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Grandbridge Real Estate Capital jobs in Greensboro, NC - 135 jobs

  • CRE Client Specialist II

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Greensboro, NC

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Sales Support 1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. 2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. 3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. 5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed. Loan Support 7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. 8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High School diploma, or equivalent education and related training 2. Five years of related experience, preferably within financial services 3. Two years of experience in a CCS role, or similar 4. Demonstrated ability to identify, analyze and resolve issues independently 5. Advanced knowledge of related systems and processes 6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts 7. Good organizational skills 8. Ability to complete all core courses outlined in the CCS training curriculum 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc. Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product knowledge of bank services and Financial Services Industry 3. Possess math aptitude with ability to grasp general accounting and financial concepts 4. Possess working knowledge of excel and/or reporting applications General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $28k-42k yearly est. 32d ago
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  • Linux Administrator

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Greensboro, NC

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: We are seeking a skilled Linux Administrator with strong experience in Red Hat Enterprise Linux (RHEL 7/8/9) and proven ability to perform in-place upgrades in enterprise environments. The ideal candidate will have a solid understanding of Linux operating system functionality, networking and storage fundamentals, and hands-on experience with Linux command-line tools and scripting languages such as Bash and Python. This role involves supporting system lifecycle management, troubleshooting migration issues related to disk formats and virtual hardware, and contributing to automation initiatives using Ansible. Familiarity with GitHub/GitLab for code review and version control is expected. Exposure to virtualization technologies such as VMware vSphere/vCenter, vMotion, and Nutanix AHV is a plus. Key Responsibilities * Perform lifecycle management for RHEL systems, including patching, upgrades, and configuration. * Execute in-place upgrades across RHEL environments with minimal downtime. * Develop and maintain Ansible playbooks for automation of routine tasks. * Write scripts in Bash and Python to support operational workflows. * Troubleshoot migration issues related to disk formats and virtual hardware. * Support virtualization environments including VMware vSphere/vCenter and Nutanix AHV. * Collaborate on code reviews and maintain version control using GitHub/GitLab. * Document processes and contribute to team knowledge base. For this opportunity, Truist will not sponsor an applicant for work visa status or employment authorization, nor will we offer any immigration-related support for this position (including, but not limited to H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, O-1, or future sponsorship for U.S. lawful permanent residence status.) This position is office-centric 5 days a week in our Atlanta, Charlotte, Greensboro, Raleigh or Richmond hubs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Performs problem tracking, diagnosis and root-cause analysis, replication, troubleshooting, and resolution for complex issues. In this capacity, performs programming and debugging activities. 2. Responds to issues in a timely manner by receiving and investigating incidents or service tickets. 3. Analyzes and observes trends with technical issues and develops recommendations for long- term improvements. 4. Documents all relevant end-user interactions and steps taken to resolve incidents. 5. Has occasional contact with end-users. 6. Communicates status of issue resolution to internal customers. 7. May engage and manage outside vendors. 8. Applies in-depth knowledge of application support and an understanding of best practices. 9. Typically leads moderately complex projects and participates in larger, more complex initiatives. 10. Solves complex technical and operational problems. 11. Acts as a resource for teammates with less experience. 12. May have people management responsibilities for a small 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 and five years of experience in development or application support or an equivalent combination of education and work experience. 2. In- depth knowledge in information systems and ability to identify, apply, and implement best practices. 3. Understanding of key business processes and competitive strategies related to the IT function. 4. Ability to plan and manage projects. 5. Ability to solve complex problems by applying best practices. 6. Ability to provide direction and mentor less experienced teammates. 7. Ability to interpret and convey complex, difficult, or sensitive information. Preferred Skills: * 3-5 years of experience administering Linux systems in enterprise environments. * Strong knowledge of RHEL 7/8/9, including in-place upgrades and patching. * Solid understanding of Linux networking (interfaces, VLANs, routing, firewalls) and storage fundamentals (LVM, multipath, filesystems). * Proficiency with Linux command-line tools and scripting (Bash; Python preferred). * Experience with Ansible for automation and configuration management. * Familiarity with GitHub/GitLab and code review processes. * Exposure to VMware vSphere/vCenter, vMotion, and vRealize. * Familiarity with Nutanix AHV, Nutanix Move, and Commvault tools. * Knowledge of SELinux, systemd, and performance tuning. * Certifications such as RHCSA/RHCE, VMware VCP, or Nutanix NCP OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting 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 25% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $97k-124k yearly est. 15d ago
  • Business Unit Risk Specialist II (Credit Card Solutions & Service Delivery)

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Greensboro, NC

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Business Unit Risk Advisor specialist engages with Business Unit stakeholders within Credit Card Solutions & Service Delivery in its management of risks and controls as well as its execution of risk program requirements. Execute, facilitate and/or monitor execution of Risk Program requirements (e.g., RCSA, KRIs, etc.) for high complexity areas within the Business Unit. Provide risk advice for business stakeholders. * This role will be full-time, onsite (5 days a week) at Truist core location (NC, GA, VA) * 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 risk support to the Credit Card Solutions & Service Delivery Business Unit across all risk types to promote and strengthen compliance with applicable regulations, policies, procedures and risk program requirements. * Partner with first- and second-line defense teammates across highly complex business areas in identifying, escalating and in remediating risk control gaps to ensure compliance with Enterprise Risk Management programs and policy. * Monitor and report on emerging risks potentially impactful to Business Unit partners and Truist. Execute processes and record retention routines necessary to ensure Business Unit compliance with enterprise risk monitoring requirements. * Understand Business Unit goals, provide risk management expertise in strategic projects and seek engagement from appropriate peers for guidance and input. * Other activities and special projects, as deemed required. 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 Accounting, Business, Finance or related field, or equivalent education and related training. * 5+ years of experience in a financial institution with emphasis on risk management or equivalent work experience and training, and/or equivalent education, training and experience. * Experience in compliance and operational risk mitigation and remediation. * Experience or subject matter in Consumer Banking, Credit Card and/or Debit Card. * Strong communication, interpersonal, presentation and negotiation skills. * Proven leadership and management skills. * Strong time management and organizational skills adaptable to a dynamic and complex work environment; Capable of handling multiple projects concurrently. * Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. * Ability to travel, occasionally overnight 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
    $66k-111k yearly est. 32d ago
  • Business Unit Risk Advisor Leader - Cybersecurity

