like HTML, CSS, and JavaScript frameworks (Angular, React). Strong experience with Azure DevOps Services is essential, along with proficiency in designing CI/CD pipelines using Azure Pipelines.
This is a full-time, onsite position (5 days per week) based in Atlanta, GA; Charlotte, NC; Raleigh, NC; Richmond, VA; Dallas, TX or Greensboro, NC.
Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
* Develop customized coding, software integration, perform analysis, configure solutions, using tools specific to the project or the area.
* Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards, including robust unit testing and support for subsequent release testing.
* Build non-functional monitoring capabilities and provide escalated support for highly complex applications in production.
* Build in and maintain security controls and monitoring in support of company standards.
* Typically lead moderately complex projects and participate in larger, more complex initiatives.
* Solve complex technical and operational problems. Act as a resource for teammates with less experience
* May oversee the work of a small team.
* In an Agile environment: Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and engage with, the business from the beginning of the design work. Leverage continuous engineering practices to deliver business value regarding effectiveness of the design. Actively participate in refining user stories. Responsible for design, developing, and maintaining automated unit testing, and supporting integration and functional testing. Responsible for providing automated monitoring capabilities, providing warranty support, and providing knowledge transfer to production support. Develop code in accordance with the acceptance criteria established by the Product Owner.
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 and six to ten years of experience or equivalent education and software engineering training or experience
* In-depth knowledge in information systems and ability to identify, apply, and implement best practices
* Understanding of key business processes and competitive strategies related to the IT function
* Ability to plan and manage projects and solve complex problems by applying best practices
* Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information
*
Preferred Qualifications
* Master's degree and ten+ years of experience or an equivalent combination of education and work experience
* Creating responsive and interactive user interfaces using technologies like HTML, CSS, and JavaScript frameworks (e.g., Angular, React).
* Developing server-side logic, APIs, and databases using .NET technologies like C#, ASP.NET, and Entity Framework.
* Designing, implementing, and managing databases, often with SQL Server, ensuring data integrity and performance.
* Experience in Azure DevOps Services: Expertise in Boards, Repos, Pipelines, Artifacts, and Test Plans.
* CI/CD Pipelines: Designing and implementing automated build and release pipelines using Azure Pipelines.
* Banking or financial services experience. Knowledge of one or more of the following: Solid foundation in data structures, algorithms, and software design with strong analytical and debugging skills
* Professional experience building high-quality apps or services from the ground up and scaling at an enterprise level
* Experience with Open Source tools and frameworks
* Experience with cloud technologies, such as AWS, Azure, or GCP
* Strong understanding of SOA and/or Open API methodologies and service architectures
* Experience using web servers, application containers, caching technologies
* Solid knowledge of relational database design and development (SQL, stored procedures, data modeling)
* Experience with messaging systems (i.e., MQ and JMS)
* Experience with build tools, such as Git, Maven, and Jenkins. Proven ability to write comprehensive unit and integration tests
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
Production Transaction Manager - Grandbridge Real Estate Capital
Truist Bank job in Dallas, TX
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:
Support Coverage Bankers in processing all potential loans (both agency and non-agency execution). Manage the analyst pool to sufficiently train and develop them along with a managing their workload.
This will include, but not be limited to, design and advocacy for a competitive bridge loan vehicle. This product, offered through Truist Financial Corporation and in partnership with Grandbridge Real Estate Capital, will focus on “bridge-to-Agency” executions for clients of Truist's Real Estate Corporate & Investment Banking teams (includes REITs and private equity funds), the National Real Estate team, and the Truist Community Capital team. These loans will be underwritten with intended repayment from permanent financing provided by Fannie Mae, Freddie Mac, or FHA/HUD.
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.
Assist in all aspects of loan executions both agency and non-agency.
Solid understanding and experience in commercial real estate and/or commercial real estate finance.
On ALL transactions act as the primary point of contact for Coverage Bankers, evaluating the loan opportunity to assess if the loan is Agency eligible or not.
For Agency execution: Partner with Agency Underwriters to underwrite and size the transaction.
For Non-Agency execution: TM will work closely with Coverage Banker, Head of Production and FCS Team to determine the best source of capital.
Work with support staff, underwriting and credit in the preparation of the preliminary and final loan submissions.
Work with Coverage Banker and Analysts to maintain client/pipeline data in Salesforce. charged with driving revenue through the origination of balance sheet loans from various lines of business within Truist Wholesale. This is a product role that requires close coordination and partnership with the primary relationship bankers for this client set, as well as with the underwriting, syndications, legal, and risk teams. Areas of emphasis include structuring large, complex transactions where the Bank is, or seeks to be, in a leadership capacity. This role serves in an advisory capacity to our clients on capital structure, deal structure, and optimal execution. Preparing marketing materials and advising our Truist partners on debt product solutions are key components of the role, as is partnership with the coverage teams of CRE in structuring and executing short term bridge financing. This role will serve as the external point of contact for the Truist client set desiring short-term financing with an intended GSE repayment, as well as a primary internal point of contact in early-stage opportunity vetting and in liaising with the transaction underwriters and approvers for ultimate execution.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's degree in business, or equivalent education and related training.
