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Grandbridge Real Estate Capital jobs in Marietta, GA - 459 jobs

  • Financial Crimes Investigator I

    Truist Bank 4.5company rating

    Truist Bank job in Atlanta, GA

    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 internal and external preliminary investigations into potentially fraudulent and/or suspicious activities and other high risk transactions, not excluding money laundering and terrorist financing, with an emphasis on data management, risk management and loss prevention analysis. Ensure full compliance with applicable laws and regulations, by investigating, analyzing and decisioning related cases, reports and alerts according to stated policy and procedure. 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. Conduct timely, comprehensive investigations of customers, noncustomers and/or teammates by utilizing all available information. 2. Research transactional anomalies and analyze information produced to detect any patterns of unusual internal or external conduct, identify risk policy breakdowns, and recognize fraudulent activities. 3. Communicate results of analysis and/or research to appropriate departmental leadership including conclusions and recommendations for next steps. 4. Communicate with Relationship Managers, branch associates and others as needed to gather additional client information. Act as a point of contact for case or alert questions and support. 5. Responsible for detecting fraud, suspicious transactions or those in violation of applicable BSA/AML/OFAC laws and regulations. 6. Participate in BSA/AML/OFAC and/or Fraud related training that may include webinars, periodicals and self -study in order to stay abreast of any related changing laws and regulations. 7. Serve as subject matter experts in their respective roles (fraud, BSA/AML, OFAC) for other teams supporting the same function. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or equivalent education and related training. 2. Three - Four years of banking, financial industry or related experience; preferably in a branch, audit, compliance or lending-related area. 3. Strong knowledge and experience with BSA regulations and related compliance requirements, including reporting and record retention requirements, and understanding of how changes in those regulations or compliance requirements affect Financial Crimes. 4. Thorough working knowledge of the risk indicator trends in money laundering, terrorist financing and fraud, and the ability to position processes to ensure mitigation of those risks at Truist. 5. Strong investigative research and documentation skills 6. Strong analytical and critical thinking skills 7. Ability to work in a high-stress, fast-paced and rapidly changing environment with time-critical situations 8. Demonstrated proficiency in basic computer applications such as Microsoft Office software products 9. Excellent verbal and written communication skills; ability to communicate effectively with senior leadership, and line of business managers and external entities Preferred Qualifications: 1. Three years of experience in investigation, law enforcement, or lending role 2. Working knowledge of user acceptance testing including planning, development and execution of test cases 3. Experience with BSA transaction monitoring or case management 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
    $30k-49k yearly est. Auto-Apply 8d ago
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  • CFO, Core Technology Operations

    Truist 4.5company rating

    Truist job in Atlanta, GA

    **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 CFO for the Core Technology Operations line of business provides deep financial expertise, strategic partnership, and operational support to senior leadership. This role owns financial planning, forecasting, and performance management, translating strategy into financial outcomes. It also leads reporting and analysis for key stakeholders including the Board of Directors, Investor Relations, and regulators, while ensuring financial integrity and strong controls across the Finance division. This role supports a large and complex portfolio, requiring advanced financial leadership across multiple functions and high-impact decision-making. In addition, the CFO will be a key partner in driving transformation across the Core Technology Operations organization - encompassing cloud migration, infrastructure modernization, resiliency engineering, and data center optimization. The role will help shape funding strategies and investment frameworks that enable scalable, secure, and cost-efficient technology platforms. This includes leading efforts to modernize financial processes, strengthen cost transparency, and align technology investments with enterprise priorities for stability, innovation, and long-term value creation. **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. 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. Deliver financial leadership and operational support for a mid-size line of business. 2. Support financial planning, forecasting, and performance management aligned with strategic goals. 3. Contribute to reporting and analysis for executive stakeholders and regulatory bodies. 4. Ensure financial accuracy, compliance, and control within a defined scope. 5. Collaborate with line leadership to translate strategy into financial outcomes. 6. Manage a team, providing coaching, development, and performance oversight. 7. Participate in cross-functional initiatives and process improvements. **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 or Finance, or equivalent education and related training. 2. Twelve years of relevant accounting or finance experience that includes complex financial analysis. 3. Incumbent must possess the experience and business vision to provide leadership to support to the division manager and Executive leadership. 4. Sound and comprehensive understanding of business and organizational strategies and processes. Ability to build consensus through communication and presentation of factual and relevant information. 5. Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner. 6. Strong analytical and problem-solving skills. 7. Sound and logical decision-making abilities. 8. Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment. 9. Familiarity with GAAP, with specific knowledge of GAAP related to supported LOBs. High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience. **Preferred Qualifications:** 1. Supervisory experience of multiple teams 2. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst 3. Master's degree of MBA 4. Specific financial services or specialized industry experience. 5. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software. 6. Experience with macros/VBA. **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)
    $94k-175k yearly est. 60d+ ago
  • Director, Capital Markets

