Truist

Consultant

• Meet with clients via telephone to assess client needs, review their financial management practices and solutions, conduct a cash cycle conversation and make recommendations for products and services where needed
• Manage/solve complex servicing issues for clients, by maintaining a strong understanding of resources within Truist
• Proactively contact targeted clients, sharing with them the impact Truist can have on their Small Business and setting up appointments for deeper conversations and a complete financial review
• Facilitate credit requests within Retail Community Bank thresholds and refer larger credit opportunities to the Commercial Community Bank
• Meets individual performance goals of revenue/profit growth matrix on a quarterly basis

Small Business Direct Consultant

Backend Engineer

• Deliver technically complex solutions
• Perform system integration support for project work
• Consult and partner with business product owners
• Develop customized coding, software integration, analysis, and configure solutions
• Lead and participate in the development, testing, implementation, maintenance, and support
• Build non-functional monitoring capabilities
• Act as a resource for teammates with less experience

Software Engineer – Java Developer, Fraud Technology

Banker

• Identify, solicit, develop, manage, service, retain and grow long-term profitable commercial relationships for clients
• Offer a full range of loan, deposit, and fee-based services
• Leverage the CCB Industry & Advisory teams to create the optimal client experience
• Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM)
• Manage, service and grow an assigned book of commercial banking clients
• Execute on prospecting activities to grow new commercial banking households
• Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements
• Focus on driving continual improvement in portfolio revenue growth and new production revenue
• Proactively contact clients to fully develop commercial banking relationships

Commercial Banker I/II

Financial Planning and Analysis

• Lead financial strategy and execution for a large and complex line of business.
• Provide strategic financial consultation to senior leadership, including pricing, profitability, investment cases, and M&A opportunities.
• Own financial planning, forecasting, and performance management processes.
• Lead reporting and analysis for key stakeholders including the Board of Directors, Investor Relations, and regulators.
• Ensure financial integrity and strong internal controls across the Finance division.
• Manage a team of finance professionals, providing coaching, development, and performance oversight.
• Influence cross-functional decisions and drive high-impact financial outcomes.

Chief Financial Officer – Investment Banking, Capital Markets

Auditor

• Prepare for and lead effective client interviews and document interview results
• Analyze process documentation to evaluate design effectiveness and efficiency of controls
• Design and execute testing strategy by incorporating the use of data analytics
• Identify internal control weaknesses, including risks, and root cause
• Assist in guiding junior team members to enhance achievement of goals and objectives
• Present and effectively communicate identified audit issues to Management
• Develop advanced audit skills and begin developing risk assessment and project management skills
• Create work papers in line with Truist Audit Services procedures

Senior Internal Auditor – Enterprise Risk Management

AI Engineer

• This role is a Senior Product Owner in the Scaled Agile Framework who partners with product managers to balance business, technology and design priorities to deliver brand-defining product and service experiences.
• The Senior Product Owner is responsible for executing the strategy for their area of responsibility based on client and company needs, which can include client experience, back office processes or systemic processes outside the client journey.
• They are a key resource in backlog management for the teams.
• The Product Owner works hand-in-hand with Product Managers to translate the product vision into epics and features that can be actioned by the delivery teams.
• The work will span the entire delivery process; from assisting with identification of areas for improvement, to more detailed work in authoring user stories, working closely with technical leads/scrum teams to ensure the solution effectively addresses experience priorities while maintaining technical integrity, and overseeing tactical execution of efforts.
• The Senior Product Owner is expected to be a thought leader in delivering complex technology projects to market.

Senior Product Manager – Wholesale Lending, Sales Enablement AI Platform

Mortgage Loan Originator

• Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage production goals.
• Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well as secondary market investor's guidelines utilized by Truist.
• Adhere to and comply fully with any and all Truist policies and procedures related to internal and external rules and regulations, particularly those established by State and Federal law.
• Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and their benefits.
• Consistently execute on Truist's referral process by introducing mortgage clients to other bank solutions for deepening client opportunities.
• Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review.