Five years of relevant experience within the commercial real estate finance industry.
Excellent written and verbal communication skills.
Strong computer skills; including proficiency in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint.
Excellent organizational skills, attention to detail and drive to succeed.
Ability to organize, direct and motivate others.
Ability to meet deadlines.
Capability to simultaneously handle a variety of assignments.
Ability to travel, including overnight.
Preferred Qualifications:
Master of Business Administration (MBA) or Master's degree in Finance or Real Estate.
Proficiency in Salesforce, CoStar, Trepp and Argus.
Deep understanding of Fannie Mae and Freddie Mac lending programs.
#Dallas #Atlanta #Charlotte
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 Pay Transparency Nondiscrimination Provision E-Verify
Auto-ApplyWorkday Security Lead
Truist job in Dallas, TX
**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:**
We are seeking a full-time Workday Security Lead who is eager to grow with Truist and take ownership of Workday Security processes across the Bank. This role is hands-on and focused on maintaining and enhancing Workday access and security controls that impact every teammate and within the bank.
The ideal candidate is not a consultant, but a dedicated team member who wants to contribute long-term and be part of a fast-paced collaborative environment. In this role, you will serve as the primary point of contact for all Workday security-related activities, including remediation of critical issues. The Workday Security Lead works closely with technology teams and HR partners to manage and implement security changes, grant tenant access, and ensure compliance with established business controls and policies. You will analyze project requirements and design security modifications to support business needs while maintaining proper governance and control. The ideal candidate will have strong, hands-on experience with Workday security and access management-ideally within a financial institution-and an understanding of broader Workday functional areas. This knowledge will help them effectively collaborate with functional and technical teams across the enterprise. The candidate will need to have experience with Agile processes, since the position will be part of a Scrum team. A desired skill would be experience with AI or business process automation which will bring long-term value to the Bank.
This is a full-time, onsite position (5 days per week) based in Atlanta, GA; Charlotte, NC; Raleigh, NC; Richmond, VA; Dallas, TX or Greensboro, NC.
**Key Responsibilities**
+ Serve as the primary point of contact for all Workday security and access-related processes within the bank.
+ Manage and implement security configuration changes, ensuring compliance with established policies and governance frameworks.
+ Partner with business and technology teams to evaluate project requirements and determine appropriate Workday security modifications.
+ Oversee the process of granting access within Workday, maintaining proper approvals and controls.
+ Support ongoing operations by troubleshooting and resolving security and access issues in a timely manner.
+ Collaborate with Workday functional and technical teams to ensure seamless integration of security across modules and functions.
+ Participate in audits, control reviews, and risk assessments related to Workday security.
+ Provide guidance and best practices to business partners on Workday security standards and access management.
**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 and six to ten years of experience or equivalent education and software engineering training or experience
+ In-depth knowledge in information systems and ability to identify, apply, and implement best practices
+ Understanding of key business processes and competitive strategies related to the IT function
+ Ability to plan and manage projects and solve complex problems by applying best practices
+ Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information
**Preferred:**
+ Broader understanding of Workday functional areas (e.g., HCM, Payroll, Finance) to better align security with business needs.
+ Prior experience in a regulated or financial services environment.
+ Demonstrated ability to identify process improvements and implement best practices in security management
+ 5+ years of hands-on Workday security administration experience.
+ Strong understanding of Workday roles, domains, and business process security policies.
+ Experience managing Workday access controls and elevated access requests.
+ Familiarity with security compliance and audit processes, preferably within a financial institution.
+ Excellent analytical and problem-solving skills, with attention to detail.
+ Ability to work effectively with multiple business units and technical teams.
**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._**
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Association Services Commercial Specialist II
Truist Financial Corporation job in Dallas, TX
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:
Provide the perfect client experience to external clients (e.g. management companies, associations and homeowners) and internal business units. Work as a Client Services team member to ensure service standards are met for the client in a non-facing environment. Assist with general banking inquiries, processing of financial service requests and provide client problem resolution while adhering to Bank policies and procedures. Handle incoming and outgoing telephone calls and emails in a professional and courteous manner.
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.
* Process a high volume of service requests according to ASD procedures and processes (Ex. Open and close accounts, account maintenance, issue official checks, wire transfers, statement and lockbox research).
* Provide support to the Association Services Relationship Sales Managers and management team.
