Ccb - Senior Care Associate-2 jobs at Truist in United States, Atlanta

Regular or Temporary:

English (Required)

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.2. Lead fact-driven analysis of the market, developing points of view and actionable recommendations that influence teams about top of mind client experiences.4. Lead research to support product findings and issue remediation.
5. Synthesize insights in a meaningful way to share with a cross-section of stakeholders and other partners throughout the organization.
6. Coordinate research with analysts across the organization to create and communicate a strong understanding of client insights and the competitive landscape.
7. Analyze, define, and communicate reporting requirements to cross-functional teams during the software development lifecycle.
8. Support the development of digital roadmaps that reflect client needs/gaps and teammate needs/gaps, as well as foundational technology capabilities and other digital enablers.

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. Bachelors’ degree in business, engineering, design, or technology field; or related field or equivalent combination of education and professional experience
2. Three or more years of banking, financial services, digital, or other relevant work experience
3. Two or more years of product, analysis, technology, and/or design experience
4. Comfortable managing concurrent projects in a fast-based, results-driven environment
5. Comfortable with ambiguity, leading work autonomously, and making independent decisions
6. Well-developed verbal and written communication skills
7. Well-developed analytical, decision-making, and problem-solving skills
8. Solid understanding of trends in technology and in the financial services industry
9. Ability to learn and translate technically complex concepts into business friendly terminology
10. Considerable tact, diplomacy, and people skills
11. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, to analyze and communicate complex information to business leadership

Preferred Qualifications:

2 Any experience/exposure to Adobe platforms

3 Marketing channel experience (website, offers, personalization)

Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need

Regular or Temporary:

English (Required)

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.

• Design, implement, and maintain database systems (DataStax, DynamoDB, PostgreSQL, and SQL Server).
• Monitor database performance and proactively address issues related to tuning, indexing, and query optimization.
• Ensure high availability and disaster recovery through backups, replication, and failover strategies.
• Implement and maintain database security policies, including access controls and encryption.
• Collaborate with development teams to support application integration and schema design.
• Perform regular audits and updates to ensure compliance with data governance and regulatory standards.
• Automate routine tasks using scripting languages (e.g., PowerShell, Python, Bash).
• Maintain documentation for database configurations, procedures, and standards.
• Collaborate with product owners, architects, and cross-functional teams to translate business requirements

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 and six to ten years of experience or equivalent education and software engineering training or experience

2. In-depth knowledge in information systems and ability to identify, apply, and implement best practices
3. Understanding of key business processes and competitive strategies related to the IT function
4. Ability to plan and manage projects and solve complex problems by applying best practices
5. Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Regular or Temporary:

English (Required)

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. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
6. Advises on consumer lending options and takes loan applications.
7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.
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. High school diploma or equivalent education
2. 2 years of client sales and service experience
3. Experience with sourcing and prospecting for new clients and client relationship building
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office
6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements
7. Ability to multi-task under time constraints
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:
1. Associate’s degree or higher
2. Demonstrated ability to handle multiple priorities under time constraints
3. Excellent verbal and written communication skills
4. Ability to respond in a professional manner with a high level of service quality
5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
6. Demonstrated ability in meeting or exceeding sales goals
7. General understanding of bank operations, policies and procedures

Regular or Temporary:

English (Required)

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. Plays an integral role in supporting new business development, due diligence, and/or transaction execution.
2. Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis.
3. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB.
4. Additional responsibilities on internal client management duties as specified by manager and team.

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. BA/BS degree
2. Licenses: Series 7 or 79, 63
3. 4 years of related work experience
4. Strong knowledge of investment banking, market, industry sector, and/or financial products
5. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions
6. Strong organizational and leadership skills
7. Advanced skills in written and oral communications, and interpersonal relationship management
8. Solid analytical and sales skills

Preferred Qualifications:

1. MBA degree, with a Finance focus
2. 6 years of related work-related experience

Regular or Temporary:

English (Required)

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.
5. Continuously acts as a culture champion that is aligned with Truist’ s Purpose, Mission and Values
8. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance
9. Works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships and business practices
10. Using sound judgment on expense and operational efficiency
11. Participate and complete in all required in-person, on-line and virtual training sessions.
12. It is the expectation that individuals in this role will progress to a Wealth Advisor role, managing a book of business, after 18 to 24 successful months as a Wealth Advisor Associate.

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 required with an overall minimum 3.0 GPA
2. Great networking business development and relationship building skills
3. Strong work ethic and strong drive to succeed; competitive, self-motivated and results-oriented
4. Excellent verbal, written and presentation skills
5. Must successfully obtain and maintain the following licenses during the first 130 days of the program: SIE, Series 7, 63, 65, Life, Health, Variable
6. FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Candidates will have 60 days from their start date to transfer, or 100 days from their start date to acquire, all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed
7. Ability to thrive and actively participate on a team
8. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
9. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check

Preferred Qualifications:
1. Bachelor's Degree in Business, Finance or Economics

The annual base salary for this position is 112,000 - $140,000.

Additional incentive pay is available for this position.

Regular or Temporary:

English (Required)

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. Prepare (key) correspondence, reports and forms.
2. Compose correspondence as directed. Within guidelines, may answer correspondence on own initiative.
3. Execute routine projects within general guidelines and instruction.
4. May provide workflow and problem-solving guidance to other administrative assistant levels.
5. Establish and maintain files and records.
6. Screen calls/voicemails and handle or route to appropriate people.
7. Arrange and handle details related to travel arrangements, expense reports, departmental budgets, meetings and appointments.
8. Deal discreetly with confidential information.
9. Can make recommendations to management based on findings.
10. Interact with internal and/or external customers to answer questions, research, and resolve problems that require in-depth knowledge of the function and process transactions within scope of authority.

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. High school diploma, or equivalent education and related training
2. Seven years of progressively more complex clerical experience
3. Excellent verbal and written communication skills (including strong knowledge of spelling and grammar), organizational skills, interpersonal skills, and math skills
4. Exhibited ability to work independently
5. Ability to deal with complex situations which require sound judgment
6. Ability to operate office equipment (e.g. copier, fax)
7. Ability to endure light physical labor
8. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

1. Associate’s degree
2. Working knowledge of Microsoft Access and PowerPoint
3. Completion of certifications that are specific to industry

Regular or Temporary:

English (Required)

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.

Answer inbound client calls timely, accurately, professionally and courteously. Maintain required performance standards in quality, attendance, promptness and identifying client needs. Assist in the resolution of client needs. Ensure the security of client information and assist with minimizing bank losses by performing client authentication on each inquiry. Identify possible identity theft and fraud and escalate as appropriate. Accurately identify and track the call reason for solving client needs, support ongoing teammate training, forecasting and trending purposes. Engage with clients to understand their needs and leverage Truist products and services to best meet client expectations.

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.

High school diploma or GEDStrong communication (verbal and written) and interpersonal skills to fully identify client need’s and resolve them with minimal client effort Ability to work with confidential information in a professional manner Ability to adapt to change and work in a fast paced environment Basic computer navigation and keyboarding skills, including ability to multi-task wand navigate between multiple systems