Retail Mortgage Loan Originator

Risk

• Drives critical elements of the design, development, implementation, and oversight of one or more assigned ERM Programs
• Supports and facilitates assigned ERM Programs policy and procedure documentation, training, communication and oversight activities across the enterprise
• Executes key components of the design and delivery of Quality Assurance related to assigned ERM Programs, including the testing strategy, outputs, and reporting
• Coordinates with and supports Business Unit Risk Managers, Business Unit Chief Risk Officers and Risk Program Owners
• Provides thought leadership, subject matter expertise and indirect leadership within the broader ERM organization
• Supports critical components of assigned ERM Programs presentation materials for key internal stakeholders and external regulators
• Communicates regularly and escalates risks associated with execution of ERM Programs

Enterprise Risk Management Officer

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
• Schedule and confirm client appointments, enter data in SalesForce
• Manage the financial advisor's calendar
• Maximize sales opportunities by contacting potential investment clients
• Provide operational guidance to Financial Advisors
• Ensure new business paperwork is accurately submitted
• Submit and process operational requests
• Work in coordination with the Financial Advisor to review reports

Brokerage Client Service Associate

Loan Assistant

• Assisting high volume Mortgage Loan Originator(s) by providing lending sales and support functions within Truist policies and procedures
• Engaging in activities that increase production and profitability while identifying opportunities to increase revenue through other Truist products and services
• Maintaining a complete and thorough knowledge of Truist Mortgage policies, procedures, and loan guidelines utilized by the Bank
• Complying fully with any and all Truist policies and procedures related to internal and external rules and regulations, and secondary market requirements
• Responsible for timely delivery of information and documentation to and from borrowers that support the mortgage loan process
• Managing phone calls from clients and referral sources, assisting with research and solution of client complaints
• Conducting loan pipeline reviews to ensure client's speed-to-decision/close, contractual deadlines are met, and compliance related items are addressed
• Assisting MLOs with referral management in the Customer Relationship Management (CRM), special functions planning and marketing collateral materials

Loan Originator Assistant

Public Relations

• Help drive the strategic communications planning process for a line of business or function.
• Serve as a trusted communications advisor to business leaders, providing strategic counsel on reputation, messaging, stakeholder engagement, and communications opportunities.
• Develop and lead integrated external communications campaigns that elevate Truist's reputation, strengthen executive visibility, and showcase innovation, transformation, technology, data, and AI-driven initiatives.
• Identify, develop, and execute compelling stories, thought leadership content, media materials, executive communications, and external messaging that support business priorities and market positioning.
• Build and maintain relationships with reporters, editors, and industry influencers; identify proactive media opportunities; and contribute to earned media placements that advance Truist's brand and business objectives.
• Develop and manage an external editorial calendar that aligns storytelling opportunities with business priorities, industry trends, innovation milestones, and executive visibility opportunities.
• Identify and support speaking engagements, industry conferences, award submissions, media opportunities, and thought leadership initiatives that elevate the visibility of Truist leaders and initiatives.
• Partner with internal stakeholders to communicate key business priorities and support leadership communications as needed.
• Use data, analytics, and media insights to inform communications strategies, measure effectiveness, and drive decision-making.
• Responsibly apply AI and other technology tools to improve and streamline communications work while helping translate complex technology, data, AI, and transformation initiatives into compelling stories for external audiences.