* Handle a high volume of incoming and outgoing calls, e-mails and faxes. Assist in Switchboard when needed.
* Perform specialized operational functions (e.g. daily overdrafts, exception items, online banking, treasury management implementation, commercial analysis, foreign item processing, credit cards, inactivate letters, fraud, audit, Certificate of Deposit Account Registry Service (CDARs), Insured Cash Sweep (ICS) products, branch capture).
* Develop a high-level understanding of on-boarding new clients, Automated Clearing House (ACH), Coupon Services, Payment Remittance Processing, Web Vault and PLUS applications to assist with client inquires.
* Serve as a mentor to less experienced teammates.
* Professionally and independently address client complaints and offer solutions. Escalate to supervisor, when needed, while adhering to the Bank's complaint monitoring process.
* Ensure confidentiality of client information and minimize risk by following Bank's authentication process, Code of Ethics and other related policies. Maintain ethical behavior at all times.
Qualifications
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* High School diploma or equivalent
* Three (3) years of client service and operational experience in financial industry
* Strong verbal and written communication skills
* Detailed-oriented with the ability to multi-task
* Effective listening and problem-solving skills
* Demonstrated proficiency in basic computer applications such as Microsoft Office, Word
* Proven interpersonal relationship characteristics
Preferred Qualifications:
* Associate's degree
* Bilingual
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.
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Transaction Manager - Seniors Housing segment - Grandbridge Real Estate Capital
Truist Bank job in Dallas, TX
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:
Job summary:
Support Mortgage Banker in processing all potential loans (both agency and non-agency execution). Primary focus in on Fannie and Freddie products with an emphasis on Seniors Housing. Solid understanding and experience in senior housing / healthcare as well as Conventional loan products.
Essential Duties and Responsibilities:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Assist in all aspects of loan executions both agency and non-agency. Help Mortgage Banker including Seniors Housing with the best execution outcomes for various products.
Partner with Mortgage Banker to “pitch” various execution options. Need to be able to act as product specialist across an array of various products (most importantly understanding Fannie Mae and Freddie Mac).
For Agency execution: Partner with Agency Underwriters to underwrite and size the transaction. Manage the process from start to finish.
For Non-Agency execution: TM will work closely with Coverage Banker, Head of Production and FCS Team to determine the best source of capital. Once a capital provider is chosen, the Transaction Manager will manage the process from start to finish.
Work with support staff, underwriting and credit in the preparation of the preliminary and final loan submissions.
Work with the Mortgage Banker, including Seniors Housing Mortgage Banker, to maintain client/pipeline data in Salesforce.
Qualifications
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's degree in business, or equivalent education and related training.
Excellent written and verbal communication skills.
Strong computer skills; including proficiency in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint.
Excellent organizational skills, attention to detail and drive to succeed.
Ability to organize, direct and motivate others.
Ability to meet deadlines.
Capability to simultaneously handle a variety of assignments.
Ability to travel, including overnight.
Preferred Qualifications:
Master of Business Administration (MBA) or Master's degree in Finance or Real Estate.
Proficiency in Salesforce, CoStar, Trepp and Argus.
Deep understanding of Fannie Mae and Freddie Mac lending programs.
Seven years of relevant experience within the commercial real estate finance industry, including a rotation in Senior Housing.
The annual base salary for this position is $125,000 - $200,000
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.
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Auto-ApplyETL Developer (Software Engineer II)
Truist Financial Corporation job in Dallas, TX
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:
Are you passionate about turning data into actionable insights? We're looking for an ETL Developer who thrives in dynamic, enterprise-level environments and loves building scalable, high-performance data solutions.
In this role, you'll design and optimize ETL workflows that power critical business decisions. You'll work with cutting-edge technologies, including the Hadoop ecosystem, data processing frameworks, and large-scale integrations. Your expertise in extracting, transforming, cleansing, and loading data across diverse systems will ensure accuracy and reliability at every step.
You'll develop ETL mappings to move data seamlessly from source systems to data warehouses and data lakes, enabling advanced analytics and innovation. If you're detail-oriented, collaborative, and ready to tackle complex challenges in a fast-paced setting, we want to hear from you!
This is a full-time, onsite position (5 days per week) based in Atlanta, GA; Charlotte, NC; Raleigh, NC; Richmond, VA; Dallas, TX or Greensboro, NC.
Essential Duties and Responsibilities:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
* Develop customized coding, software integration, perform analysis, configure solutions, using tools specific to the project or the area.
* Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards, including robust unit testing and support for subsequent release testing.
* Build non-functional monitoring capabilities and provide escalated support for highly complex applications in production.
* Build in and maintain security controls and monitoring in support of company standards.
