Industry Specialty Commercial Banking Associate Ii jobs at Truist in United States, Atlanta
Truist Syndicated & Leverage Finance Analyst II United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)Responsible for advising, managing and underwriting all leveraged finance activities for corporate clients. Advise clients on raising debt for acquisitions, refinancing, or restructuring existing debt through high yield bonds, and syndicated loans.
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. Works closely with senior CIB professionals.
2. Performs assigned duties with some independence, including but not limited to, due diligence, document processing, financial modeling, statistical analysis, research, and presentation development.
3. Begins to lead processes in particular with junior teammates at PE firms.
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, 79, 63
3. Proven analytical ability and attention to detail
4. Solid leadership and interpersonal skills
5. Proven ability to work well in a fast-paced, team-oriented environment
6. Strong written and oral communication skills
7. 1 year of related work experience since graduation from an undergraduate program
Preferred Qualifications:
1. 2 years of related work experience since graduation from an undergraduate program
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Truist Foundations & Endowments Specialty Practice United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)JOB SUMMARY
Job Description
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.
Senior member of team with highly evolved investment skills who can devise, implement and communicate effective investment strategies for complex, sophisticated Outsourced Chief Investment Officer (OCIO) clients. A superior communicator and presenter who can build confidence in with the most demanding clients. Able to develop and maintain robust client relationships and cultivate constituents among client staff and board members. Responsibilities will be generally evenly divided between:
* Serving as an investment thought leader
* A high-level client service contact
* Demonstrated ability to identify and cultivate new business opportunities
Core Responsibilities will be focused, but not limited to servicing client and investor advisory solutions including:
* High capacity for independent critical thinking applied to developing differentiated investment solutions
* Very strong presentation and quantitative explanatory capabilities to develop an investment narrative
* Very highly developed intellectual framework to interact with internal and external partners in a manner that inspires confidence
May have broader practice-wide responsibilities as a thought leader in areas of investment topics and best communication practices, such as:
* Development of and contribution to practice team best thinking on investment strategies and communications approaches related to investment markets
* Cultivation of existing and new relationships to expand practice opportunities within geographic markets and participation in new business process and presentations
* Management and oversight of complex investment portfolios and face to face client interaction to strengthen relationship and communicate strategic positioning and investment outcomes
* Providing leadership for deal team in new business opportunities
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
2. 10 or more years of Institutional Investment Management experience
3. Experience dealing with C-suite-level clients and leadership of not for profit boards and committees
4. Strong communication skills (written and verbal), excellent presentation, analytic and quantitative reasoning skills
5. Proficiency in Microsoft Excel and PowerPoint
6. Strong understanding of Institutional Investment Management trends
7. Effective time and personal management
Preferred Qualifications:
1. Graduate degree in economics, finance, accounting, or related business field or professional designation
2. 15 or more year of Institutional Investment Management experience
3. Attainment of CFA or CIMA designation strongly preferred
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Truist Wealth Support Specialist II Atlanta GA United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)*This position is an office centric role 4 days a week, one will need to be open to traveling between local offices*
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. Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the advisor’s purpose-driven advice delivery, revenue-generating activities, and client acquisition activities.
2. Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book management data (i.e. pipelined reports and referrals)
3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials.
4. Support Integrated Relationship Management activities through good understanding of offerings, solutions, and referral pathways.
5. Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team.
6. Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely manner.
7. Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding/welcome program, client servicing and advisor support.
8. Escalate potential at-risk relationships to advisor/regional managing director.
9. Serve as the on-site local contact for wealth support advisory org teammates and leadership.
10. Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for Wealth clients with other LOBs.
11. Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions.
12. Respond to client requests for information and assistance within appropriate level of authority.
13. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interactions and support a superior client experience.
14. Continually render responsive and professional personal service to Wealth clients
15. Can attend client events/meetings, as needed, with leadership approval.
16. Serve as a peer-mentor for WSS I
17. Participate in workstreams, committees and councils as needed.
18. Able to provide support for multiple advisors and client relationships in a fast-paced environment.
19. Able to work independently and seek guidance as needed.
20. Where applicable, demonstrate proficiency in specialty-specific support activities, including servicing a commercial book of business, demonstrate a basic understanding of treasury services and solutions, and identifying specialty-specific process and service/solution delivery gaps.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. Undergraduate degree or 4+ years of banking experience
2. Excellent organizational skills with the ability to work on numerous tasks simultaneously.
3. Responsive to coaching
4. Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training.