    Trimont Real Estate Advisors LLC 3.7company rating

    Atlanta, GA job

    US Atlanta Corporate 3500 Lenox Rd NE Suite G1 Atlanta, GA 30326, USA Founded in 1988, Trimont (*************** ) is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure and capabilities needed to help them scale their business and make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit. As the largest master servicer of commercial real estate loans in the United States, Trimont manages securitizations with meticulous oversight and coordination-protecting cash flows, mitigating risk, and ensuring portfolio performance. We do this with a team of 1100+ extraordinary team members who serve a global client base from offices in Atlanta (headquarters), Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York and Sydney. We empower our people with advanced technology, industry-leading knowledge, and a culture centered on our core values. This approach enables our teams to deliver exceptional client service, build lasting relationships and take pride in the high-quality work they perform. Trimont is an innovative firm where visionary professionals come to learn, grow, and thrive with colleagues driven by curiosity and collaboration. Learn: We believe ongoing learning is critical and are focused on providing a work environment where all team members can take ownership of their careers. Grow: We work alongside the largest institutional lenders in the world, overseeing the most significant projects in the industry. This unique opportunity allows us to broaden our skillset and develop our abilities by tackling some of the industry's most challenging and exciting endeavors. Thrive: Our firm is a place where ethics and excellence meet to create an experience that matches our capabilities. There are no limits to what we as team members and as an organization, can achieve together. Where people, purpose, and progress come together every day. Job Summary The Director, Capital Markets will be responsible for creating and implementing the reporting and daily oversight of the company's lender and investor activity, as well as internal reporting for Company. In addition, this role will provide support as needed to the Managing Director, Capital Markets as it relates to the broader oversight and management of the company's capital structure. This role will report to the Managing Director, Capital Markets and will work closely in a collaborative and integrated manner with the broader finance function and the operating business leaders. This role requires a self-starter and critical thinker to help advance the organization. Responsibilities Oversee the creation and ongoing reporting of a master portfolio data tape, including financial and operational elements, to facilitate continued cash management processes, return profiles by portfolio, covenant compliance and utilize master file to support internal finance processes such as accounting close, cash forecasting, balance sheet forecasting, and other operational reporting Collaborate with internal technology owners to create a process to produce internal Key Performance Indicator (KPI) reporting in Excel, Power Business Intelligence (BI) or other comparable form, at the portfolio level and enterprise-wise on a monthly basis or more frequently as may be required Develop and maintain comprehensive deposit reporting procedures, utilizing standard bank reports, Enterprise Resource Planning (ERP) system data in order to create and update enterprise-wide deposit forecast Maintains daily portfolio Accounts Receivable (AR) Roll-forward for Servicing Agreement File (SAF) investment vehicle, which includes providing portfolio return and fee reporting to external capital providers and Accounting monthly Further develop monthly and quarterly lender reporting packages for 3 investment vehicles, including covenant compliance for internal management reporting and external counterparty reporting Working closely with a cross section of departments within the company, including finance, risk & data reporting and treasury, develop a detailed ongoing understanding of various portfolios and the financial reporting associated with each. Develop detailed tracking and reconciliation policies, procedures, review functions, reporting structures and outputs that meet the requirements of the relevant capital providers Ensure capital provider reporting aligns with business level reporting and can be effectuated consistently and repeatably with accuracy Support the Managing Director, Capital Markets with capital markets engagement, including rating agency reporting requirements, and supporting future transactions such as public debt issuances, additional equity investments. As requested, perform additional duties as they relate to capital management and financial performance and reporting Required Qualifications Bachelor's degree in finance or a business-related degree. 7+ years' experience in related fields. Advance level Excel experience, particularly with large data sets and financial analysis Structured Query Language (SQL) experience required, with the ability to critically review and develop innovative reporting output, ideally in Power BI or Excel Demonstrates disciplined attention to detail. Committed to consistently delivering high-quality work across all tasks. Adept of working efficiently in a deadline-oriented environment within a defined reporting framework. Knowledge of commercial real estate financing and securitization transactions and related terminology is preferred. Strong verbal and written communication skills are crucial for engagement Demonstrated capacity to achieve results in a dynamic setting. Skilled in managing sensitive information while upholding privacy. Ability to work both independently and within a team environment. Trimont is an equal opportunity employer, and we're proud to support and celebrate diversity in the workplace. If you have a disability and need an accommodation or assistance with the application process and/or using our website, please contact us. We are proud to maintain a drug-free policy, ensuring that our community is a secure and productive space for all our team members. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
    $61k-96k yearly est. 3d ago
  • Legal Operations Business Consultant- Finance