* Typically lead moderately complex projects and participate in larger, more complex initiatives. Solve complex technical and operational problems. Act as a resource for teammates with less experience
* May oversee the work of a small team.
* In an Agile environment: Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and engage with, the business from the beginning of the design work. Leverage continuous engineering practices to deliver business value regarding effectiveness of the design. Actively participate in refining user stories. Responsible for design, developing, and maintaining automated unit testing, and supporting integration and functional testing. Responsible for providing automated monitoring capabilities, providing warranty support, and providing knowledge transfer to production support. Develop code in accordance with the acceptance criteria established by the Product Owner.
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 and four to seven years of experience or equivalent education and software engineering training or experience
* In-depth knowledge in information systems and ability to identify, apply, and implement IT best practices
* Understanding of key business processes and competitive strategies related to the IT function
* Ability to plan and manage projects and solve complex problems by applying best practices
* Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information
Preferred Qualifications
* bachelor's degree in computer science, computer engineering or related degree and eight years of experience or an equivalent combination of education and work experience.
* Knowledge of specific applications, technology platforms, programming languages, systems, or business segments.
* Banking or financial services experience.
* Abnitio/Informatica BDM Experience.
* Skills in designing and developing extract, transform and load ETL processes.
* Strong understanding of Informatica ETL tool .
* Create and maintain adequate documentation of project ETL design, technical artifacts and ETL environment.
* Very Large Database and DW Implementation experience (20+ TBs) ,well versed in SQL, Oracle .
* Experience on Hadoop(HDFS) concepts, HQL, SQL and Unix
* Experience and ability to deliver results quickly in a fast-paced environment on multiple projects.
* Agile Delivery 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.
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Closing Associate or Senior Closing Associate - Grandbridge Real Estate Capital
Truist job in Frisco, TX
**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.**
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_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 closing functions for Grandbridge and provide assistance to other Grandbridge departments as requested by Grandbridge Head of Closing.
**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.
+ Perform commercial/multifamily closing responsibilities, including due diligence review, property, liability and flood insurance review, borrower organizational review, loan document review and modification, anti-money laundering and know your customer compliance, document storage, commitment preparation, closing calculations, loan funding submissions, loan deliveries and servicing handoffs.
+ Develop and maintain strong working relationships with business, legal and servicing contacts at agencies and other lenders/investors.
+ Assist servicing/asset management with problem assets and borrower requests.
+ Promote cohesive, inclusive, team-oriented culture aligned with Grandbridge purpose, mission and values.
+ Promote sound risk management and compliance with applicable credit, underwriting, operational, regulatory, tax and legal policies and procedures.
**Qualifications**
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
+ Bachelor degree and strong academic record.
+ Able to perform commercial/multifamily closing responsibilities, including due diligence review, property, liability and flood insurance review, borrower organizational review, loan document review and modification, anti-money laundering and know your customer compliance, document storage, commitment preparation, closing calculations, loan funding submissions, loan deliveries and servicing handoffs with adequate training.
+ Strong work ethic and self-starter requiring minimal supervision.
+ Sound decision making and risk analysis capabilities.
+ Strong communication and writing skills.
+ Proficiency in basic computer applications such as Microsoft Office software products.
**Preferred Qualifications:**
+ Experience with Fannie Mae, Freddie Mac and/or FHA transactions.
**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._**
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Universal Banker - Part Time 20hrs - Coppell
Truist Bank job in Coppell, TX
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: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.
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Auto-ApplyBranch Leader I, II or III - Willow Bend
Truist Bank job in Plano, TX
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 branch leader has responsibility for managing all aspects of assigned branch. The responsibilities include but are not limited to: driving branch performance through leading, coaching and managing; and business development. Small business expertise and development critical to Truist's Purpose of inspiring and building better lives and communities. Ensuring compliance with internal controls, operational procedures and risk management policies. Management of human capital including interviewing, selection, hiring, conducting performance reviews, disciplinary actions, workforce management scheduling. May be cross trained to assist with teller transactions as needed.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Promote positive public image in the community and instill the Purpose, Mission and Values in the team and in support of the Truist culture.
2. Drive the business development of the branch to deliver both strong team performance as well as strong individual performance through personal productivity, in the areas of Truist strategy including but not limited to Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership.
3. Drive branch revenue through Small Business development and new client strategies. Drive the growth of Small Business expertise through branch routines of face-to-face appointments with clients, outbound calling, and prospecting as well as the growth of Mass Affluent through face-to-face appointments and outbound calling.
4. Participation, as reviewed and approved in the market, in civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement and building the Truist Brand.
5. Responsible for successfully executing on the branch engagement routines by leading, growing, coaching and motivating teammates, to fulfill the Purpose Mission and Values for client's financial success and team empowerment.
