Truist

Onboarding Specialist

• report to the Truist Wealth Onboarding Manager and is responsible for the initial setup for newly hired Truist Wealth teammates
• office set up (computers, monitors, adding supplies, etc.) training on Truist Systems
• preparing client onboarding packages, opening accounts, processing paperwork and account follow up
• ordering supplies, preparing advisor onboarding guides, marketing mailings, back-office liaison
• providing onsite support during transitions (2-4 weeks at a time, including nights and weekends)
• 30, 60, 90-day check-ins with new advisor or team and address any additional training needs
• help develop and maintain training materials that will assist Financial Advisors and Client Service Associates during and after their transition
• help develop and deliver ad hoc trainings for systems and procedures as needed for Wealth Brokerage
• offboarding support for terminated Wealth teammates

Wealth Onboarding Specialist

Technical Project Manager

• Perform advanced level project management from project initiation through completion for strategic investments across the enterprise
• Work with key stakeholders, including senior leaders, executives, and business unit relationship managers to clearly define project scope, vision, and approach to meet business needs and achieve defined objectives
• Ensure projects are documented, prioritized and executed to address project requirements and to mitigate potential project risks
• Provide leadership in managing critical day-to-day program/project elements including project vision/objectives, financials, scope, quality, schedule, resourcing, vendor management, dependencies, risks, status reporting, stakeholder engagement, business readiness/change management, and value realization necessary to deliver specified requirements, objectives and value
• Work cross-functionally to solve problems and implement changes and ensure appropriate and professional communication among project stakeholders
• Manage projects through the project lifecycle. Document the project charter, roles, tasks and measures of success. Evaluate progress and quality, manage issue resolution and take corrective action as necessary
• Ensure adherence to Truist Project Office and other applicable Corporate policies and processes
• Proactively develop innovative approaches, risk mitigation strategies, quality control and continuous improvement
• Provide feedback to group managers regarding the work performance of members

IT Project Manager

Analyst

• Identify, assess, research, and resolve complex issues related to accounts, systems, vendors, processes & procedures of a particular business unit supporting the commercial lending portfolios
• Follow procedures and conduct follow-up with assigned analyst/vendor/owner and requestors to ensure agreed service level agreements are met, and escalate potential issues to senior analysts/management
• Lead/support project-oriented work efforts of problem identification and resolution, performance, productivity improvement and quality enhancements and delivery
• Proactively participate and assist with cross-training within the department and maintaining written procedures
• Exhibit superior knowledge of banking policies and procedures as well as a cross-functional understanding of all regulatory/compliance requirements for risk mitigation and monitoring
• Act as a catalyst for change in making recommendations for streamlining functions and processes
• Motivate, train, counsel, and encourage lower-level teammates' consistency of operations
• Observe, measure and delegate daily workload to ensure Service Level Agreement adherence and work with technology teams on enhancements
• Develop positive communication and relationships with peers, partners, and external clients

Commercial Loan Servicing Analyst II

IT Support

• Serve as Engagement Manager of high risk and more complex audit engagements.
• Plan, scope and develop the test plan, including incorporating the use of data analytics.
• Effectively allocate resources and individuals to complete assignments within budget.
• Set clear quality expectations based on Truist Audit Services standards.
• Analyze/review process documentation to evaluate effectiveness and efficiency.
• Develop meaningful, relevant, and well-supported audit reports and present these to key stakeholders.
• Identify substantive and material issues beyond paperwork shortcomings.
• Provide coaching and guidance in development of junior team members.
• Support business partnership efforts with deep subject matter knowledge.
• Manage timely and quality delivery of multiple tasks, including audits, projects and special assignments.

Audit Manager – Technology, Infrastructure

Operations

• Analyze and evaluate internal systems and procedures of assigned line of business
• Perform special projects in the areas of problem identification and resolution
• Responsible for recommendation of improvements within area of responsibility
• Prepare detailed procedural manuals
• Coordinate and participate in necessary training
• Provide application support, including problem research and resolution
• Complete a full evaluation of recommendations including efficiency and cost-benefit analysis
• Maintain knowledge of industry trends and technology
• Act as the technical resource for assigned systems
• Maintain statistics, records, and reports for quality control standards

Banking Operations Business Consultant

Architect

• Define future vision for client delivery and lead stakeholders
• Act as end-to-end experience product owner
• Identify and define key journeys in partnership with service design
• Collaborate with business, research, and analytic partners
• Serve as a point of contact and relationship for the LOB and client experience leaders
• Co-develop and drive the target product vision aligned with business strategy
• Communicate process, vision, and status to stakeholders
• Build, improve, and prioritize the backlog of product features

Lead Journey Architect

Security Engineer

• Develop and maintain the technical IT/cyber capabilities including all phases of the software development lifecycle
• Participate in efforts related to designing, planning, enhancing, and testing all cybersecurity technologies
• Participate in the analysis of information to determine, recommend, and plan the use of new technologies
• Participate in the implementation of new information security technologies or integration of existing technologies
• Provide technical support of information security technologies, providing problem analysis and resolution in a timely manner
• Lead small cybersecurity projects with manageable risks and resource requirements

