Performance & Delivery Partner

Truist

Premier banking operations partner supporting Truist leaders with compliance, lending systems, training, and onboarding. Providing administrative coordination and process expertise across regional banking teams.

Posted 8/5/2026full-timeOrlando • Florida, North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial services with a focus on regulatory compliance, risk management, and relationship building. Proficient in providing administrative support and training while effectively communicating across various organizational levels.

Highest-signal resume keywords

Financial Services ExperienceRegulatory ComplianceRisk ManagementMicrosoft Office ProficiencyLeadership Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Regulatory Compliance AdherenceRisk Management DisciplinesBusiness Process TrainingOnboarding and Offboarding TasksTechnical Ability with Remote Access

Soft Skills

Effective CommunicationRelationship BuildingTime ManagementOrganizational SkillsProblem Solving

Tools & Technologies

Premier Banking SystemsLending ApplicationsNMLS Requirements

Industry Keywords

Licensing and RegistrationFinancial ServicesIncentive PlansCentralized Lending Processes

About the role

Key responsibilities & impact

Engage with assigned leaders and direct reports to consult on business needs and understand regional and line-of-business priorities
Provide business process training, administrative support, and materials enabling leaders to execute field routines and activities
Monitor and report profile, hierarchy, and status changes affecting licensing and registration
Create and present supplemental training and execution materials
Assist leaders with assessments of teammate regulatory compliance adherence
Answer questions, research issues, and resolve problems for internal and/or external clients
Execute risk management disciplines, policies, procedures, and training-completion expectations
Maintain knowledge of premier banking incentive plans and exception processes
Support premier banking/CSBB lending systems, centralized lending processes, lending applications, NMLS requirements, and renewal processes
Lead onboarding and offboarding tasks, including equipment ordering, access management, resource introduction, and regulatory compliance
Build relationships with region directors, team directors, premier bankers, analytics partners, incentive managers, and other partners
Provide time management and administrative support, including expense management, travel planning, meeting coordination, outlier reporting, and assigned tasks

Requirements

What you’ll need

Associate degree or equivalent education and related training
Five or more years of related financial services experience
Demonstrated leadership skills and relationship-building expertise with clients, teammates, and internal partners
Ability to communicate effectively across multiple levels
Ability to work independently
Meticulousness and strong time management and organizational skills
Ability to identify and resolve issues
Demonstrated technical ability with remote access
Proficiency with computer applications such as Microsoft Office
Preferred: Bachelor’s degree
Preferred: Seven or more years of related financial services experience
Preferred: Licensing and registrations experience

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401k plan
At least 10 days of vacation during the first year (prorated)
10 sick days (prorated)
Paid holidays
Potential eligibility for a defined benefit pension plan
Potential eligibility for restricted stock units
Potential eligibility for a deferred compensation plan