6. Partnership with Integrated Relationship Management (IRM) and Operations partners. Partner with the area operations officer to ensure compliance with bank procedures, internal controls, risk management and the Truist Code of Ethics and ensuring that all required training is successfully completed by the entire team. Proactively collaborate with all IRM and key line of business partners to lead and promote One Team culture within branch through One Team/Business Partnerships.
7. Responsible for human capital decisions including interviewing, selection, hiring, workforce scheduling, development planning, annual performance reviews, ratings, and performance counseling including disciplinary actions for all members of branch team.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or equivalent education and related training or experience.
2. Two years of financial services and consumer/small business expertise or equivalent experience and/or performance
3. One year of previous branch leadership or management experience
4. Strong interpersonal, sales relationship and prioritization skills.
5. Strong written and verbal skills.
6. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS background check.
7. Ability to inspire, lead and coach others.
Preferred Qualifications:
1. Bachelor's degree with a concentration in Business, Accounting, Finance or Banking
2. Graduate of Internal Leadership Development Programs
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no 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.
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Auto-ApplyFiduciary Support Specialist II (Dallas, TX. or Houston, TX.)
Truist Bank job in Dallas, TX
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 role is a office centric role onsite 4 days a week*
Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Prioritize relationship management activities by facilitating the day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers, or other routine transactions
2. Enter and maintain appropriate client records, monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
3. Utilize various trust systems to affect transactions, monitor accounts, and create reports
4. Respond to client requests for information and assistance within appropriate level of authority
5. Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and client meeting preparation
6. Prioritizing fiduciary activities that enable quality client interaction
7. Continually render extraordinarily responsive and personal service to our Wealth Clients
8. Participate in onboarding new teammates and training
9. Assist with special projects for Fiduciary Group Support Leader
10. Contribute to a positive team environment that fosters cooperation, trust and group identity and be an effective advocate for Wealth clients with other business units
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. 3+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience
2. Demonstrate an understanding of the operating systems unique to line of business, including trust and estate
3. Demonstrate strong knowledge of bank policy and procedures
4. Strong problem-solving skills
5. Contributes to a positive team environment that fosters cooperation, trust and incorporates the value of One Team approach
6. Excellent interpersonal and relationship management skills
7. Excellent oral and written communication skills
8. Exemplary customer service and professional etiquette skills
9. Ability to travel, occasionally overnight
Preferred Qualifications:
1. Undergraduate degree
2. Trust School attendee or graduate
3. Fiduciary experience a plus
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.
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Auto-ApplyRetail Mortgage Loan Originator
Truist job in Dallas, TX
**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.**
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_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage
production goals.
2. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well
as secondary market investor's guidelines utilized by Truist.
3. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external
rules and regulations, particularly those established by State and Federal law.
4. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as
Truist Mortgage products and their benefits.
5. Consistently execute on Truist's referral process by introducing mortgage clients to other bank
solutions for deepening client opportunities.
6. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined
through quality control or post-closing review.
**QUALIFICATIONS**
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. 1+ year(s) experience in banking and/or lending environment with basic knowledge of
residential property types
2. Good organizational, written and verbal communication skills
3. Possesses solid interpersonal and negotiation skills
4. Demonstrated proficiency in relevant computer applications
5. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new
or transfer of registration, and applicable NMLS acceptable background check
**Preferred Qualifications:**
1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.
2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations.
3. Previous sales awards and leadership positions.
**OTHER JOB REQUIREMENTS / WORKING CONDITIONS**
Sitting/Standing/Walking/Bending/Lifting
Sitting Frequently (25% - 50% of the time)
Standing Frequently (25% - 50% of the time)
Walking Frequently (25% - 50% 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 75%
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (*****************************
. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
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Senior Director - Enterprise Resiliency Planning & Execution
Truist Financial Corporation job in Dallas, TX
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 Senior Director of Enterprise Resiliency Planning & Execution is a pivotal leadership role within Core Technology & Operations, charged with ensuring the organization's ability to withstand and recover from disruptions across its technology ecosystem. This role will define and operationalize a comprehensive resiliency strategy that safeguards critical services, aligns with regulatory expectations, and strengthens enterprise stability.
By designing and executing rigorous testing programs, validating resiliency capabilities against defined requirements, and driving continuous improvement, this leader will help deliver a technology environment that is resilient, predictable, and trusted. The position reports directly to the Head of Enterprise Production Services and serves as a key influencer in shaping the enterprise's resiliency posture.
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.
Primary Roles & Responsibilities
1. Set strategic direction for the assigned work area in alignment with the Business Strategy and Technology standards and provide thought leadership in the development of an enterprise strategic IT plan.
2. Develop and lead a high-performing team, fostering a culture of collaboration, innovation, and continuous improvement.
