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)<h3 class="jobSectionHeader">
Please review the following job description:</h3>
Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group (i.e., Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management) via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values.
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. Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio. 
2. Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning. 
3. Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts 
4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities 
5. Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions 
6. Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention 
7. Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.). 
8. Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue
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 or an equivalent combination of education and related work experience. 
2. 3 years of sales experience of financial or treasury products and/or services.
Preferred Qualifications: 
1. 5+ years of Treasury/Cash Management Analyst experience 
2. Deep knowledge of Treasury Management Solutions 
3. Certified Treasury Professional
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 Pay Transparency Nondiscrimination Provision E-Verify</div>

Treasury Solutions Consultant - Commercial

<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>
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 network to generate client acquisition and develop ability to network externally to acquire clients and provide comprehensive advice and solutions.
ESSENTIAL DUTIES AND RESPONSIBILITIES 
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 acquiring 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. Provide mentoring to less experienced bankers in support of establishing a high level of professionalism, client service and responsiveness. 
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 six years of financial services experience with a demonstrated ability to meet minimum performance standards working with clients to deliver banking, investments, risk management and retail lending solutions. (Banking experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) OR, 3 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 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.
7. Previous experience using financial planning software; demonstrated ability to deliver advisor led financial planning that addresses the following key areas - banking, planning, risk, investments and estate &ndash; for mass affluent clients.
Preferred Qualifications: 
1. Master&rsquo;s degree in business, accounting, finance, or banking 
2. Retail 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
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 Pay Transparency Nondiscrimination Provision E-Verify</div>

Premier Advisor - Jupiter, FL

<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>
JOB SUMMARY 
Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients.
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. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
3. Assist clients with trades, requests for information, research, account problems, etc.
4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.
5. Participate in the preparation for and delivery of client presentations and engagements.
6. Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
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 Business, Accounting, Finance or Banking, or equivalent education and related experience.
2. 4 years professional experience, including 1 year of experience in the securities industry.
3. FINRA Series 7 and 66.
4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.
5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
1. Willingness to pursue additional credentials in the wealth and investment fields.
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 Pay Transparency Nondiscrimination Provision E-Verify</div>

Financial Consultant, Truist Investment Services, Orlando, FL

<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>
Mid-level position to contribute to the success of Investment Portfolio Operations, Corporate Funding Operations or Collateral Management Operations. Teams that play a critical role in supporting the strategic and financial objectives of Truist Financial Corporation.
 
Provide comprehensive support of Truist Financial Corporation&rsquo;s Treasury Division, as well as support of certain Truist Capital Market&rsquo;s products, Treasury Service&rsquo;s and Deposit Service&rsquo;s products, and bond accounting functions for other departments and subsidiaries.
 
Ensure integrity in all aspects of trade order management, settlement, collateral management, accounting, compliance, reporting and control for a $75+ billion fixed income portfolio, $75+ billion funding portfolio, pledged investment securities and pledged loans.
 
