Truist

Data Engineer

• Independently perform sophisticated data analytics (ranging from classical econometrics to machine learning, neural networks, and natural language processing) in a variety of environments using structured and unstructured data.
• Produce compelling data visualizations to communicate insights and influence outcomes among a wide array of stakeholders.
• Take accountability and ownership of end-to-end data science solution design, technical delivery, and measurable business outcome.
• Engage in stakeholder meetings to identify business objectives and scope solution requirements.
• With minimal guidance, write, document, and deploy custom code in a variety of environments (Python, SAS, R, etc.) to create predictive analytics applications.
• Use, maintain, share and collaborate through Truist internal code repositories to foster continual learning and cross-pollination of skillsets.
• Actively research and advocate adoption of emerging methods and technologies in the data science field, with the eye of continually advancing Truist’s capabilities.
• Exercise sound judgment and fosters risk management culture throughout design, development, and deployment practices; partner with cross-functional teams to coordinate rules on data usage, data governance and analytics capabilities.

Data Scientist 1 – Data Engineer

Vice President

• Partner with Coverage teams to source new clients and manage existing relationships in a team-oriented environment.
• Lead portfolio management, including identifying, assessing, and structuring new deal opportunities while addressing clients’ day-to-day needs.
• Coordinate with product partners to deliver integrated solutions.
• Interface with Credit Risk Management to ensure sound risk management, reporting, and portfolio monitoring.
• Originate secured and unsecured loans; analyze financial statements and underwrite bespoke balance sheet solutions.
• Prepare term sheets, financial models, offering memorandums, and client presentations.
• Present financing alternatives to client C-suite and negotiate term sheets, credit agreements, and related legal documents.
• Manage internal deal approval processes and expand the client base through active networking at industry events.
• Monitor and manage existing portfolio performance.
• Mentor and develop junior talent, fostering a culture of growth and excellence.

VP, Structuring – Real Estate Corporate Banking

• Responsible for sourcing, analyzing, documenting and maintaining data assets
• Lead research, analyze, design, develop and/or maintain data assets in support of projects
• Perform analysis, validation and interpretation of outputs
• Take ownership of issues through resolution
• Utilize the full array of data tools including static, SQL, R, Python, SAS
• Conduct business analysis, respond to change; solve highly complex business and data problems
• Train junior team members in coding efficiently and accurately
• Develop solutions and recommendations for improving data integrity issues
• Collaborate with product managers and cross‑functional teams to understand requirements

Data Architect – Data Engineer III – AI/ML Engineer

IT Support

• Teammate reports to the division head of enterprise architecture for EA division
• Focus on business capabilities, application/platforms/system architecture elements enterprise wide
• Leads in the development of enterprise architecture standards, enforcement and compliance
• Applies advanced knowledge of the business and IT architecture principles to identify and evaluate alternatives solutions
• Develops business-system architecture plans and reviews cost and feasibility of system requests while ensuring the plan supports the strategic needs of the company
• Mentors less experienced teammates to build technical expertise
• Serve as a hands‑on technical authority driving the architecture, design, and delivery of next‑generation AI systems across AWS and Azure
• Shape multi‑agent architectures, guide ML platform strategy, and partner with senior engineering, product, and enterprise leaders

Senior Principal Enterprise Architect – Principal AI/ML Engineer

Analyst

• Perform sophisticated analytics (statistical and predictive analytics, machine learning modeling, etc.) to provide actionable insights that improve business outcomes and minimize risk
• Provide consultation to business leaders and other stakeholders on how to leverage analytics insights and build strategies around analytics
• Independently perform sophisticated data analytics (ranging from classical econometrics to machine learning, neural networks, and natural language processing) in a variety of environments using structured and unstructured data
• Produce compelling data visualizations to communicate insights and influence outcomes among a wide array of stakeholders
• Take accountability and ownership of end-to-end data science solution design, technical delivery, and measurable business outcome
• Engage in stakeholder meetings to identify business objectives and scope solution requirements
• With minimal guidance, write, document, and deploy custom code in a variety of environments (Python, SAS, R, etc.) to create predictive analytics applications
• Use, maintain, share and collaborate through Truist internal code repositories to foster continual learning and cross-pollination of skillsets
• Actively research and advocate adoption of emerging methods and technologies in the data science field, with the eye of continually advancing Truist’s capabilities
• Exercise sound judgment and fosters risk management culture throughout design, development, and deployment practices; partner with cross-functional teams to coordinate rules on data usage, data governance and analytics capabilities