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Atlanta, GA

    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 Legal Operations Business Consultant - Finance is responsible for supporting the financial management and operations within the Legal Department. This role involves analyzing legal spend, budgeting, planning, forecasting, and ensuring compliance with related policies and procedures. The ideal candidate will have strong analytical skills, a deep understanding of financial principles, and the ability to work collaboratively with various stakeholders. The Legal Operations Business Consultant reports to the Legal Operations Manager of Enterprise Functions. The position will work closely with the Head of Legal Operations, Senior Legal Managers and the Chief Legal Officer. * Role has in office expectations ESSENTIAL DUTIES AND RESPONSIBILITIES The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Conduct detailed financial analysis of the Legal Department's expenditures, including outside counsel and vendor costs. Identify trends, variances, and opportunities for cost savings. 2. Assist in the preparation of the overall Legal Departments and respective practice areas' budget and monthly forecasts. Monitor budget performance and analyze variances. 3. Partner with the Data Analytics Team to track and report on legal spend, providing insights to legal and finance leadership. Utilize dashboards and reports for effective spend management. 4. Collaborate with the procurement team and other stakeholders to establish budgets and advise on the financial impact of departmental expenses related to technology and legal-related vendors. 5. Prepare and present financial reports to the legal operations and finance teams. Ensure accurate and timely reporting in line with corporate guidelines. 6. Identify and implement process improvements in financial operations within the Legal Department. Work on automation and optimization of financial workflows. 7. Monitor financial activities within the Legal Department to comply with policies and internal controls. 8. Serve as primary contact with Finance and partner with other cross-functional teams to align on budget goals, spending initiatives, and reporting requirements. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Finance, Accounting, Business Administration, or a related field 2. 5 or more years of experience in financial analysis, budgeting, or a related role, preferably within a legal or corporate environment 3. Strong analytical skills with the ability to interpret complex data and provide actionable insights 4. Proficiency in financial software and tools, such as Excel, SAP, or other ERP systems 5. Excellent communication and presentation skills, with the ability to convey financial information to non-financial stakeholders 6. Solid organizational skills with attention to detail 7. Superb verbal and written communication skills 8. Ability to work within a large organization and collaborate and partner with cross-functional teams 9. Ability to interact effectively with people at all organizational levels of the firm and build strong relationships with internal stakeholders 10. Executive presence and ability to act as primary contact on assigned engagements 11. Ability to work independently, manage multiple tasks, and meet deadlines in a fast-paced environment 12. Strong attention to detail Preferred Qualifications: 1. A relevant master's degree or professional certification (e.g., CPA, CFA) is a plus 2. 7 or more years of experience in financial analysis, budgeting, or a related role, preferably within a legal or corporate environment 3. Experience with legal spend management tools (e.g., eBilling, matter management systems) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $93k-120k yearly est. 59d ago
  • CRE Client Specialist II

    Truist Bank 4.5company rating

    Truist Bank job in Atlanta, GA

    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
    $33k-48k yearly est. Auto-Apply 44d ago
  • Trust Advisor II

    Truist Bank 4.5company rating

    Truist Bank job in Atlanta, GA

    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 expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both internal and external sources.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 with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist where appropriate. 2. Provide financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, and risk solutions. 3. Understand and provide interpretation as related to complex fiduciary documents and strategies 4. Conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc. 5. Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration. 6. Adhere to all internal policies and procedures related to Truist Bank and Truist Wealth, as determined from time to time by our Risk Management and Governance teams. Works independently to address issues and concerns, escalation when necessary. 7. Identify and develop a book of business with primary focus in the $10mm - $25MM threshold 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. Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law 2. 7 + years of fiduciary experience, with a focus on business development and relationship management 3. Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns. 4. Proven analytical ability and detail orientation with ability to manage client and firm priorities 5. Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.Preferred Qualifications: 1. JD, MBA, CPA, CFP 2. 10+ years of fiduciary experience with a focus on business development and relationship management 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
    $64k-106k yearly est. Auto-Apply 60d+ ago
  • Change Delivery Analyst

    Truist 4.5company rating

    Truist job in Atlanta, GA

    **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:** Responsible for providing the business analyst and project management needs of the assigned portfolio. Works with project teams to gather and analyze information needed, solving complex problems, while escalating issues as necessary. Ensures projects remain on schedule, within scope and budget; and prepares necessary materials and artifacts. This teammate possesses knowledge of the processes in the assigned portfolio and routinely looks for process improvements and applies creative thinking and new ideas to existing opportunities. **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. Leads or coordinates project planning activities for medium to large initiatives including gathering, analyzing, and presenting data needed for project decision makers. 2. Defines project scope and obstacles that would impact the success of the initiative. Identifies and supports required changes to scope or timeline throughout the project lifecycle. 3. Leads execution activities including defining and organizing milestones, teams and schedules to reach project objectives. 4. Prepares and maintains necessary project materials and artifacts, including business cases, prioritization, project plans/task lists, business readiness materials, and post-project follow up. 5. Gathers and analyzes data to draw thoughtful conclusions and recommendations to leadership 6. Provides tracking and reporting of project status to leadership and enterprise teams. 7. Creates process mapping for changes resulting from strategic projects including risks and controls and may recommend changes to existing processes to improve efficiencies. 8. Owns the intake of new project requests and coordination of projects within workstreams. 9. Establishes and maintains relationships with all stakeholders ensuring coordination across cross-functional teams. 10. Serves as an individual contributor with ownership of a project portfolio. May serve as a resource for junior level resources promoting 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 in a business-related field, or equivalent education and related training 2. 3-5 years of experience in consulting, project management or process improvement related role. 3. Advanced understanding of project management framework and demonstrated ability to implement medium scale initiatives. 4. Strong organizational skills and attention to detail. 5. Strong communication skills, both written and verbal, with ability to influence others and facilitate difficult conversations with leadership 6. Demonstrated ability to analyze complex problems, devise solutions and make decisions under pressure. 7. Ability and willingness to learn and adapt as the needs of the job change 8. Demonstrated proficiency in computer applications, such as Microsoft Office software products 9. Ability to travel as needed, occasionally overnight ** Raleigh, NC is also an optional workplace. This is a 5 day in office expectation. **Preferred Qualifications:** 1. Five years of experience in the financial services industry or consulting 2. Project Management Professional (PMP) Certification 3. Advanced understanding of process improvement methodologies (e.g., Six Sigma) 4. Experience with Waterfall and Agile project management methodologies 5. Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $73k-106k yearly est. 13d ago
  • Kubernetes Application Onboarding Specialist

