Truist

Strategist

• Manage and prepare financial and estate plans for High Net Worth clients, typically with $5MM+ in assets under management at Truist
• Leverage internal and external resources and centers of influence with Wealth Advisors to provide subject matter expertise
• Review financial and estate planning documents, client objectives, and priorities
• Deliver comprehensive analysis and solution presentations
• Lead wealth planning and strategy and help clients act toward financial goals
• Identify financial planning and implementation opportunities and communicate them to clients and Truist teammates
• Execute the financial planning and advice process from goal identification and data gathering through analysis, recommendations, implementation partnership, and progress monitoring
• Execute planning engagements in compliance with internal policies, regulatory requirements, and legal guidelines
• Identify at-risk situations and inform appropriate team members and management
• Maintain proficiency in planning software and company systems
• Integrate the Truist Wealth advice and planning process into relevant models
• Participate in Advice and Planning Group and regional Wealth meetings and conference calls
• Coach and develop teammates across Truist Wealth
• Prioritize workflow, manage time, meet deadlines, and allocate resources
• Build relationships with internal partners and external COIs, including attorneys, accountants, and other advisors
• Represent Truist in civic, community, government, banking, and professional groups
• Serve as a subject matter expert and thought leader in complex financial planning concepts
• Maintain and pursue relevant professional credentials and suggest process improvements
• Work primarily in the assigned region, with possible virtual or out-of-region work based on client complexity

Wealth Strategist II

Director

• Coordinate and manage value-added, independent, objective, risk-based internal audit assurance services for the Audit Committee and Executive Management
• Develop a comprehensive, dynamic audit plan through relationships with senior management and ongoing business monitoring
• Direct a team of audit professionals in implementing and completing the audit plan
• Maintain responsibility for the overall quality of audit work
• Establish and manage an audit assurance program for assigned business units
• Supervise and coordinate audit activities to ensure high-quality and timely completion
• Manage audit professionals and coordinate successful completion of the audit plan
• Establish and monitor performance measures and metrics
• Coach and develop staff
• Develop and maintain working relationships with senior management
• Supervise and participate in audit planning, scoping, and execution
• Analyze systems, processes, and controls to assess internal-control design and operating effectiveness
• Ensure compliance with laws, regulations, and corporate policies
• Identify and evaluate risks in business-unit coverage areas
• Review and approve audit reports
• Develop and monitor risk assessments
• Lead aggregation, correlation, and analysis of business-monitoring activities
• Serve as an audit subject-matter expert
• Monitor trends and developments in the auditing profession and banking industry

Audit Director – Wholesale Lending

Associate

• Facilitate financial analysis, risk assessment, and credit structure recommendations for complex client and prospect profiles
• Support diligence and underwriting documentation for complex and larger credit relationships
• Prepare credit presentations and participate in discussions with Credit Officers and final approvers
• Coordinate legal documentation efforts through closing and funding
• Ensure loan agreements conform to approval documents
• Identify and address issues in loan documentation in consultation with Relationship Managers
• Analyze financial statements and projections and document client performance, risks, and mitigants
• Ensure Credit Process Metrics remain within prescribed tolerances
• Manage risk evaluation and compliance requirements for assigned portfolios and prospects
• Identify issues and follow through on remediation
• Serve as a client and internal point of contact for assigned portfolios, including possible site or client management visits
• Support and mentor Credit Delivery Analysts and Associates
• Research client, competitor, property segment, market, and industry risks and trends
• Support VP- and SVP-level teammates and increasingly own components of opportunities
• Participate in training and onboarding for new hires