Contribute to the achievement of the organization&rsquo;s strategic goals and objectives. Ensure compliance with all laws, regulations, policies, procedures, accounting standards, and internal control procedures.
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.<ul><li>
Contribute to the success of Investment Portfolio Operations, a priority one mission-critical function with $75+ billion in investment securities. Responsible for trade execution, settlement, recordkeeping, accounting, income and expense collection/payment, compliance, reporting and control.</li><li>
Ensure timely and accurate settlement of all trades through various safekeeping agents.</li><li>
Support securities movement for intraday and stress liquidity events.</li><li>
Monitor the Federal Reserve account and verify that all activity has posted and unknown activity returned timely.</li><li>
Provide the Investment Portfolio Trade Log to the Front Office for daily activity. Provide forecast of upcoming securities activity to the Moneydesk Team.</li><li>
Ensure timely and accurate reporting for weekly, monthly and quarterly Regulatory and SEC Reporting.</li><li>
Execute general ledger accounting requirements, including month-end close.</li><li>
Ensure accurate accounting for all investment portfolio accounts through review of reports and Corporate Reconcilement documents.</li><li>
Responsible for justification of month-end yield and EOC analysis.</li><li>
Ensure suspense accounts have been reconciled timely.</li><li>
Ensure maintenance of effective internal controls around systems and processes to assure safekeeping of assets and reliability of financial statements.</li><li>
Work with Internal/External Auditors to timely complete Audit requests.</li><li>
Perform and/or review maintenance to the systems of record for changes to banks, portfolios, security types, general ledger interface and other maintenance as needed.</li><li>
Markup Deposit Requests processing is a major function handled by this team.</li><li>
Ensure accurate and timely processing of markups.</li><li>
Ensure successful integration of investment portfolio products from a merged institution into Truist systems.</li><li>
Participate in detailed mapping sessions and meetings to ensure the products will be integrated properly.</li><li>
Balance Federal Reserve and DTCC for securities activity daily.</li><li>
Continuously promote teammate engagement, morale and team achievements.</li><li>
Corporate Funding Operations</li><li>
Contribute to the success of Corporate Funding Operations, a priority one mission-critical function with $75+ billion in corporate funding products.</li><li>
Responsible for trade execution, settlement, recordkeeping, accounting, income and expense collection/payment, compliance, reporting and control.</li><li>
Daily, manage the high-profile Moneydesk function that is responsible for the funding of the Bank and the maintenance of Federal Reserve requirements.</li><li>
Perform detail monitoring of all inputs/outputs of activity posting to the Federal Reserve account such as ACH, cash letters, coin and currency, large customer wires, securities activity, mortgage activity and NCSS settlements.</li><li>
Send final notifications to Front Office and Executive Management with ending FRB balance and projected funding activity for the next day.</li><li>
Ensure timely and accurate reporting for weekly, monthly and quarterly Regulatory and SEC Reporting.</li><li>
Execute general ledger accounting requirements, including month-end close.</li><li>
Ensure accurate accounting for all funding accounts through review of reports and Corporate Reconcilement documents.</li><li>
Responsible for justification of month-end yield and EOC analysis. Responsible for Tax Reporting.</li><li>
Ensure maintenance of effective internal controls around systems and processes to assure safekeeping of assets and reliability of financial statements.</li><li>
Work with Internal/External Auditors to timely complete Audit requests.</li><li>
Perform and/or review maintenance to the systems of record for changes to banks, portfolios, security types, general ledger interface and other maintenance as needed.</li><li>
Wire processing is a major function handled by this team. Ensure accurate and timely processing of wires.</li><li>
May be designated as a Fedline Advantage administrator/supervisor in order to change limits and release wires for large wires.</li><li>
Perform setup for new customers/repeat wires as required.</li><li>
Ensure successful integration of corporate funding products from a merged institution into Truist systems.</li><li>
Participate in detailed mapping sessions and meetings to ensure the products will be integrated properly.</li><li>
Responsible for BSA/ AML compliance for Corporate Treasury. This includes attending meetings, updating procedures and notifying team of changes to current practice.</li><li>
Continuously promote teammate engagement, morale and team achievements.</li><li>
Collateral Management Operations</li><li>
Contribute to the success of Collateral Management Operations, a priority one mission-critical function with multi-billions in investment securities and loans pledged.</li><li>
Responsible for collateral management of pledged instruments from settlement, recordkeeping, accounting, compliance, reporting and control.</li><li>
Ensure timely and accurate pledging of all securities and loans through various safekeeping agents.</li><li>
Support securities movement and loan pledging for intraday and stress liquidity events.</li><li>
Ensure timely and accurate reporting for weekly, monthly and quarterly Regulatory and SEC Reporting.</li><li>
Execute the pledging of public fund, federal and bankruptcy deposits on a daily basis to comply with State Statutes in eighteen States and Federal regulations.</li><li>
Provide explanations to manager for both securities and loan collateral variances month over month.</li><li>
Prepare weekly, monthly, quarterly and annual reporting required by State Administrators of public fund pools in thirteen States.</li><li>
Prepare required reporting for both the Federal Home Loan Bank and the Federal Reserve Bank for loans that are pledged.</li><li>
Ensure maintenance of effective internal controls around systems and processes to assure safekeeping of assets and reliability of financial statements.</li><li>
Work with Internal/External Auditors to timely complete Audit requests.</li><li>
Perform and/or review maintenance to the systems of record for changes to the pledging program within the system of record to ensure that all aspects are in compliance with State and Federal regulations.</li><li>
Ensure successful integration of pledged securities and loans a merged institution into Truist systems.</li><li>
Participate in detailed mapping sessions and meetings to ensure the pledged instruments will be properly integrated.</li><li>
Direct correspondence with public fund clients through calls, email and letters.</li><li>
Confidently be able to answer questions from public fund clients in various States with different pledging requirements.</li><li>
Continuously promote teammate engagement, morale and team achievements.</li></ul>
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.<ul><li>
Bachelor&rsquo;s degree in Business or related field and 5+ years of banking experience associated with a sophisticated, high volume, investment portfolio operations function, funding operations function or collateral management function or an equivalent combination of education and work experience</li><li>
Two years of experience in Corporate Treasury Operations</li><li>
Ability to train teammates</li><li>
Ability to read and properly interpret and apply regulations</li><li>
Good understanding of financial markets and products including fixed income and equity investments, funding instruments and loans</li><li>
Contribute to the success of the team and promote team engagement</li><li>
Ability to handle several competing priorities concurrently, ability to handle a fast-paced stressful environment</li><li>
Strong organizational, analytical and interpersonal skills</li><li>
Ability to identify and resolve complex or diverse information in a timely manner</li><li>
Exceptional audit and review skills</li><li>
Excellent verbal and written communication skills</li><li>
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products</li></ul>
Preferred Qualifications:<ul><li>
MBA preferred</li><li>
Integrated knowledge of Corporate Treasury and the role it plays within Truist</li><li>
Bank audit experience</li></ul> 
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 Pay Transparency Nondiscrimination Provision E-Verify</div>

