Truist

Client Services Representative

• Assist Financial Advisors in servicing clients including preparing financial plans
• Receive and place orders as directed from Financial Advisor and assigned clients
• Process corporate actions where a license is warranted
• Schedule and confirm client appointments, enter data in SalesForce
• Manage the financial advisor's calendar to maximize appointments' productivity
• Maximize sales opportunities by contacting potential investment clients
• Provide operational guidance to Financial Advisors
• Ensure new business paperwork is accurately submitted
• Mitigate risk through appropriate authentication standards
• Maintain a professional environment and create a positive impression
• Submit and process certain operational requests as instructed
• Work in coordination with the Financial Advisor on certain reports

Brokerage Client Service Associate

Financial Planning and Analysis

• Provide significant internal client legal support day to day
• Responsible for assessing legal risk, providing legal advice, and/or assisting in resolving legal problems which may represent potential exposure to the company
• Keeps abreast of legislation, regulations, and case law developments that affect the company and the banking industry in area of practice
• May prepare and/or review documents and other instruments, represent the company in transactions, perform legal research and analysis, and maintain files and records
• Identify need for and when necessary, select, engage, and direct outside counsel to undertake specific matters
• Serve as an individual contributor but may provide ad hoc work direction and supervision to other legal staff regarding support on active cases or projects

Attorney – Investment Banking, Capital Markets

• Provide financial leadership for a specialized sub-segment with moderate complexity.
• Ensure accurate reporting and contribute to tactical execution and planning.
• Align financials with operational goals within a defined scope.
• Support performance tracking and variance analysis.
• Assist in preparing forecasts and financial plans.
• Collaborate with business partners to support financial decision-making.
• Maintain documentation and ensure data integrity.

Financial Director – Core Technology and Operations

• Serve as a strategic business consultant to supported lines of business
• Lead performance evaluations and prepare executive-level financial insights
• Own development of short- and long-term forecasts and the annual financial plan
• Provide financial guidance for new product development, pricing, and investment opportunities
• Mentor analysts and ensure data integrity and reporting accuracy
• Coordinate with cross-functional teams to support strategic initiatives
• Ensure compliance with GAAP and internal financial controls

Financial Manager – Core Technology and Operations Finance

Platform Engineer

• Responsible for Alteryx platform management, platform support and administration.
• Focus on ensuring smooth user experiences and maintaining platform stability.
• Help drive adoption of Alteryx across the organization.
• Develop and maintain deployment pipelines for the platform.
• Maintain and ensure operational metadata are available for diagnostics.
• Implement effective technical solutions and provide problem analysis and resolution in a timely manner.
• Build non-functional monitoring capabilities for complex applications in production.
• Lead small data engineering projects with manageable risks and resource requirements.

Data Platform Engineer – Alteryx Platform Owner

Account Executive

• Identify and develop Merchant Services sales opportunities in an assigned market
• Deliver consultative sales approach by assessing clients’ payment processing needs
• Collaborate with internal partners to drive client and prospect sales opportunities
• Focus on new business development and proactive market engagement
• Participate in developing detailed relationship plans for clients/prospects to secure retention and acquisition opportunities
• Provide working capital services and solutions focused on receivables
• Consult with clients through various communication methods

Merchant Services Sales Consultant – Commercial

Manager

• Responsible for underwriting all credit requests, including new requests as well as credit decisioning within some portfolios.
• Accountable for recommending credit structures with respect to quality and profitability within assigned geographies.
• Ensure that the risk philosophy, risk appetite, and lending strategies are adhered to while maintaining a high level of client responsiveness.
• Analyze financial statements and navigate a wide variety of financial structures, credit scenarios.
• Ensure commercial lending activities are executed according to Truist's policies and procedures.
• Build effective relationships with Risk Management and client managers.