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Atlanta, GA

    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 Kubernetes App Onboarding Specialist to join our dynamic team. The ideal candidate will have extensive experience in deploying and managing applications on Kubernetes/OpenShift platforms, ensuring seamless integration and operation within our multi-tenant 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. Develop customized coding, software integration, perform analysis, configure solutions, using tools specific to the project or the area. 2. Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards, including robust unit testing and support for subsequent release testing. 3. Build non-functional monitoring capabilities and provide escalated support for highly complex applications in production. 4. Build in and maintain security controls and monitoring in support of company standards. 5. Typically lead moderately complex projects and participate in larger, more complex initiatives. 6. Solve complex technical and operational problems. Act as a resource for teammates with less experience 7. May oversee the work of a small team. 8. In an Agile environment: Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and engage with, the business from the beginning of the design work. Leverage continuous engineering practices to deliver business value regarding effectiveness of the design. Actively participate in refining user stories. Responsible for design, developing, and maintaining automated unit testing, and supporting integration and functional testing. Responsible for providing automated monitoring capabilities, providing warranty support, and providing knowledge transfer to production support. Develop code in accordance with the acceptance criteria established by the Product Owner. 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 to seven years of experience or equivalent education and software engineering training or experience 2. In-depth knowledge in information systems and ability to identify, apply, and implement IT best practices 3. Understanding of key business processes and competitive strategies related to the IT function 4. Ability to plan and manage projects and solve complex problems by applying best practices 5. Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information Preferred Qualifications: 1. Minimum of 1-3 years of direct experience in Kubernetes or similar container orchestration technologies. 2. Minimum of 1-3 years of experience with container creation and support. 3. Proficient in application deployment strategies on Kubernetes/OpenShift. 4. Expert in authoring CI/CD pipelines, preferably using tools like Jenkins, GitLab CI, or ArgoCD. 5. Comfort with Helm, able to write and modify existing Helm charts and their values files 6. Deep understanding of Kubernetes/OpenShift objects (Pods, Services, Deployments, ConfigMaps, Secrets, etc.) and appropriate use cases. 7. In-depth knowledge of Security Context Constraints (SCCs) and their implementation. 8. Experience in managing applications on multi-tenant Kubernetes clusters. 9. Comfortable with editing and scripting YAML/JSON configurations. 10. Expertise in ensuring high availability of applications within Kubernetes. 11. Familiarity with Kubernetes-native storage solutions (e.g., Persistent Volumes, CSI drivers). 12. Intermediate level understanding of how to build container images from enterprise environments. 13. Intermediate development skills for debugging purposes to distinguish between application and infrastructure issues. 14. Comfort working in a highly secured enterprise environment. 15. Service accounts, bastion hosts and other processes will be part of daily life. 16. Experience working with Skopeo / Podman for image management. 17. Experience with monitoring and logging solutions like Prometheus, Grafana, Dynatrace, Splunk, OpenTelemetry, etc. Application right-sizing. 18. Knowledge of service mesh technologies like Istio or Linkerd for microservices management. 19. Understanding of network policies and ingress controllers in Kubernetes and routes on OpenShift. 20. Comfortable working with APIs. 21. Experience using AI to generate initial drafts of Kubernetes YAMLs, Dockerfiles, CICD Pipelines, documentation, and other deliverables. 22. Also, an eye for noticing when other use it to check they have done their due diligence. 22. Skills in container runtime environments like Docker or CRI-O. 23. Familiarity with cloud provider Kubernetes services (AWS EKS, Google GKE, Azure AKS). 24. AWS Application on-boarding experience (EKS, ECS specifically) 25. Basic knowledge of Terraform OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting Constantly (More than 50% of the time) Standing Frequently (25% - 50% of the time) Walking Frequently (25% - 50% 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
    $76k-113k yearly est. 15d ago
  • Corporate Banking Associate (Energy)

    Truist Bank 4.5company rating

    Truist Bank job in Atlanta, GA

    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 origination of banking services including financing, capital markets, and ancillary solutions under the Power, Utilities & Infrastructure and Energy verticals. Financing transactions ranging across acquisition and bridge loans, corporate revolvers, and regular way funding needs. Candidate will focus on mid-to-large cap sized private, sponsor-backed, and public companies with an ability to execute growth across Truist's full suite of products and capabilities. Additional responsibility on internal client management duties and business planning as specified by manager and team 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. Plays an integral role in supporting new business development, due diligence, and/or transaction execution. 2. Independently performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis. 3. May coach and mentor Analysts or Interns. 4. Additional responsibilities on internal client management duties as specified by manager and team. 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. BA/BS degree 2. Licenses: Series 7 or 79, 63 3. 6 years of related work experience 4. Strong knowledge of investment banking, market, industry sector, and/or financial products 5. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions 6. Strong organizational and leadership skills 7. Advanced skills in written and oral communications, and interpersonal relationship management 8. Solid analytical and sales skills Preferred Qualifications: 1. Work experience in investment and corporate banking, corporate finance and / or capital markets 2. Relevant experience with the PU&I industry 3. Financial modeling ability, as well as strong writing and presentation skills The base salary for this position is $175,000. 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 Pay Transparency Nondiscrimination Provision E-Verify
    $175k yearly Auto-Apply 60d+ ago
  • CSBB Events Strategic Execution Manager

