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Grandbridge Real Estate Capital jobs in Orlando, FL - 134 jobs

  • Banking Operations Business Consultant

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Orlando, FL

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following : The Banking Operations Business Consultant provides advanced analytical, reporting, and operational support to the Wire Operations function. This role is responsible for developing, maintaining, and optimizing complex data reporting solutions that drive business insight, operational efficiency, and risk mitigation across the Wire ecosystem. Leveraging enterprise tools such as Impromptu, Tableau, MS Access, and Toad, the analyst transforms operational data into actionable intelligence that supports strategic decision making and regulatory adherence. Analyze and evaluate internal systems and procedures of assigned line of business by way of assigned projects, concentrating specifically on the efficiency and effectiveness of these systems and procedures, and the overall quality of the results or services provided. Assigned projects are high priority and may be high risk. May manage a small group of analysts. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Perform special projects as assigned in the general areas of problem identification and resolution, performance and productivity improvement as well as quality enhancements. 2. Responsible for recommendation of improvements and enhancements within area of responsibility. This is to include completing process mapping, workflow analyses, and process re-engineering. 3. Prepare detailed procedural manuals for area of responsibility. 4. Coordinate and participate in any training that is necessary as a result of conclusions reached in project-related activities or system implementation. 5. Provide application support, which includes problem research, analysis, resolution, and on-call support. 6. Upon assignment of a recommendation or stated enhancement project, complete a full evaluation to include efficiency, effectiveness and cost benefit analysis. 7. Maintain and communicate knowledge of industry trends and technology. Develop and maintain a professional relationship with vendors supporting assigned systems. 8. Help ensure regulatory compliance as applicable. 9. Act as the technical resource for assigned systems, to include preliminary project plans, project workbooks, etc. for necessary actions involving IT for enhancements, upgrades or implementation. 10. Maintain statistics, records and reports that help establish quality control standards at an acceptable rate. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in business or equivalent education and related experience 2. Seven years of banking experience, three years as a Line of Business expert or Senior Business Analyst 3. Excellent negotiation and presentation skills. 4. Thorough analytical, planning and quality control, problem-solving and organizational skills 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. 6. Strong interpersonal and communication skills, verbal and written; ability to successfully interact with and influence all levels of management and staff. 7. Creative, flexible, decisive, and adaptable to a dynamically changing business/production environment 8. Ability to support daily activities for large, multi-function operations of moderate to high risk in operations in a 24 X 7 environment 9. Thorough understanding of process and production management principles. 10. Demonstrates effective strategic planning and process improvement aptitude for multiple bank operations functions Preferred Qualifications: 1. Advanced degree in Business, or equivalent education and related experience Additional Job Description : In addition to reporting responsibilities, the role leads and manages key operational initiatives, ensuring structured planning, cross‑functional coordination, and successful delivery of enhancements that improve process effectiveness within Wire Operations. The analyst works closely with stakeholders across Operations, Technology, Risk, and Compliance to assess business needs, define requirements, and support the implementation of process improvements. A strong understanding of wire‑transfer systems-including experience with platforms such as MTS (Money Transfer System)-is desired, enabling the teammate to interpret transactional data, troubleshoot operational issues, and support system optimization efforts. This position requires a detail‑oriented, highly analytical professional with the ability to navigate complex data environments and contribute to the stability and efficiency of wire‑processing operations. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $97k-126k yearly est. 10d ago
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  • Premier Advisor - Orlando and Brevard, FL

    Truist Bank 4.5company rating

    Truist Bank job in Orlando, FL

    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 6 or 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
    $52k-85k yearly est. Auto-Apply 60d+ ago
  • Business Performance & Metrics Strategist

