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McCormack Baron Salazar jobs in Winston-Salem, NC - 108 jobs

  • Data Transaction Testing Analyst II

    Truist 4.5company rating

    Winston-Salem, NC job

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

    Wallick Properties 3.8company rating

    Winston-Salem, NC job

    Senior Project Manager - Construction Wallick Mission: Opening doors to homes, opportunities, and hope. Wallick Values: Our Values flow directly from our Mission and set the expectation for how all associates work together. These values are: Care Character Collaboration Position Summary: The Senior Project Manager manages all phases of a construction project. Qualifications Required: • 10+ years of experience is required. Bachelor's degree in Construction Management preferred • Must possess a thorough understanding of the construction trade. • Previous experience in the construction of multi-family housing is required. • Must possess the ability to handle multiple projects and priorities in a timely and professional manner. • Must be proficient with Microsoft Office software. • Previous experience with project management software is strongly desired. • Must display strong listening, written and oral communication skills. Must be able to read, analyze and interpret reports. • Must have the ability to apply advanced math and analytical skills successfully. • Make complex decisions requiring a significant amount of judgment. Decisions may affect internal departments. • Must have experience leading project teams involved in multiple projects. Licenses/Certifications/Registrations: • Drivers License Required Functions and Responsibilities: • Conducts scope reviews for feasibility and attends design phase site inspections. • Prepares conceptual, preliminary, and final project budgets. • Leads multiple projects simultaneously to successful conclusions. • Assists with estimate preparation; performs accurate take-offs, receives and evaluates bids. • Coordinates all site construction activities and supervises field personnel as required to successfully complete the assigned projects on schedule and within budget. • Awards subcontracts and purchase orders for all labor, material, and equipment needed for the project. • Directs Construction Superintendents to achieve completion of the project on schedule, within budget, and with quality workmanship that conforms to plans and specifications. • Manages and promotes safe work practices and resolves any site hazards that may occur. • Ensures that projects conform to all building and accessibility codes, to include energy requirements, items agreed upon with lending institutions, and Wallick standard products and methods. • Oversees construction schedule; identifies and solves problems. • Prepares monthly pay applications and submits requests for owner change orders and all associated documentation. • Monitors budgets, revenue, profit, and cash flow. • Maintains positive relationships with customers, subcontractors and suppliers. • Oversees project closeout process and warranty compliance. • Perform other related duties as assigned. Physical Demands: Position requires general office work (sitting, standing); manual dexterity needed for computer work with keyboard and mouse; requires walking, talking, seeing, hearing. Position requires walking the construction site and the ability to lift and carry up to 30 lbs. Work Environment: Requires minimal to moderate travel to various communities. Position requires the majority of the work to be performed indoors, some outdoors while at communities. Inside working conditions are in an office setting. Outdoor conditions may require extensive walking throughout the construction site. *Employment is contingent upon passing a pre-employment background check and drug screen.
    $97k-136k yearly est. Auto-Apply 23d ago
  • Decision Scientist III - Consumer Lending Experience Required

    Truist Financial Corporation 4.5company rating

    Winston-Salem, NC job

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Act as an individual contributor, independently driving analytics projects and executing against the objectives of the Retail Analytics and Business Performance group. Using an interdisciplinary approach of leveraging concepts from business, applied statistics and math, operations research, information technology, process design and behavioral sciences, the incumbent will support consultative partnerships, aligning with the Line of Business (LOB) to produce analytic insights that help the business make informed, data-driven decisions with an objective of driving quantifiable, optimized business results in support of company goals. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. As a Senior Decision Scientist, act as a force multiplier, with a focus on high impact, visible analyses and initiatives covering commercial banking segments and products. 2. Partner on target initiatives as assigned; work independently to drive decision science projects leveraging quantitative analysis techniques, including machine learning, in pursuit of business optimization and impact. 3. Foster communication and partnership across multiple levels of the organization including engagement with mid-level managers. Maximize relationships and build trust with partners while supporting efforts aligned to LOB and company goals. 4. Pursue business outcomes valued through increased revenue and/or efficiency leveraging data-driven insights powered by analytics in support of enhanced decision-making. Focus on continuous improvement in decision science delivery and outcomes in pursuit of business optimization. 5. Champion the use of tools to solve business challenges and deliver solutions that are timely, accurate, and repeatable. 6. Exercise sound judgment, risk management, and foster a client centric culture throughout design, development, and deployment practices. Required Qualifications: 1. Bachelor's degree or equivalent education and 5+ years of experience in Banking, Finance, Decision/Data Science, Analytics, Computer Science, Applied Mathematics or Engineering. 2. 2+ years of decision science/analytics project management experience with a diverse project focus and demonstrated results. 3. Must act as role model, able to perform in a cross-functional and collaborative team environment focused on supporting business partners with enhanced insights. 4. Demonstrated ability to engage and support internal business partners, product sets, and projects, connecting insights with execution and business impact. 5. Innovative and strategic thinker with ability to connect to practical application, providing leadership on target initiatives, with a strong bias to action and focus on quantifiable business impact. 6. Experience in managing multiple projects with tight deadlines in a collaborative environment to drive maximum impact. 7. Ability to maintain a high level of competency in statistical and analytical principles, tools, and techniques. Champion application of emerging decision science techniques with business partners. 8. Incumbent should have an understanding of various database environments (IBM DB2, Oracle), technical programming skills (SAS, SQL, Toad), exposure to applied data science tools (R, Python, SAS E-Miner), familiarity with data visualization and BI tools (Tableau, Qlik), and demonstrated proficiency in Microsoft Office Suite (Excel, PowerPoint, Word). 9. Consumer Lending Experience Required Preferred Qualifications: 1. Master's or PhD in a quantitative field such as Finance, Mathematics, Analytics, Data Science, Computer Science, or Engineering. 2. 7+ years of experience in Banking, Finance, Decision/Data Science, Analytics, Computer Science, Applied Mathematics or Engineering. The annual base salary for this position is $100,000 - 150,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $100k-150k yearly 57d ago
  • CRE Client Specialist II