    Truist 4.5company rating

    Truist job in Atlanta, GA

    **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:** This role is an in office role requiring working in office five days per week in one of the locations listed on the requisition. Other locations may be considered. The CSBB Strategic Execution Program Manager is responsible for the strategy, planning, and end to end execution of internal events and programs across the Consumer and Small Business Bank. The role ensures that the recognition initiatives and program are thoughtfully designed, flawlessly executed, and aligned to business priorities, teammate engagement and the Truist culture and brand. Lead and execute internal events across the Consumer and Small Business Bank. Ensuring alignment with business priorities, leadership objectives, and a consistent teammate 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. General Strategy: Lead the development of client segment, product and channel strategy for Retail & Small Business Banking. 2. General Strategy: Drive key strategic initiatives including (but not limited to) identification of high value segments and points of differentiation to win with high value segments (including launching initiatives to acquire new households with specific segments, and deepen relationships with other segments). 3. General Strategy: Coordinate BU wide activities and initiatives - Partner with BU teams to drive initiative implementation: including (but not limited to) project management (establishing timelines, critical path, milestones, RACI and associated deliverables). 4. Segment Strategy: Have overall accountability for client segment management (drive intended outcomes of acquiring new households or deepening relationships with existing households). 5. Segment Strategy: Partner with performance / analytics teams to draw insights emerging for segment to identify growth opportunities (either through acquisition or deepening activities). 6. Segment Strategy: On an ongoing basis, continue to formulate new strategic initiatives by drawing on analytics / insights. 7. Segment Strategy: Partner with product and channel teams to drive delivery of differentiated products and client experiences by segment. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Strong academic credentials - college degree (MBA preferred), or equivalent education and related training or experience 2. Eight years of experience, or equivalent experience and related training 3. Background in consumer financial services / banking 4. Problem-solving skills, ability to distil insights from large data-sets, strong analytical, communication skills Preferred Qualifications: 1. Experience in strategy consulting / strategic planning roles 2. Deep knowledge of consumer / small business / direct banking 3. Proven ability to collaborate across organizational siloes 4. Ability to lead by influence 5. Competitive Intelligence: Support strategy and initiatives by providing competitive insights and analysis **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)
    $35k-49k yearly est. 9d ago
  • Procurement Analytics Director

    Truist 4.5company rating

    Truist job in Atlanta, GA

    **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:** Establish, administer and maintain the framework for ECS the data infrastructure to source, enrich and/or transform new and existing data solutions. (i.e. -SAS, Alteryx, Tableau, SQL). Establish, administer and maintain the framework for ECS the data infrastructure to source, enrich and/or transform new and existing data solutions. (i.e. -SAS, Alteryx, Tableau, SQL). Proficient in Tableau with developer skills and working experience/knowledge in SAS, SQL, Tableau and other Power BI tools. **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. Act as a trusted partner to TSSM Senior Leadership team by providing them with reporting and analytics support related to sourcing process, vendor contracting, category spend, rate harmonization, RFP analysis, and savings calculations. 2. Oversee the accuracy of the sourcing and spend cube. Implement quality checks to maintain data integrity. Identify, drive and lead reporting enhancements. 3. Conduct category, vendor and process analyses, apply analytical rigor in spend review, and develop recommendations and action steps for category and capacity planning. 4. Work closely with the Business Solutions team to automate reports, enhance existing dashboards, and support system and process transformation (e.g. Tableau and SAP Ariba Spend Management). 5. Develop and manage reporting production to support spend management programs, e.g. Travel, Contingent Workforce, Marketing, and Professional Services. 6. Demonstrate solid risk management practices and control execution to ensure known risks are appropriately managed and mitigated. 7. Establish and maintain relevant skillsets to act as a true Subject Matter Expert, effectively informing TSSM SLT on their category and operation strategies and decisions. 8. Provide guidance to direct reports related to prioritizing work, enhancing data quality, following our data governance framework and increasing the analytic support provided to the TSSM teams. 9. Champion best practice processes, benchmark operation performance metrics against industry standards. **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in business, Finance, Accounting or Supply Chain Management 2. 5-7 years' experience in financial services especially sourcing/procurement 3. Excellent analytical skills, including expert level proficiency in spend analysis tools. 4. Excellent interpersonal, written and oral communication skills 5. Strong management skills with ability to communicate requirements and drive improvements across functional teams. 6. Advance proficiency MS Office software and other business systems (Ariba, SAP, etc.) 7. Experience utilizing business intelligence/visualization tools (Tableau, QlikView, etc.) This will be in office 5 days a week. **Preferred Qualifications:** 1. MBA preferred 2. Hyperion Essbase proficiency 3. Procurement analytics experience 4. Advanced graduate degree in Business, Finance, Accounting or Supply Chain Management 3. Knowledge of Sourcing and Spend Management Tools (e.g. Ariba, Coupa) **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)
    $100k-137k yearly est. 60d+ ago
  • Commercial Banker II