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Greensboro, NC

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Business Unit Risk Advisor Leader I leads risk activities within Cybersecurity and serves as a subject matter expert responsible for effectively and proactively identifying, mitigating, and managing risks within an assigned line of business. This position will be responsible for leading a team of risk professionals to support the execution of enterprise risk programs and focusing with the business on existing and emerging risks. Responsible for supporting strong risk management practices in alignment with the firm's risk appetite and the assigned business unit's strategic & financial plan. Partners directly with division leadership to provide credible challenge, oversee programmatic execution of risk activities, and support a sustainable control environment. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Engage in risk management activities with the line of business, proactively identifying existing and emerging risks, evaluating the significance of the risks, and providing support in managing acceptance or mitigation of the identified risks. 2. Lead a team of risk advisors responsible for executing the responsibilities of various operations and enterprise risk programs in accordance with the program requirements (Ie: Risk control self-assessments, issues management). 3. Assist business line leadership with identifying, assessing, controlling, mitigating, and communicating risks associated with business processes and decisions. Provide oversight and governance to the assigned business unit regarding its control environment. 4. Support the business in the development of Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs). 5. Provide risk management support and oversight for change activities (both business and regulatory change). 6. Provide oversight and support for open risk, audit, and regulatory issues. Evaluate the root cause, the corrective action plans, and work with business partners and advisor team to successfully implement and document remediation. 7. Support the business for all audit and regulatory exam engagements. 8. Communicate with assigned business unit's leadership regarding activities, trends, and events pertaining to risk, regulatory, audit and loan review activities. Promote various risk initiatives and their supporting metrics. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Business, Finance or science/academic field, or equivalent education and related training or experience. 2. 10+ years of risk management experience in financial services or related field. 3. 8+ years of leadership experience. 4. Subject matter expertise in assigned/specified line of business. 5. Broad risk and regulatory knowledge with an emphasis on: Credit, Market, Liquidity, Compliance, Operational, Reputation and Strategic Risks. 6. Strong leadership and communication skills. 7. Ability to think critically and strategically, multi-task, and drive change. 8. Strong quantitative, governance, and analytic abilities. 9. Ability to provide effective challenge to senior leaders and business partners. 10. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. 11. Ability to travel, occasionally overnight. Desired Qualifications 1. Experience with Infrastructure Security and Identity and Access Management platforms 2. CISSP, CISM, CRISC certifications 3. Experience with control Automation and reporting 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
    $75k-117k yearly est. 17d ago
  • Data Transaction Testing Analyst II

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Winston-Salem, NC

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: 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 with the establishment of data risk policies, standards, guidelines and best practices for the Bank regarding design and structure of control frameworks. * Develop data testing procedures and templates for various Regulatory Reports. * Analyze data within assigned enterprise data entities compared to source information to assess the accuracy and correctness of data. * Provide subject matter expertise in the planning and execution of data risk management activities such as data risk prioritization, data quality and central data risk management. * Subject matter expert on accounting and regulatory reporting requirements, and reporting processes for assigned area of responsibility. * Make informed recommendations for remediation to the Data Assessment Director, as appropriate. * Identify, compare and escalate identified data quality issues. * Utilize tools to analyze data according to defined business rules and procedures. * Document and publish data quality errors. * Communicate data quality non-compliance to data stewards and business users. * Update reports, track and publish data quality assessments. * Research and review regulatory guidance and apply to framework. * Represent the Data Assessment Director at enterprise-level projects relating to data governance or quality assurance, as appropriate. * Complete second level review work of loan level data assessments for other team members. * Instruct, direct and mentor other members of the team. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's degree in business administration, Information Systems or related field, or equivalent education and related training. * Five to eight years of banking experience with an emphasis on second line of defense efforts. * Basic knowledge of balance sheet, income statement and cash flow information. * Ability to understand business rules and data lineage, work with varying data formats, and develop metrics to monitor data quality. * Previous experience in credit decisioning, managing credit risks, or portfolio management. * Ability to work independently or as a member of a team. * Ability to lead and direct team members in completion of complex projects. * Excellent verbal and written communication skills. * Strong analytical skills. * Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. * Knowledge of relevant laws and regulations affecting data quality and governance. * Ability to travel, occasionally overnight. Preferred Qualifications: * Four years of commercial lending experience. * Experience in Truist lending functions. * Knowledge of Truist's credit culture. * Broad knowledge of underwriting, documentation and servicing across all types of lending activities including commercial loans, small commercial loans, retail loans and other types of specialized lending (e.g. mortgages, leasing), in addition to similar knowledge of non-lending functions. * Proficiency in Truist standard software packages. * Knowledge of data tools and platforms used for managing, storing, querying, testing, loading, and transformation of data (SAS, Informatica, Oracle, Teradata, Alteryx, Tableau, SQL, etc.). * Understanding of GAAP and SEC/Regulatory Reporting. * CPA/RMA/FRM/CFA or equivalent advanced risk certification. * Graduate Degree in Business, Information Systems or related field. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $66k-88k yearly est. 60d+ ago
  • Regulatory Data Assessment Analyst - Conformance.