Corporate Funding Operations Analyst II

<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><ul><li>Act as an individual contributor supporting analytics projects and executing against the objectives of assigned business group. Using an interdisciplinary approach of leveraging concepts from business, applied statistics and math, operations research, information technology, process design and behavioral sciences, will work both independently and with internal teammates to produce analytic insights that help the Line of Business (LOB) make informed, data-driven decisions with an objective of driving quantifiable, optimized business results in support of company goals.</li><li>Focus on high impact, visible analyses and initiatives across multiple business models, covering banking channels, segments, and products.</li><li>Partner on target initiatives as assigned; work independently and with internal teammates to drive decision science projects leveraging quantitative analysis techniques, including machine learning, in pursuit of business optimization and impact.</li><li>Pursue business outcomes valued through increased revenue and/or efficiency leveraging data-driven insights powered by analytics in support of enhanced decision-making. Focus on continuous improvement in decision science delivery and outcomes in pursuit of business optimization.</li><li>Explore and apply tools to solve business challenges and deliver solutions that are timely, accurate, and repeatable.</li><li>Exercise sound judgment, risk management, and foster a client centric culture throughout design, development, and deployment practices.</li><li>Foster communication and partnership across multiple levels of the organization including engagement with LOB contributors and junior-level managers.</li></ul>
Requirements<ul><li>Must have a Bachelor&rsquo;s degree in Data Science, Analytics, Computer Science, Information Systems, or related analytic field plus 7 years of progressive experience in data analyst or research positions performing/utilizing the following:</li></ul>
o Performing quantitative analysis and data analytics 
o Statistical methods, including a broad understanding of classical statistics, probability theory, time-series, and primary statistical tests 
o Data cleansing and preparation methodologies, including regex, filtering, indexing, interpolation, and outlier treatment. 
o Data Analysis techniques, EDA, Data Visualization to effectively communicate to stakeholders, clarify requirements and make effective suggestions. 
o Data Engineering to effectively extract, transform, load the data and for further model deployment, including model maintenance and operation. 
o Natural Language Processing techniques 
o Utilizing experience with: SQL, Teradata, Hadoop, SAS, Python, R, SAS E-Miner, Tableau, Oracle, Azure, Excel, PowerPoint, and Word.<ul><li>In the alternative, employer will accept a Master&rsquo;s degree in Data Science, Analytics, Computer Science, Information Systems, or related analytic field plus 5 years of experience in data analyst or research positions performing/utilizing the aforementioned.</li></ul><ul><li>Must have at least 2 years of decision science/analytics project management experience with a diverse project focus and demonstrated results, including:</li><li>Performing cross-functionally and collaboratively, focused on supporting business partners with enhanced insights</li><li>Engaging and supporting internal business partners, product sets, and projects, connecting insights with execution and business impact</li><li>Providing leadership on target initiatives</li><li>Managing multiple projects with tight deadlines in a collaborative environment to drive maximum impact</li></ul><ul><li>Position may be eligible to work hybrid/remotely but is based out of and reports to Truist offices in Charlotte, NC. Must be available to travel to Charlotte, NC regularly for meetings and reviews with manager and project teams within 24-hours&rsquo; notice.</li></ul> 
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 Pay Transparency Nondiscrimination Provision E-Verify</div>