    Truist 4.5company rating

    Greensboro, NC job

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Sales Support 1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. 2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. 3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. 5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed. Loan Support 7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. 8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High School diploma, or equivalent education and related training 2. Five years of related experience, preferably within financial services 3. Two years of experience in a CCS role, or similar 4. Demonstrated ability to identify, analyze and resolve issues independently 5. Advanced knowledge of related systems and processes 6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts 7. Good organizational skills 8. Ability to complete all core courses outlined in the CCS training curriculum 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc. Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product knowledge of bank services and Financial Services Industry 3. Possess math aptitude with ability to grasp general accounting and financial concepts 4. Possess working knowledge of excel and/or reporting applications **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $28k-42k yearly est. 52d ago
  • Risk Data & Reporting Senior Analyst I

    Truist Financial Corporation 4.5company rating

    Winston-Salem, NC job

    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 a thought leader in the delivery of complex risk reporting, data, business intelligence, and related services. Role is primarily aligned to support stakeholders, needs, and initiatives within the Risk Management Organization, but can also support other areas of Truist. * For this opportunity, Truist will not sponsor an applicant for work visa status or employment authorization, nor will we offer any immigration-related support for this position. This includes, but is not limited to: * H-1B, * F-1 OPT * F-1 STEM OPT * F-1 CPT * J-1 * TN-1 * TN-2 * E-3 * O-1 * Future sponsorship for U.S. lawful permanent residence status LOCATION: Please note that candidate must be located in *or* willing to self-relocate to one of the following locations: * Charlotte, NC * Raleigh, NC * Winston Salem, NC * Richmond, VA * Atlanta, GA * Orlando, FL Truist 'in office' requirement is 5 days per week. No full remote or relocation assistance available at this time. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Design, implement, and execute complex recurring or ad hoc reports, analyses, data, system-related, or operational tasks in accordance with departmental processes and controls. 2. Investigate and research unexplained variations in reports, data, systems, etc. Explain results of reports and research to department management and other stakeholders. 3. Develop and administer controls to ensure the integrity of departmental process. Evaluate and recommend improvements to departmental processes. 4. Assist with development of departmental documentation. 5. Serve as a consultative resource on risk reporting, data, system, or related issues. Engage with stakeholders to identify business objectives and scope solution requirements. 6. Lead small projects with manageable risks and resource requirements; play significant roles in larger, more complex initiatives. 7. Act as a resource for teammates with less experience. 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 2. 5+ years of related experience or an equivalent combination of education and experience. 3. In-depth knowledge of principles, practices, theories, and/or methodologies associated with the professional discipline (e.g., information technology, project management, finance, risk management, etc.). Understanding of foundational concepts of other related professional disciplines. 4. Knowledge of the industry's competitive landscape and the factors that differentiate Truist and its competitors in the market. 5. Strong written and verbal communication skills. Ability to interpret and explain complex information to a range of audiences and build consensus among different stakeholders. 6. Ability to exercise judgment in solving technical, operational, and organizational challenges. 7. Ability to lead small projects. Preferred Qualifications: 1. Proven SLoD risk acumen and/or risk program exposure strongly preferred. 2. Demonstrated EIM (Enterprise Issues Management) knowledge and experience within a financial services setting. 3. Project Management skills 4. Sharepoint management and development skills 5. Familiar with running Python scripts or other programming languages. 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
    $78k-108k yearly est. 1d ago
  • Financial Reporting Manager

    Truist Bank 4.5company rating

    Winston-Salem, NC job

    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:Direct and manage junior staff in the performance of a variety of accounting and financial reporting activities. Ensure the accurate and timely preparation, review, production and distribution of internal and external corporate and bank financial reports and data submissions, including reports distributed to or filed with the Truist Board of Directors and Executive Leadership, Securities and Exchange Commission (SEC), Federal Deposit Insurance Corporation (FDIC) and Federal Reserve Board (FRB). The role focuses more specifically on the FR2052a monthly reports. This position will sit in-office 5 days a week. No remote option available. No relocation assistance will be provided at this time. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Collaborate and work across the Finance division to ensure integrity of the financials and ensures sound controls and procedures. 2. Support reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies. 3. Experienced financial professional role that applies in-depth knowledge within own professional discipline and a deeper understanding of concepts and principles of the business to produce relevant financial analysis and reporting. 4. Compile, review, analyze, and submit timely and accurate reporting in accordance with complex GAAP and Regulatory Reporting Requirements. 5. Ensure that source data is reliable, complete and documentation is maintained to support data integrity initiatives. 6. Interpret and summarize results and trends for Senior Leadership. 7. Apply knowledge of best practices derived from experience to assist in solving problems of higher operational or technical complexity by analyzing possible solutions using data analysis, experience, judgment and precedents. 8. Prepare and review materials to senior leadership summarizing issues and communicating solutions. 9. Subject matter expert on accounting and regulatory reporting requirements, and reporting processes for assigned area of responsibility. 10. Maintain technical and working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility. 11. Deepen understanding on more complex accounting and regulatory reporting matters. 12. Coordinate with internal and external audits and examinations (responses to External and Regulatory requests are to be made in collaboration with other business units). 13. Assist in risk management governance and business continuity planning processes as necessary. 14. Maintain a strong working relationship with supported business area to complete tasks and deliver high quality work. 15. Maintain relationships with cross-functional departments to broaden knowledge and solve more complex situations. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Accounting, Finance, Business Administration or equivalent education and related training 2. Five years of relevant accounting or accounting policy experience; Understanding of GAAP and SEC/Regulatory Reporting. 3. Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis. 4. Ability to build consensus through communication and presentation of factual and relevant information. Strong verbal and written communication skills. 5. Strong analytical and problem-solving skills. 6. Sound and logical decision-making abilities. 7. Ability to work well with others in a dynamic, team-oriented environment. 8. Ability to work under difficult time constraints. Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Preferred Qualifications: 1. Master's or advanced degree in Business or Accountancy Certified Public Accountant (CPA) designation; strong technical accounting knowledge. 2. Prior experience working for a large, SEC-registered financial institution or senior manager-level public accountant with extensive bank experience Prior experience as an examiner of financial reports for either the Office of the Comptroller of the Currency (OCC), FRB or FDIC Proficient in Essbase/Hyperion, EPM/BPC, and Workiva. 3. FR2052a reporting experience General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $92k-117k yearly est. Auto-Apply 26d ago
  • ETL Developer (Software Engineer II)