    Truist 4.5company rating

    Truist job in Winston-Salem, NC

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** **For this opportunity, Truist will not sponsor an applicant for work visa status or employment authorization, nor will we offer any immigration-related support for this position (including, but not limited to H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, O-1, or future sponsorship for U.S. lawful permanent residence status.)** Research regulatory requirements (FFIEC 031, FR Y-9C, FR Y-14M/Q/A, FR 2052a) and develop test cases with clear pass/fail scenarios to test reporting logic and data for conformance with the requirements and identify data quality issues. Develops SQL and SAS queries to implement test cases, analyzes results, and documents findings in an audit-ready manner. The analyst collaborates with stakeholders to review results and communicate issues, support remediation, and contribute to continuous improvements and expansion of testing processes. **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. Research and interpret regulatory requirements and instructions to inform testing activities. 2. Review reporting logic and system code for alignment with regulatory requirements. 3. Based on regulatory requirements and logic review, develop structured test scripts and design test cases with clear Pass and Fail scenarios to validate data accuracy and identify data quality issues. 4. Write and execute SQL and SAS queries to perform data validation and confirm results. 5. Analyze and interpret test results, identify issues, and escalate findings as appropriate. 6. Document results and observations in a clear, detailed, and audit-ready manner. 7. Engage with stakeholders to review results and communicate findings. 8. Contribute to process improvements to enhance testing accuracy, consistency, and efficiency. Level 1: **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree and zero to four or more years of experience in a quantitative field such as Finance, Mathematics, Analytics, Data Science, Computer Science, or Engineering, or equivalent education and related training 2. Exhibit understanding of statistical methods, including a broad understanding of classical statistics, probability theory, econometrics, time-series, and primary statistical tests 3. Familiarity with linear algebra concepts for optimization, complex matrix operations, eigenvalue decompositions, and principal components; working knowledge of calculus/differential equations, with understanding of stochastic processes 4. Demonstrate understanding of data cleansing and preparation methodologies, including regex, filtering, indexing, interpolation, and outlier treatment 5. Strong familiarity with data extraction in a variety of environments (SQL, JQuery, etc.) 6. Working knowledge of Hadoop, Pig, Hive, and/or NoSQL, Spark 7. Experience in managing multiple projects with tight deadlines in a collaborative environment **Preferred Qualifications:** - Strong knowledge of regulatory reporting requirements, (FFIEC 031, FR Y-9C, FR Y-14M/Q/A, FR 2052a). - Proficiency in SQL and SAS for data validation and test case execution. - Experience in conformance or data quality testing, including test case development and execution - Ability to interpret requirements and translate requirements into SQL or SAS queries - Strong analytical and problem-solving skills with a high attention to detail. -Ability to work independently with minimal supervision. - Effective communication skills with the ability to clearly present findings to stakeholders. **Core Competencies** - Regulatory Reporting (FFIEC 031, FR Y-9C, FR Y-14, FR 2052a) - Conformance Testing & Data Validation - SQL & SAS Development - Reporting Logic & Conformance Review - Data Analysis & Documentation - Stakeholder Collaboration Level II: **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree and four or more years of experience in a quantitative field such as Finance, Mathematics, Analytics, Data Science, Computer Science, or Engineering, or equivalent education and related training 2. Exhibit understanding of statistical methods, including a broad understanding of classical statistics, probability theory, econometrics, time-series, and primary statistical tests 3. Familiarity with linear algebra concepts for optimization, complex matrix operations, eigenvalue decompositions, and principal components; working knowledge of calculus/differential equations, with understanding of stochastic processes 4. Demonstrate understanding of data cleansing and preparation methodologies, including regex, filtering, indexing, interpolation, and outlier treatment 5. Strong familiarity with data extraction in a variety of environments (SQL, JQuery, etc.) 6. Working knowledge of Hadoop, Pig, Hive, and/or NoSQL, Spark 7. Experience in managing multiple projects with tight deadlines in a collaborative environment **Preferred Qualifications:** 1. Master's degree or PhD in a quantitative field such as Finance, Mathematics, Analytics, Data Science, Computer Science, or Engineering 2. Four years of relevant work experience if candidate lacks graduate degree 3. Previous experience in the banking or fin-tech 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 (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)
    $76k-109k yearly est. 60d+ ago
  • Business Transformation Strategist