3. Provide triage leadership and communications for all high-priority incidents, ensuring effective and timely resolution of issues to minimize business and client impact.
4. Collaborate with cross-functional teams to perform Problem Management for all high-priority incidents, identifying root cause, identifying, and implementing the permanent fix.
5. Maintain a high level of awareness and understanding of existing and emerging technologies, as well as industry and bank issues, to effectively match them.
6. Utilize ITIL framework expertise to establish and enhance Incident and Problem Management processes.
7. Establish key performance indicators (KPIs) and metrics to measure the effectiveness of Stability, Incident Management and Problem Management processes.
8. Liaise with executive leadership to communicate application/system stability, Incident Management and Program Management status, providing recommendations for improvement.
9. Plan and develop budgets and performs salary administration duties to meet budgetary goals.
10. Drive the development and maintenance of a knowledge base to streamline incident resolution and problem identification.
11. Lead staff (to include development, counseling, conducting performance appraisals, setting performance expectations etc.) and evaluate processes on a regular basis. Implement new or improved processes or procedures that improve quality of work produced by the unit or eliminates/reduces operating expenses.
12. Maintain appropriate Risk Profile through owning the first line of Risk defense, proactively identifying risks, and implementing the necessary mitigations where warranted. Partner effectively with 2nd line of defense, Auditor, and regulators to ensure Risk is identified and mitigated appropriately.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in Computer Science, Information Systems, Engineering or related disciplines
2. Equivalent combination of advanced education and related experience, which could include any combination of: Ten or more years' experience managing system/application engineers and leading production support/operations in an enterprise-scale environment, Five years' relevant business experience (i.e. making technical-related decisions on the business side), Five years' managing a large staff, (including managing managers), and Five years' experience with budget responsibilities
3. Proven experience driving incident management triage and establishing strong command and control and clear accountability and methodical evaluation of complex issue scenarios
4. Proven experience with IT service management (ITSM) practices and tools, such as Service Now
5. Extensive experience with monitoring tools, such as Dynatrace, Splunk, CloudWatch, System Center Operations Manager (SCOM)
6. Significant knowledge and hands-on experience with distributed, mainframe, public (AWS/Azure) and private cloud-based applications and architectures
7. Executive level communications skills, including, strong negotiation/facilitation/presentation skills and experience negotiating with vendors for relevant products and services
8. Strong analytical and architectural skills
9. Significant knowledge of current and emerging application software products and tools
10. Ability to manage a high volume of internal client relationships
11. Knowledge of all phases of software engineering life cycle and experience with process improvement models
12. Ability to translate enterprise level strategic planning information into system, software and data management needs, create business plans, and turn them into effective business solutions
Preferred Qualifications:
1. ITIL Certification
2. AWS Certification, Cloud Practitioner, Solutions Architect, SysOps Administrator
3. Microsoft Azure Certification, Fundamentals, DevOps, Solutions Architect, Security
4. Experience in managing Agile teams/processes
5. 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
Human Capital Systems (HCS)/Workday Technical Lead
Truist job in Dallas, TX
**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.**
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_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 Human Capital Systems (HCS)/Workday Technical Lead is responsible for providing strategic technical leadership, solution design, and delivery oversight for technology platforms, with a primary focus on Workday and related enterprise systems. The ideal candidate is not a consultant, but a dedicated team member who wants to contribute long-term and be part of a fast-paced collaborative environment. This role partners closely with HR, Cybersecurity, IAM, Payroll, Finance, Talent, and Technology engineering teams to design secure, scalable solutions that enhance the teammate experience, ensure regulatory compliance, and enable organizational growth. The Technical Lead serves as the primary technical authority for complex Workday enhancements, integrations, data reporting, and cross-functional initiatives.
This is a full-time, onsite position (5 days per week) based in Atlanta, GA; Charlotte, NC; Raleigh, NC; Richmond, VA; Dallas, TX or Greensboro, NC.
**Essential Duties and Responsibilities:** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time
+ Provide end-to-end technical leadership across Workday HCM, Compensation, Recruiting, Payroll, Talent, Absence, Time, and Security domains.
+ Lead design and architecture of Workday configurations, integrations, and data solutions.
+ Translate business requirements into scalable technical solutions aligned with enterprise architecture standards.
+ Ensure technical designs incorporate cyber security compliance, data privacy, IAM controls, and SOX/audit requirements.
+ Oversee and guide technical solutioning, testing, validation, and deployment of technology releases, enhancements, and initiatives.
+ Ensure on-time, high-quality delivery through strong planning, prioritization, and risk management practices.
+ Lead complex troubleshooting and root-cause analysis for production issues, coordinating cross-functional resolution efforts.