Associate/Senior Associate – Middle Market Credit Delivery – Cash Flow, EV

Customer Support

• Serve as the direct point of contact for an assigned portfolio of high-value Wholesale Payments clients
• Manage cases and Outlook email boxes
• Support clients through multiple communication channels
• Research complex issues and facilitate resolutions with appropriate partners
• Assess complex client requests, identify solutions, manage expectations, and escalate issues when necessary
• Assist management with daily processing activities and staffing/production levels
• Provide white-glove service by understanding client businesses, contacts, Treasury Solutions and Deposit service usage, communication preferences, and response expectations
• Listen to, analyze, and resolve client inquiries or escalate appropriately
• Act as subject matter expert for department software systems and procedures supporting Deposit and Treasury products
• Build professional relationships, anticipate requests, and protect client information
• Adhere to service level agreements and accurately document client interactions in the case management tool
• Support internal teammate inquiries regarding implementation, servicing, fulfillment, and status updates
• Prioritize and manage complex tasks in a fast-paced, deadline-driven environment
• Monitor and manage service-request queues across case management and Outlook channels
• Review, update, and establish procedures
• Partner with Sales, Relationship Managers, and stakeholders on business processes and service improvements
• Participate in client consultations to enhance sales opportunities or address servicing issues

Wholesale Payments Support Specialist

• Serve as the direct point of contact for an assigned portfolio of high-value Wholesale Payments clients
• Provide white-glove service by understanding clients’ businesses, contacts, Treasury Solutions and Deposit services usage, communication preferences, and desired response style
• Manage cases and Outlook email boxes
• Support clients through multiple communication channels
• Listen to, analyze, research, and resolve client inquiries, including complex requests
• Facilitate resolutions with appropriate internal technical and non-technical partners
• Assess complex client requests, gather information, identify solutions, manage expectations, and escalate issues appropriately
• Assist management with planning and directing daily Client Services processing activities
• Maintain staffing and production levels to meet deadlines
• Act as the subject matter expert on department software systems and procedures for implementation, delivery, and support of Deposit and Treasury products
• Build professional working relationships and protect client information
• Adhere to service level agreements and document client interactions in the case management tool
• Support internal teammate inquiries regarding implementation, servicing, fulfillment requests, and status updates
• Prioritize and manage numerous complex tasks in a fast-paced, deadline-driven environment
• Provide visibility and transparency regarding request status
• Help manage or escalate concerns and reduce operational, process, and compliance risk
• Participate in client consultations to enhance sales opportunities or address servicing issues
• Monitor and manage service-request queues across case-management channels and Outlook mailboxes
• Contribute to reviewing, updating, and establishing procedures
• Partner with Sales, Relationship Managers, and other stakeholders to improve business processes and internal relationships

Data Scientist

• Perform sophisticated data analytics using classical econometrics, machine learning, neural networks, and natural language processing
• Work with structured and unstructured data in a variety of environments
• Produce data visualizations to communicate insights and influence stakeholder outcomes
• Own end-to-end data science solution design, technical delivery, and measurable business outcomes
• Participate in stakeholder meetings to identify business objectives and scope solution requirements
• Write, document, and deploy custom code in Python, SAS, R, and other environments
• Create predictive analytics applications
• Use, maintain, share, and collaborate through Truist internal code repositories
• Research and advocate adoption of emerging data science methods and technologies
• Apply risk management practices throughout design, development, and deployment
• Partner with cross-functional teams on data usage rules, data governance, and analytics capabilities
• Serve as data expert and liaison with Business Unit data teams
• Collaborate with model development teams during development activities
• Consult with business leaders and stakeholders on leveraging analytics insights and developing analytics strategies
• Test and assess compliance with ECOA, FHA, UDAAP, HMDA, and 1071 regulations

Data Scientist II – Fair Banking and Regulatory Programs

Data Steward

• Identify business-unit data-critical business processes and critical data elements in alignment with Enterprise Data Management and Governance policies, standards, and procedures
• Define and validate business-critical processes and associated critical data elements (CDEs)
• Onboard, propose, review, update, and manage CDEs and their business metadata
• Perform business-process and traceability mapping
• Review trusted-source assignments
• Define Data Quality rules and standards
• Implement and monitor Data Quality rules, activities, issues, risks, and mitigation strategies
• Participate in Data Quality Issue Management Groups and Data Domain Working Groups
• Escalate Data Quality issues to the Enterprise Data Governance Council as necessary
• Assist in resolving Data Quality Issues
• Maintain the enterprise metadata repository and metadata catalogue, including business terms, definitions, classifications, and Data Quality rules
• Monitor data security, privacy, retention, and archiving requirements
• Report or escalate data privacy issues and support compliance with privacy and corporate policies
• Define Data Privacy rules, archiving, retention, and data destruction requirements
• Monitor data alignment with national and regional regulations and corporate ethical standards
• Collaborate with Technical Data Stewards, Metadata COE, Data Domain Working Group, Chief Privacy Officer, CDAO, and other business stakeholders

