דרושים Treasury Sales Manager ב-Truist ב-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.
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)

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.

• Manage a problem loan portfolio consisting of the most complex credit structures, primarily syndicated corporate and middle market loans while managing the capital market opportunities/fees associated with the clients.
• Being able to independently manage syndicated credits facilities as agent and/or actively participate and manage the communication process with other institutions as participant (whether formally as part of the Steering Committee or informally by communicating directly with other lenders) to direct or influence credit resolution strategies.
• Ability to actively communicate with and/or manage restructuring professionals including legal counsel, financial advisors, investment bankers, and other relevant vendors playing a role in the credit resolution process.
• Proactively communicating with assorted internal and external stakeholders including the Truist debt trading desk, investment banker coverage teams, leveraged finance and sponsor groups in an effort to explore all resolution strategies including capital markets opportunities to self-help (SPAC, capital raise, bond issuance, ATM etc.), preservation of sponsor relationships and generation of capital market fees in a manner consistent with prudent risk parameters.
• Be the face of Truist in interactions with C-suite executives of publicly traded companies facing challenged economic stress and provide a consensual path forward for both the bank and customer through 2- 4 above.
• Actively participating in the balance sheet restructuring process for clients (inside or outside of bankruptcy court) when applicable by interacting with debtor, sponsors, lenders, and professionals as needed; overseeing the marketing process when the resolution path involves the sale of assets or a business whether as a going concern or liquidation.
• Negotiating all documentation required in the credit resolution process including, but not limited to, credit, intercreditor, collateral, sale, engagement, restructuring support, and non-disclosure agreements and related amendments if applicable.
• Overseeing or actively participating in any and all pertinent activities related to recapitalization of borrowers, when applicable, including interacting with professionals and third-party capital sources such as private equity groups, hedge funds, vulture or distress debt funds, junior lenders, and bond holders or their professionals.
• Work effectively with partners such as Commercial Banking Specialists (CBS), Fulfillment Specialist and PM to ensure all client-related documentation and financial analysis are sound and any issues are resolved in an accurate and timely manner.
• Provide accurate and timely monthly forecasting for non-performing assets and charge-offs.
• Complete reporting as required for impairment analysis, accrual justification and Criticized Loan Asset Reports.
• Interface with CIG and middle market (credit, RM and PM) in a consultative role on criticized credits to assess and mitigate risk.
• Keep abreast of changing Bank policy and procedures, as well as business and economic developments which impact the loan portfolio and banking in general.

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.

• Bachelor’s degree in business, finance, or banking or comparable education and related training.
• A minimum of fifteen years commercial banking, loan workout or equivalent experience.
• Significant experience with syndicated/complex credit structures.
• In depth knowledge of capital market products both from a capital market and balance sheet management perspective.
• In depth knowledge of bankruptcy law/in and out of court restructuring.
• Exceptional negotiation, communication, interpersonal, financial analysis and problem-solving skills. Ability to deliver messages and interact effectively in a sometimes tense or adversarial environment.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications:

• Master’s degree in business administration, finance, or banking.
• Twenty yearsof experience in commercial banking, loan workout, and/or relationship management.

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.

Underwriting:leads the entire commercial underwriting process both internally and sometimes externally with prospects and clients. Underwrites, structures, and documents all prospect and client transactions. Possesses a mastery of client and industry expertise, analyzes individual company performance and the impact of industry and competitive dynamics and macroeconomic events on the creditworthiness of clients and prospects. Provides independent, in-depth analysis of financial statements, projections and business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank’s suite of ancillary products, including legal documentation impact and negotiation. Is accountable for the risk evaluation and associated regulatory compliance requirements. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other Truist product offerings

Client Interaction:expands client relationships through occasional direct client calling efforts. In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria.

Deal Team Management:Expected to manage these tasks by utilizing assigned Associates and Analysts. Mentors and coaches Associates and Analysts including annual performance review process for Analysts and Associates.

Problem Complexity:Very Complex. Underwriters & Portfolio Manager 2s will be assigned to some of the more complex names and potentially larger portfolios.

Leadership / Influencing / Negotiating / Persuading:Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers. Expected to mentor all junior talent as well as LOB partners as appropriate.

Project or Program Management:Must be able to handle a large portfolio of Middle Market clients in addition to taking a leadership role in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole.

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.

• Bachelor’s Degree in Finance or related field and at least 7+years of related training and experience in commercial credit analysis.
• Mastery level proficiency with MS Office Desktop applications.
• Strong interpersonal skills and solid written/verbal communication are essential.
• Sound credit skills essential.
• Must have strong attention to detail.
• Ability to prioritize workflow and multi-task in a fast-paced environment.

Preferred Qualifications:

• Has successfully held similar role with commercial financial institution or like experience.
• Industry or sub-sector expertise.
• Mastery of Truist Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino

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. Plans and coordinates closely with LOB/function managers and subject matter experts. Ensures that business cases are developed for budgeting, planning, and tracking revenue and/or expense.

2. Works closely with, and provides direction to technology leads to support program needs.

3. Ensures that program activities are on a path to deliver benefits realization.

4. Installs an appropriate risk management plan for the program.

5. Ensures collaboration across LOBs with key functional partners in the implementation of initiatives.

6. Proactively challenge the performance of current systems and processes and identifies risks and develops solutions and/or processes and ensures necessary risk mitigation steps are built into the processes.

