Wealth Advisor Iii - Atlanta jobs at Truist in United States, Atlanta
Truist WP Client Training Specialist - Atlanta GA United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)**Bilingual Spanish Preferred but not 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. Responsible and accountable for facilitating less-complex product training within assigned implementations by planning, coordinating, and executing single or multi-product training sessions in a high quality, timely and efficient manner.
2. Delivers interactive training sessions via different channels and mediums in accordance with performance standards.
3. Works under direct supervision to support smaller and / or less-complex issues, clients, accounts, projects, analyses, or internal relationships.
4. Accountable for the completion of assigned deliverables with little day-to-day management.
5. Proactively communicates with clients and business/operations partners to coordinate and drive training efforts on behalf of the client.
6. Maintains knowledge of less complex wholesale products and/or strong knowledge of one or more highly complex treasury products.
7. Communicates clearly and professionally with the client and business/operations partners in written and verbal communications.
8. Acts with urgency when responding to client training inquiries, meeting client needs, and providing industry-leading client service.
9. Understands and demonstrates flexibility/adaptability to meet client needs.
10. Adheres to the Risk & Regulatory Compliance framework; recognizing the risk role to be played in any given situation and the activities needed to proactively manage risk and regulatory compliance.
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, training and work-related experience.
2. One year or more in Wholesale, bank operations, or other related industry experience.
3. Diligent, flexible, and detail-oriented, with excellent organizational skills.
4. Strong verbal and written communication skills – including the ability to be proactive and adapt messaging based on the audience.
5. Possess strong presentation skills.
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
1. Bachelor’s Degree in a business related field or equivalent education and related training.
2. Three or more years in experience Treasury.
3. Training certification or equivalent facilitator experience.
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Truist Software Engineer III United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)
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. Develop customized coding, software integration, perform analysis, configure solutions, using tools specific to the project or the area.
2. Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards, including robust unit testing and support for subsequent release testing.
3. Build non-functional monitoring capabilities and provide escalated support for highly complex applications in production.
4. Build in and maintain security controls and monitoring in support of company standards.
5. Typically lead moderately complex projects and participate in larger, more complex initiatives.
6. Solve complex technical and operational problems. Act as a resource for teammates with less experience
7. May oversee the work of a small team.
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
1. Master’s degree and ten+ years of experience or an equivalent combination of education and work experience
2. Knowledge of specific applications, technology platforms, programming languages, systems, or business segments
3. Banking or financial services experience. Knowledge of one or more of the following: Solid foundation in data structures, algorithms, and software design with strong analytical and debugging skills
4. Professional experience building high-quality apps or services from the ground up and scaling at an enterprise level
5. Experience with Open Source tools and frameworks
6. Experience with cloud technologies, such as AWS, Azure, or GCP
7. Strong understanding of SOA and/or Open API methodologies and service architectures
8. Experience using web servers, application containers, caching technologies
9. Solid knowledge of relational database design and development (SQL, stored procedures, data modeling)
10. Experience with messaging systems (i.e., MQ and JMS)
11. Experience with build tools, such as Git, Maven, and Jenkins. Proven ability to write comprehensive unit and integration tests
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.
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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 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 Software Engineer III -- PEGA/OpenShift United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)
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 application support including complex problem research, analysis, resolution and 24X7 on-call support.
- Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards, including robust unit testing and support for subsequent release testing.
- Will be responsible for end-to-end interface analysis, rationalization, declaration & definition Deposits applications and APIs production support.
- Build non-functional monitoring capabilities and provide escalated support for highly complex applications in production.
- Build in and maintain security controls and monitoring in support of company standards.
- Typically lead moderately complex projects and participate in larger, more complex initiatives.
- Solve complex technical and operational problems. Act as a resource for teammates with less experience
- May oversee the work of a small team and responsible for driving release/change management from planning to deployment and post validations
- Assist with compliance and audit review activities; comply with Truist standards and complete assigned trainings in timely manner
- In an Agile environment: Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and engage with, the business from the beginning of the design work. Leverage continuous engineering practices to deliver business value regarding effectiveness of the design. Actively participate in refining user stories. Responsible for design, developing, and maintaining automated unit testing, and supporting integration and functional testing. Responsible for providing automated monitoring capabilities through tools like Dynatrace and Splunk, providing warranty support, and providing knowledge transfer to production support. Occasionally develop code in accordance with the acceptance criteria established by the Product Owner
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
HIGHLY Preferred Qualifications
- Bachelor’s Degree with 4-6 years of experience or equivalent education and software engineering training or experience
- 3+ years experience with PEGA or OpenShift
- Hands on experience with following technology stack: -
- Primary - Mainframe (COBOL, JCL, DB2, CICS, Z/OS Connect, etc.)
- Secondary - Distributed (Java, OpenShift, AWS, SQL, Middleware services, JSON, etc.)
- Experience with building monitoring and alerting through Dynatrace and Splunk.
- Experience using web servers, application containers, caching technologies, Gitlab and schedulers.
- Solid knowledge of relational database design and development using Oracle, SQL, stored procedures, data modeling.
- Knowledge of specific applications, technology platforms, programming languages, systems, or business segments
- Banking or financial services experience. Knowledge of one or more of the following: Solid foundation in data structures, algorithms, and software design with strong analytical and debugging skills
- Professional experience building high-quality apps or services from the ground up and scaling at an enterprise level
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.
These jobs might be a good fit
Truist Advice & Planning Analyst III Atlanta GA 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:
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. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage
production goals.
2. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well3. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external
rules and regulations, particularly those established by State and Federal law.
4. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as
Truist Mortgage products and their benefits.solutions for deepening client opportunities.
6. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined
through quality control or post-closing review.
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. 1+ year(s) experience in banking and/or lending environment with basic knowledge of
residential property types
2. Good organizational, written and verbal communication skills
3. Possesses solid interpersonal and negotiation skills
4. Demonstrated proficiency in relevant computer applications
5. 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
1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.
2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations.
3. Previous sales awards and leadership positions.
These jobs might be a good fit
Share
Regular or Temporary:
English (Required)
1st shift (United States of America)**Bilingual Spanish Preferred but not 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. Responsible and accountable for facilitating less-complex product training within assigned implementations by planning, coordinating, and executing single or multi-product training sessions in a high quality, timely and efficient manner.
2. Delivers interactive training sessions via different channels and mediums in accordance with performance standards.
3. Works under direct supervision to support smaller and / or less-complex issues, clients, accounts, projects, analyses, or internal relationships.
4. Accountable for the completion of assigned deliverables with little day-to-day management.
5. Proactively communicates with clients and business/operations partners to coordinate and drive training efforts on behalf of the client.
6. Maintains knowledge of less complex wholesale products and/or strong knowledge of one or more highly complex treasury products.
7. Communicates clearly and professionally with the client and business/operations partners in written and verbal communications.
8. Acts with urgency when responding to client training inquiries, meeting client needs, and providing industry-leading client service.
9. Understands and demonstrates flexibility/adaptability to meet client needs.
10. Adheres to the Risk & Regulatory Compliance framework; recognizing the risk role to be played in any given situation and the activities needed to proactively manage risk and regulatory compliance.
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, training and work-related experience.
2. One year or more in Wholesale, bank operations, or other related industry experience.
3. Diligent, flexible, and detail-oriented, with excellent organizational skills.
4. Strong verbal and written communication skills – including the ability to be proactive and adapt messaging based on the audience.
5. Possess strong presentation skills.
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
1. Bachelor’s Degree in a business related field or equivalent education and related training.
2. Three or more years in experience Treasury.
3. Training certification or equivalent facilitator experience.
These jobs might be a good fit