    Truist 4.5company rating

    Greensboro, NC job

    **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:** Are you passionate about turning data into actionable insights? We're looking for an ETL Developer who thrives in dynamic, enterprise-level environments and loves building scalable, high-performance data solutions. In this role, you'll design and optimize ETL workflows that power critical business decisions. You'll work with cutting-edge technologies, including the Hadoop ecosystem, data processing frameworks, and large-scale integrations. Your expertise in extracting, transforming, cleansing, and loading data across diverse systems will ensure accuracy and reliability at every step. You'll develop ETL mappings to move data seamlessly from source systems to data warehouses and data lakes, enabling advanced analytics and innovation. If you're detail-oriented, collaborative, and ready to tackle complex challenges in a fast-paced setting, we want to hear from you! This is a full-time, onsite position (5 days per week) based in Atlanta, GA; Charlotte, NC; Raleigh, NC; Richmond, VA; Dallas, TX or Greensboro, NC. For this opportunity, Truist will not sponsor an applicant for work visa status or employment authorization, nor will we offer any immigration-related support for this position (including, but not limited to H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, O-1, or future sponsorship for U.S. lawful permanent residence status.) **Essential Duties and Responsibilities:** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. + Develop customized coding, software integration, perform analysis, configure solutions, using tools specific to the project or the area. + Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards, including robust unit testing and support for subsequent release testing. + Build non-functional monitoring capabilities and provide escalated support for highly complex applications in production. + Build in and maintain security controls and monitoring in support of company standards. + Typically lead moderately complex projects and participate in larger, more complex initiatives. Solve complex technical and operational problems. Act as a resource for teammates with less experience + May oversee the work of a small team. + In an Agile environment: Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and engage with, the business from the beginning of the design work. Leverage continuous engineering practices to deliver business value regarding effectiveness of the design. Actively participate in refining user stories. Responsible for design, developing, and maintaining automated unit testing, and supporting integration and functional testing. Responsible for providing automated monitoring capabilities, providing warranty support, and providing knowledge transfer to production support. Develop code in accordance with the acceptance criteria established by the Product Owner. **Required Qualifications** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. + Bachelor's Degree and four to seven years of experience or equivalent education and software engineering training or experience + In-depth knowledge in information systems and ability to identify, apply, and implement IT best practices + Understanding of key business processes and competitive strategies related to the IT function + Ability to plan and manage projects and solve complex problems by applying best practices + Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information **Preferred Qualifications** + bachelor's degree in computer science, computer engineering or related degree and eight years of experience or an equivalent combination of education and work experience. + Knowledge of specific applications, technology platforms, programming languages, systems, or business segments. + Banking or financial services experience. + Abnitio/Informatica BDM Experience. + Skills in designing and developing extract, transform and load ETL processes. + Strong understanding of Informatica ETL tool . + Create and maintain adequate documentation of project ETL design, technical artifacts and ETL environment. + Very Large Database and DW Implementation experience (20+ TBs) ,well versed in SQL, Oracle . + Experience on Hadoop(HDFS) concepts, HQL, SQL and Unix + Experience and ability to deliver results quickly in a fast-paced environment on multiple projects. + Agile Delivery Experience **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** 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)
    $99k-120k yearly est. 52d ago
  • High Net Worth Underwriter I

    Truist 4.5company rating

    Winston-Salem, NC job

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Provide comprehensive and skilled underwriting and decisioning support to the Bank's Wealth Division Advisors and Lenders, focused on maximizing strategic Wealth Credit opportunities within acceptable risk and profitability expectations. Execute upon the Wealth Lending process with a focus on consistency, quality, growth, and profitability. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Provide exceptional underwriting analysis, structuring, pricing and decisioning for all Wealth Division credit requests requiring co-approval within acceptable risk parameters. 2. Demonstrate a deep understanding of complex cash flow and tax returns for clients with multiple revenue streams. 3. Exhibit the knowledge and ability to underwrite "specialty products" to include marine, recreation vehicles, securities, Regulation O, Regulation U, and airplanes. Includes knowledge related to lending to non-US citizens. 4. Utilize high level of credit knowledge to understand and justify situations that would warrant policy exceptions based on appropriate compensating factors. 5. Facilitate coaching and training to new advisors and lenders, and reinforce where applicable, to appropriately structure and document complex credit facilities with emphasis on identifying and mitigating exceptions. 6. Assist in underwriting Premier segmented clients when necessary and maintain the knowledge to underwrite all consumer products offered by Consumer Lending. 7. Share feedback and ideas to management that would help improve process and decisioning functions of the Wealth Lending Process. 8. Complete annual regulatory, compliance, job-related and career advancing training. **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in business or related field and seven years of wealth, commercial and/or complex retail lending experience or equivalent education with related training. 2. Proficient analytical and problem-solving ability 3. Excellent interpersonal, verbal, and written communication skills 4. Advanced proficiency in credit underwriting analysis, problem-solving, deal-making, and risk management 5. Demonstrated proficiency in basic computer applications such as Microsoft Officer software products 6. Ability to travel, occasionally overnight **Preferred Qualifications:** 1. Graduate of a Leadership Development Program or similar training program at a financial institution. 2. Knowledge of Bank's operations, systems, compliance and regulatory issues 3. Experience in credit administration, risk management, commercial or small business underwriting analysis and relationship management. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $78k-120k yearly est. 60d+ ago
  • Business Unit Risk Advisor Leader - Cybersecurity