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Orlando, FL

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Business Performance & Metrics Strategist serves as the centralized owner of the Truist Care Center's executive business performance narrative. This role is responsible for translating enterprise and operational performance data into clear, compelling insights for Executive leadership, including weekly, monthly, and quarterly updates to C-suite executives and, as needed, the Board of Directors. The strategist establishes and maintains a single source of truth for performance metrics and Executive-level dashboards, ensuring consistency, accuracy, and strategic alignment across all outbound communications. Through strong executive storytelling, advanced analytics, and modern reporting tools, this role enables data-driven decision-making and drives transparency, accountability, and performance excellence across the Care Center. For this opportunity, Truist will not sponsor an applicant for work visa status or employment authorization, nor will we offer any immigration-related support for this position (including, but not limited to H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, O-1, or future sponsorship for U.S. lawful permanent residence status.) This position is office-centric 5 days a week in one of our Truist hubs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Independently lead Enterprise Tech business operations projects or business analytics use case execution, including collaboration with stakeholders to define requirements, as well as delivery of finished project to meet agreed success criteria. 2. Mentor technical practitioners supporting ET performance reporting and business analytics efforts. Guide the team on the methods and tools to support business reporting, in accordance with Truist data management standards. 3. Maintain division performance measure business definitions and calculation logic. 4. Execute performance management status routines, including collecting monthly performance results and action plans. 5. Prepare materials for reporting of performance results and related action plans through processes defined for the business unit. 6. Identify and implement Continuous Improvements to create efficiencies in the running of the organization (including creation and maintenance of polices, standard operating procedures, and/or job aids, and process automation). 7. Establish and maintain relationships with key stakeholders and partners. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree and/or equivalent experience and related training 2. Experience with Program Management or Project Management (very large initiatives with multiple Project Managers) 3. Proven experience in a leadership role overseeing business operations within a technology organization. 4. Extensive experience managing multiple highly complex simultaneous projects involving cross-functional project teams within budgetary and schedule constraints. 5. Exceptional financial acumen with experience managing budgets and financial tracking. Proficiency in data analysis, reporting, and executive-level presentations that can be tailored to meet a broad range of audience and levels. 6. Strategic thinker with a demonstrated ability to align operational efforts with broader business objectives. 7. Extensive understanding of Project Management principles, agile methods and techniques. 8. Requires advanced technical and business knowledge in policy development. 9. Outstanding analytical skills with attention to detail. Outstanding documentation, organization, time management, and problem-solving skills. 10. Ability to build consensus with technology and business teams in order to work through others in achieving desired results and objectives. 11. Knowledge of the appropriate application of data and analytics capabilities, such as visualization and data science tools. 12. Flexibility in response to change. 13. A detailed understanding of business. Retail background a plus. Extensive diplomacy and conflict resolution skills. 14. Sound team building and interpersonal skills required to effectively manage a multi-faceted project throughout the deliverable process 15. Exceptional problem-solving skills: able to anticipate technical and project barriers and adjust approach based on research and experience. General knowledge of several major and related systems and how they are integrated PREFERRED SKILLS: * Executive storytelling: Previous experience crafting C-suite and Board-ready performance narratives. * Dashboard mastery: Advanced expertise in designing executive-level KPI dashboards and visual insights. * PowerPoint & Excel expert: Ability to create Executive level presentations, models, and automated reports. * AI & GenAI fluent: Leverages AI to accelerate insights and reporting. * Single source of truth: Previous experience with establishing governance to formulate a consistent, aligned narrative with the appropriate control points. * Narrative control point: Ensures consistent, aligned outbound messaging. * Strategic mindset: Connects metrics to enterprise priorities and outcomes. * Executive presence: Communicates with confidence and discretion. OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting Constantly (More than 50% of the time) Standing Occasionally (Less than 25% of the time) Walking Occasionally (Less than 25% of the time) Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel Minimal and up to 10% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $46k-81k yearly est. 11d ago
  • Financial Crimes Analyst III

    Truist 4.5company rating

    Truist job in Orlando, FL

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Perform research and loss mitigation efforts across multiple intake channels to decision Financial Crimes related cases and alerts. Researches and analyzes account activity to assess the level of risk and make decision in accordance with applicable corporate and departmental policies and procedures. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Analyze and decision multiple Financial Crimes related cases or alert types. 2. Utilize banking systems to investigate and research all transactional information to ensure that Financial Crimes requirements are met. 3. Conduct client research. 4. Use critical thinking skills to make well supported decisions relative to the alert type. 5. Utilize internal and external applications to assist in the investigation and research of all applicable alerts 6. Efficiently and effectively resolve cases or alerts with awareness of all timelines as directed by relative to Financial Crimes function. 7. Support effective communication with internal and external partners or clients. 8. Participate in BSA/AML/OFAC and/or Fraud related training that may include webinars, periodicals and self -study in order to stay abreast of any related changing laws and regulations. **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Associate degree or equivalent education and related training 2. Three - Five years of banking, financial industry or related experience; preferably in a branch, audit, compliance, legal, risk or lending related capacity. 3. Ability to learn and perform complex processes in order to meet the spirit and letter of the procedures, policies and regulations that govern the department. 4. Strong investigative, analytical, and critical thinking skills 5. Strong work prioritization and time management skills 6. Strong interpersonal, communication and client service skills 7. Demonstrated proficiency in basic computer applications such as Microsoft Office software products 8. Ability to work in a high-stress, fast-paced, rapidly changing environment. 9. Ability and willingness to work flexible hours as required by the function **Preferred Qualifications:** 1. Experience in investigation, law enforcement, or lending role 2. Knowledge of BSA regulations and/or related compliance requirements, including reporting and record retention requirements 3. Experience in BSA/AML/OFAC/Fraud and/or compliance-related role, whether in a client facing or backroom/operational role 4. Familiarity with sanctions (OFAC) 5. Ability to identify, analyze and escalate challenges 6. Familiarity with reviewing and dispositioning alerts; ability to obtain necessary information to classify a sanctions hit as a correct match or false positive with limited guidance 7. Experience collaborating with team members of all levels, cross-functional partners, and briefing management 8. Ability to work independently, under time constraints, and manage time efficiently and effectively 9. Ability to liaise between internal teams and with external business units 10. Bachelor's degree or related qualification **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $48k-68k yearly est. 4d ago
  • Wire Processing Specialist II