Senior Cybersecurity Engineer – SailPoint

Risk

• Execute on RCSA framework and associated assessment unit changes to operational process, risks and controls in support of all business units across the enterprise
• Influence, participate in the development and maturation of the firm’s risk programs to meet with regulatory expectations
• Serve as a subject matter expert for Enterprise and Operational risk management programs, providing effective challenge as necessary to program updates, changes
• Communicate, train and monitor adherence of business partners and business risk teammates for changes in risk programs; provide coaching on effective execution, sharing best practices where applicable
• Act as a conduit between first line teammates and second line risk program owners/risk partners
• Deliver/Influence recommendations for updates to relevant policies and procedures for risk program execution
• Establish working relationships with line of business leaders and second line, third line of defense risk partners

Process, Risk, Control Officer I

Business Analyst

• Provide project leadership for the implementation of projects, including process analysis, requirements gathering, design and testing.
• Actively resolve day-to-day needs of the business unit with a focus on the analysis of processes, dissecting problems and suggesting innovative and technical solutions.
• Coordinate systems implementation, testing and any training that becomes necessary as a result of conclusions reached in project-related activities of systems implementation or policy change.
• Interact with Programmers and System Technicians to analyze, design, maintain and develop, test and support proprietary system applications.
• Maintain accurate written procedures for all systems.
• Compile and analyze reports, graphs and charts of data developed.
• Proactively participate in continuous review and updates of current policies and procedures to ensure that they meet changing business unit conditions.
• Work with clients and/or software vendors to determine software compatibility solutions.
• Provide input and support in the planning and prioritization for business systems-related processes and policies.

Association Services Business Analyst

Product Manager

• Partner with product managers to balance business, technology and design priorities to deliver brand-defining product and service experiences.
• Execute the strategy for their area of responsibility based on client and company needs
• Manage backlog for the teams.
• Work with Product Managers to translate product vision into epics and features that can be actioned by the delivery teams.
• Assist with identification of areas for improvement, author user stories, work with technical leads to ensure solutions effectively address experience priorities while maintaining technical integrity.
• Update leadership on the epic and feature delivery schedule, including dependencies impacting deliverables, along with recommended solutions.
• Facilitate sprint planning, sprint demos, and communicate consistently with all concerned parties.
• Mentor other Product Owners on product delivery practices.

Product Owner – Agile

Full-stack Engineer

• Deliver technically complex solutions
• Perform system integration support for all project work
• Consult and partner with the business product owners
• Develop customized coding, software integration, perform analysis
• Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions
• Build non-functional monitoring capabilities
• Build in and maintain security controls
• Typically lead moderately complex projects
• Solve complex technical and operational problems
• May oversee the work of a small team
• Responsible for delivering high quality working software in an Agile environment
• Actively participate in refining user stories
• Responsible for providing automated monitoring capabilities

Software Engineer II

• Collaborate with key stakeholders, including senior leaders and SMEs to define and document cybersecurity requirements, processes, and procedures
• Drive initiatives to completion and rollout
• Enhance and maintain the Cybersecurity Policy Administration Program
• Assist document owners with creating, reviewing, and refreshing various levels of documentation
• Manage reporting and delivery of cybersecurity capabilities to address risks in the environment
• Present complex concepts in a clear and understandable manner

Cybersecurity Compliance Consultant – Technical Writing, Policy Administration

Customer Support

• Provide white glove service to assigned clients by understanding their business
• Listen, analyze and resolve assigned client inquiries
• Leverage Wholesale Payments knowledge and expertise to address complex client requests
• Be the resident subject matter expert on the department’s software systems
• Assist management in planning and directing daily processing activities
• Provide distinctive client experiences by building strong professional relationships
• Routinely use significant judgement on moderate to complex business issues
• Monitor and manage queues for service requests

WP Dedicated Support Specialist II

• Provide a leadership role in the delivery of high-risk, complex and value-added independent and objective risk-based internal audit assurance and advisory services.
• Proactively coach junior team members by providing candid and constructive feedback.
• Focus on Project Assurance, evaluating key risks from a 3LOD perspective and properly mitigating.
• Serve as Engagement Manager of high risk and more complex audit engagements by planning, scoping and developing the test plan, including incorporating the use of data analytics.
• Effectively allocate resources and individuals in accordance with skills and schedules, to complete assignments within budget.
• Set clear quality expectations based on Truist Audit Services standards and analyze/review process documentation to evaluate effectiveness and efficiency.
• Develop meaningful, relevant, and well-supported audit reports that align with Truist's risk appetite framework and present these reports to key department stakeholders.
• Identify substantive and material issues that go beyond paperwork shortcomings.
• Provide coaching and guidance in development of junior team members by taking an active role in training and mentoring.
• Manage timely and quality delivery of multiple tasks, including audits, projects and special assignments.

Audit Manager – Technology

• Responsible for the implementation and management of Consumer Lending Business Rules within FICO DMP decisioning tool.
• Manages the change control process for business rules updates.
• Independently manages multiple complex projects.
• Analyzes systems and processes to gather, formulate, define and design solutions.
• Develops test strategy to comprehensively test assigned enhancements to business applications.
• Leads project planning activities for large and complex initiatives.
• Defines project scope and obstacles.
• Leads execution activities including defining and organizing milestones, teams, and schedules.
• Prepares and maintains project materials and artifacts.
• Gathers and analyzes data to draw thoughtful conclusions and recommendations.
• Provides tracking and reporting of project status to leadership and enterprise teams.
• Creates process mapping for changes resulting from strategic projects.
• Owns the intake of new project requests.