    Truist 4.5company rating

    Greensboro, NC job

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** The Business Unit Risk Advisor Leader I leads risk activities within Cybersecurity and serves as a subject matter expert responsible for effectively and proactively identifying, mitigating, and managing risks within an assigned line of business. This position will be responsible for leading a team of risk professionals to support the execution of enterprise risk programs and focusing with the business on existing and emerging risks. Responsible for supporting strong risk management practices in alignment with the firm's risk appetite and the assigned business unit's strategic & financial plan. Partners directly with division leadership to provide credible challenge, oversee programmatic execution of risk activities, and support a sustainable control environment. **Essential Duties and Responsibilities** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Engage in risk management activities with the line of business, proactively identifying existing and emerging risks, evaluating the significance of the risks, and providing support in managing acceptance or mitigation of the identified risks. 2. Lead a team of risk advisors responsible for executing the responsibilities of various operations and enterprise risk programs in accordance with the program requirements (Ie: Risk control self-assessments, issues management). 3. Assist business line leadership with identifying, assessing, controlling, mitigating, and communicating risks associated with business processes and decisions. Provide oversight and governance to the assigned business unit regarding its control environment. 4. Support the business in the development of Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs). 5. Provide risk management support and oversight for change activities (both business and regulatory change). 6. Provide oversight and support for open risk, audit, and regulatory issues. Evaluate the root cause, the corrective action plans, and work with business partners and advisor team to successfully implement and document remediation. 7. Support the business for all audit and regulatory exam engagements. 8. Communicate with assigned business unit's leadership regarding activities, trends, and events pertaining to risk, regulatory, audit and loan review activities. Promote various risk initiatives and their supporting metrics. **Qualifications** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Business, Finance or science/academic field, or equivalent education and related training or experience. 2. 10+ years of risk management experience in financial services or related field. 3. 8+ years of leadership experience. 4. Subject matter expertise in assigned/specified line of business. 5. Broad risk and regulatory knowledge with an emphasis on: Credit, Market, Liquidity, Compliance, Operational, Reputation and Strategic Risks. 6. Strong leadership and communication skills. 7. Ability to think critically and strategically, multi-task, and drive change. 8. Strong quantitative, governance, and analytic abilities. 9. Ability to provide effective challenge to senior leaders and business partners. 10. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. 11. Ability to travel, occasionally overnight. **Desired Qualifications** 1. Experience with Infrastructure Security and Identity and Access Management platforms 2. CISSP, CISM, CRISC certifications 3. Experience with control Automation and reporting **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $75k-117k yearly est. 26d ago
  • The Workday Functional Lead (Compensation)

    Truist Financial Corporation 4.5company rating

    Greensboro, NC job

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Workday Functional Lead (Compensation) Software Engineer III responsible for designing configuring, implementing, and maintaining Workday modules to meet Human Capital Systems business needs. This role partners with HR, IT, and other stakeholders to translate business requirements into functional Workday solutions, ensuring quality, compliance, efficiency, and scalability. This is a full-time, onsite position (5 days per week) based in Atlanta, GA; Charlotte, NC; Raleigh, NC; Richmond, VA; Dallas, TX or Greensboro, NC. Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. * Serve as the primary point of contact for Workday configuration for specific Workday modules. (Compensation and Performance) * Design, configure, test, and deploy Workday configuration changes. * Maintain accurate documentation of system configurations and processes. * Partner with HR and business teams to gather requirements and design solutions. * Identify and drive quality and efficiency improvement opportunities. * Troubleshoot and resolve Workday configuration-related issues. * Ensure that all changes comply with technology policies and requirements. * Identify, escalate, and remediate risks and comply will risk management standards. * Manage and implement Workday configuration changes, ensuring compliance with established policies and governance frameworks. * Partner with business and technology teams to evaluate project requirements and determine appropriate Workday modifications. * Support ongoing operations by troubleshooting and resolving issues in a timely manner. * Collaborate with Workday functional and technical teams to ensure seamless integration of changes across modules and functions. * Participate in audits, control reviews, and risk assessments related to assigned functional area. * Provide guidance and best practices to business partners. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's Degree and three to five years of experience or equivalent education and software engineering training or experience * In-depth knowledge in information systems and ability to identify, apply, and implement best practices * Understanding of key business processes and competitive strategies related to the IT function * Ability to plan and manage projects and solve complex problems by applying best practices * Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information. * Strong attention to detail. * Ability to work independently and collaboratively. * Effective time management and prioritization. Preferred Qualifications: * Broader understanding of Workday functional areas (e.g., HCM, Payroll, Finance) to better align security with business needs. * Prior experience in a regulated or financial services environment. * Demonstrated ability to identify process improvements and implement best practices in security management * 5+ years of hands-on Workday experience. * Strong understanding of Workday business processes for assigned functional area. * Familiarity with compliance and audit processes, preferably within a financial institution. * Excellent analytical and problem-solving skills, with attention to detail. * Ability to work effectively with multiple business units and technical teams. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $97k-123k yearly est. 57d ago
  • Sr Internal Auditor - Technology