Data Transaction Testing Analyst II

Business Analyst

• Partner with application owners and technical teams to assess current-state environments and determine upgrade or migration requirements for operating systems and databases.
• Facilitate structured planning discussions using established project methodologies and guidelines to define the appropriate upgrade approach, scope, and timeline for each application.
• Track, monitor, and drive execution of application upgrade activities.
• Document and maintain clear, accurate records of risks, issues, decisions, assumptions, and dependencies.
• Work across matrixed teams to remove impediments, escalate blockers, and ensure successful delivery.
• Provide regular status updates, progress reporting, and stakeholder communication.
• Ensure upgrade paths adhere to enterprise architecture standards, security requirements, and technology lifecycle policies.

IT Business Analyst I

Onboarding Specialist

• Develop and manage the overall onboarding events to maximize the profitability of the Firm's investment in newly-recruited Wealth teammates.
• Develop and oversee Wealth Brokerage Onboarding and Transition Managers and Wealth Onboarding Specialists.
• Oversees coordinating of all onboarding events and works with Divisional Directors, Complex Directors and Managing Directors for any issues that may arise.
• Reviews and maintains content on Onboarding and Training website.
• Works with management and other key areas for continued development of onboarding process.
• Review of post onboarding activities.
• Works closely with Truist Wealth Director of Development for any reports or special projects needed by management.
• Ability to travel for meetings and help with onsite onboarding if needed.
• Coaching and developing Wealth Brokerage Onboarding and Transition Managers and Wealth Onboarding Specialists.
• Tracks onboarding expenses and onboarding stats to ensure maximum profitability and efficiency.

Wealth Onboarding Manager

Consultant

• Support Truist Wealth Financial Advisors in all aspects of the Asset Management Consulting (AMC) Advisory product platform
• Receive inbound requests on team phone queue
• Accept and work proportion of team emails
• Arrange coverage for scheduled time out of the office
• Perform constructive outbound communications and support pro-active initiatives
• Assist FA Teams with constructing and generation of client investment proposals
• Recommend appropriate investment options for specific client needs
• Review new and existing client investments for Investment Advisory opportunities
• Maintain working knowledge of related operational procedures
• Schedule and conduct one-on-one reviews & trainings with Financial Advisor teams
• Provide support to External Consultants

Wealth Advisory Consultant

Program Manager

• Provides oversight and direct leadership on multiple concurrent projects/programs of varying size up to and including enterprise transformational initiatives within multiple portfolios and/or LOBs at any given time.
• Influences and leads large-scale change initiatives.
• Key contributor in developing financial realization measures.
• Evaluates investment opportunities to meet strategic objectives and optimize the program or project portfolio.
• Plans and coordinates closely with LOB/function managers and subject matter experts. Ensures that business cases are developed for budgeting, planning, and tracking revenue and/or expense.
• Works closely with, and provides direction to technology leads to support program needs.
• Ensures that program activities are on a path to deliver benefits realization.
• Installs an appropriate risk management plan for the program and ensures adherence to company and unit requirements.
• Proactively challenge the performance of current systems and processes and identifies risks and develops solutions and/or processes and ensures necessary risk mitigation steps are built into the processes.
• Readily recognizes solution and determines at what point issues require escalation to management.
• Leads teams or multiple teams of internal and/or external resources on a project basis.
• Provides project-related performance evaluations on project resources.
• Analyzes and collectively manages variances to the program plan and overall portfolio and makes recommendation and/or creates action plan to mitigate negative variances or to resolve issues.
• Prepares dashboard reporting to identify and communicate the health of the project portfolio for use by key executives.

Program Manager II

Project Manager

• Manage day-to-day activities supporting the planning, execution and/or maintenance of Project Office processes.
• Assist in completion of program/project activities to ensure successful implementation, conversion and/or integration events.
• Manage small initiatives with limited scope within the program or individual project.
• Assist in development of new project analyst associates, including interviewing, training, skill assessment and mentoring.
• Leverage the project methods and guidelines to facilitate the planning discussions with each application.
• Closely monitor and drive the execution of each application in accordance with the established plan and thoroughly document progress including risks, issues, and decisions.
• Provide development, maintenance and/or navigation of project/program, including scope and objective.
• Maintain project information in respective solutions to ensure project information is current, accurate and meaningful.
• Collaborate with project stakeholders, team members and service providers in collecting project status and information.
• Manage small project initiatives with limited scope.