    Truist 4.5company rating

    Truist job in Orlando, FL

    **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:** Independently review and process enterprise-wide, real time, high value domestic and international wire payments in accordance with federal regulations, Wire Policy, Standards and procedures. 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. Reconcile and balance enterprise wire activity processed through the Federal Reserve Bank and Clearing House Interbank Payments System at the end of the day. Meet scheduled system release time for mainframe application to support completion of the Bank's end of night processes. Communicate any FRB deadline extensions to Enterprise Scheduling as wire settlement will also be delayed. 2. Resolve various wire exception transactions (e.g. cancellations, deletions, reversals, returns) requiring manual disposition within the system to ensure appropriate codes are used for accurate client resolution in accordance with FRB, CHIPS and SWIFT requirements. Effectively communicate to external corporate clients and internal clients to include Treasury Services. 3. Add, update, delete account profiles within the wire system REL database while ensuring all documents are complete and authorized in accordance to Wire Policy, Standards and procedures. 4. Follow strict authentication and verification processes in accordance with wire policy. Input wire payment instructions and initiates corrective action if needed. 5. Assist external and internal clients with questions related to wire transfers. Provide first level support to research wire issues. 6. Identify and escalate complex issues/concerns to Treasury Services, senior staff or management in a timely manner. 7. Follow security and operational control procedures for multiple wire transfer systems. 8. Perform client outreach to advise retail and commercial clients of incoming wire payments. **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 related experience. 2. Two years of related customer service experience 3. Ability to understand complex technical concepts through training and self-study to include a thorough knowledge of accounting, data flow, mainframe/client service systems, and the various wire channels utilized by the Bank. 4. Analytical and problem solving skills 5. Flexible to work late without advanced notice. 6. Excellent written, verbal communication and interpersonal skills. 7. Demonstrate proficiency in basic computer applications, such as Microsoft Office software products as well as custom applications and systems. 8. Ability to work and adapt in a fast-paced environment. 9. Ability to multi-task and produce error-free work in a deadline-driven environment. 10. Ability to accurately transcribe payment instructions from clients with demonstrated 10-key experience. **Preferred Qualifications:** 1. College degree in relevant field or equivalent experience and training 2. Money Transfer System (MTS) experience 3. Wire Processing or other banking operations related experience 4. Willing to assist during emergency events or inclement weather and may be asked to serve as a mission critical designated associate **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)
    $29k-46k yearly est. 5d ago
  • Merchant Services Sales Consultant - Commercial

    Truist 4.5company rating

    Truist job in Orlando, FL

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Identify and develop Merchant Services sales opportunities in an assigned market. Deliver consultative sales approach by helping business clients assess their payment processing needs and delivering solutions that address those needs. Actively work with assigned team to generate opportunities in support profitability and growth initiatives. The target market is specialized with varying sized client revenue. **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. Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio. 2. Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning. 3. Focus on new business development by selling payment processing solutions to existing clients and prospects with proactive market engagement. Consult with clients to identify payment processing needs and deliver a comprehensive solution to address. 4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities 5. Responsible for providing client working capital services and solutions specifically focused on receivables, 6. Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention 7. Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.). 8. Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or an equivalent combination of education and related work experience 2. Proven experience with financial or payments products and/or services 3. Ability to present and communicate effectively and confidently 4. Proven experience working across departments, lines of business within large financial organizations 5. Keep a growth mind set to adapt and resolve escalating complex issues 6. Must be able to travel **Preferred Qualifications:** 1. Master's degree in Business, Marketing, Finance, Computer Science, or a related field of study 2. Relevant banking experience through previous employment or training programs 3. Industry certifications relating to Merchant Services 4. Formal sales training 5. 3+ years of sales experience of financial or payments products and/or services **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)
    $52k-90k yearly est. 60d+ ago
  • Financial Crimes Legal Fulfillment Paralegal

    Truist 4.5company rating

    Truist job in Orlando, FL

    **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:** Utilize substantial knowledge of the law, legal processes and significant management skills to the Financial Intelligence Unit (FIU) in the administration and coordination of the legal risk management activities of the FIU, which may include one or more of the following substantive legal areas: subpoena investigation/ fulfillment, litigation, contracts, intellectual property, regulatory, corporate governance, complex lending transactions, mergers and acquisitions, securities, trusts, insurance, tax and labor/employment. Responsible for moderate complexity with minimal supervision and is emerging as an expert in one or more specific skill-sets or specialized legal practice areas. This position will sit in-office 5 days a week at one of the locations listed. No remote option available. No relocation assistance provided. **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. Resolve problems or transactions where significant professional expertise is required to apply law, regulation, policies and guidelines. 2. Investigate facts of moderately complex transactions or cases. Organize, review and analyze large volumes of detailed information. 3. Perform moderately complex legal research, apply results to facts, develop and communicate legal conclusions. 4. Fully utilize appropriate FIU management system. 5. Review legal documents including contracts, pleadings and other legal documents. 6. Create, utilize and/or manage processes involving large, moderately complex transactions or cases. 7. Design, maintain and/or manage one or more FIU workflow processes, reports, tools and databases. 8. Interact on a professional level with other departments, internal and external clients, and outside counsel. 9. Perform job with minimal supervision and exercise independent judgment within established policies and guidelines. 10. Maintain applicable continuing legal education requirements and observe relevant ethical requirements under the Rules of Professional Conduct. **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or equivalent education and related training; or successful completion of an American Bar Association approved paralegal training program; or certification by a State Bar approved paralegal certification program; or equivalent working knowledge and experience 2. Five years of experience working on moderately complex legal matters in a law firm or corporate law department or equivalent experience 3. Significant understanding of legal concepts, terminology, principles and procedures 4. Strong analytical thinking skills with the ability to identify and define issues, establish facts, analyze moderately complex information and develop substantiated conclusions with minimal supervision 5. Creative problem-solving skills with ability to identify and resolve problems in a timely manner, seeking input of others as needed 6. Superior communication skills with the ability to express moderately complex facts and legal principles clearly and concisely, both verbally and in writing 7. Strong leadership skills with the ability to make fact-based recommendations in order to positively influence diverse teams and achieve desired results 8. Strong relationship management skills with ability to work successfully and influence others across multiple practice groups and departments 9. Substantial knowledge of the principles, methods and practices of legal research and writing with demonstrated proficiency in online legal research 10. Ability to work effectively under pressure and meet multiple deadlines 11. Ability to manage multiple projects that require interaction with multiple attorneys, departments and internal and external clients 12. Superior organizational and project management skills; attention to detail and accuracy 13. Demonstrated ability to adapt to change as position, role, function, and structure of FIU evolves 14. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products **Preferred Qualifications:** 1. Corporate law department experience 2. Experience in the financial services industry 3. Experience in one or more specialized legal practice areas **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)
    $25k-37k yearly est. 18d ago
  • Technical Advisor - Technology Change Management Lead Analyst