5. Flexible; able to adapt to change.
6. Able to identify and focus on top priorities in a fast-paced environment with multiple priorities
7. Strong understanding of banking, lending, commercial and wealth management solutions
8. Excellent interpersonal and relationship management skills
9. Excellent oral and written communication skills
10. Proficiency in Microsoft Office applications
11. Exemplary customer service and professional etiquette skills
12. Ability to travel, occasionally overnight.
Preferred Qualifications:
1. 5 years of previous banking or other financial institutional experience
2. Strong fiduciary and investment management knowledge
3. For specialty support teammates, commercial or specialty-industry experience
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Truist Wealth Support Specialist II United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)*This position is an office centric role 4 days a week, one will need to be open to traveling between local offices*
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. Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the advisor’s purpose-driven advice delivery, revenue-generating activities, and client acquisition activities.
2. Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book management data (i.e. pipelined reports and referrals)
3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials.
4. Support Integrated Relationship Management activities through good understanding of offerings, solutions, and referral pathways.
5. Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team.
6. Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely manner.
7. Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding/welcome program, client servicing and advisor support.
8. Escalate potential at-risk relationships to advisor/regional managing director.
9. Serve as the on-site local contact for wealth support advisory org teammates and leadership.
10. Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for Wealth clients with other LOBs.
11. Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions.
12. Respond to client requests for information and assistance within appropriate level of authority.
13. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interactions and support a superior client experience.
14. Continually render responsive and professional personal service to Wealth clients
15. Can attend client events/meetings, as needed, with leadership approval.
16. Serve as a peer-mentor for WSS I
17. Participate in workstreams, committees and councils as needed.
18. Able to provide support for multiple advisors and client relationships in a fast-paced environment.
19. Able to work independently and seek guidance as needed.
20. Where applicable, demonstrate proficiency in specialty-specific support activities, including servicing a commercial book of business, demonstrate a basic understanding of treasury services and solutions, and identifying specialty-specific process and service/solution delivery gaps.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. Undergraduate degree or 4+ years of banking experience
2. Excellent organizational skills with the ability to work on numerous tasks simultaneously.
3. Responsive to coaching
4. Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training.
5. Flexible; able to adapt to change.
6. Able to identify and focus on top priorities in a fast-paced environment with multiple priorities
7. Strong understanding of banking, lending, commercial and wealth management solutions
8. Excellent interpersonal and relationship management skills
9. Excellent oral and written communication skills
10. Proficiency in Microsoft Office applications
11. Exemplary customer service and professional etiquette skills
12. Ability to travel, occasionally overnight.
Preferred Qualifications:
1. 5 years of previous banking or other financial institutional experience
2. Strong fiduciary and investment management knowledge
3. For specialty support teammates, commercial or specialty-industry experience
These jobs might be a good fit
Truist Corporate Banking Associate United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)
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
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Truist Wealth Advisor Associate United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:Responsible for working with two or more Wealth Advisors to enable the delivery of advice and solutions to high net worth clients, identify new prospects, and develop new business. Client assets under management range from $1M+, $5MM+, and $20MM+ and include some of the most complex relationships within Truist.
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.
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Truist Corporate & Leveraged Finance Associate United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
** POSITION WILL WORK ONSITE*****This position will work between the hours of 8am-8pm Monday-Friday and 9am-3pm Saturday. Schedules may vary during these hours. Training will be Monday-Friday from 8am-5pm. Once training is complete we anticipate the schedule will be 11am-8pm with a possible 9am-3pm Saturday.***
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
These jobs might be a good fit
Share
Regular or Temporary:
English (Required)
1st shift (United States of America)Responsible for advising, managing and underwriting all leveraged finance activities for corporate clients. Advise clients on raising debt for acquisitions, refinancing, or restructuring existing debt through high yield bonds, and syndicated loans.
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. Works closely with senior CIB professionals.
2. Performs assigned duties with some independence, including but not limited to, due diligence, document processing, financial modeling, statistical analysis, research, and presentation development.
3. Begins to lead processes in particular with junior teammates at PE firms.
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, 79, 63
3. Proven analytical ability and attention to detail
4. Solid leadership and interpersonal skills
5. Proven ability to work well in a fast-paced, team-oriented environment
6. Strong written and oral communication skills
7. 1 year of related work experience since graduation from an undergraduate program
Preferred Qualifications:
1. 2 years of related work experience since graduation from an undergraduate program
These jobs might be a good fit
