Grandbridge Real Estate Capital jobs in Tampa, FL - 79 jobs

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. 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

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage production goals. 2. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well as secondary market investor's guidelines utilized by Truist. 3. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external rules and regulations, particularly those established by State and Federal law. 4. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and their benefits. 5. Consistently execute on Truist's referral process by introducing mortgage clients to other bank solutions for deepening client opportunities. 6. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. 1+ year(s) experience in banking and/or lending environment with basic knowledge of residential property types 2. Good organizational, written and verbal communication skills 3. Possesses solid interpersonal and negotiation skills 4. Demonstrated proficiency in relevant computer applications 5. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: 1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience. 2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations. 3. Previous sales awards and leadership positions. OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting/Standing/Walking/Bending/Lifting Sitting Frequently (25% - 50% of the time) Standing Frequently (25% - 50% of the time) Walking Frequently (25% - 50% of the time) Lifting Up to 25 lbs. Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel Up to 75% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Responsible for assisting high volume Mortgage Loan Originator(s) by providing lending sales and support functions within Truist 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. Take an active role engaging in activities that increase production, and profitability targets while identifying opportunities to increase revenue through other Truist product and services. 2. Maintain a complete and thorough knowledge of Truist Mortgage policies and procedures as well as loan guidelines utilized by the Bank. 3. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external rules and regulations, and secondary market requirements particularly those established by State and Federal law. 4. Responsible for the receipt and timely delivery of information and documentation to and from borrowers that support the mortgage loan process. 5. Manage phone calls from clients and referral sources and answer questions, or direct caller to appropriate associate based on need. Assist with research and solution of client complaints. 6. Conduct loan pipeline reviews to ensure client's speed-to-decision/close, contractual deadlines are met, and all compliance related items are addressed. 7. Handles marketing efforts by assisting MLOs with referral management in the Customer Relationship Management (CRM), special functions planning and possible attendance, preparing/ obtaining fliers, and other marketing collateral materials. 8. Assist MLO(s) with other requested work related tasks. **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. Typically 1+ year in banking and/or lending environment with basic knowledge of residential property types 2. Able to perform at a high level in a fast pace environment 3. Solid organizational, verbal and written communication skills 4. Good interpersonal, and customer service skills 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 6. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new or transfer of registration and acceptable NMLS background check **Preferred Qualifications:** 1. Mortgage lending experience 2. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting/Standing/Walking/Bending/Lifting Sitting Constantly (More than 50% of the time) Standing Occasionally (Less than 25% of the time) Walking Occasionally (Less than 25% of the time) Bending Choose an item. 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)

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. 2. Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue. 3. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. 4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. 5. Champion non-credit financial services activity in the middle market segment, driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (e.g. Private Wealth Management, Truist@Work Financial Wellness, Momentum on Up, etc). 6. Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships. Maintain extensive knowledge about complex credit products and structuring, including loan syndications, participations, and other capital markets solutions. 7. 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. Ten (10) or more years of experience in commercial banking 3. Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more 4. Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services 5. Ability to grasp complex credits clearly; is insightful in all aspects of finance 6. Excellent verbal and written communication skills 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Wholesale Credit Delivery Associates and Analysts have a strong understanding of the market, credit and products within Commercial Banking and Middle Market specialty businesses, and facilitates financial analysis, risk assessment and credit structure recommendations for clients and prospects. Takes ownership of projects in coordination with assigned senior Credit Delivery leader and mentors more junior teammates. Performs prudent underwriting and effective credit and risk administration with particular emphasis on adherence to credit policy and requirements. Supplements analysis with research and evaluations from a wide variety of sources to develop an assessment of client, competitor, property segment, market and industry risks and trends. Credit Delivery Associates may be assigned to selected senior Credit Delivery leader(s) but require increasingly less oversight, begin owning their assigned clients and opportunities more fully and exhibiting confidence in all facets of independent client interaction. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. * Facilitates the diligence and underwriting documentation of the less complex and smaller credit relationships; supports credit presentation preparation and discussions with Credit Officer and other final approvers and coordinates legal documentation efforts through closing and funding phase. * Ensures loan agreement is in accordance with approval documents. Identifies potential issues contained within loan documentation and takes steps to address the issues, in consultation with Relationship Manager. * Analyzes financial statements/projections and documents client performance, along with identified risk and risk mitigants of less complex credits. * Ensures all Credit Process Metrics are within prescribed tolerances. Accountable for the risk evaluation and associated compliance requirements within assigned portfolio and for prospects. Identifies issues and follows through for remediation. * Serves as a client and internal point of contact in managing assigned portfolio. (May include site visit and/or visit with client management team) * Continues to support Senior Portfolio Managers and Portfolio Manager, with financial modeling and credit memos. * Supports and mentors Credit Delivery Analysts. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience. * 2-3 years of Commercial Banking, Commercial Real Estate, or Wealth Specialty business experience. * Excellent verbal and written communication skills. * Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. * Strong analytical and problem-solving skills. * Knowledge of commercial real estate credit delivery principles. * Ability to handle multiple priorities under time constraints. * Demonstrated success working in a collaborative team environment. Preferred Qualifications: * Master's in Commercial Banking or Real Estate or combined Commercial Banking/Commercial Real Estate experience through internships or other experiences; or an equivalent combination of educational and experience or other related advanced degree. * 2 years of experience in a Commercial Banking or Commercial Real Estate Associate Development Program and/or equivalent experience in a Credit Delivery role. #Tampa #FortLauderdale #Miami 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