    Truist 4.5company rating

    Truist job in Orlando, FL

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Drive communication between all affected parties to develop and implement appropriate controls for new processes, transactions, and products within the regulatory reporting framework Provides technical consultation on extremely challenging or unusual situations. May lead large, complex projects related to improving processes or support capabilities. May engage and mange external vendors. Interprets internal/external business challenges and recommends best practices. Uses sophisticated analytical thought to exercise judgment and identify innovative solutions. Mentors less experienced teammates to build technical expertise. **For this opportunity, Truist will not sponsor an applicant for work visa status or employment authorization, nor will we offer any immigration-related support for this position (including, but not limited to H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, O-1, or future sponsorship for U.S. lawful permanent residence status.)** **This position is office-centric 5 days a week in one of our Truist hub locations.** **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Performs problem tracking, diagnosis and root-cause analysis, replication, troubleshooting, and resolution for highly complex issues. 2. In this capacity, oversees others who perform programming and debugging activities. 3. Responds to issues in a timely manner by receiving and investigating incidents or service tickets. 4. Provides technical consultation on extremely challenging or unusual situations. 5. May lead large, complex projects related to improving processes or support capabilities. 6. May engage and mange external vendors. 7. Interprets internal/external business challenges and recommends best practices. 8. Uses sophisticated analytical thought to exercise judgment and identify innovative solutions. 9. Mentors less experienced teammates to build technical expertise. 10. May have people management responsibilities. **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 eight years of experience in development or production support or an equivalent combination of education and work experience. 2. Deep specialized and/or broad functional knowledge. 3. Sound understanding of business and organizational strategies and processes. 4. Ability to interpret internal and external business challenges and recommend best practices. 5. Ability to lead complex projects. 6. Sophisticated analytical skills and the ability to solve complex technical and business problems. 7. Ability to influence others at senior levels to adopt a new perspective. **Preferred Skills:** - Bachelor's degree in information technology, Computer Science, or related field - 10+ years of experience in IT Change Management or a similar role - Strong analytical and problem-solving skills - Excellent communication and interpersonal skills - Ability to work independently and effectively in a matrixed team environment. - OR - - Skilled at balancing independent execution with collaborative engagement across cross-functional, matrixed teams - Clarity - Archer - Knowledge of ITIL or other IT service management frameworks - Familiarity with regulatory compliance requirements - Experience working in Financial Services Technology **OTHER JOB REQUIREMENTS / WORKING CONDITIONS** **Sitting** Frequently (25% - 50% of the time) **Lifting** Up to 25 lbs. **Visual / Audio / Speaking** Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. **Manual Dexterity / Keyboarding** Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. **Availability** Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. **Travel** Up to 25% **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (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)
    $69k-95k yearly est. 60d+ ago
  • Business Unit Risk Advisor Leader - Cybersecurity

    Truist 4.5company rating

    Truist job in Orlando, FL

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** The Business Unit Risk Advisor Leader I leads risk activities within Cybersecurity and serves as a subject matter expert responsible for effectively and proactively identifying, mitigating, and managing risks within an assigned line of business. This position will be responsible for leading a team of risk professionals to support the execution of enterprise risk programs and focusing with the business on existing and emerging risks. Responsible for supporting strong risk management practices in alignment with the firm's risk appetite and the assigned business unit's strategic & financial plan. Partners directly with division leadership to provide credible challenge, oversee programmatic execution of risk activities, and support a sustainable control environment. **Essential Duties and Responsibilities** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Engage in risk management activities with the line of business, proactively identifying existing and emerging risks, evaluating the significance of the risks, and providing support in managing acceptance or mitigation of the identified risks. 2. Lead a team of risk advisors responsible for executing the responsibilities of various operations and enterprise risk programs in accordance with the program requirements (Ie: Risk control self-assessments, issues management). 3. Assist business line leadership with identifying, assessing, controlling, mitigating, and communicating risks associated with business processes and decisions. Provide oversight and governance to the assigned business unit regarding its control environment. 4. Support the business in the development of Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs). 5. Provide risk management support and oversight for change activities (both business and regulatory change). 6. Provide oversight and support for open risk, audit, and regulatory issues. Evaluate the root cause, the corrective action plans, and work with business partners and advisor team to successfully implement and document remediation. 7. Support the business for all audit and regulatory exam engagements. 8. Communicate with assigned business unit's leadership regarding activities, trends, and events pertaining to risk, regulatory, audit and loan review activities. Promote various risk initiatives and their supporting metrics. **Qualifications** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Business, Finance or science/academic field, or equivalent education and related training or experience. 2. 10+ years of risk management experience in financial services or related field. 3. 8+ years of leadership experience. 4. Subject matter expertise in assigned/specified line of business. 5. Broad risk and regulatory knowledge with an emphasis on: Credit, Market, Liquidity, Compliance, Operational, Reputation and Strategic Risks. 6. Strong leadership and communication skills. 7. Ability to think critically and strategically, multi-task, and drive change. 8. Strong quantitative, governance, and analytic abilities. 9. Ability to provide effective challenge to senior leaders and business partners. 10. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. 11. Ability to travel, occasionally overnight. **Desired Qualifications** 1. Experience with Infrastructure Security and Identity and Access Management platforms 2. CISSP, CISM, CRISC certifications 3. Experience with control Automation and reporting **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (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)
    $63k-98k yearly est. 26d ago
  • NFP / Government Banker II

