Truist

Financial Crime

• Conduct timely, comprehensive investigations of customers, noncustomers and/or teammates by utilizing all available information.
• Research transactional anomalies and analyze information produced to detect any patterns of unusual internal or external conduct.
• Communicate results of analysis and/or research to appropriate departmental leadership including conclusions and recommendations for next steps.
• Communicate with Relationship Managers, branch associates and others as needed to gather additional client information.
• Responsible for detecting fraud, suspicious transactions or those in violation of applicable BSA/AML/OFAC laws and regulations.
• Participate in BSA/AML/OFAC and/or Fraud related training.

Financial Crimes Investigator

Backend Engineer

• Deliver technically complex solutions.
• Perform system integration support for all project work.
• Consult and partner with the business product owners to understand the end goal and offer solutions and recommendations during the design.
• Develop customized coding, software integration, perform analysis, configure solutions, using tools specific to the project or the area.
• Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards, including robust unit testing and support for subsequent release testing.
• Build non-functional monitoring capabilities and provide escalated support for highly complex applications in production.
• Build in and maintain security controls and monitoring in support of company standards.
• Typically lead moderately complex projects and participate in larger, more complex initiatives.
• Solve complex technical and operational problems. Act as a resource for teammates with less experience
• May oversee the work of a small team.

Software Engineer II – Full-Stack Developer, .Net

Manager

• Partner with Director of Workforce Management, Planning, & Engagement
• Lead execution of ET workforce, talent, and/or engagement programs
• Partner across TIP/ BMOs and with HR to influence and leverage enterprise-wide human capital programs
• Develop and mature appropriate metrics
• Explore, recommend, and implement opportunities for continuous business process improvement
• Communicate ongoing work and short-term outcomes with ET leaders
• Proactively partner to identify and mitigate risks
• Fully participate in Workforce Management, Planning, & Engagement operating model
• Manage direct reports

Senior Manager, Workforce Management, Planning and Engagement

• Serve as advisor to CSBB Leadership in interpreting and understanding the teams’ respective organizational health and teammate experience survey results
• Create a framework/program to be utilized by leaders across CSBB to implement communication and action planning
• Serve as a credible and trusted strategic partner to CSBB leaders
• Demonstrate the strategic thinking, leadership, knowledge, and execution skills necessary to deliver high impact results
• Partner with CSBB Leadership and Human Capital teams to better understand, monitor and impact teammate experience and retention
• Provide guidance and advice to teammate leaders of peer-built advisory or engagement groups
• Serve as a conduit to resources for leaders to utilize to improve overall purpose and culture alignment

Teammate Activation and Engagement Manager

Strategy

• Serve as a trusted advisor to Truist’s executive leadership, providing guidance on competitive positioning, long-term vision, and short-term performance strategies.
• Manage and enhance the company’s annual strategic planning process.
• Ensure the delivery of high-quality content and recommendations for senior management, board of directors, and regulatory bodies.
• Lead internal consulting engagements that shape strategic decisions and develop actionable recommendations.
• Create business case/implementation plans that drive measurable results.
• Advocate for the funding of projects, products, services, and/or technologies; develop policies and plans.
• Provide leadership to managers and/or professional-level contributors regarding priorities and delivering high quality results.

Director of Corporate Strategy – Consumer and Small Business Banking

Consultant

• Provide critical support to the Strategic Remediation Manager in executing risk management and compliance initiatives for the TD&O Wholesale division.
• Focus on operationalizing remediation strategies, coordinating risk intake processes, and ensuring timely delivery of compliance and governance requirements.
• Partner with technology and business stakeholders to interpret policies, manage issue remediation, and maintain visibility into risk priorities and progress.

Senior Consultant – Technology Strategic Remediation, Wholesale

Engineer

• Enable senior leaders with committee-ready materials, governed metrics, and decision-grade narratives
• Help drive the “deck factory” for executive and committee forums
• Shape the editorial calendar
• Package operational themes into decision points
• Synthesize complex operational signals into a coherent story
• Partner with data engineering and technical SMEs to understand data lineage
• Establish and maintain the rhythm-of-the-business for deliverables
• Run and continuously improve a Kanban board
• Act as a strategic thought partner to executive stakeholders
• Document reporting definitions and knowledge sharing

Strategic Enablement Engineer

Learning and Development

• Support Wholesale Early Talent Managers in all activities to develop, execute, measure, and continuously improve Early Talent Programs across Wholesale LOBs
• Serve as the lead for key execution activities and overall project management for Early Talent initiatives
• Work closely with partners in University Recruiting, Learning & Development, and key LOB leaders and hiring managers to ensure successful program delivery
• Facilitate cohesive measurement of progress against top priority initiatives within Wholesale
• Create standard processes to track progress, facilitate monthly check-ins, and hold initiative owners accountable to their commitments
• Understand strategic business goals, identify data points needed to inform achievement of those goals
• Gather and synthesize data to inform decision-making and measure results
• Plan and coordinate program events, including travel, meeting spaces, and technology support
• Draft and update agendas, rosters, and presentations for early career programs
• Support recruiting and onboarding activities, ensuring a smooth experience for new talent
• Maintain and update internal Wholesale sites with program content and resources
• Provide guidance and training to early career teammates, fostering skill development and engagement

Wholesale Early Talent Development Associate

Security Engineer

• Derive security specifications from business requirements and design security solutions
• Gain organizational commitment for security infrastructure systems
• Provide integrated infrastructure-related technical expertise
• Architect effective solutions that meet the Bank’s needs
• Participate in the gathering and development of requirements
• Interpret requirements to determine the best solutions
• Advise, consult, lead, guide and mentor project teams