**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)

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

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion.ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. 2. Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue. 3. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. 4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. 5. Champion non-credit financial services activity in the middle market segment, driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (e.g. Private Wealth Management, Truist@Work Financial Wellness, Momentum on Up, etc). 6. Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships. Maintain extensive knowledge about complex credit products and structuring, including loan syndications, participations, and other capital markets solutions. 7. 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. Ten (10) or more years of experience in commercial banking 3. Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more 4. Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services 5. Ability to grasp complex credits clearly; is insightful in all aspects of finance 6. Excellent verbal and written communication skills 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

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 assisting high volume Mortgage Loan Originator(s) by providing lending sales and support functions within Truist 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. Take an active role engaging in activities that increase production, and profitability targets while identifying opportunities to increase revenue through other Truist product and services. 2. Maintain a complete and thorough knowledge of Truist Mortgage policies and procedures as well as loan guidelines utilized by the Bank. 3. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external rules and regulations, and secondary market requirements particularly those established by State and Federal law. 4. Responsible for the receipt and timely delivery of information and documentation to and from borrowers that support the mortgage loan process. 5. Manage phone calls from clients and referral sources and answer questions, or direct caller to appropriate associate based on need. Assist with research and solution of client complaints. 6. Conduct loan pipeline reviews to ensure client's speed-to-decision/close, contractual deadlines are met, and all compliance related items are addressed. 7. Handles marketing efforts by assisting MLOs with referral management in the Customer Relationship Management (CRM), special functions planning and possible attendance, preparing/ obtaining fliers, and other marketing collateral materials. 8. Assist MLO(s) with other requested work related tasks. 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. Typically 1+ year in banking and/or lending environment with basic knowledge of residential property types 2. Able to perform at a high level in a fast pace environment 3. Solid organizational, verbal and written communication skills 4. Good interpersonal, and customer service skills 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 6. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new or transfer of registration and acceptable NMLS background check Preferred Qualifications: 1. Mortgage lending experience 2. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting/Standing/Walking/Bending/Lifting Sitting Constantly (More than 50% of the time) Standing Occasionally (Less than 25% of the time) Walking Occasionally (Less than 25% of the time) Bending Choose an item. Lifting Up to 25 lbs. Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel Up to 25% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

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

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage production goals. 2. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well as secondary market investor's guidelines utilized by Truist. 3. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external rules and regulations, particularly those established by State and Federal law. 4. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and their benefits. 5. Consistently execute on Truist's referral process by introducing mortgage clients to other bank solutions for deepening client opportunities. 6. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. 1+ year(s) experience in banking and/or lending environment with basic knowledge of residential property types 2. Good organizational, written and verbal communication skills 3. Possesses solid interpersonal and negotiation skills 4. Demonstrated proficiency in relevant computer applications 5. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: 1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience. 2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations. 3. Previous sales awards and leadership positions. OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting/Standing/Walking/Bending/Lifting Sitting Frequently (25% - 50% of the time) Standing Frequently (25% - 50% of the time) Walking Frequently (25% - 50% of the time) Lifting Up to 25 lbs. Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel Up to 75% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