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Greensboro, NC

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Business Transformation Strategist translates the Line of Business vision into actionable, value-driven change initiatives for the Truist Care Center. This role owns the development of business cases, demand intake, and progression of initiatives through the formal change funnel, ensuring strategic alignment, financial rigor, and enterprise impact. The strategist provides portfolio-level oversight of approved projects, tracking progress from ideation through benefits realization and feeding outcomes into the executive performance narrative. In partnership with business and operational leaders, the role also provides insight into Care Center capabilities and contributes to operating model design to optimize the business's rhythm, effectiveness, and long-term performance. For this opportunity, Truist will not sponsor an applicant for work visa status or employment authorization, nor will we offer any immigration-related support for this position (including, but not limited to H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, O-1, or future sponsorship for U.S. lawful permanent residence status.) This position is office-centric 5 days a week in one of our Truist hubs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Manages the intake, planning, business readiness, and execution of large change initiatives. 2. Leads and influences cross functional teams to effectively deliver project objectives including a successful communication and training plan. 3. Oversees and/or prepares and maintains necessary project materials and artifacts. Ensures project documentation has appropriate level of traceability, tracking all impacts to completion and knowledge delivery to impacted audiences. 4. As appropriate, systematically review components of processes/programs to identify potential areas of improvement based on cost/benefit analysis, client impact and/or regulatory requirement. Identify and systematize best practices to reduce unneeded process variation and improve service quality and efficiency. 5. Establishes and maintains relationships with all stakeholders ensuring coordination across cross-functional teams and obtains leadership support and buy-in of delivery plan. 6. Will serve as an individual contributor with ownership of multiple complex project portfolios and will have indirect leadership of junior level internal and external resources, directing their day-to-day project activities and reviewing their work including providing project-related performance reviews to their direct leader. May manage a team providing a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree and five to seven (5-7) years of related experience or an equivalent combination of education and experience to include general business management, consulting-type work, or other disciplines related to business management and/or technology. 2. In-depth and broad knowledge within own professional discipline, such as finance, project management, change management, strategy development, etc. 3. Ability to interpret internal and external business challenges, and apply best practices to improve products, processes, or services. Ability to lead projects of significant complexity and risk exposure. Ability to exercise judgment in solving technical, operational, and organizational challenges. 4. Experience managing a team, including identifying and recruiting talent, managing performance, and making decisions about resource allocation. 5. Executive level communication skills, including negotiation, persuasion and ability to influence others to adopt a new perspective and handle interpersonal issues with tact and diplomacy. PREFERRED SKILLS: * Business case ownership: Experience leading end-to-end development of strategic, ROI-driven proposals. * Financial modeling expert: Proven track-record building conservative, credible forecasts with clear ROI assumptions. * Investment rigor: Demonstrated ability to evaluate objective analysis on risk, return, and enterprise value. * Portfolio leadership: Tracks initiatives through delivery and benefits realization. * Executive storytelling: Presents cases clearly to senior leaders and governance forums. * Demand management: Drives intake through formal change and approval processes. * Operating model insight: Shapes capability and rhythm optimization. * Strategic translator: Turns vision into executable roadmaps. * Executive presence: Confident, credible communicator at the C-suite level. * Enterprise mindset: Aligns transformation to broader business priorities. OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting Constantly (More than 50% of the time) Standing Occasionally (Less than 25% of the time) Walking Occasionally (Less than 25% of the time) Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel Minimal and up to 10% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $56k-93k yearly est. 2d ago
  • Universal Banker - FLOAT - Winston Salem & High Point

    Truist Bank 4.5company rating

    Truist Bank job in High Point, NC

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:Float Universal Bankers will be required to travel to multiple branches as assigned by the Area Leader and/or Branch Leader 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 as needed. 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. Provides 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. Educates clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. 3. Supports team by making client servicing calls, presenting client offers, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines. 5. Commits to advancing knowledge to better serve clients by completing applicable training classes and web-based learning. 6. Adheres to internal controls, operational procedures, and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 7. Serves as point of contact for account maintenance, problem resolution, identifying solutions and services and referring the client to the appropriate teammate. 8. Float Universal Bankers will be assigned to a home branch but will be scheduled to support multiple branches within their designated coverage Area. Schedules will be provided in advance but may change based on staffing needs. Float teammates will receive direction from the Branch Leader of the location they are working in on any designated day/week. 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. Proven and consistent proficiency in teller or cash handling or client service skills 3. Good interpersonal and communication skills, including a desire to interact with clients and prospects 4. Ability to use office equipment and perform basic mathematical functions 5. Willing and able to follow written and verbal instructions and work under established guidelines 6. Demonstrated ability to deliver excellent client service and provide team support 7. Availability to work Saturdays and/or extended hours Preferred Qualifications: 1. Demonstrated ability to uncover referral opportunities 2. Knowledge of advanced or complex branch transactions 3. Demonstrated ability to handle multiple priorities under time constraints 4. General understanding of bank operations, policies, and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $32k-39k yearly est. Auto-Apply 5d ago
  • The Workday Functional Lead (Compensation)

    Truist Bank 4.5company rating

    Truist Bank job in Greensboro, NC

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:The Workday Functional Lead (Compensation) 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. (Compensation and Performance) 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. EEO is the Law E-Verify IER Right to Work
    $97k-123k yearly est. Auto-Apply 48d ago
  • Premier Advisor or Banker - Greensboro, NC

    Truist Bank 4.5company rating

    Truist Bank job in Greensboro, NC

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions. 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. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system. 5. Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (e.g. banking, mortgage, planning, investments, and insurance services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. Serve as an advocate for clients with the IRM partners. 6. Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts. 7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships. 8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending. (experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check. 5. Strong interpersonal, sales and relationship management skills. 6. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products. Preferred Qualifications: 1. Master's degree in business, accounting, finance, or banking. 2. Mass Affluent Banking experience. 3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS , Certified Trust and Financial Advisor CTFA , Chartered Life Underwriter CLU , CRPC - Chartered Retirement Planning Counselor, or ChFC - Chartered Financial Consultant . 4. Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School. 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
    $51k-89k yearly est. Auto-Apply 3d ago
  • Decision Scientist III - Consumer Lending Experience Required