Senior Cybersecurity Architect – Cloud, AI Security

Operations

• Manage life cycle of loan trades from initiation to settlement
• Review of legal documentation: Trade confirmations, Assignment Agreements, Participation Agreements and Funding Memos
• Coordinate and communicate effectively with trading desks, counterparties, agents, borrowers, other agency services teammates to close trades and to resolve trade settlement issues
• Understands and adheres to the LSTA guidelines for loan settlements
• Ability to draft manual trade documents, including funding memos as needed
• Able to identify and flag any potential risks and communicate proactively and effectively with all parties to the trade
• Ability to multitask and prioritize responsibilities to complete accurate and timely settlement of trades including reconciliation and governance of trade fails and breaks
• Performs checks and balances with ClearPar and Loan IQ
• Work within the team and across the firm to resolve issues and meet deadlines
• Work closely with the loan onboarding team to ensure that all parties are properly KYC’d and Loan IQ system is properly updated
• Works closely with the syndicate desk for new deals or amendments

Loan Trade Settlement Specialist I

Product Manager

• Implement and configure ServiceNow solutions while designing and maintaining integrations to/from other platforms (including Workday, SAP SuccessFactors, etc.)
• Conduct teammate life-cycle and HR specific process workshops (e.g., onboarding/off-boarding, Talent Acquisition, Payroll, Benefits) to obtain functional requirements.
• Establish user journeys and create user stories to support the design and configuration.
• Conduct requirements gathering and sprint design sessions, working with functional/center of expertise stakeholders to document baseline current state.
• Develop detailed implementation plans for deploying capabilities (ServiceNow HR), including establishing key milestones, points of value, and high-level architecture.
• Monitor and identify project issues to mitigate any risk.
• Support and manage the configuration of the application, engage stakeholders to conduct reviews through the joint design sessions.
• Assist with executing system validation, preparing the organization for the transition, and ensuring readiness for deploying into production.
• Responsible for end-to-end vendor management, including maintaining the relationship, support model, roadmap/functional enhancements, and escalating system issues as needed.
• Work with Human Capital Systems, Enterprise Technology and other functional leaders to set a strategy and a vision consistent with priorities for our teammate experiences and ServiceNow solution.
• Develop a product mindset that is focused on delivering the needs of the business, often identifying needs before they are asked, and looking for optimization improvements on already-established processes.
• Develop and nurture relationships with COE Owners to understand their needs and prioritize capability enhancements.
• Stay up to date on new features and capabilities, advise partners in our centers of expertise on new and emerging capabilities.
• Define and document end-to-end system improvements based on analysis to increase the workforce and stakeholder satisfaction with the ServiceNow HR solution. Create and maintain business/technical documentation.
• Responsible for standing up and driving program governance structure and rhythms during the execution of roadmap items.

HR Product Manager – Human Capital Systems

Financial Planning and Analysis

• Provide service support via phone to self-directed brokerage clients
• Research account and transaction records to resolve discrepancies
• Conduct outbound client calls as a follow up to inquiries
• Assist clients with completing investment forms and transferring funds
• Answer inquiries related to tax documents and trade confirmations
• Act as priority contact number for questions regarding the Digital Investment platform
• Refer investment opportunities to internal Client Advisory Center
• Maintain knowledge of industry regulations related to products

Investment Client Care Representative

Business Analyst

• Provide analytical and administrative support on execution of divisional projects
• Develop and maintain leadership reports and analyses related to business performance
• Serve as a subject-matter expert for assigned area
• Conduct industry research and competitive analysis
• Perform various administrative tasks
• Assist with training staff on new processes and systems

Wealth Business Analyst III

Client Services Representative

• 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.
• 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 marking events and perform general administrative functions.
• Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions.
• Maximize sales opportunities by contacting potential investment clients based on internal and bank leads.
• Provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment.
• Ensure new business paperwork is accurately successfully submitted.
• Mitigate risk through appropriate authentication standards.
• Maintain a professional environment and create a positive impression.
• Submit and process certain operational requests as instructed by the Financial Advisor and/or client.
• Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed.

Registered Client Service Associate

Accounting Manager

• Execute daily, monthly, quarterly and annual reporting to internal Bank stakeholders and externally to investors, lenders, master servicers and rating agencies
• Support reporting for primary, special and master servicing as required
• Create and deliver monthly, quarterly and annual reports to Fannie Mae, Freddie Mac, FHA and Ginnie Mae
• Ensure all lender remittances and corresponding reporting for all lender types is completed timely and accurately, including all IRP reporting (CMBS) and Agency reporting (FNMA, FHLMC, GNMA)
• Manage the delivery of funds to external clients and other third parties as required
• Provide reporting and support for the commercial mortgage servicing rights valuation process
• Provide review and support for all required advancing activity
• Provide review and support for all Grandbridge banking-related activities, including reconciliation and daily account review
• Maintain and deliver Grandbridge corporate insurance documentation as required by lenders
• Provide review and support for access reviews relating to the various technologies used by Grandbridge
• Timely and accurately complete surveys and information requests from the MBA and other industry trade groups and/or rating agencies
• Provide support for various audits performed on Grandbridge, to include primary support for investor and borrower confirmations
• Serve as a primary contact for internal compliance related control reviews and testing, related to duties performed
• Provide oversight and review of various management reports
• Update Policies and Procedures as needed