Truist

Project Manager

• Assist with origination, structuring, and execution of Project Finance transactions
• Work with Origination and Structuring teams on business development, market analysis, and due diligence
• Complete client pitch materials, proposals, terms sheets, and transaction screening materials
• Complete pricing runs, modeling, and return analysis

Project Finance Analyst I/II

General

• Develop strategic vision and action plans for Wealth experiences, including digital capabilities, automation opportunities and workflow optimization, in partnership with vendors and internal digital and business teams
• Define and communicate the digital wealth or investment client strategy using data-driven, AI-assisted and automation insights to identify and prioritize opportunities
• Manage digital vendor partner relationships and provide input into product roadmaps, including AI-enabled capabilities, automation enhancements and integration opportunities that meet client and teammate needs
• Collaborate with stakeholders and business partners to translate how capabilities and solutions can improve the client and teammate experience while adding business value
• Ensure consistency throughout the digital experience aligning with Wealth and other LOB segment strategies including cross-channel interactions
• Collaborate with business leaders to recommend, select and prioritize product features, implementation approaches, vendors, AI-enabled tools, automation opportunities and supporting processes
• Triage, troubleshoot, and resolve a range of product, client and technology issues
• Contribute to the continuous development of products and solutions through research, user testing, quality assurance, AI/automation use case evaluation and vendor relationship management
• Analyze metrics, adoption trends, automation performance and AI-enabled insights; prepare briefs, presentations and status reports for key stakeholders
• Conduct industry research and competitive analyses on digital wealth, AI, automation and servicing capabilities; use findings to recommend product, experience or marketing enhancements
• Support the creation and distribution of teammate training programs, communications, sales efforts and interface with internal and external marketing, branch and call center teammates to prepare sales scripts, manage sales processes, optimize sales opportunities, carry out follow up activities, and ensure business readiness for enhancements / changes to client facing digital experiences
• Partner with data, technology, risk and compliance teams to evaluate responsible AI and automation opportunities, including controls, governance, measurement, adoption planning and business readiness

Senior Wealth Omni Digital Strategist

Banker

• Responsible for achieving expected levels of client service quality, balance sheet quality, profitability, revenue growth, and risk management for Hospital, Higher Education, and Government Banking clients and prospects
• Develop and execute a marketing plan focused on growing new relationships and expanding existing client relationships
• Responsible for meeting loan, deposit, fee-based revenue expectations
• Deliver a differentiated client experience in all interactions with clients, prospects, and centers of influence driven by use of Financial Insights and other strategic advisory tools

Banker II, Hospitals, Higher Education, Government

Customer Support

• provide in-office client and advisor support interfacing with affluent investment clients
• facilitate day-to-day transactional needs of the client base
• enter and maintain appropriate client records
• utilize various trust and investment systems to affect transactions
• respond to client requests for information and assistance
• support sales and retention effort by scheduling appointments
• assist advisors with other administrative functions
• provide responsive and personal service to Wealth Clients
• assist with special projects for Investment Managers
• assist Investment Analyst with compliance exception items

Wealth Investment Support Specialist I

Advisor

• Develop and maintain a portfolio of financially complex and important revenue generating client relationships within the defined Business Owner segment within the Truist footprint
• Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients
• Effectively partner with the Wealth Advisors to develop business owner relationships through the utilization of WRAP (Wealth Relationship and Advisory Process)

Wealth Business Advisor I

Analyst

• Responsible for onboarding of most complex new accounts from beginning to completion
• Serve as a centralized point of contact for the opening of Wealth Management accounts and monitoring the process
• Identify and resolve problems timely while maintaining established Service Level Agreements and guidelines
• Advise client-facing wealth teams on proper procedures and policies necessary for account opening
• Knowledgeable in details of account opening and fully capable of executing/completing complex functions
• Proper escalation of matters to leadership and other internal parties for determinable action
• Completion of projects as assigned
• Provide consultation and feedback regarding process improvements and technology enhancements
• Serve as subject matter expert and provide mentoring and counsel to other New Account Opening Analysts

Onboarding Center of Excellence Analyst II

• Collect delinquent accounts according to collection strategies
• Provide exceptional client service to all Clients
• Achieve performance expectations for collection efforts
• Provide Clients with cure plans and negotiate payment arrangements
• Disclose all relevant account information to Clients
• Manage client communications and provide accurate account details
• Work accounts thoroughly according to established procedures
• Document all collection efforts in the system of record
• Execute on the established call scripts
• Achieve acceptable call monitoring scores
• Communicate with Client Default Leaders

Client Solutions Specialist

Account Executive

• Identify and develop Merchant Services sales opportunities
• Deliver consultative sales approach to help business clients assess their needs
• Actively work with the assigned team to generate opportunities
• Foster relationships with bankers and product partners
• Focus on new business development by selling payment processing solutions
• Participate in developing detailed relationship plans for clients
• Responsible for providing client working capital services and solutions
• Adhere to all applicable policies and procedures
• Consult with clients through various methods of communication
• Responsible for accurate reporting of sales efforts