    Truist Bank 4.5company rating

    Truist Bank job in Atlanta, GA

    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:Identify, solicit, develop, manage, service, retain and grow long-term commercial relationships for clients with $5MM to $75MM in annual sales. Offer a full range of loan, deposit, and fee-based services to existing and prospective commercial clients. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - III) should be differentiated based on years of commercial banking experience, portfolio size, and overall potential in the role per leadership discretion. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Leverage the Truist Sales Process, Financial Insights, and the Industry & Advisory team to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. Manage, service and grow an assigned book of commercial banking clients. Execute on prospecting activities to grow new commercial banking households. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. Focus on driving continual improvement in portfolio revenue growth and new production revenue. Proactively contact clients to fully develop commercial banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank's client relationship management (CRM) system. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree, or equivalent education and related training Three to eight (3-8) years of experience Clear understanding of credit and finance Excellent verbal and written communication skills Excellent negotiation skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $51k-69k yearly est. Auto-Apply 8d ago
  • Change Delivery Analyst III

    Truist Bank 4.5company rating

    Truist Bank job in Atlanta, GA

    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 implementation and management of Consumer Lending Business Rules within FICO DMP decisioning tool. Manages the change control process for business rules updates including initial documentation; modifying Business Rules Engine parameters; unit testing changes; supporting client testing; production implementation; etc. Independently manages multiple complex projects that cross multiple divisions, states and/or are corporate-wide initiatives. Analyzes systems and processes to gather, formulate, define and design solutions to automate manual processes. Develops test strategy (e.g. test plans, test cases, and test scripts) to comprehensively test assigned enhancements to business applications. 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. Leads project planning activities for large and complex initiatives including gathering, analyzing, and presenting data and recommendations needed for project decision makers. 2. Defines project scope and obstacles that would impact the success of the initiative. Identifies and supports required changes to scope or timeline throughout the project lifecycle. 3. Leads execution activities including defining and organizing milestones, teams, and schedules to reach project objectives. 4. Prepares and maintains necessary project materials and artifacts, including business cases, prioritization, project plans/task lists, business readiness materials, and post-project follow up. Ensures project documentation has appropriate level of traceability, tracking all impacts to completion and knowledge delivery to impacted audiences. 5. Gathers and analyzes data to draw thoughtful conclusions and recommendations to leadership including identifying and resolving difficult issues. 6. Provides tracking and reporting of project status to leadership and enterprise teams, including measurement of key performance and risk indicators and success factors. 7. Creates process mapping for changes resulting from strategic projects including risks and controls and may recommend changes to existing processes to improve efficiencies. 8. Owns the intake of new project requests and coordination of projects within workstreams. 9. Establishes and maintains relationships with all stakeholders ensuring coordination across cross-functional teams. 10. Serves as an individual contributor with ownership of a project portfolio. May serve as a resource for junior level resources promoting 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. Expert knowledge of Automated Decisioning Systems and Consumer Loan Origination Systems 2. Skilled with interface testing technologies such as XML, JSON, SoapUI, etc. 3. Agile methodologies 4. Technology testing and change implementation best practices 5. Highly competent communication and documentation skills Preferred Qualifications: 1. Five years of experience in the financial services industry or consulting 2. Project Management Professional (PMP) Certification 3. Advanced understanding of process improvement methodologies (e.g., Six Sigma) 4. Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems The annual base salary for this position is $80,000 - 120,000. 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
    $80k-120k yearly Auto-Apply 7d ago
  • CSBB Portfolio Planning Lead

    Truist 4.5company rating

    Truist job in Atlanta, GA

    **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:** This will be an office centric role requiring working in the office five days per week in January 2026 at one of the locations listed on the requisition. The Portfolio Planning & Operations team is broadly responsible for designing and delivering a holistic Consumer and Small Business Banking (CSBB) portfolio of strategic initiatives and operational imperatives that ultimately deliver on our enterprise objectives. This includes managing a broad portfolio of initiatives that span a variety of work-types (strategic, operational, risk / reg., core productivity, expense, and cost management). The team is critical to driving a comprehensive and collective portfolio of change initiatives, ranging from day-to-day operational changes to large multi-year investment projects. Seated at the top of the change funnel, this team is critical to determining what change initiatives are introduced to the portfolio, recommends timing and sequencing of our work, ensures sound business rationale and rigor to pressure test as well as validate business assumptions, and partners closely with key business leaders to deliver on the growth objectives for our portfolio. Highly-motivated and strategic CSBB Portfolio Planning Lead to oversee and guide the development, resourcing, prioritization, execution, optimization, and delivery of our Consumer and Small Business Banking portfolio strategy to deliver our long-term holistic operational and strategic objectives. The CSBB Portfolio Planning Lead will work closely with executive stakeholders, cross-functional partners, and be responsible for leading junior teammates. Role is subject to change based on shifting business needs. **Essential Job Duties:** 1. Support the development and maintenance of the comprehensive CSBB portfolio strategy aligned to the enterprise's 5-year strategic vision, objectives, and financial results. 2. Support the development and publishing of the CSBB Execution Roadmap as well as the CSBB Consolidated Portfolio to the Chief Consumer Banking Officer. 3. Support the portfolio optimization strategy, to ensure strategic / operational alignment, efficient resourcing, trade-off decisions, and balance of risk. 4. Monitor and report on the ongoing health of the CSBB Execution Roadmap and CSBB Consolidated Portfolio. 5. Partner with cross-functional stakeholders to foster strong relationships and deliver impactful outcomes. 6. Lead and delegate small to medium tasks to junior teammates. 7. Effective presentation skills and adequate executive presence. 8. Comfortable working with ambiguity and tight deadlines. **Required Qualifications:** 1. Bachelor's Degree from an accredited university. 2. + 5 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s). 3. Proficient in Microsoft Office Suite (PowerPoint, Excel, Word, Visio, Project). **Preferred Qualifications:** 1. + 7 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s). 2. + 2 years in a Strategic discipline. 3. + 2 years' experience in Financial Analysis. 4. + 2 years' experience in Strategic Planning. 5. + 3 years' experience in Management Consulting. 6. Strategic Road Mapping and / or OKR Framework familiarity. 7. Master's degree in business administration from a top-tier University. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (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)
    $81k-142k yearly est. 60d+ ago
  • Analyst - Credit Underwriting & Portfolio Management - Corporate Finance