7. Readily recognizes solution and determines at what point issues require escalation to management.

9. Provides project-related performance evaluations on project resources.

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 a relevant field, or an equivalent combination of education and work experience

2. Ten years progressive related experience in either a consulting, project management or process improvement related role

3. Strong skills and experience in issue resolution, influencing team members and other stakeholders, conducting difficult negotiations and managing to stringent timelines for project deliverables

4. Demonstrated superior understanding of business and technology organization, resources, priorities, needs and policies

5. Demonstrated leadership in the implementation of complex programs and projects

6. Ability to bring clarity to ambiguous assignments

7. Demonstrated strong verbal and written communication skills

8. Superior working knowledge of business matters, finance, planning, and forecasting

Preferred Qualifications:

1. Advanced degree in a relevant field of work (e.g., MBA). PMP and/or PgMP

2. Certification in Lean Six Sigma or similar process improvement, facilitation, and project management methodologies

3. Experience implementing large/complex initiatives across a matrix organization

4. In-depth knowledge of management and planning systems theory and practical application to complex initiatives

5. Experience with financial measurements and metrics

6. Financial Services experience

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)

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.2. Provide direction for the development of the necessary applications/solutions while working with the end- users to identify and recommend enhancements and solutions, as well as continually evaluating alternative systems and methodologies.
3. Act as a liaison between other lines of business throughout the enterprise to ensure proper notification of decisions and reporting of processes, enhancements, etc.
4. Manage process improvements, documentation, and merger/conversion activities in support of Fraud laws and regulations.
5. Participate in Fraud training that may include webinars, periodicals and self -study in order to stay abreast of the Fraud laws and regulations. Monitor current and future Fraud regulations and industry trends and communicate suggestions related to necessary adjustments regarding procedures and strategies.
6. Assist in the direction and leadership of the development of applicable Fraud training programs. Coordinate the training and guidance for new associates as they are hired or transferred into the area.
7. Lead and mentor associates to achieve their fullest potential and prepare those associates for the next level of responsibility and achievement. This includes making recommendations for employment (recruiting and hiring), career development, performance evaluations, salary changes, promotions, transfers, and terminations within established policies and guidelines.
8. Assist in the management of departmental and project budgets while optimizing service and cost to the business unit.

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 or equivalent education, training and work-related experience
2. Nine years of managerial banking or financial industry experience; preferably in a branch, audit, compliance or lending related capacity
3. Eight years of experience in investigative research and documentation or five or more years prior Fraud experience
4. Strong and on-going knowledge and experience with Fraud regulations and related compliance requirements, including reporting and record retention requirements, and understanding of how changes in those regulations or compliance requirements affect management
5. Excellent verbal and written communication skills; ability to communicate effectively with senior leadership, LOB managers and external entities (e.g. federal examiners)
6. Proven strong leadership skills in a managerial role
7. Strong analytical, time management and critical thinking skills
8. Ability to provide constructive feedback through leadership, motivation, and persuasion; ability to influence others without direct authority
9. Proven team building skills
10. Ability to work in a high stress, fast paced, and rapidly changing environment, with time-critical situations
11. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
12. Ability to learn all internal applications necessary to perform the requirements of this position

Preferred Qualifications:
1. Master's degree in Business or other related field
2. Graduate of BB&T now Truist Banking School or other widely recognized banking school
3. Federal law enforcement background
4. Knowledge of BB&T now Truist Credit Culture, project management and problem management processes
5. Certified Regulatory Compliance Manager (CRCM) or other applicable related certifications

The annual base salary for this position is $169,000. The starting hourly wage for this position is $81.25

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.

• Provide comprehensive and customized project management support to HCBE team for strategic HR COE initiatives such as performance management, talent management, and change management programs and processes.

• Create advanced presentations on HR processes and programs for use with business executives.

• Create and execute implementation and customized communication plans for business unit HR initiatives.

• Work independently and follow project management disciplines.

• Support special HR projects as appropriate, which typically will include audits, merger and acquisition (M&A) activity, divestitures and internal HR project teams.

• Establishes and maintains relationships with all stakeholders.

• Performs risk management to minimize project risks. Identifies/resolves obstacles to completing project on time and within budget.

• Creates and maintains comprehensive project documentation. Identifies and resolves difficult complex issues, reports and escalates to management as needed.

• Serves as an individual contributor with responsibility in a professional or technical discipline or specialty.

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.

• Bachelor’s degree in a relevant field, or an equivalent combination of education and work experience.

• 5-7 years progressive related experience in either a consulting, project management or process improvement related role.

• Expert-level understanding of project management framework and methodologies.

• Highly developed skills and experience in developing and implementing processes, standards and operational plans that will have an impact on the achievement of functional results.

• Proven leadership in the implementation of complex projects, issue resolution, communication, interpersonal and negotiation skills.

• The ability to communicate with and influence others, conduct difficult negotiations and manage to stringent timelines for project deliverables.

• Expert-level cost and risk management skills. Demonstrated advanced understanding of business and technology organization, resources, priorities, needs and policies.

• Proven ability to make decisions under pressure and bring clarity to ambiguous assignments. Demonstrated ability to effectively manage time, delegate and problem-solve. Advanced working knowledge of business matters, finance, planning, and forecasting.

Preferred Qualifications:

• 5 years of experience as a Human Resources professional.

• Ability to perform and understand basic statistics and data analyses.

• Experience working in the financial services industry.