    Truist Bank 4.5company rating

    Truist Bank job in Orlando, FL

    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 achieving expected levels of client service quality, balance sheet quality, profitability, growth, and risk management for Not for Profit/Government Banking clients and prospects. Deliver a consistent client experience that positions Truist as the Premier Advisory Bank in the Not for Profit/Government segment. Integrate all banking functions in the local market, including retail teams and line of business (LOB) partners, including Commercial Credit and Integrated Relationship Management (IRM) 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. 1. Develop and execute a marketing plan focused on growing new relationships and expanding existing client relationships in the Not for Profit/Government segment. Responsible for meeting loan, deposit, fee-based revenue expectations. 2. Deliver a differentiated client experience in all interactions with clients, prospects, and centers of influence driven by use of Financial Insights and other strategic advisory tools and resources. 3. Develop new business client relationships and improve market share of business loans and non-credit services, including deposits. Execute Integrated Relationship Management (IRM) with extensive inclusion of IRM partners in call planning and development and delivery of custom solutions, including specific efforts to serve the retail banking needs for clients' owners/management/associates (e.g. Wealth Management, Truist@Work). 4. Assume responsibility for the profitability, quality, liquidity, and growth of the assigned Not for Profit/Government loan portfolio by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships. Ensure adequate data integrity. Interpret and ensure communication of and adherence to the Bank's policies, programs and objectives. 5. Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank's client relationship management (CRM) system. 6. 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. 1. Bachelor's degree or equivalent education and related training 2. More than eight (8) years of experience in financial services, preferably with NFP/Government clients 3. Ability to grasp large complex Not for Profit/Government credits clearly 4. Strong command of credit and finance 5. Excellent verbal and written communication skills 6. Excellent negotiation skills 7. Proficient in managing large and complex corporate relationships; knowledgeable and experienced in complex credit products and structuring, including loan syndication and participations and Industry and Specialty Advisory solutions 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
    $34k-49k yearly est. Auto-Apply 8d ago
  • High Net Worth Underwriter I

    Truist 4.5company rating

    Truist job in Orlando, FL

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Provide comprehensive and skilled underwriting and decisioning support to the Bank's Wealth Division Advisors and Lenders, focused on maximizing strategic Wealth Credit opportunities within acceptable risk and profitability expectations. Execute upon the Wealth Lending process with a focus on consistency, quality, growth, and profitability. **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 exceptional underwriting analysis, structuring, pricing and decisioning for all Wealth Division credit requests requiring co-approval within acceptable risk parameters. 2. Demonstrate a deep understanding of complex cash flow and tax returns for clients with multiple revenue streams. 3. Exhibit the knowledge and ability to underwrite "specialty products" to include marine, recreation vehicles, securities, Regulation O, Regulation U, and airplanes. Includes knowledge related to lending to non-US citizens. 4. Utilize high level of credit knowledge to understand and justify situations that would warrant policy exceptions based on appropriate compensating factors. 5. Facilitate coaching and training to new advisors and lenders, and reinforce where applicable, to appropriately structure and document complex credit facilities with emphasis on identifying and mitigating exceptions. 6. Assist in underwriting Premier segmented clients when necessary and maintain the knowledge to underwrite all consumer products offered by Consumer Lending. 7. Share feedback and ideas to management that would help improve process and decisioning functions of the Wealth Lending Process. 8. Complete annual regulatory, compliance, job-related and career advancing training. **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in business or related field and seven years of wealth, commercial and/or complex retail lending experience or equivalent education with related training. 2. Proficient analytical and problem-solving ability 3. Excellent interpersonal, verbal, and written communication skills 4. Advanced proficiency in credit underwriting analysis, problem-solving, deal-making, and risk management 5. Demonstrated proficiency in basic computer applications such as Microsoft Officer software products 6. Ability to travel, occasionally overnight **Preferred Qualifications:** 1. Graduate of a Leadership Development Program or similar training program at a financial institution. 2. Knowledge of Bank's operations, systems, compliance and regulatory issues 3. Experience in credit administration, risk management, commercial or small business underwriting analysis 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 (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)
    $62k-104k yearly est. 60d+ ago
  • Universal Banker - 20hr - Aloma

    Truist 4.5company rating

    Truist job in Winter Park, FL

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. 2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs. 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. 7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High school diploma or equivalent education 2. Two years of teller or cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation 6. Ability to multi-task under time constraints 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. One year of client relationship building or sales experience 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and procedures **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $31k-39k yearly est. 46d ago
  • WP Client Trainer Specialist II - Wilson, Orlando, Charlotte, or Atlanta