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Winston-Salem, NC

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Act as an individual contributor, independently driving analytics projects and executing against the objectives of the Retail Analytics and Business Performance group. Using an interdisciplinary approach of leveraging concepts from business, applied statistics and math, operations research, information technology, process design and behavioral sciences, the incumbent will support consultative partnerships, aligning with the Line of Business (LOB) to produce analytic insights that help the business make informed, data-driven decisions with an objective of driving quantifiable, optimized business results in support of company goals. 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. As a Senior Decision Scientist, act as a force multiplier, with a focus on high impact, visible analyses and initiatives covering commercial banking segments and products. 2. Partner on target initiatives as assigned; work independently to drive decision science projects leveraging quantitative analysis techniques, including machine learning, in pursuit of business optimization and impact. 3. Foster communication and partnership across multiple levels of the organization including engagement with mid-level managers. Maximize relationships and build trust with partners while supporting efforts aligned to LOB and company goals. 4. Pursue business outcomes valued through increased revenue and/or efficiency leveraging data-driven insights powered by analytics in support of enhanced decision-making. Focus on continuous improvement in decision science delivery and outcomes in pursuit of business optimization. 5. Champion the use of tools to solve business challenges and deliver solutions that are timely, accurate, and repeatable. 6. Exercise sound judgment, risk management, and foster a client centric culture throughout design, development, and deployment practices. Required Qualifications: 1. Bachelor's degree or equivalent education and 5+ years of experience in Banking, Finance, Decision/Data Science, Analytics, Computer Science, Applied Mathematics or Engineering. 2. 2+ years of decision science/analytics project management experience with a diverse project focus and demonstrated results. 3. Must act as role model, able to perform in a cross-functional and collaborative team environment focused on supporting business partners with enhanced insights. 4. Demonstrated ability to engage and support internal business partners, product sets, and projects, connecting insights with execution and business impact. 5. Innovative and strategic thinker with ability to connect to practical application, providing leadership on target initiatives, with a strong bias to action and focus on quantifiable business impact. 6. Experience in managing multiple projects with tight deadlines in a collaborative environment to drive maximum impact. 7. Ability to maintain a high level of competency in statistical and analytical principles, tools, and techniques. Champion application of emerging decision science techniques with business partners. 8. Incumbent should have an understanding of various database environments (IBM DB2, Oracle), technical programming skills (SAS, SQL, Toad), exposure to applied data science tools (R, Python, SAS E-Miner), familiarity with data visualization and BI tools (Tableau, Qlik), and demonstrated proficiency in Microsoft Office Suite (Excel, PowerPoint, Word). 9. Consumer Lending Experience Required Preferred Qualifications: 1. Master's or PhD in a quantitative field such as Finance, Mathematics, Analytics, Data Science, Computer Science, or Engineering. 2. 7+ years of experience in Banking, Finance, Decision/Data Science, Analytics, Computer Science, Applied Mathematics or Engineering. The annual base salary for this position is $100,000 - 150,000. 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. EEO is the Law E-Verify IER Right to Work
    $100k-150k yearly 48d ago
  • Principal Product Manager--Financial Systems

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Winston-Salem, NC

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Principal Product Manager for Financial Systems is visible role interacting with the Office of the CFO and technology alike, responsible for driving strategic alignment between business needs and technology capabilities. This position partners cross-functional teams, including Technical Delivery Managers, Enterprise Architecture, Software Engineering, and Finance business Transformation leaders-to develop and execute capability roadmaps, automation initiatives, AI enablement, and reporting strategies that support organizational objectives. The role manages product lifecycle activities, oversees backlog development, and ensures successful commercialization and rollout of financial platforms. It also coordinates teams across diverse functions, cultivates talent, and maintains accountability for client experience, KPIs, product pricing, and budget management. Position requires 25% travel between sites ( Greensboro, Raleigh, Charlotte, Winston Salem, Atlanta). Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Product Strategy & Vision Responsible for establishing system taxonomies directly needed to support the major functions of the Finance Organization including but not limited to: Financial Accounting, Forecasting, Planning & Management Reporting, Treasury and Funds Management, Regulatory Reporting, Tax,.. Responsible for the establishment of technical and functional road maps to enable Financial Transformation Translate business requirements, engineering requirements, data requirements, and compliance requirements into product vision, outcomes, and backlogs. Develop product roadmaps in collaboration with Relationship Managers and Line of Business (LOB) partners. Execution & Delivery Own and prioritize the platform backlog in partnership with delivery, business and architecture leads. Drive discovery, POCs, pilot programs, and full lifecycle rollout of new systems or capabilities. Ensure internal platform products are secure-by-design, observable, compliant, and easy to adopt. Use PMLC and perform as a guide for Project Managers to establish the correct matrix of governance, work streams, and task sequencing to effectively execute programs Adoption Lead intake, feedback, and prioritization forums with internal stakeholders to guide iterative improvements. Assist Leadership in establishing metrics and methods in which success can be measured Responsible for leading teams across related but disparate functions to support successful deployment of new products and integrated experiences 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 a related field or equivalent combination of education and experience. * 12+ years of experience in financial services or a related industry, with a focus on product management and strategic planning. * Proven track record of successfully managing complex product portfolios and multiple high-impact projects or product lines. * Extensive knowledge of Treasury Solutions applications and products. * Mastery of product lifecycle management and go-to-market strategy. * Strong leadership and team management skills with exceptional organizational influence. * Excellent analytical, problem-solving, and decision-making abilities. * Superior verbal and written communication skills. * In-depth understanding of payment systems and financial industry practices. * Advanced proficiency with Microsoft Office and other relevant software. Preferred Technical Qualifications: * Agile and Scrum Methodologies: Proven experience in leading product development using agile and scrum methodologies. * API and Integration: Strong understanding of API design, development, and management, including RESTful services and microservices architecture. * Cloud Technologies: Experience with cloud platforms (e.g., AWS, Azure, Google Cloud) and understanding of cloud-native application development. * Data Analysis and BI Tools: Proficiency in data analysis and business intelligence tools (e.g., SQL, Tableau, Power BI) to derive actionable insights from product data. * Security and Compliance: Familiarity with cybersecurity best practices and compliance requirements, ensuring product security and regulatory adherence. * Technical Documentation: Strong skills in creating and maintaining technical documentation, including API documentation, user guides, and product specifications. * Project Management Tools: Experience with project management tools (e.g., JIRA, Confluence, Trello, Rally) to manage product development and track progress. * Emerging Technologies: Awareness of emerging technologies and trends, such as artificial intelligence, machine learning, blockchain, and their potential impact on product development. Preferred Qualifications: * 8+ years of experience in product management, project and/or program management in Financial systems. * Experience in a pivotal leadership role of a Finance System transformation or modernization program. * Ideal candidate will have experience in a Finance Modernization transformation journey leveraging leading Financial Products and Services with solutions such as SAP S/4, SAP BDC, SAP BTP, Oracle NetSuite, Oracle Hyperion, Oracle Data Relationship Management Oracle Financial Services Analytical Applications, QRM "Quantitative Risk Management", OneStream, etc. 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
    $104k-131k yearly est. 9d ago
  • Data Scientist III- Quantitative Data Engineer