    Truist 4.5company rating

    Greensboro, NC job

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Truist Senior Internal Auditor is responsible for assisting in the completion and documentation of risk based internal audit assurance activities that may include complex assignments. The Truist Senior Internal Auditor will interpret the results of audit work performed, determine internal control weaknesses, and make value-added recommendations. As appropriate, the Truist Senior Internal Auditor may lead segments or primary elements of smaller audits or special reviews. **P** **lease note** **-** **to be considered for this role, candidates** **must** **work in one of the following Truist office locations 5 days per week** **:** + **Charlotte NC - 2320 Cascade Pointe Blvd.** + **Atlanta, GA - 303 Peachtree Street** + **Raleigh NC - 3201 Beechleaf Court** + **Winston-Salem, NC - 101 North Cherry Street** + **Wilson, NC - 200 Pine Street** + **Greensboro, NC - 7701 Airport Center Drive** + **Richmond, VA - 1001 Semmes Ave.** **_No Full Remote/Telecommute. No Relocation Assistance._** **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. Prepare for and lead effective client interviews and document interview results via narratives, flowcharts and process maps for complex business processes. 2. Analyze process documentation to evaluate design effectiveness and efficiency of controls. 3. Design and execute testing strategy by incorporating the use of data analytics. 4. Identify internal control weaknesses, including risks, and root cause. 5. Assist in guiding junior team members to enhance achievement of goals and objectives 6. Present and effectively communicate identified audit issues to Management and the Engagement Manager. 7. Develop advanced audit skills and begin developing risk assessment and project management skills 8. Deepen knowledge of the organization, operations, policies and procedures (including banking laws and regulations) under which Truist operates. 9. Create work papers in line with Truist Audit Services procedures and documentation requirements. 10. Work independently with minimal oversight to ensure work is completed on time and within deadlines. 11. Receive constructive feedback and apply to future assignments. **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in accounting, business or related field or equivalent education and related training or experience. 2. Four to six years of banking, auditing or other relevant experience related to area of responsibility. 3. Developing knowledge, ability and expertise in the principles and practices of technology, cybersecurity, IT infrastructure, IT service management processes and IT industry trends. 4. Developing knowledge of IT General Controls (ITGCs), IT Application Controls (ITACs), and the System Development Life Cycle (SDLC). 5. Developing knowledge of IT, information security and Cloud management and control frameworks (COSO, COBIT, NIST, SOX, PCI DSS). 6. Good decision-making skills. 7. Strong knowledge of audit principles, practices, and methodologies including risk assessment, and audit documentation. 8. Good aptitude for learning analytical, audit and/or facilitation skills. 9. Ability to grasp the underlying concepts in complex information. 10. Ability to identify root causes of problems. 11. Ability to formulate solutions based on a synthesis of information. 12. Proficiency in computer applications, such as Microsoft Office software products. 13. Ability to manage multiple priorities of varying complexities. 14. Ability to work independently with minimal oversight. **Preferred Qualifications:** 1. Possess appropriate professional certification or willing to pursue Certified Information Systems Security Professional (CISSP), Certified Information Systems Auditor (CISA), and/or Certified Internal Auditor (CIA). 2. Possess knowledge of Truist Audit Services audit software and business specific software. 3. Bachelor's degree in fields such as Computer Science, Information Systems, or Information Technology. 4. Experience ensuring the accuracy, completeness, and integrity of regulatory validation data and documentation. 5. Experience with developing and executing regulatory validation testing strategies, protocols, 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)
    $83k-111k yearly est. 60d+ ago
  • Business Performance & Metrics Strategist

    Truist 4.5company rating

    Greensboro, NC job

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

    Truist 4.5company rating

    Greensboro, NC job

    **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:** Are you ready to lead transformative HR technology initiatives? We're looking for a Human Capital Systems (HCS)/Workday Technical Lead who will provide strategic technical leadership, innovative solution design, and delivery oversight for our enterprise platforms, with a primary focus on Workday. This isn't a consulting role-it's an opportunity to become a key member of a dynamic, fast-paced team committed to long-term success. You'll collaborate closely with HR, Cybersecurity, IAM, Payroll, Finance, Talent, and Technology engineering teams to design secure, scalable solutions that enhance the teammate experience, ensure compliance, and drive organizational growth. As the primary technical authority, you'll lead complex Workday enhancements, integrations, data reporting, and cross-functional initiatives that make a real impact. Location: This is a full-time, onsite position (5 days per week) based in Atlanta, GA; Charlotte, NC; Raleigh, NC; Richmond, VA; Dallas, TX; or Greensboro, NC. **Essential Duties and Responsibilities:** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time + Provide end-to-end technical leadership across Workday HCM, Compensation, Recruiting, Payroll, Talent, Absence, Time, and Security domains. + Lead design and architecture of Workday configurations, integrations, and data solutions. + Translate business requirements into scalable technical solutions aligned with enterprise architecture standards. + Ensure technical designs incorporate cyber security compliance, data privacy, IAM controls, and SOX/audit requirements. + Oversee and guide technical solutioning, testing, validation, and deployment of technology releases, enhancements, and initiatives. + Ensure on-time, high-quality delivery through strong planning, prioritization, and risk management practices. + Lead complex troubleshooting and root-cause analysis for production issues, coordinating cross-functional resolution efforts. + Guide engineers, analysts, and vendor resources through technical work activities. + Evaluate and recommend applications, tools, and innovation to improve efficiency and + user experience. + Partner with HR leadership to identify technology needs and future state capabilities. + Support compliance, audit and regulatory requirements. + Stay current on HR technology trends, tools and best practices. + Coordinate with cross-functional teams to ensure successful delivery of Workday initiatives. + Provide mentorship and knowledge sharing across the HR tech team. + Provide regular updates to leadership and escalate issues as needed. **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. + 8-10+ years of experience in HR Technology, with advanced hands-on configuration and integration skills. + Minimum of 5 years of experience in Workday or demonstrated Technical Lead experience in a large Enterprise environment. + Seasoned technologist to provide leadership and oversight for a team of developers supporting complex, large Enterprise applications. + Experience with Workday and HR Technology initiatives preferred. + This role requires extensive hands-on development experience across Workday modules, strong leadership capabilities, and the ability to interface + directly with internal clients on solution design and delivery. + Demonstrated success providing technology oversight for Large Enterprise initiatives. Primary responsibilities with include leading technology + implementation and deployments, managing application compliance with data security, and cyber controls, and ensuring alignment with organizational + regulatory standards. + Candidate will partner with internal technology partners and external vendors to drive efficient implementation and optimization of solutions. + Proven experience in contributing to the functional and technical design of technology solutions is required. + Proven ability to manage multiple initiatives simultaneously, prioritize tasks, and meet deadlines in fast paced environment. + Proven experience leading technical delivery across multiple functional domains. + Strong understanding of HR business processes, data structures, and compliance requirements. + Prefer experience with Workday tools: EIB, Studio, BIRT, Prism, Core Connectors, Report Writer, Calculated Fields. + Knowledge of cybersecurity, IAM, SOX controls, and audit frameworks. + Excellent communication skills with ability to translate technical topics for business and senior leadership **Preferred Qualifications:** + Experience using Rally Agile tool + Banking or Financial Industry Experience + Technical proficiency in leading applications or initiatives. HR initiatives preferred. + Strong communication skills and ability to collaborate with business partners **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (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)
    $98k-120k yearly est. 60d+ ago
  • Banking Operations Business Consultant