    Truist Bank 4.5company rating

    Truist Bank job in Orlando, FL

    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 Client Trainer Specialist II is responsible and accountable for facilitating the product training for complex Wholesale Payment Solutions. Their goal is to provide a best-in-class client experience by assisting clients in making a smooth transition to Truist Wholesale solutions, enabling Truist to achieve our vision and improve revenue realization. The Client Trainer Specialist II is expected to own the necessary steps to ensure client training is completed in a timely and successful manner even when aspects are delegated to others. They will collaborate with internal personnel, in verbal and written form, to ensure client readiness. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Responsible and accountable for facilitating complex product training within assigned implementations and change requests by planning, coordinating, and executing single or multi-product training sessions in a high quality, timely and efficient manner. 2. Delivers interactive training sessions via different channels and mediums in accordance with performance standards. 3. Works with more senior staff when dealing with complex issues, larger clients, accounts, projects, or internal relationships. 4. Routinely uses judgement on moderate to complex business problems. 5. Proactively communicates with clients and business/operations partners to coordinate and drive training efforts on behalf of the client. 6. Experienced understanding of business line and Wholesale Solutions business and the technology that supports. 7. Assigns and plan the daily workflow and training activities within the operational work unit to ensure appropriate staffing and production levels are maintained. 8. Responsible for coordinating with key partners in the development of client training materials. 9. Communicates clearly and professionally with the client and business/operations partners in written and verbal communications. 10. Acts with urgency when responding to client training inquiries, meeting client needs, and providing industry-leading client service. 11. Understand and demonstrate flexibility/adaptability to meet client needs and identify opportunities for clients to improve their Wholesale Payments relationship along with communicating those needs to business partners. 12. Adheres to the Risk & Regulatory Compliance framework; recognizing the risk role to be played in any given situation and the activities needed to proactively manage risk and regulatory compliance. 13. Meets sometimes less-clearly defined demands and influences/trains junior colleagues 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. Diligent, flexible, and detail-oriented, with excellent organizational skills. 2. Excellent presentation, verbal and written communication skills - including the ability to be proactive and adapt messaging based on the audience. 3. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. 4. Ability to travel. 5. High school diploma or equivalent education, training, and work-related experience. 6. Three years or more in Wholesale Payments, bank operations, or other related industry experience. Preferred Qualifications: 1. Bachelor's Degree in a business related field or equivalent education and related training. 2. Five or more years in banking, training, and/or Wholesale experience. 3. Training certification or equivalent facilitator experience. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $43k-67k yearly est. Auto-Apply 16d ago
  • Analyst - Wholesale Credit Delivery - Dealer Services

    Truist Bank 4.5company rating

    Truist Bank job in Orlando, FL

    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: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. 6. Develops an increasingly complex understanding of the industry. 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 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. Solid 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 #Orlando #Tampa #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
    $54k-82k yearly est. Auto-Apply 26d ago
  • Premier Advisor - Orlando, FL

    Truist 4.5company rating

    Truist job in Orlando, FL

    **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:** 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 6 or 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 (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)
    $52k-85k yearly est. 60d+ ago
  • Financial Crimes Analyst III

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Orlando, FL

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Perform research and loss mitigation efforts across multiple intake channels to decision Financial Crimes related cases and alerts. Researches and analyzes account activity to assess the level of risk and make decision in accordance with applicable corporate and departmental policies and procedures. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Analyze and decision multiple Financial Crimes related cases or alert types. 2. Utilize banking systems to investigate and research all transactional information to ensure that Financial Crimes requirements are met. 3. Conduct client research. 4. Use critical thinking skills to make well supported decisions relative to the alert type. 5. Utilize internal and external applications to assist in the investigation and research of all applicable alerts 6. Efficiently and effectively resolve cases or alerts with awareness of all timelines as directed by relative to Financial Crimes function. 7. Support effective communication with internal and external partners or clients. 8. Participate in BSA/AML/OFAC and/or Fraud related training that may include webinars, periodicals and self -study in order to stay abreast of any related changing laws and regulations. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Associate degree or equivalent education and related training 2. Three - Five years of banking, financial industry or related experience; preferably in a branch, audit, compliance, legal, risk or lending related capacity. 3. Ability to learn and perform complex processes in order to meet the spirit and letter of the procedures, policies and regulations that govern the department. 4. Strong investigative, analytical, and critical thinking skills 5. Strong work prioritization and time management skills 6. Strong interpersonal, communication and client service skills 7. Demonstrated proficiency in basic computer applications such as Microsoft Office software products 8. Ability to work in a high-stress, fast-paced, rapidly changing environment. 9. Ability and willingness to work flexible hours as required by the function Preferred Qualifications: 1. Experience in investigation, law enforcement, or lending role 2. Knowledge of BSA regulations and/or related compliance requirements, including reporting and record retention requirements 3. Experience in BSA/AML/OFAC/Fraud and/or compliance-related role, whether in a client facing or backroom/operational role 4. Familiarity with sanctions (OFAC) 5. Ability to identify, analyze and escalate challenges 6. Familiarity with reviewing and dispositioning alerts; ability to obtain necessary information to classify a sanctions hit as a correct match or false positive with limited guidance 7. Experience collaborating with team members of all levels, cross-functional partners, and briefing management 8. Ability to work independently, under time constraints, and manage time efficiently and effectively 9. Ability to liaise between internal teams and with external business units 10. Bachelor's degree or related qualification General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $48k-68k yearly est. 4d ago
  • Financial Crimes Legal Fulfillment Paralegal