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

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

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. 2. Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue. 3. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. 4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. 5. Champion non-credit financial services activity in the middle market segment, driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (e.g. Private Wealth Management, Truist@Work Financial Wellness, Momentum on Up, etc). 6. Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships. Maintain extensive knowledge about complex credit products and structuring, including loan syndications, participations, and other capital markets solutions. 7. 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. Ten (10) or more years of experience in commercial banking 3. Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more 4. Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services 5. Ability to grasp complex credits clearly; is insightful in all aspects of finance 6. Excellent verbal and written communication skills 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)

**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 Wholesale Credit Delivery Associates and Analysts have a strong understanding of the market, credit and products within Commercial Banking and Middle Market specialty businesses, and facilitates financial analysis, risk assessment and credit structure recommendations for clients and prospects. Takes ownership of projects in coordination with assigned senior Credit Delivery leader and mentors more junior teammates. Performs prudent underwriting and effective credit and risk administration with particular emphasis on adherence to credit policy and requirements. Supplements analysis with research and evaluations from a wide variety of sources to develop an assessment of client, competitor, property segment, market and industry risks and trends. Credit Delivery Associates may be assigned to selected senior Credit Delivery leader(s) but require increasingly less oversight, begin owning their assigned clients and opportunities more fully and exhibiting confidence in all facets of independent client interaction. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. + Facilitates the diligence and underwriting documentation of the less complex and smaller credit relationships; supports credit presentation preparation and discussions with Credit Officer and other final approvers and coordinates legal documentation efforts through closing and funding phase. + Ensures loan agreement is in accordance with approval documents. Identifies potential issues contained within loan documentation and takes steps to address the issues, in consultation with Relationship Manager. + Analyzes financial statements/projections and documents client performance, along with identified risk and risk mitigants of less complex credits. + Ensures all Credit Process Metrics are within prescribed tolerances. Accountable for the risk evaluation and associated compliance requirements within assigned portfolio and for prospects. Identifies issues and follows through for remediation. + Serves as a client and internal point of contact in managing assigned portfolio. (May include site visit and/or visit with client management team) + Continues to support Senior Portfolio Managers and Portfolio Manager, with financial modeling and credit memos. + Supports and mentors Credit Delivery Analysts. **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience. + 2-3 years of Commercial Banking, Commercial Real Estate, or Wealth Specialty business experience. + Excellent verbal and written communication skills. + Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. + Strong analytical and problem-solving skills. + Knowledge of commercial real estate credit delivery principles. + Ability to handle multiple priorities under time constraints. + Demonstrated success working in a collaborative team environment. **Preferred Qualifications:** + Master's in Commercial Banking or Real Estate or combined Commercial Banking/Commercial Real Estate experience through internships or other experiences; or an equivalent combination of educational and experience or other related advanced degree. + 2 years of experience in a Commercial Banking or Commercial Real Estate Associate Development Program and/or equivalent experience in a Credit Delivery role. \#Tampa #FortLauderdale #Miami **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage production goals. 2. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well as secondary market investor's guidelines utilized by Truist. 3. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external rules and regulations, particularly those established by State and Federal law. 4. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and their benefits. 5. Consistently execute on Truist's referral process by introducing mortgage clients to other bank solutions for deepening client opportunities. 6. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. 1+ year(s) experience in banking and/or lending environment with basic knowledge of residential property types 2. Good organizational, written and verbal communication skills 3. Possesses solid interpersonal and negotiation skills 4. Demonstrated proficiency in relevant computer applications 5. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: 1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience. 2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations. 3. Previous sales awards and leadership positions. OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting/Standing/Walking/Bending/Lifting Sitting Frequently (25% - 50% of the time) Standing Frequently (25% - 50% of the time) Walking Frequently (25% - 50% of the time) Lifting Up to 25 lbs. Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel Up to 75% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

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

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

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage production goals. 2. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well as secondary market investor's guidelines utilized by Truist. 3. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external rules and regulations, particularly those established by State and Federal law. 4. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and their benefits. 5. Consistently execute on Truist's referral process by introducing mortgage clients to other bank solutions for deepening client opportunities. 6. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. 1+ year(s) experience in banking and/or lending environment with basic knowledge of residential property types 2. Good organizational, written and verbal communication skills 3. Possesses solid interpersonal and negotiation skills 4. Demonstrated proficiency in relevant computer applications 5. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: 1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience. 2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations. 3. Previous sales awards and leadership positions. OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting/Standing/Walking/Bending/Lifting Sitting Frequently (25% - 50% of the time) Standing Frequently (25% - 50% of the time) Walking Frequently (25% - 50% of the time) Lifting Up to 25 lbs. Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel Up to 75% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work