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Atlanta, GA

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Commercial Corporate Finance Credit Delivery group ("Group") supports and facilitates new revenue growth through integrated origination and execution of capital structure alternatives and traditional banking revenue products. The Group structures, underwrites, and closes complex and often leveraged debt transactions for new and existing clients and private equity firms in Commercial Banking, driving, and directing the process and activities necessary to obtain Truist's balance sheet commitment as well as support syndicated risk decisions. Financing transactions include lead and non-lead opportunities that include private, family-owned transactions as well as sponsor-owned, leveraged transactions. The Group also actively manages the related loan portfolio to meet client needs while also ensuring appropriate risk/return strategies and executes amendments, refinancings and ancillary credit product approvals. Responsible for ongoing client dialogue, including product partner opportunity identification where appropriate. Actively manages portfolio risk through risk rating integrity, client reviews, watchlist management, and amendments/waivers, as well as executing compliance, audit and regulatory guidelines and reviews. The group is also responsible for early identification of emerging credit problems and industry trends to initiate risk mitigation actions and ensure appropriate capital allocation. Group members often have significant leveraged lending experience, capital structure knowledge, and legal and documentation expertise. They are expected to demonstrate strong negotiation and persuasion skills during their interactions externally with C-level corporate management and private equity clients, and internally with partners. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. * Reporting to one of Group Team Leads, supports senior teammates and deal teams in developing complex financial models and providing analytical support including analyzing financial statements and projections, and developing and participating in credit underwriting, structuring and presentations. Together with senior teammates, conducts due diligence, obtains credit approval and facilitates legal review for transactions. * Fluent in Microsoft Office (Word, Excel and Powerpoint); ability to navigate Truist's systems and applications. * Develop a working knowledge of Truist products and demonstrates superior technical skills. * Responsible for analysis and underwriting related to transactions, amendments, modifications and other credit products for new and existing clients as part of deal teams. * Contributes to creating credit product approval documents and presentations. * Creates and utilizes analytical financial models, including financial projections, discounted cash flow analysis, leveraged buyout analysis, valuation analysis, and financial analysis of historical and projected cash flows. * Performs research and analysis on companies, industries and transactions in support of both client activities and risk mitigation strategies. * Supports senior teammates in management of the portfolio with responsibilities including financial statement spreads, covenant compliance analysis and others as directed. * Works closely with teammates in the preparation of on-time and high-quality annual client reviews, renewals, and amendments. Experienced teammates may be responsible for completing entire annual reviews on assigned clients. * Maintains active ownership and timely processing of quarterly financials and risk ratings within own portfolio and as needed across the team. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's degree * Strong analytical skills and attention to detail * Possess strong knowledge of advanced finance and accounting. * Strong written and verbal communication skills * Competitive drive and high work ethic, self-starter, team-oriented * Solid leadership and interpersonal skills * Ability to work well in a fast-paced, team-oriented environment * High level of adaptability and flexibility with strong organizational and time management skills * Some understanding of business * Advanced proficiency in Microsoft Excel and PowerPoint Preferred Qualifications: * Minimum GPA: 3.0 * 1 to 3 years of demonstrated work experience in finance or related field #Charlotte #Atlanta General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $62k-90k yearly est. 13d ago
  • Business Operations Strategist

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Atlanta, GA

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This position is on-site 5 days per/week The purpose of this role is to design, develop, and execute strategies that align to the development of sustainable solutions that advance Enterprise Technology (ET) operational performance. Serve as a key subject matter expert (SME) on business operations for the Enterprise Technology enterprise. Lead developing a reporting roadmap and validation reporting. 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. Support the Business Operations function spanning ET or for a leader of a specific division within ET. 2. Support leader Executive Reporting routines (including but not limited to Board, Committee, Operating, Staff, Investor Relations, External Media) 3. Support various efforts or projects of significant complexity and/or risk exposure 4. Indirectly or directly support a team or multiple teams of internal and/or external ET resources to deliver various efforts or projects 5. Identify and implement Continuous Improvements to create efficiencies in the running of the organization (including creation and maintenance of policies, procedures, and/or job aids, and process automation) 6. Establish and maintain relationships across all levels of leadership and partners including but not limited to Finance, HR, Legal / Office of the Corporate Secretary, Risk, Audit, and Communications 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 minimum ten 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 executive reporting, operations management, business management and/or technology. 2. Broad knowledge across multiple areas such as executive reporting, stakeholder management, finance, project management, and change management 3. Ability to interpret internal and external business challenges, and apply best practices to improve products, processes, or services. 4. Ability to exercise judgment in solving technical, operational, and organizational challenges. 5. Superior executive-level communication skills (verbal and written), including negotiation, persuasion, and ability to influence others to adopt a new perspective and handle interpersonal issues with tact and diplomacy. 6. Must possess ability to: * Be organized, consume volumes of information, data, and synthesize in an executive summary manner * Think critically to connect the dots across information and organizations * Support slideware creation for deliverables at the executive level * Provide highest level of attention to detail across all deliverables * Establish positive working relationships across a large organization * Work in a fast-paced environment where quick turnaround is demanded Preferred Qualifications: 1. Experience supporting executive level reporting 2. Experience in Financial Services and/or Technology 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
    $52k-89k yearly est. 9d ago
  • Analyst - Wholesale Credit Delivery - Dealer Services