    Truist Bank 4.5company rating

    Truist Bank job in Orlando, FL

    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:Utilize substantial knowledge of the law, legal processes and significant management skills to the Financial Intelligence Unit (FIU) in the administration and coordination of the legal risk management activities of the FIU, which may include one or more of the following substantive legal areas: subpoena investigation/ fulfillment, litigation, contracts, intellectual property, regulatory, corporate governance, complex lending transactions, mergers and acquisitions, securities, trusts, insurance, tax and labor/employment. Responsible for moderate complexity with minimal supervision and is emerging as an expert in one or more specific skill-sets or specialized legal practice areas. This position will sit in-office 5 days a week at one of the locations listed. No remote option available. No relocation assistance provided. 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. Resolve problems or transactions where significant professional expertise is required to apply law, regulation, policies and guidelines. 2. Investigate facts of moderately complex transactions or cases. Organize, review and analyze large volumes of detailed information. 3. Perform moderately complex legal research, apply results to facts, develop and communicate legal conclusions. 4. Fully utilize appropriate FIU management system. 5. Review legal documents including contracts, pleadings and other legal documents. 6. Create, utilize and/or manage processes involving large, moderately complex transactions or cases. 7. Design, maintain and/or manage one or more FIU workflow processes, reports, tools and databases. 8. Interact on a professional level with other departments, internal and external clients, and outside counsel. 9. Perform job with minimal supervision and exercise independent judgment within established policies and guidelines. 10. Maintain applicable continuing legal education requirements and observe relevant ethical requirements under the Rules of Professional Conduct. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or equivalent education and related training; or successful completion of an American Bar Association approved paralegal training program; or certification by a State Bar approved paralegal certification program; or equivalent working knowledge and experience 2. Five years of experience working on moderately complex legal matters in a law firm or corporate law department or equivalent experience 3. Significant understanding of legal concepts, terminology, principles and procedures 4. Strong analytical thinking skills with the ability to identify and define issues, establish facts, analyze moderately complex information and develop substantiated conclusions with minimal supervision 5. Creative problem-solving skills with ability to identify and resolve problems in a timely manner, seeking input of others as needed 6. Superior communication skills with the ability to express moderately complex facts and legal principles clearly and concisely, both verbally and in writing 7. Strong leadership skills with the ability to make fact-based recommendations in order to positively influence diverse teams and achieve desired results 8. Strong relationship management skills with ability to work successfully and influence others across multiple practice groups and departments 9. Substantial knowledge of the principles, methods and practices of legal research and writing with demonstrated proficiency in online legal research 10. Ability to work effectively under pressure and meet multiple deadlines 11. Ability to manage multiple projects that require interaction with multiple attorneys, departments and internal and external clients 12. Superior organizational and project management skills; attention to detail and accuracy 13. Demonstrated ability to adapt to change as position, role, function, and structure of FIU evolves 14. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Preferred Qualifications: 1. Corporate law department experience 2. Experience in the financial services industry 3. Experience in one or more specialized legal practice areas 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
    $25k-37k yearly est. Auto-Apply 18d ago
  • Business Performance & Metrics Strategist

    Truist 4.5company rating

    Truist job in Orlando, FL

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** The Business Performance & Metrics Strategist serves as the centralized owner of the Truist Care Center's executive business performance narrative. This role is responsible for translating enterprise and operational performance data into clear, compelling insights for Executive leadership, including weekly, monthly, and quarterly updates to C-suite executives and, as needed, the Board of Directors. The strategist establishes and maintains a single source of truth for performance metrics and Executive-level dashboards, ensuring consistency, accuracy, and strategic alignment across all outbound communications. Through strong executive storytelling, advanced analytics, and modern reporting tools, this role enables data-driven decision-making and drives transparency, accountability, and performance excellence across the Care Center. **For this opportunity, Truist will not sponsor an applicant for work visa status or employment authorization, nor will we offer any immigration-related support for this position (including, but not limited to H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, O-1, or future sponsorship for U.S. lawful permanent residence status.)** **This position is office-centric 5 days a week in one of our Truist hubs.** **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Independently lead Enterprise Tech business operations projects or business analytics use case execution, including collaboration with stakeholders to define requirements, as well as delivery of finished project to meet agreed success criteria. 2. Mentor technical practitioners supporting ET performance reporting and business analytics efforts. Guide the team on the methods and tools to support business reporting, in accordance with Truist data management standards. 3. Maintain division performance measure business definitions and calculation logic. 4. Execute performance management status routines, including collecting monthly performance results and action plans. 5. Prepare materials for reporting of performance results and related action plans through processes defined for the business unit. 6. Identify and implement Continuous Improvements to create efficiencies in the running of the organization (including creation and maintenance of polices, standard operating procedures, and/or job aids, and process automation). 7. Establish and maintain relationships with key stakeholders and partners. **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree and/or equivalent experience and related training 2. Experience with Program Management or Project Management (very large initiatives with multiple Project Managers) 3. Proven experience in a leadership role overseeing business operations within a technology organization. 4. Extensive experience managing multiple highly complex simultaneous projects involving cross-functional project teams within budgetary and schedule constraints. 5. Exceptional financial acumen with experience managing budgets and financial tracking. Proficiency in data analysis, reporting, and executive-level presentations that can be tailored to meet a broad range of audience and levels. 6. Strategic thinker with a demonstrated ability to align operational efforts with broader business objectives. 7. Extensive understanding of Project Management principles, agile methods and techniques. 8. Requires advanced technical and business knowledge in policy development. 9. Outstanding analytical skills with attention to detail. Outstanding documentation, organization, time management, and problem-solving skills. 10. Ability to build consensus with technology and business teams in order to work through others in achieving desired results and objectives. 11. Knowledge of the appropriate application of data and analytics capabilities, such as visualization and data science tools. 12. Flexibility in response to change. 13. A detailed understanding of business. Retail background a plus. Extensive diplomacy and conflict resolution skills. 14. Sound team building and interpersonal skills required to effectively manage a multi-faceted project throughout the deliverable process 15. Exceptional problem-solving skills: able to anticipate technical and project barriers and adjust approach based on research and experience. General knowledge of several major and related systems and how they are integrated **PREFERRED SKILLS:** - Executive storytelling: Previous experience crafting C-suite and Board-ready performance narratives. - Dashboard mastery: Advanced expertise in designing executive-level KPI dashboards and visual insights. - PowerPoint & Excel expert: Ability to create Executive level presentations, models, and automated reports. - AI & GenAI fluent: Leverages AI to accelerate insights and reporting. - Single source of truth: Previous experience with establishing governance to formulate a consistent, aligned narrative with the appropriate control points. - Narrative control point: Ensures consistent, aligned outbound messaging. - Strategic mindset: Connects metrics to enterprise priorities and outcomes. - Executive presence: Communicates with confidence and discretion. **OTHER JOB REQUIREMENTS / WORKING CONDITIONS** **Sitting** Constantly (More than 50% of the time) **Standing** Occasionally (Less than 25% of the time) **Walking** Occasionally (Less than 25% of the time) **Visual / Audio / Speaking** Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. **Manual Dexterity / Keyboarding** Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. **Availability** Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. **Travel** Minimal and up to 10% **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $46k-81k yearly est. 11d ago
  • Wire Processing Specialist II