+ Guide engineers, analysts, and vendor resources through technical work activities.
+ Evaluate and recommend applications, tools, and innovation to improve efficiency and
+ user experience.
+ Partner with HR leadership to identify technology needs and future state capabilities.
+ Support compliance, audit and regulatory requirements.
+ Stay current on HR technology trends, tools and best practices.
+ Coordinate with cross-functional teams to ensure successful delivery of Workday initiatives.
+ Provide mentorship and knowledge sharing across the HR tech team.
+ Provide regular updates to leadership and escalate issues as needed.
**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.
+ 8-10+ years of experience in HR Technology, with advanced hands-on configuration and integration skills.
+ Minimum of 5 years of experience in Workday or demonstrated Technical Lead experience in a large Enterprise environment.
+ Seasoned technologist to provide leadership and oversight for a team of developers supporting complex, large Enterprise applications.
+ Experience with Workday and HR Technology initiatives preferred.
+ This role requires extensive hands-on development experience across Workday modules, strong leadership capabilities, and the ability to interface
+ directly with internal clients on solution design and delivery.
+ Demonstrated success providing technology oversight for Large Enterprise initiatives. Primary responsibilities with include leading technology
+ implementation and deployments, managing application compliance with data security, and cyber controls, and ensuring alignment with organizational
+ regulatory standards.
+ Candidate will partner with internal technology partners and external vendors to drive efficient implementation and optimization of solutions.
+ Proven experience in contributing to the functional and technical design of technology solutions is required.
+ Proven ability to manage multiple initiatives simultaneously, prioritize tasks, and meet deadlines in fast paced environment.
+ Proven experience leading technical delivery across multiple functional domains.
+ Strong understanding of HR business processes, data structures, and compliance requirements.
+ Prefer experience with Workday tools: EIB, Studio, BIRT, Prism, Core Connectors, Report Writer, Calculated Fields.
+ Knowledge of cybersecurity, IAM, SOX controls, and audit frameworks.
+ Excellent communication skills with ability to translate technical topics for business and senior leadership
**Preferred Qualifications:**
+ Experience using Rally Agile tool
+ Banking or Financial Industry Experience
+ Technical proficiency in leading applications or initiatives. HR initiatives preferred.
+ Strong communication skills and ability to collaborate with business partners
**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._**
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Analyst - Wholesale Credit Delivery - Middle Market segment
Truist Financial Corporation job in Dallas, TX
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 Wholesale Credit Delivery Associates and Analysts have a strong understanding of the market, credit and products within Commercial Banking and Middle Market specialty businesses, and facilitates financial analysis, risk assessment and credit structure recommendations for clients and prospects. Takes ownership of projects in coordination with assigned senior Credit Delivery leader and mentors more junior teammates. Performs prudent underwriting and effective credit and risk administration with particular emphasis on adherence to credit policy and requirements. Supplements analysis with research and evaluations from a wide variety of sources to develop an assessment of client, competitor, property segment, market and industry risks and trends. Credit Delivery Associates may be assigned to selected senior Credit Delivery leader(s) but require increasingly less oversight, begin owning their assigned clients and opportunities more fully and exhibiting confidence in all facets of independent client interaction.
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.
* Facilitates the diligence and underwriting documentation of the less complex and smaller credit relationships; supports credit presentation preparation and discussions with Credit Officer and other final approvers and coordinates legal documentation efforts through closing and funding phase.
* Ensures loan agreement is in accordance with approval documents. Identifies potential issues contained within loan documentation and takes steps to address the issues, in consultation with Relationship Manager.
* Analyzes financial statements/projections and documents client performance, along with identified risk and risk mitigants of less complex credits.
* Ensures all Credit Process Metrics are within prescribed tolerances. Accountable for the risk evaluation and associated compliance requirements within assigned portfolio and for prospects. Identifies issues and follows through for remediation.
* Serves as a client and internal point of contact in managing assigned portfolio. (May include site visit and/or visit with client management team)
* Continues to support Senior Portfolio Managers and Portfolio Manager, with financial modeling and credit memos.
* Supports and mentors Credit Delivery Analysts.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience.
* 2-3 years of Commercial Banking, Commercial Real Estate, or Wealth Specialty business experience.
* Excellent verbal and written communication skills.
* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
* Strong analytical and problem-solving skills.
* Knowledge of commercial real estate credit delivery principles.
* Ability to handle multiple priorities under time constraints.
* Demonstrated success working in a collaborative team environment.
Preferred Qualifications:
* Master's in Commercial Banking or Real Estate or combined Commercial Banking/Commercial Real Estate experience through internships or other experiences; or an equivalent combination of educational and experience or other related advanced degree.