    Truist 4.5company rating

    Truist job in Atlanta, GA

    **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:** Reporting to the team lead, primarily provides analytical support assigned to Dealer Services Portfolio Managers including analyzing financial statements and projections, utilizing financial models and applications, and developing and participating in credit presentations and participating in credit underwriting and structuring. May participate in client support, as appropriate. Is developing a working knowledge of company's product suite. Performs tasks and assignments under direct supervision. Monitors performance and trends, proactively defining client credit solutions, identifying issues and developing remediation, underwriting and approving credit as designated by Portfolio Manager. **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. Conducts industry, market and company research using available resources to source prospect names, developing and refining prospect lists in coordination with leadership team and partners. 2. Develops project materials including industry, market and company specific and general economic information. 3. Generates customized specific sales or project content for internal and external purposes. 4. Tracks calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team, assisting as needed. 5. Builds upon foundational understanding of the market, credit, and products as well as relationship management skills. **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree, or an equivalent combination of education and work experience. 2. Two years of related financial services work experience 3. Strong analytical skills and attention to detail 4. Strong written and verbal communication skills 5. Competitive drive and high work ethic, self-starter, team-oriented 6. Solid leadership and interpersonal skills 7. High level of adaptability and flexibility with strong organizational and time management skills 8. Some understanding of business 9. Advanced proficiency in Microsoft Excel and PowerPoint **Preferred Qualifications:** 1. Minimum GPA: 3.0 2. Demonstrated work experience in finance or related field \#Atlanta #Tampa #Orlando **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $48k-74k yearly est. 60d+ ago
  • Universal Banker - Part Time 20hrs - Greenbriar Parkway

    Truist Bank 4.5company rating

    Truist Bank job in Atlanta, GA

    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
    $31k-38k yearly est. Auto-Apply 16d ago
  • Premier Advisor- Downtown Atlanta

    Truist Bank 4.5company rating

    Truist Bank job in Atlanta, GA

    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
    $64k-106k yearly est. Auto-Apply 8d ago
  • Change Delivery Analyst

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Atlanta, GA

    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 providing the business analyst and project management needs of the assigned portfolio. Works with project teams to gather and analyze information needed, solving complex problems, while escalating issues as necessary. Ensures projects remain on schedule, within scope and budget; and prepares necessary materials and artifacts. This teammate possesses knowledge of the processes in the assigned portfolio and routinely looks for process improvements and applies creative thinking and new ideas to existing opportunities. 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. Leads or coordinates project planning activities for medium to large initiatives including gathering, analyzing, and presenting data needed for project decision makers. 2. Defines project scope and obstacles that would impact the success of the initiative. Identifies and supports required changes to scope or timeline throughout the project lifecycle. 3. Leads execution activities including defining and organizing milestones, teams and schedules to reach project objectives. 4. Prepares and maintains necessary project materials and artifacts, including business cases, prioritization, project plans/task lists, business readiness materials, and post-project follow up. 5. Gathers and analyzes data to draw thoughtful conclusions and recommendations to leadership 6. Provides tracking and reporting of project status to leadership and enterprise teams. 7. Creates process mapping for changes resulting from strategic projects including risks and controls and may recommend changes to existing processes to improve efficiencies. 8. Owns the intake of new project requests and coordination of projects within workstreams. 9. Establishes and maintains relationships with all stakeholders ensuring coordination across cross-functional teams. 10. Serves as an individual contributor with ownership of a project portfolio. May serve as a resource for junior level resources promoting 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 in a business-related field, or equivalent education and related training 2. 3-5 years of experience in consulting, project management or process improvement related role. 3. Advanced understanding of project management framework and demonstrated ability to implement medium scale initiatives. 4. Strong organizational skills and attention to detail. 5. Strong communication skills, both written and verbal, with ability to influence others and facilitate difficult conversations with leadership 6. Demonstrated ability to analyze complex problems, devise solutions and make decisions under pressure. 7. Ability and willingness to learn and adapt as the needs of the job change 8. Demonstrated proficiency in computer applications, such as Microsoft Office software products 9. Ability to travel as needed, occasionally overnight Raleigh, NC is also an optional workplace. This is a 5 day in office expectation. Preferred Qualifications: 1. Five years of experience in the financial services industry or consulting 2. Project Management Professional (PMP) Certification 3. Advanced understanding of process improvement methodologies (e.g., Six Sigma) 4. Experience with Waterfall and Agile project management methodologies 5. Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $73k-106k yearly est. 13d ago

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