    Truist Bank 4.5company rating

    Truist Bank job in Orlando, FL

    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:Independently review and process enterprise-wide, real time, high value domestic and international wire payments in accordance with federal regulations, Wire Policy, Standards and procedures. 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. Reconcile and balance enterprise wire activity processed through the Federal Reserve Bank and Clearing House Interbank Payments System at the end of the day. Meet scheduled system release time for mainframe application to support completion of the Bank's end of night processes. Communicate any FRB deadline extensions to Enterprise Scheduling as wire settlement will also be delayed. 2. Resolve various wire exception transactions (e.g. cancellations, deletions, reversals, returns) requiring manual disposition within the system to ensure appropriate codes are used for accurate client resolution in accordance with FRB, CHIPS and SWIFT requirements. Effectively communicate to external corporate clients and internal clients to include Treasury Services. 3. Add, update, delete account profiles within the wire system REL database while ensuring all documents are complete and authorized in accordance to Wire Policy, Standards and procedures. 4. Follow strict authentication and verification processes in accordance with wire policy. Input wire payment instructions and initiates corrective action if needed. 5. Assist external and internal clients with questions related to wire transfers. Provide first level support to research wire issues. 6. Identify and escalate complex issues/concerns to Treasury Services, senior staff or management in a timely manner. 7. Follow security and operational control procedures for multiple wire transfer systems. 8. Perform client outreach to advise retail and commercial clients of incoming wire payments. 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 related experience. 2. Two years of related customer service experience 3. Ability to understand complex technical concepts through training and self-study to include a thorough knowledge of accounting, data flow, mainframe/client service systems, and the various wire channels utilized by the Bank. 4. Analytical and problem solving skills 5. Flexible to work late without advanced notice. 6. Excellent written, verbal communication and interpersonal skills. 7. Demonstrate proficiency in basic computer applications, such as Microsoft Office software products as well as custom applications and systems. 8. Ability to work and adapt in a fast-paced environment. 9. Ability to multi-task and produce error-free work in a deadline-driven environment. 10. Ability to accurately transcribe payment instructions from clients with demonstrated 10-key experience. Preferred Qualifications: 1. College degree in relevant field or equivalent experience and training 2. Money Transfer System (MTS) experience 3. Wire Processing or other banking operations related experience 4. Willing to assist during emergency events or inclement weather and may be asked to serve as a mission critical designated associate 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
    $29k-46k yearly est. Auto-Apply 5d ago
  • Merchant Services Sales Consultant - Commercial

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Orlando, FL

    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 and develop Merchant Services sales opportunities in an assigned market. Deliver consultative sales approach by helping business clients assess their payment processing needs and delivering solutions that address those needs. Actively work with assigned team to generate opportunities in support profitability and growth initiatives. The target market is specialized with varying sized client revenue. 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. Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio. 2. Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning. 3. Focus on new business development by selling payment processing solutions to existing clients and prospects with proactive market engagement. Consult with clients to identify payment processing needs and deliver a comprehensive solution to address. 4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities 5. Responsible for providing client working capital services and solutions specifically focused on receivables, 6. Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention 7. Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.). 8. Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or an equivalent combination of education and related work experience 2. Proven experience with financial or payments products and/or services 3. Ability to present and communicate effectively and confidently 4. Proven experience working across departments, lines of business within large financial organizations 5. Keep a growth mind set to adapt and resolve escalating complex issues 6. Must be able to travel Preferred Qualifications: 1. Master's degree in Business, Marketing, Finance, Computer Science, or a related field of study 2. Relevant banking experience through previous employment or training programs 3. Industry certifications relating to Merchant Services 4. Formal sales training 5. 3+ years of sales experience of financial or payments products and/or services 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-90k yearly est. 12d ago

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