Senior Business Data Steward

Scientist

• Independently drive analytics projects and execute objectives for an assigned business group
• Support consultative partnerships with Lines of Business to produce analytic insights and informed, data-driven decisions
• Drive quantifiable and optimized business results supporting company goals
• Act as a force multiplier through high-impact analyses and initiatives across banking channels, segments, and products
• Partner on assigned initiatives and drive decision science projects using quantitative analysis techniques, including machine learning
• Foster communication and partnerships across multiple organizational levels, including mid-level managers
• Build trust with business partners and support Line of Business and company goals
• Pursue increased revenue and/or efficiency through data-driven insights and analytics
• Continuously improve decision science delivery and outcomes
• Champion tools that solve business challenges and deliver timely, accurate, repeatable solutions
• Apply sound judgment and risk management while fostering a client-centric culture throughout design, development, and deployment

Decision Scientist III

Accounting Manager

• Post payment and disbursement transactions to the loan servicing application
• Timely remit and report all required payments in accordance with lender agreements
• Perform daily balancing and loan accounting functions
• Process cash and non-cash transactions in the loan servicing application, including more complex transactions
• Generate and send lender remittances and corresponding reporting for all lender types
• Complete IRP reporting for CMBS and Agency reporting for FNMA, FHLMC, and GNMA
• Facilitate delivery of funds to external clients and other third parties
• Perform system balancing, clear cash exceptions, and perform cash management functions
• Perform daily operations account reviews and daily reviews on high-volume DDAs
• Monitor and review Adjustable Rate Mortgage loans to ensure accurate billing
• Monitor and review Bond loans to ensure accurate billing
• Maintain accurate records for autodraft payments and excess rent refunds
• Administer opening and closing of bank accounts
• Assist the Investor Accounting & Reporting Manager in developing Investor Reporting Analysts
• Perform other duties as assigned

Investor Accounting & Reporting Associate

General

• Deliver Truist services to Commercial Community Bank clients through a virtual delivery environment
• Serve as primary contact for service requests in partnership with the Business Care Team and support or operations teams
• Address service needs and manage intake of requests using solution processes and partners
• Maintain processing times and follow up to support the client experience
• Initiate or execute client onboarding, including complex relationships or structures, product and solution setup, and compliance activities
• Identify referral opportunities through service interactions and sales thought leadership
• Participate in the Business Connect Squad and support exceptional client service
• Partner with Business Connect Advisors, Integrated Relationship Management partners, operational partners, and support center teams
• Escalate concerns promptly to the leader
• Maintain subject matter expertise in onboarding and client request completion requirements, including Know Your Customer and due diligence procedures
• Support Specialist teams with team management, mentoring, and meeting leadership as delegated or in the absence of a Specialist Team Lead
• Adapt to technology enhancements and guide clients on new digital solutions
• Mentor less experienced teammates and provide guidance or subject matter expertise
• Comply with operational, risk, and learning requirements
• Meet or exceed designated performance metrics

Business Connect Specialist I/II

Risk

• Engage with Business Unit stakeholders in managing risks and controls and executing risk program requirements
• Execute, facilitate, and/or monitor Risk Program requirements such as RCSA and KRIs for high-complexity Business Unit areas
• Provide risk advice and support across all risk types
• Partner with first- and second-line defense teammates to identify, escalate, and remediate risk control gaps
• Monitor and report emerging risks affecting Business Unit partners and Truist
• Execute processes and record-retention routines supporting enterprise risk monitoring compliance
• Provide risk management expertise on strategic projects
• Engage appropriate peers for guidance and input
• Perform other required activities and special projects