IT Project Analyst

Client Services Representative

• Responsible for the general servicing and support of the Financial Advisors.
• Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
• Receive and place orders as directed from Financial Advisor and assigned clients.
• Reply to queries regarding general market information such as quotes and news.
• Process corporate actions where a license is warranted, such as tender offers, optional dividends, and the exercise of warrants and rights.
• Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marketing events and perform general administrative functions.
• Manage the financial advisor's calendar to optimize appointments' productivity.
• Maximize sales opportunities by contacting potential investment clients based on internal and bank leads.
• 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.

Brokerage Registered Client Service Associate

Manager

• Manages a team of business support resources and data analyst
• Responsible for execution and coordination of project, performance analyses, and reporting requirements for strategic planning, risk management and business case development
• Aid senior and executive leadership with effectively deploying strategic objectives
• Support the day-to-day needs of REL by leading a team to provide functional data analysis, project deliverables, and overall operational analysis to achieve strategic objectives
• Manage a team to prioritize analysis for each functional area including originations, processing, underwriting, closing, post-closing, Home Equity, and more
• Lead analysts to partner with teams to provide recommendations on reporting and actions based on data to improve profitability while reducing risk
• Provide strategic leadership, directing planning and budget development to support business goals
• Provide monthly business review data and analysis to inform partners of performance trending
• Collaborate with key stakeholders to elicit business needs, gather requirements and offer solutions
• Prepare Senior Leadership presentations with complete analysis to assist in decision-making on complex problems

Originations Performance and Optimization Manager

Product Manager

• Manage product lifecycle processes including ideation, strategy, development, management, marketing, communication, commercialization, profitability, sales support strategies and ongoing monitoring and risk management
• Plan, promote, manage and coordinate activities for assigned product portfolio
• Document and socialize concepts for new products and/or line extensions
• Lead the development, execution and maintenance of a product profit and loss and product family business plan
• Lead the development and presentation of monthly, quarterly and annual product line update reports
• Initiate and encourage continuous process improvement
• Establish, socialize and manage development of clear pricing strategies
• Lead the development of volume forecasts based on historical trends

Product Manager II – Commercial Card

Operations

• Oversee daily operation of department tasks, monitor adherence to service level agreements, address escalations, and resolve issues promptly
• Monitor work quality for accuracy and conformance to procedures, controls, and risk tolerance ensuring regulatory compliance
• Identify and remediate operational errors and hold team members accountable for quality and efficiency
• Provide solutions to improve processes and increase efficiency, including idea generation, planning, partnering with IT and other stakeholders through execution
• Cultivate and inspire the team’s alignment with the organization’s purpose, mission, and values
• Identify, assess, and mitigate operational risks; implement new controls as necessary
• Lead the team to implement departmental changes in response to evolving business needs while maintaining compliance and operational continuity
• Drive a client-focused mindset, ensuring decisions and processes support excellent client driven experience
• Lead, coordinate, and integrate contingent workforce teams as needed
• Engage with strategic vendor partners and internal/external stakeholders to support operational goals
• Coach, mentor, and develop team members to support career growth and enhance team engagement
• Manage administrative aspects of team performance, including scheduling, time approvals, performance reviews, goal setting, teammate onboarding/offboarding, and completion of required training

Brokerage Operations Manager

• Provides oversight and leadership on digital sales and marketing program performance and routines
• Influences and leads sales funnel health analysis and optimization opportunities
• Key contributor in developing performance measures and goals
• Evaluates investment opportunities to meet strategic objectives and optimize the program or project portfolio
• Plans and coordinates closely with LOB/function managers and subject matter experts
• Ensures that business cases are developed for budgeting, planning, and tracking revenue and/or expense
• Works closely with, and provides direction to technology leads to support program needs
• Ensures that program activities are on a path to deliver benefits realization
• Installs an appropriate risk management plan for the program and ensures adherence to company and unit requirements
• Proactively challenge the performance of current systems and processes and identifies risks and develops solutions and/or processes and ensures necessary risk mitigation steps are built into the processes
• Readily recognizes solution and determines at what point issues require escalation to management
• Leads teams or multiple teams of internal and/or external resources on a project basis
• Provides project-related performance evaluations on project resources
• Analyzes and collectively manages variances to the program plan and overall portfolio and makes recommendation and/or creates action plan to mitigate negative variances or to resolve issues
• Prepares dashboard reporting to identify and communicate the health of the project portfolio for use by key executives