    Truist 4.5company rating

    Greensboro, NC job

    **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 :** The Banking Operations Business Consultant provides advanced analytical, reporting, and operational support to the Wire Operations function. This role is responsible for developing, maintaining, and optimizing complex data reporting solutions that drive business insight, operational efficiency, and risk mitigation across the Wire ecosystem. Leveraging enterprise tools such as Impromptu, Tableau, MS Access, and Toad, the analyst transforms operational data into actionable intelligence that supports strategic decision making and regulatory adherence. Analyze and evaluate internal systems and procedures of assigned line of business by way of assigned projects, concentrating specifically on the efficiency and effectiveness of these systems and procedures, and the overall quality of the results or services provided. Assigned projects are high priority and may be high risk. May manage a small group of analysts. **Essential Duties and Responsibilities** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Perform special projects as assigned in the general areas of problem identification and resolution, performance and productivity improvement as well as quality enhancements. 2. Responsible for recommendation of improvements and enhancements within area of responsibility. This is to include completing process mapping, workflow analyses, and process re-engineering. 3. Prepare detailed procedural manuals for area of responsibility. 4. Coordinate and participate in any training that is necessary as a result of conclusions reached in project-related activities or system implementation. 5. Provide application support, which includes problem research, analysis, resolution, and on-call support. 6. Upon assignment of a recommendation or stated enhancement project, complete a full evaluation to include efficiency, effectiveness and cost benefit analysis. 7. Maintain and communicate knowledge of industry trends and technology. Develop and maintain a professional relationship with vendors supporting assigned systems. 8. Help ensure regulatory compliance as applicable. 9. Act as the technical resource for assigned systems, to include preliminary project plans, project workbooks, etc. for necessary actions involving IT for enhancements, upgrades or implementation. 10. Maintain statistics, records and reports that help establish quality control standards at an acceptable rate. **Qualifications** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in business or equivalent education and related experience 2. Seven years of banking experience, three years as a Line of Business expert or Senior Business Analyst 3. Excellent negotiation and presentation skills. 4. Thorough analytical, planning and quality control, problem-solving and organizational skills 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. 6. Strong interpersonal and communication skills, verbal and written; ability to successfully interact with and influence all levels of management and staff. 7. Creative, flexible, decisive, and adaptable to a dynamically changing business/production environment 8. Ability to support daily activities for large, multi-function operations of moderate to high risk in operations in a 24 X 7 environment 9. Thorough understanding of process and production management principles. 10. Demonstrates effective strategic planning and process improvement aptitude for multiple bank operations functions **Preferred Qualifications:** 1. Advanced degree in Business, or equivalent education and related experience **Additional Job Description** ** :** In addition to reporting responsibilities, the role leads and manages key operational initiatives, ensuring structured planning, cross‑functional coordination, and successful delivery of enhancements that improve process effectiveness within Wire Operations. The analyst works closely with stakeholders across Operations, Technology, Risk, and Compliance to assess business needs, define requirements, and support the implementation of process improvements. A strong understanding of wire‑transfer systems-including experience with platforms such as MTS (Money Transfer System)-is desired, enabling the teammate to interpret transactional data, troubleshoot operational issues, and support system optimization efforts. This position requires a detail‑oriented, highly analytical professional with the ability to navigate complex data environments and contribute to the stability and efficiency of wire‑processing operations. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $81k-104k yearly est. 10d ago
  • Enterprise Resilience Officer I

    Truist Financial Corporation 4.5company rating

    Greensboro, NC job

    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: Position location is open to office locations within Truist's footprint. If located in a Truist hub city location, the work style will be: In Office (5 days/week). The Enterprise Resilience Officer I will be a part of a Team that is accountable supporting the Resilience strategy related to the identification and assessment of Truist's most important business services. They will work with business and technology stakeholders to map the services from end-to-end, establish impact tolerances identify critical dependencies and assess resilience gaps. From this assessment, they will develop plans to build resilience into the services. Enterprise Resilience Officer I is a subject matter expert responsible for the development, implementation, socialization and execution of Business Continuity (BC) and Disaster Recovery (DR) processes in support of policy, standards, procedures, and regulatory requirements. Activities aligned with this role have strategic and/or broad implications to the Company. This includes facilitating complex cross-functional initiatives that enable the proactive management of risks. Performs work and tasks focused on business continuity and disaster recovery planning/testing, enterprise response (incident/crisis) management, governance/quality control/third party continuity, and/or business intelligence & tools. Supports enterprise and business unit compliance with all federal regulations (FFIEC) for BC/DR related planning, testing and risk mitigation. 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. Serve as a subject matter expert and provide guidance and governance to business units and technology partners for the BC/DR processes. 2. Support and maintain BTCM program policy and governance structure & routines in alignment with enterprise guidance. 3. Plan, organize, coordinate, and manage work of resources within assigned area of responsibility to meet division, department, and enterprise goals. 4. Provide recommendations for improving efficiencies and effectiveness to meet department and company business needs. 5. Establish and maintain strong working relationships with key business partners. 6. Stay abreast of emerging issues related to Risk Management including third party, business continuity, disaster recovery and other relevant disciplines and incorporate new learning into work processes. 7. Apply a comprehensive understanding of how the organization operates to solve technical, operational, and business problems. 8. Use metrics, reporting and data analytics to exercise judgment and identify innovative solutions. 9. Interact with business unit leadership and functional partners on a daily basis. Works independently with minimal guidance. 10. Assist BTCM leadership team with preparing for and responding to internal audit requests and/or external regulatory examinations. 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 experience. 2. 10 years of banking or related management experience. 3. Possess and demonstrate BC/DR knowledge, aptitude, and leadership. 4. Excellent interpersonal and communication skills, demonstrating the ability to interact with and influence management and business partners effectively. 5. Strong organizational, project management, and decision-making skills. 6. Knowledge of the industry's competitive landscape and an understanding of the market and regulatory factors that shape the industry. 7. Adept with Microsoft Office products. Preferred Qualifications: 1. Master of Business Administration, Risk Management, or relevant Master's degree 2. Professional accreditation in BC/DR industry, such as Certified Business Continuity Professional (CBCP) or Master Business Continuity Professional (MBCP) 3. Graduate of Leadership Development Program, Banking School, or equivalent industry training program 4. Experience working for or with (significant interactions) regulatory agencies (FRB, OCC, FDIC) 5. Experience with new Corporate BTCM risk programs or initiatives 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
    $69k-98k yearly est. 8d ago
  • Centralized Loan Originator