* 2 years of experience in a Commercial Banking or Commercial Real Estate Associate Development Program and/or equivalent experience in a Credit Delivery role.
#Dallas #Houston
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
Workday Functional Lead (HCM) Software Engineer III
Truist Financial Corporation job in Dallas, TX
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:
Workday Functional Lead (HCM) Software Engineer III responsible for designing configuring, implementing, and maintaining Workday modules to meet Human Capital Systems business needs. This role partners with HR, IT, and other stakeholders to translate business requirements into functional Workday solutions, ensuring quality, compliance, efficiency, and scalability.
This is a full-time, onsite position (5 days per week) based in Atlanta, GA; Charlotte, NC; Raleigh, NC; Richmond, VA; Dallas, TX or Greensboro, NC.
Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
* Serve as the primary point of contact for Workday configuration for specific Workday modules. (HCM)
* Design, configure, test, and deploy Workday configuration changes.
* Maintain accurate documentation of system configurations and processes.
* Partner with HR and business teams to gather requirements and design solutions.
* Identify and drive quality and efficiency improvement opportunities.
* Troubleshoot and resolve Workday configuration-related issues.
* Ensure that all changes comply with technology policies and requirements.
* Identify, escalate, and remediate risks and comply will risk management standards.
* Manage and implement Workday configuration changes, ensuring compliance with established policies and governance frameworks.
* Partner with business and technology teams to evaluate project requirements and determine appropriate Workday modifications.
* Support ongoing operations by troubleshooting and resolving issues in a timely manner.
* Collaborate with Workday functional and technical teams to ensure seamless integration of changes across modules and functions.
* Participate in audits, control reviews, and risk assessments related to assigned functional area.
* Provide guidance and best practices to business partners.
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 and three to five years of experience or equivalent education and software engineering training or experience
* In-depth knowledge in information systems and ability to identify, apply, and implement best practices
* Understanding of key business processes and competitive strategies related to the IT function
* Ability to plan and manage projects and solve complex problems by applying best practices
* Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information.
* Strong attention to detail.
* Ability to work independently and collaboratively.
* Effective time management and prioritization.
Preferred Qualifications:
* Broader understanding of Workday functional areas (e.g., HCM, Payroll, Finance) to better align security with business needs.
* Prior experience in a regulated or financial services environment.
* Demonstrated ability to identify process improvements and implement best practices in security management
* 5+ years of hands-on Workday experience.
* Strong understanding of Workday business processes for assigned functional area.
* Familiarity with compliance and audit processes, preferably within a financial institution.
* Excellent analytical and problem-solving skills, with attention to detail.
* Ability to work effectively with multiple business units and technical teams.
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.
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Association Services Commercial Specialist II
Truist job in Dallas, TX
**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.**
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_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 the perfect client experience to external clients (e.g. management companies, associations and homeowners) and internal business units. Work as a Client Services team member to ensure service standards are met for the client in a non-facing environment. Assist with general banking inquiries, processing of financial service requests and provide client problem resolution while adhering to Bank policies and procedures. Handle incoming and outgoing telephone calls and emails in a professional and courteous manner.
**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.
+ Process a high volume of service requests according to ASD procedures and processes (Ex. Open and close accounts, account maintenance, issue official checks, wire transfers, statement and lockbox research).
+ Provide support to the Association Services Relationship Sales Managers and management team.
+ Handle a high volume of incoming and outgoing calls, e-mails and faxes. Assist in Switchboard when needed.
+ Perform specialized operational functions (e.g. daily overdrafts, exception items, online banking, treasury management implementation, commercial analysis, foreign item processing, credit cards, inactivate letters, fraud, audit, Certificate of Deposit Account Registry Service (CDARs), Insured Cash Sweep (ICS) products, branch capture).
+ Develop a high-level understanding of on-boarding new clients, Automated Clearing House (ACH), Coupon Services, Payment Remittance Processing, Web Vault and PLUS applications to assist with client inquires.
+ Serve as a mentor to less experienced teammates.
+ Professionally and independently address client complaints and offer solutions. Escalate to supervisor, when needed, while adhering to the Bank's complaint monitoring process.
+ Ensure confidentiality of client information and minimize risk by following Bank's authentication process, Code of Ethics and other related policies. Maintain ethical behavior at all times.
**Qualifications**
**_Required Qualificati_** **_ons:_**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
+ High School diploma or equivalent
+ Three (3) years of client service and operational experience in financial industry
+ Strong verbal and written communication skills
+ Detailed-oriented with the ability to multi-task
+ Effective listening and problem-solving skills
+ Demonstrated proficiency in basic computer applications such as Microsoft Office, Word
+ Proven interpersonal relationship characteristics
**_Preferred Qualifications:_**
+ Associate's degree
+ Bilingual
**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)