Merchant Services Sales Consultant – Middle Market

• Identify and develop Merchant Services sales opportunities in assigned market
• Deliver consultative sales approach helping business clients assess their payment processing needs
• Work with assigned team to generate opportunities in support of profitability and growth initiatives
• Execute sales plan and develop strong partnerships to drive client and prospect sales opportunities
• Foster relationships with bankers and product partners for strategic client planning
• Focus on new business development selling payment processing solutions
• Consult with clients to identify payment processing needs and deliver solutions
• Develop detailed relationship plans for clients/prospects to identify key retention and acquisition opportunities
• Provide client working capital services and solutions specifically focused on receivables
• Adhere to applicable policies and procedures, escalate issues to leadership
• Communicate effectively with clients through various methods (in-person, email, etc.)
• Report sales efforts and revenue progression accurately

Financial Crime

• Utilize substantial knowledge of the law and legal processes
• Resolve problems or transactions requiring significant expertise
• Investigate facts of moderately complex transactions or cases
• Perform moderately complex legal research and communicate conclusions
• Review legal documents including contracts and pleadings
• Create, utilize and manage processes involving large transactions
• Interact professionally with clients and outside counsel
• Maintain continuing legal education requirements

Financial Crimes Paralegal

• Analyze and decision multiple Financial Crimes related cases or alert types.
• Utilize banking systems to investigate and research all transactional information to ensure that Financial Crimes requirements are met.
• 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 with awareness of all timelines as directed by relative to Financial Crimes function.
• Support effective communication with internal and external partners or clients.
• Participate in BSA/AML/OFAC and/or Fraud related training that may include webinars, periodicals and self -study in order to stay abreast of any related changing laws and regulations.

Financial Crimes Analyst III

• Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients.
• Closely works with assigned advisor(s) to meet the needs and objectives of the client and will serve as the primary point of intake for a majority of requests from advisor(s) and clients, playing a key front-office role in interfacing with clients.
• The teammate will support workload management, and triage and delegate client and advisor operational requests to a centralized service team as appropriate.
• Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the advisor’s purpose-driven advice delivery, revenue-generating activities, and client acquisition activities.
• Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book management data (i.e. pipelined reports and referrals)
• Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials.
• Support Integrated Relationship Management activities through good understanding of offerings, solutions, and referral pathways.
• Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team.
• Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely manner.
• Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding/welcome program, client servicing and advisor support.
• Escalate potential at-risk relationships to advisor/regional managing director.
• Serve as the on-site local contact for wealth support advisory org teammates and leadership.
• Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for Wealth clients with other LOBs.
• Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions.
• Respond to client requests for information and assistance within appropriate level of authority.
• Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interactions and support a superior client experience.
• Continually render responsive and professional personal service to Wealth clients
• Can attend client events/meetings, as needed, with leadership approval.
• Serve as a peer-mentor for WSS I
• Participate in workstreams, committees and councils as needed.
• Able to provide support for multiple advisors and client relationships in a fast-paced environment.
• Able to work independently and seek guidance as needed.
• Where applicable, demonstrate proficiency in specialty-specific support activities, including servicing a commercial book of business, demonstrate a basic understanding of treasury services and solutions, and identifying specialty-specific process and service/solution delivery gaps.

Wealth Support Specialist

Consultant

• Performs advanced analytics and statistical modeling on technology-driven data sets to support strategic business decision making.
• Defines complex data requirements, collects, processes, cleans, analyzes, and visualizes data to identify patterns and trends.
• Creates comprehensive data visualizations and dashboards to communicate findings to stakeholders.
• Collaborates with cross-functional teams to translate business needs into analytics solutions.
• Supports and contributes to complex data science and big data projects and initiatives.
• Provides mentorship and guidance to junior analytics professionals within project or program contexts.

Senior Analytics Consultant

• Manage Client Relationships with High Net Worth business owners
• Serve as the primary point of contact, integration and responsibility for High Net Worth business owner clients
• Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to these clients
• Deliver a level of personalized, attentive service that clients deem outstanding
• Develop and deliver video (primary) and in person presentations to small and large groups
• Establish and periodically update understanding of client financial needs and conditions
• Work with clients and prospects to coordinate the information gathering and delivery of financial plans
• Meet revenue growth, profitability, and retention goals by developing new clients
• Successfully participate in the WRAP and the Truist Decathlon sales management process
• Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's CRM system
• Ensure Credit and Banking Solutions are delivered and serviced with a "perfect client experience"

Wealth Business Advisor

• 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.
• Establish and periodically update understanding of client financial needs and conditions based on sound profiling and personal financial planning analysis.
• Proactively work with the financial advisor on assigned investment accounts.
• Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues.
• Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients.
• Establish and maintain excellent working relationships with various Truist teammate product and service specialists.
• Work within existing audit, compliance and regulatory framework to ensure a compliant portfolio of client relationships.

Project Finance Analyst I/II

Senior Wealth Omni Digital Strategist

Banker II, Hospitals, Higher Education, Government

Wealth Investment Support Specialist I

Wealth Business Advisor I

Onboarding Center of Excellence Analyst II

Client Solutions Specialist

Merchant Services Sales Consultant – Middle Market

Merchant Services Sales Consultant – Middle Market

Financial Crimes Paralegal

Financial Crimes Analyst III

Wealth Support Specialist

Senior Analytics Consultant

Wealth Business Advisor

Virtual Premier Advisor