Communications – External/Media Relations

• Assist Financial Advisors in servicing clients including preparing financial plans
• Receive and place orders as directed from Financial Advisor
• Process corporate actions and manage financial advisor's calendar
• Establish and maintain administrative functions such as answering calls and performing maintenance of client records
• Maximize sales opportunities and provide operational guidance to Financial Advisors
• Ensure new business paperwork is accurately submitted and mitigate risk through appropriate authentication standards
• Submit and process operational requests and assist with branch location needs

Brokerage Registered Client Service Associate

Program Manager

• Manage and support the regional grantmaking process across multiple regions.
• Partner with regional teams to include senior leaders for distribution of regional philanthropic investments.
• Participate in assigned regional Local Advisory Council Meetings (AL, SC, and TN) as subject matter expert to discuss proposals and help lead discussions on pillar alignment, impact to region, and manage any potential risks.
• Develop and assist in the preparation of LAC procedural manual.
• Produce regional board books, and special reports that measure giving impact.
• Reinforce governance polices and develop new tools and processes to ensure efficiencies and goal attainment.
• Create verbal and written communication with nonprofit grantees and all levels of the corporation.
• Manage the communications and marketing pipeline with internal partners and external agency to help coordinate content details, manage workflow schedule and also ensure successful implementation in regards to the intranet/internet, newsletter and/or special events such as the Inspire Awards, etc.
• Implement and execute strategies to improve teammate utilization and engagement with Foundation philanthropic amplification of special Programs, and manage programs designed to foster team members, including but not limited to, recruitment, onboarding, retention, and other activities aimed at creating a positive workplace environment.
• Manage the workflow for the rapid response program for natural and manmade disasters from coordinating with Regional Presidents, trusted grantee partners, and Directors of Regional Programing to final grant payments.
• Formulate, organize and monitor inter-connected projects, creating suitable tactics and objectives, that support coordinating multifaceted project activities. Monitor and assess program performance insights and deliver solution to maximize impact.
• Facilitate research using the grants management software, the Truist Foundation Investment Manager’s portfolio view system, and other software for record management, data gathering, and reporting that is used for various needs such as regulatory reporting, data analysis, internal and external communications, and ad hoc requests for executive leaders as they prep for meetings and external inquiries.
• Establish cross management and functional support for the Truist Foundation assets (i.e. client system management, integrated voice response servicing and issue escalation related to error resolution and client feedback requirements)
• Communicate effectively with all levels of the enterprise inclusive of senior and executive management.

Program Manager I

Manager

• Own complete end-to-end delivery of at least one critical Enterprise Performance Acceleration platform or program
• Project manage and execute special projects and ad-hoc deliverables to support performance related initiatives at the Enterprise and Business Unit level
• Lead the creation of reporting that enables business leaders to translate performance concepts and inputs into actionable insights
• Partner with lines of business and corporate functions to understand data and drivers to optimize performance outcomes
• Direct or otherwise influence a team of data, analytics, strategy, and product specialists
• Effectively communicate status, challenges, and roadmaps of owned platforms/programs to EPA leadership and key business stakeholders

Senior Enterprise Performance Manager

Social Media Manager

• Develop and execute multiple, and often concurrent, social media strategies that support Brand Experiences including sports partnerships, sponsorships and community campaign goals and objectives
• Deliver effective and efficient strategies for media planning, audience targeting, channel mix, creative, optimization, measurement and reporting across paid, organic, partnership, teammate and influencer activations to deliver best in class social media and/or influencer performance outcomes
• Lead the development and delivery of multiple concurrent social media and/or influencer marketing campaigns and programs in alignment with enterprise and line of business strategies, goals and objectives
• Oversee execution of content calendars, creative processes, legal/compliance/risk review processes, paid media strategies, measurement and reporting for all active campaigns
• Facilitate scaling brand and company awareness, consideration and conversion through various social media channels, media plans and creative executions
• Ensure brand visual and voice consistency across all social media and/or influencer marketing executions, including multi-cultural campaigns
• Develop and deploy actionable plans to evolve, grow and optimize channel presence and engagement
• Deliver strategic recommendations for innovative social media and/or influencer marketing tactics, initiatives and tech solutions
• Build and maintain partnerships with senior leaders across marketing and the enterprise, as well as with social media channel and agency partners