    Truist 4.5company rating

    Greensboro, NC job

    **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 the sales and marketing of Truist Mortgage Loan products in an inbound and outbound "call center" environment within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Execute effective mortgage sourcing plans and strategies through internal Truist referrals, inbound client inquiries, outbound mortgage phone sales, and other sales activities to meet or exceed agreed upon personal mortgage production goals and pre-set minimum standards. 2. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well as secondary market investor's guidelines utilized by Truist. 3. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external rules and regulations, particularly those established by State and Federal law. 4. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and their benefits. 5. Consistently execute on Truist's referral process by introducing mortgage clients to other bank solutions for deepening client opportunities. 6. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review. **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Good organizational skills 2. Excellent attention to detail 3. High sense of urgency in following up with clients and teammates throughout the loan process 4. Excellent written and verbal communication skills 5. Demonstrated interpersonal and negotiation skills 6. Strong sense of teamwork and mutual respect 7. Demonstrated positive, helpful, proactive attitude 8. Demonstrated ability to set priorities and meet deadlines 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 10. Ability to travel, occasionally overnight 11. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check **Preferred Qualifications:** 1. Two years of experience in banking and/or lending environment with basic knowledge of residential property types or completion of sales focused training program 2. Basic understanding of residential mortgage types 3. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience. 4. Completion of elective training curriculum in Mortgage Lending 5. Prior mortgage sales contact center experience 6. Proficiency in a second language **OTHER JOB REQUIREMENTS / WORKING CONDITIONS** Sitting/Standing/Walking/Bending/Lifting Sitting (if checked, indicate frequency) Constantly (More than 50% of the time) Standing (if checked, indicate frequency) Occasionally (Less than 25% of the time) Walking (if checked, indicate frequency) Occasionally (Less than 25% of the time) Bending (if checked, indicate frequency) Choose an item. Lifting (if checked, indicate pounds) Up to 25 lbs. Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel Minimal and up to 10% **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $31k-47k yearly est. 15d ago
  • CRE Client Specialist II

    Truist Financial Corporation 4.5company rating

    Greensboro, NC job

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Sales Support 1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. 2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. 3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. 5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed. Loan Support 7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. 8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High School diploma, or equivalent education and related training 2. Five years of related experience, preferably within financial services 3. Two years of experience in a CCS role, or similar 4. Demonstrated ability to identify, analyze and resolve issues independently 5. Advanced knowledge of related systems and processes 6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts 7. Good organizational skills 8. Ability to complete all core courses outlined in the CCS training curriculum 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc. Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product knowledge of bank services and Financial Services Industry 3. Possess math aptitude with ability to grasp general accounting and financial concepts 4. Possess working knowledge of excel and/or reporting applications General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $28k-42k yearly est. 41d ago
  • Associate Infrastructure Engineer

    Truist 4.5company rating

    Greensboro, NC job

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** We are seeking a highly skilled Windows Server Engineer to join our Infrastructure & Operations team. The ideal candidate will have deep expertise in the Windows Server Operating System, strong PowerShell scripting abilities, and hands on experience performing in place upgrades and standardized server build procedures. This role requires a detail oriented engineer passionate about automation, system reliability, and delivering high quality platform services. For this opportunity: Truist will not sponsor an applicant for work visa status or employment authorization, nor will we offer any immigration-related support for this position (including, but not limited to H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, O-1, or future sponsorship for U.S. lawful permanent residence status.) This position is office-centric 5 days a week in one of the following offices. (Greensboro, NC, Atlanta, GA, Charlotte, NC, Raleigh, NC, Richmond VA or Wilson, NC.) **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Performs problem tracking, diagnosis and root-cause analysis, replication, troubleshooting, and resolution for moderately complex issues. 2. In this capacity, performs programming and debugging activities. 3. Responds to issues in a timely manner by receiving and investigating incidents or service tickets. 4. Analyzes and observes trends with technical issues and provides input to developing long-term improvements. 5. Documents all relevant end-user interactions and steps taken to resolve incidents. 6. Has occasional contact with end-users. 7. Communicates status of issue resolution to internal customers. 8. May engage and manage external vendors. 9. Applies an understanding of key business processes and practical experience to solve a range of straightforward problems. 10. Analyzes possible solutions using experience, judgment and precedents. 11. Works under moderate supervision. **QUALIFICATIONS** Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree and two years of experience in application support or development or an equivalent combination of education and work experience. 2. Knowledge in information systems and ability to apply that knowledge in practice. 3. Ability to manage competing priorities. 4. Ability to solve problems in straightforward situations by analyzing possible solutions using experience, judgment and precedents. 5. Experience participating in IT projects. 6. Ability to communicate complex information in straightforward situations. **Preferred Qualifications:** 1. Bachelor's degree and three years of experience. 2. Banking or financial services experience. 3. 3 to 5+ years of hands‑on experience administering **Windows Server OS** in enterprise environments. 4. Strong proficiency in **PowerShell scripting** for automation and systems administration. 5. Demonstrated experience performing **in‑place upgrades** and system migrations. 6. Solid understanding of server build standards, imaging, and lifecycle management. 7. Experience with **Nutanix** (AHV, Prism, cluster management). 8. Exposure to infrastructure **automation frameworks** (e.g., DSC, Ansible, Terraform). 9. Experience with **ServiceNow** for incidents, change, problem, and CMDB processes. 10. Understanding of virtualization technologies (Hyper‑V, VMware). 11. Experience managing and support Windows Server environments (2012 R2-2022). 12. Strong troubleshooting skills related to performance, reliability, and security issues. **OTHER JOB REQUIREMENTS / WORKING CONDITIONS** **Sitting** Frequently (25% - 50% of the time) **Lifting** Up to 25 lbs. **Visual / Audio / Speaking** Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. **Manual Dexterity / Keyboarding** Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. **Availability** Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. **Travel** Up to 25% **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $92k-123k yearly est. 4d ago
  • Principal Product Manager--Financial Systems

