Wp Client Training Specialist - Atlanta Ga 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 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
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
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.
Truist Platinum Support Lead - Atlanta United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)** This position is on-site 5 days per week at the Atlanta office **
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.
- Executive Desktop Support: Provide comprehensive, white-glove technical support for executive-level Windows and macOS laptops, desktops, mobile devices (iOS/Android), and associated peripherals.
- Software & Application Support: Install, configure, troubleshoot, and maintain executive software applications (e.g., Microsoft 365 suite, custom business applications, collaboration tools).
- Meeting & Event Support: Provide on-site technical assistance for executive meetings, presentations, and special events, ensuring seamless operation of all technology.
- Network Connectivity: Troubleshoot basic network issues (wired and wireless) impacting executive devices.
- Hardware Troubleshooting & Repair: Diagnose and resolve hardware issues, perform component replacements, and coordinate with vendors for repairs as needed.
- VIP Service: Provide prompt, discreet, and highly responsive support, often requiring immediate attention and problem resolution.
- Documentation : Maintain accurate records of support requests, resolutions, and executive asset inventory.
- Proactive Maintenance: Perform routine checks and maintenance to prevent issues and ensure optimal performance of executive technology.
- Collaboration: Work closely with other IT teams (e.g., Network, Systems, Security) to resolve complex issues and implement solutions.
- Training & Guidance: Provide clear and concise guidance to executives on technology usage and best practices.
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 business or IT field, or equivalent education and related training
- 5 years of experience managing in an IT environment
- 5 years of experience implementing and supporting large scale web solutions
- Excellent written and verbal communication skills
- Demonstrated proficiency in learning and applying technical concepts
- Ability to successfully interact with all levels of management across all lines of business and negotiate complex technical issues
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred Qualifications:
- Bachelor's degree in Information Technology, Computer Science, or a related field, or equivalent practical experience.
- 5-10+ years of experience in desktop support, technical support, or a similar role, with a strong emphasis on supporting VIPs or executive-level users in a financial institution.
- Proven expertise in troubleshooting and supporting both Windows and macOS operating systems.
- Proficiency with Microsoft 365 applications (Outlook, Word, Excel, PowerPoint, Teams, SharePoint).
- Strong understanding of mobile device management (MDM) concepts and troubleshooting (iOS.)
- Excellent problem-solving skills and the ability to diagnose and resolve complex technical issues quickly and effectively.
- Exceptional communication (written and verbal), interpersonal, and customer service skills.
- Highly Professional and Discreet: Ability to maintain strict confidentiality and exercise a high level of discretion when interacting with executive leadership.
- Self-motivated, proactive, and able to work independently as well as part of a team.
Truist Fiduciary Support Specialist II United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)
This role is ideal for engineers with a strong foundation in software development who are eager to deepen their expertise in cloud platforms, microservices, and event-driven architecture.
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, develop, and deploy modern Java-based applications using cloud-native patterns and tools.
- Lead and contribute to the full software development lifecycle: from concept and design to testing, deployment, and support.
- Collaborate with product owners to refine user stories and deliver high-quality, working software in an Agile environment.
- Implement robust unit, integration, and performance tests to ensure code quality and reliability.
- Build and maintain observability into applications using logging, metrics, and alerting tools.
- Ensure security and compliance are embedded into every stage of the development process.
- Mentor junior engineers and contribute to a culture of continuous learning and improvement.
- Participate in code reviews, design discussions, and architectural decisions.
- Support production systems and troubleshoot complex issues in real-time environments.
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 four to seven 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 IT 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
Preferred Qualifications:
- Degree in Computer Science, Computer Engineering, or related field.
- Experience building and scaling enterprise-grade applications using Java and Spring Boot.
- Hands-on experience with cloud platforms (AWS, Azure, or GCP) and containerization (Docker, Kubernetes).
- Familiarity with event-driven and microservices architectures.
- Experience with messaging systems such as MQ, JMS, or Kafka.
- Strong understanding of RESTful APIs, OpenAPI specifications, and service-oriented architecture.
- Proficiency with CI/CD tools like Git, Maven, Jenkins, and automated testing frameworks.
- Solid knowledge of relational databases (SQL, stored procedures, data modeling).
- Exposure to observability tools and practices (e.g., Prometheus, Grafana, ELK stack).
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.
Truist Wealth Support Specialist II- SEG Atlanta GA United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)* This is an in-office position located in Atlanta, GA.*
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
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.
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