    Truist 4.5company rating

    Truist job in Winston-Salem, NC

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Perform sophisticated analytics (statistical and predictive analytics, machine learning modeling, etc.) to provide actionable insights that improve business outcomes and minimize risk. Provide consultation to business leaders and other stakeholders on how to leverage analytics insights and build strategies around analytics. Lead small projects with manageable risks and resource requirements; play significant roles in larger, more complex initiatives. Act as a resource for teammates with less experience. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Perform sophisticated data analytics (encompassing data mining, inferential statistical analysis, and predictive analytics, for example) on structured and unstructured data. Identify actionable insights from various (or multiple) sources of data that measurably improve business outcomes or reduce business risk. 2. Support new, ongoing, and strategic projects and take accountability and ownership of end-to-end data science solution design, technical delivery, and measurable business outcome. 3. Extract and evaluate information gathered from multiple sources, resolve data conflicts and customize communication of key data findings, while providing recommendations to diverse audiences. 4. Provide analytical consulting and thought leadership to various business areas and fosters strategic and positive relationship with business partners. 5. Co-design the optimal solutions to solve the complex business problems with advanced data science capabilities to create business value. Emphasize reusability and scalability in all design, development, deployment and mentoring activities through implementing consistent coding standards and best practices, focusing on clarity of communication across stakeholder groups and maintaining rigorous documentation. 6. Exercise sound judgment and foster risk management culture throughout design, development, and deployment practices; partner with cross-functional teams to coordinate rules on data usage; data governance and analytics capabilities; help with the overall risk management for the team. 7. Actively research and advocate adoption of emerging methods and technologies in the data science field, with the eye of continually advancing Truist's capabilities. **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 a quantitative field such as Finance, Mathematics, Analytics, Data Science, Computer Science, or Engineering, or equivalent education and related training 2. Minimum of six years of related experience 3. Demonstrate domain expertise (SME) in one or more areas relevant to banking, financial services, fin-tech, quantitative risk management, and/or financial regulation; this will be demonstrated by several years of career progression in roles of increasing responsibility 4. In-depth knowledge in practices, theories and methodologies associated with the professional discipline such as statistics, programming (such as Python, R, SAS, etc.), machine learning, model development, business information visualization, etc. 5. Ability to maintain a high level of competency in statistical and analytical principles, tools, and techniques 6. Working knowledge of Hadoop, Pig, Hive, and/or NoSQL, Spark 7. Experience in managing multiple projects with tight deadlines in a collaborative environment **Preferred Qualifications:** 1. Working experience of delivering data integration solutions using ETL tools (like Informatica, Ab initio etc.) and Programming languages (SAS, Python etc.) 2. Working knowledge of Snowflake and deal with heterogeneous data bases like Oracle, Hive, Netezza, DB2 and SQL Server. Master's degree or PhD in a quantitative field such as Finance, Mathematics, Analytics, Data Science, Computer Science, or Engineering 3. Ten years of relevant work experience if candidate lacks graduate degree 4. Previous experience in the banking or fin-tech industry 5. Experience working with data science workspace within Adobe Enterprise Platform 6. Experience working with Graph Databases, graph query language, and related algorithms **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)
    $79k-109k yearly est. 6d ago
  • Centralized Loan Originator

    Truist Bank 4.5company rating

    Truist Bank job in Greensboro, NC

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:Responsible for the sales and marketing of Truist Mortgage Loan products in an inbound and outbound “call center” environment 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 sourcing plans and strategies through internal Truist referrals, inbound client inquiries, outbound mortgage phone sales, and other sales activities to meet or exceed agreed upon personal mortgage production goals and pre-set minimum standards. 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. Good organizational skills 2. Excellent attention to detail 3. High sense of urgency in following up with clients and teammates throughout the loan process 4. Excellent written and verbal communication skills 5. Demonstrated interpersonal and negotiation skills 6. Strong sense of teamwork and mutual respect 7. Demonstrated positive, helpful, proactive attitude 8. Demonstrated ability to set priorities and meet deadlines 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 10. Ability to travel, occasionally overnight 11. 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. Two years of experience in banking and/or lending environment with basic knowledge of residential property types or completion of sales focused training program 2. Basic understanding of residential mortgage types 3. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience. 4. Completion of elective training curriculum in Mortgage Lending 5. Prior mortgage sales contact center experience 6. Proficiency in a second language OTHER JOB REQUIREMENTS / WORKING CONDITIONSSitting/Standing/Walking/Bending/Lifting Sitting (if checked, indicate frequency) Constantly (More than 50% of the time) Standing (if checked, indicate frequency) Occasionally (Less than 25% of the time) Walking (if checked, indicate frequency) Occasionally (Less than 25% of the time) Bending (if checked, indicate frequency) Choose an item. Lifting (if checked, indicate pounds) Up to 25 lbs. Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel Minimal and up to 10% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $31k-47k yearly est. Auto-Apply 8d ago
  • Sr Internal Auditor - Professional Practices