Portfolio Manager III

Cloud Engineer

• Design, build, and execute the AI/ML and GenAI platform strategy aligned to enterprise architecture, security, and risk standards.
• Own the engineering and lifecycle management of AI/ML platform components.
• Establish and champion DevSecOps practices for platform delivery.
• Deploy infrastructure as code to the cloud using Terraform modules.
• Partner with Cybersecurity, Risk, and other 2nd line of defense teams.
• Implement governance patterns for AI/ML and GenAI.
• Provide technical leadership and hands-on engineering to solve complex platform problems.
• Build platform reliability through automation and observability.
• Enable self-service platform consumption via standardized APIs, reusable pipelines.

Senior AI Platform Engineer, Data and Analytics Cloud Engineer

Financial Crime

• Perform research and loss mitigation efforts across multiple intake channels
• Research and analyze account activity to assess the level of risk
• Utilize banking systems to investigate and research all transactional information
• Conduct client research
• Use critical thinking skills to make well-supported decisions relative to the alert type
• Utilize internal and external applications to assist in the investigation and research of all applicable alerts
• Efficiently and effectively resolve cases or alerts
• Support effective communication with internal and external partners or clients
• Participate in BSA/AML/OFAC and/or Fraud related training

Financial Crimes Analyst III

Human Resources

• Leads complex HR execution and delivery initiatives across multiple disciplines
• Advises business leaders on human capital implications and execution risks
• Designs and implements improvements to HR delivery processes
• Leads cross-functional HR projects and change initiatives
• Translates workforce data into actionable execution plans
• Provides guidance and coaching to junior professionals

Senior HR Delivery & Execution Consultant

Onboarding Specialist

• responsible and accountable for coordinating and leading client implementation efforts for new, or the maintenance of less complex Wholesale Payment services.
• provide a best-in-class client experience, enabling Truist to achieve our vision and improve revenue realization.
• focused on applying knowledge expertise along with outstanding client service and communications skills to execute timely and proficiently on client requests.
• expected to own the overall implementation effort and client experience – ensuring that their implementations are completed in a timely and successful manner even when aspects are delegated to others.
• able to interact with clients in verbal and written form.
• collaborate with client representatives and internal personnel to coordinate, complete, and communicate regarding all implementation activities.
• work is generally independent and self-directed with little guidance required.

Wholesale Payments Client Onboarding Advisor

Security Engineer

• drive internal IAM initiatives with a strong emphasis on execution, role engineering, access governance and cross-functional collaboration
• participate in the design and implementation of IAM capabilities
• lead business partners through continuous improvements across the organization
• partner closely with Security, Infrastructure, Application Owners, HR, Compliance and Audit teams
• manage multiple concurrent IAM initiatives including: Role-based access control (RBAC), Identity governance, Privileged access improvements, Reporting metrics
• coordinate activities across teams
• assist with standardizing and optimizing access models
• support governance processes
• identify opportunities for automation and operational efficiencies

Senior Cybersecurity Analyst – Identity and Access Management (IAM) Lead

IT Support

• Report to the Division Head of Enterprise Architecture aligned to Consumer & Small Business Banking
• Provide enterprise architecture leadership, strategy, and governance
• Define and execute an AI first, cloud first enterprise architecture strategy for Consumer Banking
• Develop current and future state architectures and a sequenced roadmap for modernization
• Ensure alignment with regulatory, risk, resiliency, and customer experience expectations
• Lead business capabilities and platform architecture enterprise-wide
• Develop and enforce architectural standards
• Collaborate with consumer business leaders, technology teams, risk, security, and data organizations

Principal Architect – Enterprise Architecture, Consumer Banking, AI & Cloud

Product Analyst

• Analyze, design, and support Truist's product platform
• Analyze product and project data such as timelines, key metrics, and user feedback
• Gather status updates and prepare dashboards, reports, and presentations
• Research product issues and required fixes
• Collaborate with product, project, and technology delivery teams
• Monitor digital trends and identify experience-related trends
• Lead fact-driven analysis of the market
• Benchmark Truist products and services
• Synthesize insights and coordinate research with analysts

Senior Product Analyst – Automation

Solutions Engineer

• Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
• Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
• Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts.
• Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities.
• Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions.
• Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention.
• Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
• Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue.