Qureos Mentor

Truist

<div>The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)<div>
Please review the following job description:</div>
At Truist, we believe in creating world-class services and experiences for our clients and teammates. With radical focus on the people we are designing for, our Experience Design team works to assess needs, ambitions, and limitations to create solutions that support clients to take steps toward financial confidence. We believe in the rigorous use of research, service design, UX/UI, and accessibility best practices to deliver quality experiences that our clients and teammates love to use. 
 
This is a hands-on design role to conceptualize and deliver human-centric solutions for our client experiences. You will be able to the understand the goal and deliver solutions on time that meet requirements and adherence to company standards. 
 
With proven delivery skills, a strong knowledge of the craft and relevant tools, you will inspire others with your execution and defendable insights. Strong ability to articulate ideas with relevance to peers and embrace diverse perspectives. As a member of a larger team, you will support and contribute to our design culture by participating in events and initiatives that further Design within the organization.
ESSENTIAL DUTIES AND RESPONSIBILITIES 
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Lead design activities in cross-functional development teams to create industry leading 
experiences for our clients, teammates and the business. 
2. Participate in design driven programs to define insights, create solutions and advocate for 
client needs. 
3. Design and deliver artifacts across a variety of environments. 
4. Strong knowledge of design standards, industry guidelines, and best practices with the ability 
to push beyond to uncover new and distinctive solutions. 
5. Consult and collaborate with talented teams in a supportive, complex environment and develop 
an understanding of broader organizational context and goals. 
6. Use storytelling and persuasion techniques that build trust with partners and establish long-term relationships. 
7. Stay current on trends, theories, methods and processes.
QUALIFICATIONS 
Required Qualifications: 
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 
1. Bachelor's degree in related field (or equivalent work experience) 
2. 2+ years of experience in the field (may include equivalent education) 
3. Excellent ability to communicate ideas and rationales to influence decision-making 
4. Strong understanding and application of industry and discipline standards 
5. Excellent time and issue management skills 
6. Experience creating artifacts and executing ideas 
7. Strong ability to give and accept critique, coaching, and feedback 
8. Proficiency in applicable software applications 
9. English language fluency 
Preferred Qualifications:
1. Experience interacting with creative teams, business owners and technical teams 
2. Working knowledge of engineering/development processes, particularly Agile 
3. Comfort level in working within a self-directed culture and navigating ambiguity 
4. A strong passion for improving people's lives through design.
5. Proficiency in using Figma to create high fidelity functional wire frames
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist&rsquo;s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist&rsquo;s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work</div>

Senior Experience Designer

<div>The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)<h3 class="jobSectionHeader">
Please review the following job description:</h3>
Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding. 
2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies. 
3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 
4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system. 
5. Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (e.g. banking, mortgage, planning, investments, and insurance services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. Serve as an advocate for clients with the IRM partners. 
6. Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts. 
7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships. 
8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures. 
 
QUALIFICATIONS
Required Qualifications: 
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 
2. Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending. (experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) or one years&rsquo; experience in a financial client relationship manager role. 
3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market. 
4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check. 
5. Strong interpersonal, sales and relationship management skills. 
6. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.<div> 
Preferred Qualifications:
1. Master&rsquo;s degree in business, accounting, finance, or banking. 
2. Mass Affluent Banking experience. 
3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. 
(CFA), Accredited Asset Management Specialist AAMS&reg; , Certified Trust and Financial Advisor CTFA&reg;, Chartered Life Underwriter CLU&reg;, CRPC&reg; &ndash; Chartered Retirement Planning Counselor, or ChFC&reg; &ndash; Chartered Financial Consultant&reg;.
4. Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School.</div> 
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist&rsquo;s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist&rsquo;s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work</div>

Premier Banker/Advisor- Sea Island/Brunswick, GA

<div>The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)<h3 class="jobSectionHeader">
Please review the following job description:</h3>
If located in a Truist hub city location, the work style will be: In Office (5 days/week). 
 
Provide direction and leadership, with emphasis on planning, development, and both short-term and long-term strategies or implementation roadmaps. Assess organizational objectives, defines mobilization activities and develops achievable goals to implement processes that improve departmental effectiveness.
Essential Duties and Responsibilities
1. Provide leadership and management oversight to achieve processing and performance results of the highest quality, which are in accordance and consistent with corporate objectives, legal and regulatory compliance 
2. Direct and lead teammate development and engagement. Make recommendations for teammates regarding employment, career and professional development, performance evaluations, salary changes, promotions, transfers and terminations within established policies and guidelines. 
3. Develops and implement standards, processes and procedures consistent with &ldquo;best practices&rdquo; and Financial Services Industry Standards 
4. Works with business units and functional groups within their designated line of business to drive cohesion and connectivity across large scale working efforts 
5. Directs activities to ensure appropriate support for merger/conversion process to provide a seamless transition 
6. Promotes a results-oriented-team environment that continuously evaluates existing operations.
Qualifications
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. College Degree in business or related field, or equivalent education and related experience 
2. 5-7 years in commercial lending, business administration, banking operations and management, strategic planning, or risk 
3. Strong lending knowledge including but not limited to consulting, commercial/retail products, specialty lending, appraisals, regulatory and compliance, servicing, due diligence, documentation, funding and reconciliations 
4. Excellent communication and interpersonal skills 
5. Ability to interact with executive leadership 
6. Strong leadership, organizational, and planning skills 
7. Ability to work proactively and operate accurately and efficiently in a fast-paced environment with variable deadlines
Preferred Qualifications:
1. MBA, or other advanced level degree 
2. Banking School Certification
3. Strong lending knowledge including but not limited to commercial/wholesale products, specialty lending, appraisals, regulatory and compliance, servicing, due diligence, collateral documentation, lien release, UCC, funding and reconciliations
4. Quality Audit Program Leadership
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist&rsquo;s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist&rsquo;s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work</div>

Commercial Credit Operations Senior Manager II

Join Truist and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Truist

ABOUT_COMPANY

Senior Experience Designer

Premier Banker/Advisor- Sea Island/Brunswick, GA

Commercial Credit Operations Senior Manager II