    Truist 4.5company rating

    Truist job in Winston-Salem, NC

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Truist Senior Internal Auditor - Professional Practices is responsible for assisting in the management, execution and documentation of Audit Services internal audit operations, which could include Audit Methodology and related policies and procedures, Board and Management Committee reporting, Audit Universe, Risk Assessment, Assurance Plan, Regulatory Relations, Issues Management, Teammate Strategy and transformational initiatives with complex organizational change components. **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. Proactively participate in the implementation and continuous improvement of Audit Services' policies, procedures, practices, processes, and methodologies to enable a proactive, risk-based audit assurance program for Truist Corporation. 2. Prepare for and provide support to Audit Services teammates in the application of audit internal operations methodologies and related policies and procedures, including responding to questions and providing guidance on an ongoing basis. 3. Analyze process documentation to evaluate design effectiveness and efficiency of controls. 4. Participate in the process and timely implementation of the Audit Plan, special initiatives in Audit Services, including solving issues and mitigating risks with effective strategies and collaboration, initiative tracking and reporting to key stakeholders. 5. Assist in the process and creation to develop and provide comprehensive and timely reporting of audit results to key stakeholders, including the Board of Directors and related sub-Committees, Truist's primary regulators and Audit Services' management. 6. Gain knowledge of the organization, operations, policies and procedures (including banking laws and regulations) under which Truist operates. 7. Work independently with minimal oversight to ensure work is completed on time and within deadlines. 8. Receive constructive feedback and apply to future assignments. **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in accounting, business or related field or equivalent education and related training or experience. 2. Four to six years of banking, auditing or other relevant experience related to area of responsibility. 3. Good decision-making skills. 4. Strong understanding of banking industry and related authoritative guidance, specifically the Institute of Internal Auditors' (IIA) Standards and SR 13-1. 5. Knowledge and demonstrated ability to design and implement process enhancements addressing regulatory and supervisory reporting requirements. 6. Good aptitude for learning analytical, audit and/or facilitation skills. 7. Ability to grasp the underlying concepts in complex information. 8. Ability to identify root causes of problems. 9. Ability to formulate solutions based on a synthesis of information. 10. Proficiency in computer applications, such as Microsoft Office software products. 11. Ability to manage multiple priorities of varying complexities. 12. Ability to work independently with minimal oversight. **Preferred Qualifications:** 1. Possess appropriate professional certification or be a certification candidate. 2. Possess knowledge of Truist Audit Services audit software and business specific software. **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)
    $83k-110k yearly est. 60d+ ago
  • Human Capital Systems (HCS)/Workday Technical Lead

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Greensboro, NC

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Are you ready to lead transformative HR technology initiatives? We're looking for a Human Capital Systems (HCS)/Workday Technical Lead who will provide strategic technical leadership, innovative solution design, and delivery oversight for our enterprise platforms, with a primary focus on Workday. This isn't a consulting role-it's an opportunity to become a key member of a dynamic, fast-paced team committed to long-term success. You'll collaborate closely with HR, Cybersecurity, IAM, Payroll, Finance, Talent, and Technology engineering teams to design secure, scalable solutions that enhance the teammate experience, ensure compliance, and drive organizational growth. As the primary technical authority, you'll lead complex Workday enhancements, integrations, data reporting, and cross-functional initiatives that make a real impact. Location: 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. EEO is the Law E-Verify IER Right to Work
    $98k-120k yearly est. 60d+ ago
  • Business Unit Risk Advisor I- Office of Corp Administrative Affairs

    Truist 4.5company rating

    Truist job in Winston-Salem, NC

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** The Business Unit Risk Advisor I advises various corporate functions under the Office of Corporate and Administrative Affairs (OCAA) on its management of risks. Assist business functions in the execution of Risk Program requirements (e.g., Risk and Control Self-Assessments (RCSA), Enterprise Issues Management (EIM), etc.). Provide risk advice and influence to assigned Business Unit. Aggregate, integrate, correlate and report risks for assigned Business Unit. Identify and opine on remediation to address weaknesses related to inadequate or failed processes, people, and systems, or external events and ensure effective remediation. This role reports to the OCAA Business Unit Risk Advisory Leader. **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 risk advice and serve as risk Subject Matter Expert (SME) to assigned Business Unit across all risk types to promote and strengthen compliance with applicable regulations, policies, procedures and risk program requirements. 2. Partner with first and second line defense teammates across assigned business areas in identifying, escalating and in remediating risk control gaps to ensure compliance with Enterprise Risk Management programs and policy. 3. Assess, test and effectively challenge the assigned Business Unit to aide in the evaluations and self-identification of risk control weaknesses. Assist with evaluation and assessment of the remediation efforts to confirm adequate resolution. 4. Aggregate, report and communicate risk results to inform teammate stakeholders of the existing risk environment and escalate material concerns to Business Unit leaders and committees. 5. Monitor & report on emerging risks potentially impactful to Business Unit partners and Truist. Implement processes and record retention routines necessary to ensure Business Unit compliance with enterprise risk monitoring requirements. 6. Oversee risk appetite and business risk strategy ensuring adherence to defined limits. Effort includes risk identification, risk acceptance and risk prioritization of current and emerging risks. 7. Understand Business Unit goals, provide risk management expertise in strategic projects and seek engagement from appropriate peers for guidance and input. 8. Other activities and special projects, as deemed required. **Qualifications** **Required Qualifications:** **The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.** 1. Bachelor's degree in Accounting, Business, Finance or related field, or equivalent education and related training. 2. 6+ years of experience in a financial institution with emphasis on risk management or equivalent work experience and training, and/or equivalent education, training and experience. 3. Experience in compliance and operational risk mitigation and remediation. 4. Strong communication, interpersonal, presentation and negotiation skills. 5. Proven leadership and management skills. 6. Strong analytical, problem solving and decision-making skills in complex environments and with senior leadership. 7. Strong time management and organizational skills adaptable to a dynamic and complex work environment; Capable of handling multiple projects concurrently. 8. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. 9. Ability to travel, occasionally overnight. **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)
    $72k-107k yearly est. 17d ago
  • CRE Client Specialist II