    Truist 4.5company rating

    Greensboro, NC job

    **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 Principal Product Manager for Financial Systems is visible role interacting with the Office of the CFO and technology alike, responsible for driving strategic alignment between business needs and technology capabilities. This position partners cross-functional teams, including Technical Delivery Managers, Enterprise Architecture, Software Engineering, and Finance business Transformation leaders-to develop and execute capability roadmaps, automation initiatives, AI enablement, and reporting strategies that support organizational objectives. The role manages product lifecycle activities, oversees backlog development, and ensures successful commercialization and rollout of financial platforms. It also coordinates teams across diverse functions, cultivates talent, and maintains accountability for client experience, KPIs, product pricing, and budget management. ****Position requires 25% travel between sites ( Greensboro, Raleigh, Charlotte, Winston Salem, Atlanta).**** **Essential Duties and Responsibilities** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. **Product Strategy & Vision** Responsible for establishing system taxonomies directly needed to support the major functions of the Finance Organization including but not limited to: Financial Accounting, Forecasting, Planning & Management Reporting, Treasury and Funds Management, Regulatory Reporting, Tax,.. Responsible for the establishment of technical and functional road maps to enable Financial Transformation Translate business requirements, engineering requirements, data requirements, and compliance requirements into product vision, outcomes, and backlogs. Develop product roadmaps in collaboration with Relationship Managers and Line of Business (LOB) partners. **Execution & Delivery** Own and prioritize the platform backlog in partnership with delivery, business and architecture leads. Drive discovery, POCs, pilot programs, and full lifecycle rollout of new systems or capabilities. Ensure internal platform products are secure-by-design, observable, compliant, and easy to adopt. Use PMLC and perform as a guide for Project Managers to establish the correct matrix of governance, work streams, and task sequencing to effectively execute programs **Adoption** Lead intake, feedback, and prioritization forums with internal stakeholders to guide iterative improvements. Assist Leadership in establishing metrics and methods in which success can be measured Responsible for leading teams across related but disparate functions to support successful deployment of new products and integrated experiences **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Bachelor's degree in a related field or equivalent combination of education and experience. - 12+ years of experience in financial services or a related industry, with a focus on product management and strategic planning. - Proven track record of successfully managing complex product portfolios and multiple high-impact projects or product lines. - Extensive knowledge of Treasury Solutions applications and products. - Mastery of product lifecycle management and go-to-market strategy. - Strong leadership and team management skills with exceptional organizational influence. - Excellent analytical, problem-solving, and decision-making abilities. - Superior verbal and written communication skills. - In-depth understanding of payment systems and financial industry practices. - Advanced proficiency with Microsoft Office and other relevant software. **Preferred Technical Qualifications:** - Agile and Scrum Methodologies: Proven experience in leading product development using agile and scrum methodologies. - API and Integration: Strong understanding of API design, development, and management, including RESTful services and microservices architecture. - Cloud Technologies: Experience with cloud platforms (e.g., AWS, Azure, Google Cloud) and understanding of cloud-native application development. - Data Analysis and BI Tools: Proficiency in data analysis and business intelligence tools (e.g., SQL, Tableau, Power BI) to derive actionable insights from product data. - Security and Compliance: Familiarity with cybersecurity best practices and compliance requirements, ensuring product security and regulatory adherence. - Technical Documentation: Strong skills in creating and maintaining technical documentation, including API documentation, user guides, and product specifications. - Project Management Tools: Experience with project management tools (e.g., JIRA, Confluence, Trello, Rally) to manage product development and track progress. - Emerging Technologies: Awareness of emerging technologies and trends, such as artificial intelligence, machine learning, blockchain, and their potential impact on product development. **Preferred Qualifications:** + 8+ years of experience in product management, project and/or program management in Financial systems. + Experience in a pivotal leadership role of a Finance System transformation or modernization program. + Ideal candidate will have experience in a Finance Modernization transformation journey leveraging leading Financial Products and Services with solutions such as SAP S/4, SAP BDC, SAP BTP, Oracle NetSuite, Oracle Hyperion, Oracle Data Relationship Management Oracle Financial Services Analytical Applications, QRM "Quantitative Risk Management", OneStream, etc. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (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)
    $104k-131k yearly est. 18d ago
  • Premier Advisor or Banker - Greensboro, NC

    Truist 4.5company rating

    Greensboro, NC job

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system. 5. Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (e.g. banking, mortgage, planning, investments, and insurance services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. Serve as an advocate for clients with the IRM partners. 6. Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts. 7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships. 8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures. **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending. (experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check. 5. Strong interpersonal, sales and relationship management skills. 6. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products. **Preferred Qualifications:** 1. Master's degree in business, accounting, finance, or banking. 2. Mass Affluent Banking experience. 3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS , Certified Trust and Financial Advisor CTFA , Chartered Life Underwriter CLU , CRPC - Chartered Retirement Planning Counselor, or ChFC - Chartered Financial Consultant . 4. Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $51k-89k yearly est. 25d ago

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