Risk Advisor II

Strategy

• Design data architecture standards and solutions across data engineering, data platforms, AI/ML platforms, generative AI processes, self-service tools, and data transformation tools
• Partner with technology and business teams to develop solutions for specific business processes and needs
• Oversee data architecture for a specific business unit or corporate function while collaborating with Enterprise Architecture
• Align data projects with data strategy, data architecture, and enterprise architecture standards
• Define conceptual, logical, and physical data models
• Institute data architecture methodology and oversee centralized management of data models
• Architect solutions for audit issues, controls issues, MRAs, MRIAs, MRBAs, and self-identified issues
• Manage application inventory and map applications to data architecture methodology
• Provide data architecture review and approval through the Architecture Review Board and AI model governance and ethical practices committee
• Translate business unit requirements into technical implementations and schemas
• Design proof-of-concept system prototypes
• Monitor emerging industry practices and technologies and bring new practices to Truist

AI Readiness – Embedded Governance Strategy Lead

Analyst

• Support mortgage production channels by owning and transforming loan production, pricing, and vendor subscription data into actionable insights
• Develop and maintain data repositories, dashboards, reports, presentations, and business metrics
• Enable regular business reviews and informed decision-making across mortgage production channels
• Provide guidance on mortgage loan production trends, pricing dynamics, and third-party data sources
• Deliver descriptive and predictive analytics, competitive and market share intelligence, pricing and optimization analytics, and ad hoc deep-dive analyses
• Partner with Line of Business, Risk Management, Financial Management, Loan Fulfillment, and Servicing teams on initiatives and special projects
• Partner with senior business leaders to understand strategy and drive strategic outcomes
• Lead analysis of business and user needs, requirements documentation, performance measurement, and interpretation of results
• Lead analysis efforts to define and design solutions to complex business problems
• Analyze, design, and maintain data sources in information systems
• Measure client interaction to improve client experience, digital adoption, and marketing segmentation
• Recommend actions to business leaders using subject-matter expertise and analytics
• Act as team leader for projects with moderate budgets or short-to-intermediate duration

Senior Analyst – Mortgage Market Intelligence, Channel Pricing Analytics

• Identify, document, and maintain CSBB data governance business processes, risks, and controls
• Execute and monitor data governance controls, including policy-adherence and quarterly/annual control activities
• Support control design and testing activities, including walkthroughs and evidence packages
• Prepare job aids, narratives, and control artifacts for control execution
• Manage quarterly and annual attestation processes and coordinate control inventory alignment with control owners
• Support audit and regulatory exam readiness, including evidence gathering, response coordination, and remediation tracking
• Partner with risk advisors, business line stakeholders, control owners, and technology partners
• Support identification, documentation, and maintenance of business processes, risks, and controls
• Support execution, design, and testing of data controls

Business Data Steward – Data Process, Risk, & Control

• Oversee data risk issues for the Data Governance group of Consumer & Small Business Banking (CSBB)
• Support the end-to-end issue lifecycle, including intake, remediation planning, evidence preparation, control and evidence walkthroughs, and closure
• Own issues end-to-end or coordinate and quality-check remediation performed by Business Data Stewards and process partners
• Track and manage data-related issues across CSBB, including intake, drafting, status reporting, extensions, and closure in systems of record
• Draft, review, and maintain Remediation Plans, ensuring language reflects the work performed
• Coordinate with process partners and Business Data Stewards to gather remediation evidence, validate closure, and incorporate Remediation Plan dates into issue templates
• Coordinate and lead control and evidence walkthroughs, including scheduling participants and completing preparation
• Partner with remediation teams to submit evidence for preliminary review and advance issues through remediation-in-progress and closure
• Perform other data governance activities as needed
• Execute data governance responsibilities such as risk control execution and regulatory/audit support

Wealth Strategist II

Audit Director – Wholesale Lending

Associate/Senior Associate – Middle Market Credit Delivery – Cash Flow, EV

Wholesale Payments Support Specialist

Wholesale Payments Support Specialist

Data Scientist II – Fair Banking and Regulatory Programs

Senior Business Data Steward

Decision Scientist III

Investor Accounting & Reporting Associate

Business Connect Specialist I/II

Risk Advisor II

AI Readiness – Embedded Governance Strategy Lead

Senior Analyst – Mortgage Market Intelligence, Channel Pricing Analytics

Business Data Steward – Data Process, Risk, & Control

Business Data Steward – Data Issue Management