Decision Scientist III

<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>
Responsible for supporting strategic business initiatives on behalf of Wholesale Payments (WP) leadership. Develop and enhance subject matter expertise and leadership skills to design and execute a broad array of business initiatives. The WP Client Commercialization analyst supports the manager and team through partnership with key stakeholders to drive the commercialization strategy of business initiatives for clients, Wholesale Payments sales teammates, and LOB partners.
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. Supports transformation initiatives for their designated business area, including strategic plan initiatives, new product initiatives, business change efforts, ongoing migration activities, sales performance routines and processes, risk management and operational excellence. 
2. Executes on work assigned by senior staff such as orchestrating and coordinating product knowledge sessions, focused on effective client engagement practices to develop trusted advisor sales teammates who have a deeper knowledge of products/solutions and awareness of upcoming client impact initiatives. 
3. Works closely with Client Commercialization Team to provide business and project-related support and execution of go to market strategy and commercialization for project/program delivery. 
4. Quickly develops excel skills (basic pivots, basic charts, vlookup, etc.) and demonstrates ability to effectively communicate via PPT for executive audience with minimal direction. 
5. Demonstrates ability to interpret and breakdown data, identify trends and observations, and evaluate multiple options to help settle a solution. 
6. Designs and develops business case proposals and presentations, as well as process maps, and other types of communication tools. 
7. Proactively identifies opportunities/needs and designs/delivers strategies and programs to strengthen sales execution, remove barriers to success, and make processes more efficient and effective. 
8. Plays a key role in ongoing programs to support the business, partnering with functional and other business partners as appropriate as liaison/SME by developing and maintaining effective internal working relationships across WP and the bank. 
9. Proactively work to gain strong product knowledge through both self-study and on the job learning, demonstrate understanding through ability to effectively communicate. 
10. Applies solid risk management skills in complex risk environment. 
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 or an equivalent combination of education and related work experience 
2. 1+ year of related work experience 
3. General knowledge of financial industry, market, and products relevant to Payment&rsquo;s business 
4. Strong analytical skills and attention to detail 
5. Strong communication and interpersonal skills 
6. High level of adaptability and flexibility. Ability to multi-task and prioritize. Ability to balance short-term deliverables against long-term projects 
7. Proven ability to work well in fast-paced, team-oriented environment and ability to adapt 
8. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 
Preferred Qualifications: 
1. Experience in Wholesale Payments solutions or cash management environment 
2. Experience in payments focused roles or experience in Sales Enablement, Project Management, Strategy, or similar functions 
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 Pay Transparency Nondiscrimination Provision E-Verify</div>

Client Commercialization Analyst

<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>
Directly and through management of support teammates, provide leadership, strategic direction and tactical process for policy and process related to wholesale risk rating. Coordinate with supporting partners including model development, CCAR, CECL, 1st and 2nd line of defense, executive leadership and assurance providers. Facilitate model development, model performance reviews and prioritization in line with Risk Management Organization (RMO) objectives. Facilitate development of process, training and communications. Serve as model owner for a number of key wholesale credit models. Assist in development of maintenance of Wholesale Risk Policies and Procedures.
**This role is fully remote**
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. Establish and update strategic plans to comply with regulatory and internal requirements
2. Serve as a liaison between Model Development, business units and other stakeholders on risk rating models
3. Assist with strategic direction, key objectives, project planning and team management, serving as an initial approver on content prior to final review by the Group Manager
4. Prepare materials for and leads periodic meetings for various stakeholders/working groups
5. Serve as owner for a number of key risk rating models, including user support, review, and interpretation of outcomes analysis
6. Lead the development of process documentation and training materials. Coordinate with training partners to deliver and/or communicate materials
7. Assist Model Development with &quot;Fit For Use&quot; and segmentation analysis
8. Provide subject matter expertise on the development of new models (e.g. factor selection and weighting)
9. Provide leadership for strategic projects as identified by the Chief Credit Officer, Executive Leadership or Manager
10. Manage ongoing governance and monitoring for wholesale risk rating models, including outcomes analyses and overrides. Partner with the Model Development for scorecard performance analytics
11. Assist the Wholesale Policy team in development of Wholesale Policies and Procedures as necessary
12. Develop and retain talent
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 Business, Accounting, Statistics or related field
2. Twelve years of experience in the commercial banking industry or related work experience
3. Experience working with commercial risk rating models
4. Strong knowledge of systems related to wholesale risk ratings
5. Excellent interpersonal, organizational and facilitation skills
6. Ability to influence and coalesce a team around an agenda
7. Understanding of Basel Accord and U.S. regulatory framework with regard to Wholesale ratings
8. Experience leading large projects involving a wide range of stakeholders included senior leaders and Executive Leadership
9. Ability to translate technical concepts into business terms
10. Strong analytical and decision making skills
11. Demonstrated proficiency in basic computer applications, such as Microsoft Office software product
Preferred Qualifications:
1. Understanding of basic statistical analysis
2. Microsoft Project
3. Familiarity with Truist systems
4. Basic database experience
5. Experience writing technical user guides
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 Pay Transparency Nondiscrimination Provision E-Verify</div> <div id='job-id'>Job Id: HgzqFUasIaLalUurPLRXip5O49rucEoJtlwValutpqjYGTysEdMg8Yls6RlbtTkuCnR3U4LRLfmt9dR0o9B8Qw+wYOYxS1VYM104d3VKJ1Ny4/ZuC6Tzh8QB8Mh7ig5x0oUtk2a3BZ5cALzo4k1xKKGdUiqHS+mtV/WxEhg2MHNq0Jl3/s3YjUap5BmvYmSVPMSW09K2Zo4odipxXEDFrBj9KEt1BvKRG+fxSXK2</div>

Wholesale Risk Rating Model Sr Manager

Join Truist and explore 30   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.