    Truist 4.5company rating

    Truist job in Greensboro, NC

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Sales Support 1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. 2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. 3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. 5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed. Loan Support 7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. 8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High School diploma, or equivalent education and related training 2. Five years of related experience, preferably within financial services 3. Two years of experience in a CCS role, or similar 4. Demonstrated ability to identify, analyze and resolve issues independently 5. Advanced knowledge of related systems and processes 6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts 7. Good organizational skills 8. Ability to complete all core courses outlined in the CCS training curriculum 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc. Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product knowledge of bank services and Financial Services Industry 3. Possess math aptitude with ability to grasp general accounting and financial concepts 4. Possess working knowledge of excel and/or reporting applications **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $28k-42k yearly est. 43d ago
  • Business Performance & Metrics Strategist

    Truist 4.5company rating

    Truist job in Greensboro, NC

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** The Business Performance & Metrics Strategist serves as the centralized owner of the Truist Care Center's executive business performance narrative. This role is responsible for translating enterprise and operational performance data into clear, compelling insights for Executive leadership, including weekly, monthly, and quarterly updates to C-suite executives and, as needed, the Board of Directors. The strategist establishes and maintains a single source of truth for performance metrics and Executive-level dashboards, ensuring consistency, accuracy, and strategic alignment across all outbound communications. Through strong executive storytelling, advanced analytics, and modern reporting tools, this role enables data-driven decision-making and drives transparency, accountability, and performance excellence across the Care Center. **For this opportunity, Truist will not sponsor an applicant for work visa status or employment authorization, nor will we offer any immigration-related support for this position (including, but not limited to H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, O-1, or future sponsorship for U.S. lawful permanent residence status.)** **This position is office-centric 5 days a week in one of our Truist hubs.** **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Independently lead Enterprise Tech business operations projects or business analytics use case execution, including collaboration with stakeholders to define requirements, as well as delivery of finished project to meet agreed success criteria. 2. Mentor technical practitioners supporting ET performance reporting and business analytics efforts. Guide the team on the methods and tools to support business reporting, in accordance with Truist data management standards. 3. Maintain division performance measure business definitions and calculation logic. 4. Execute performance management status routines, including collecting monthly performance results and action plans. 5. Prepare materials for reporting of performance results and related action plans through processes defined for the business unit. 6. Identify and implement Continuous Improvements to create efficiencies in the running of the organization (including creation and maintenance of polices, standard operating procedures, and/or job aids, and process automation). 7. Establish and maintain relationships with key stakeholders and partners. **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree and/or equivalent experience and related training 2. Experience with Program Management or Project Management (very large initiatives with multiple Project Managers) 3. Proven experience in a leadership role overseeing business operations within a technology organization. 4. Extensive experience managing multiple highly complex simultaneous projects involving cross-functional project teams within budgetary and schedule constraints. 5. Exceptional financial acumen with experience managing budgets and financial tracking. Proficiency in data analysis, reporting, and executive-level presentations that can be tailored to meet a broad range of audience and levels. 6. Strategic thinker with a demonstrated ability to align operational efforts with broader business objectives. 7. Extensive understanding of Project Management principles, agile methods and techniques. 8. Requires advanced technical and business knowledge in policy development. 9. Outstanding analytical skills with attention to detail. Outstanding documentation, organization, time management, and problem-solving skills. 10. Ability to build consensus with technology and business teams in order to work through others in achieving desired results and objectives. 11. Knowledge of the appropriate application of data and analytics capabilities, such as visualization and data science tools. 12. Flexibility in response to change. 13. A detailed understanding of business. Retail background a plus. Extensive diplomacy and conflict resolution skills. 14. Sound team building and interpersonal skills required to effectively manage a multi-faceted project throughout the deliverable process 15. Exceptional problem-solving skills: able to anticipate technical and project barriers and adjust approach based on research and experience. General knowledge of several major and related systems and how they are integrated **PREFERRED SKILLS:** - Executive storytelling: Previous experience crafting C-suite and Board-ready performance narratives. - Dashboard mastery: Advanced expertise in designing executive-level KPI dashboards and visual insights. - PowerPoint & Excel expert: Ability to create Executive level presentations, models, and automated reports. - AI & GenAI fluent: Leverages AI to accelerate insights and reporting. - Single source of truth: Previous experience with establishing governance to formulate a consistent, aligned narrative with the appropriate control points. - Narrative control point: Ensures consistent, aligned outbound messaging. - Strategic mindset: Connects metrics to enterprise priorities and outcomes. - Executive presence: Communicates with confidence and discretion. **OTHER JOB REQUIREMENTS / WORKING CONDITIONS** **Sitting** Constantly (More than 50% of the time) **Standing** Occasionally (Less than 25% of the time) **Walking** Occasionally (Less than 25% of the time) **Visual / Audio / Speaking** Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. **Manual Dexterity / Keyboarding** Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. **Availability** Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. **Travel** Minimal and up to 10% **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $56k-93k yearly est. 2d ago
  • Universal Banker - Parkway

    Truist Bank 4.5company rating

    Truist Bank job in Winston-Salem, NC

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. 2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs. 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. 7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High school diploma or equivalent education 2. Two years of teller or cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation 6. Ability to multi-task under time constraints 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. One year of client relationship building or sales experience 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $32k-38k yearly est. Auto-Apply 16d ago

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