Administrative Assistant - Wholesale Credit Delivery jobs at Truist in United States, Charlotte

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.

• Prepare (key) correspondence, reports and forms.
• Compose correspondence as directed. Within guidelines, may answer correspondence on own initiative.
• Research and assemble information for projects.
• Execute routine projects within general guidelines & instruction.
• Establish and maintain files and records.
• Answer telephone and handle walk-in inquiries
• Arrange and handle details related to travel arrangements, expense reports, meetings and appointments.
• Deal discreetly with confidential information.
• Interact with internal and/or external customers to provide information, assist in solving problems and answer questions.
  

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 equivalent education and related training
• Five years of experience in a support position
• Excellent verbal and written communication skills
• Ability to operate office equipment (e.g. fax, copier)
• Ability to endure light physical labor
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:

• Experience in working with and supporting senior leadership
• Experience with SAP/Outlook/ TEAMs/ Visio
• Working knowledge of Microsoft Access and PowerPoint
• Completion of certifications that are specific to industry
• Experience/knowledge related to Cybersecurity
• Ability to adapt (and thrive!) in a fast-paced, changing environment
• Strong ability in taking initiative, anticipating needs and seeking information/answers as needed.

* The incumbent for this role will work onsite in Charlotte, NC.

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. Ensure effective communication and partnership with Executive Assistant teammates. Identify issues, research questions, and bring matters to manager’s attention.
2. Establish and maintain files and records.
3. Manage executive’s schedule (including appointments, meetings, and arrangement of travel requirements and itineraries) and correspondence by gathering information, preparing and editing communications and designing and preparing graphic presentations.
4. Complete projects and special assignments by establishing objectives; determining priorities; managing time; gaining cooperation of others; monitoring progress; problem-solving; making adjustments to plans.
5. Serve as a liaison, interacts with important clients, community leaders and other executives to help ensure informed and consistent decisions are made and problems are researched and resolved timely and appropriately.
6. Deal discreetly with confidential information.

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 graduate or equivalent
2. Seven years administrative experience in support role with two years of experience supporting a senior level manager or professional
3. Excellent verbal and written communication skills (including strong knowledge of spelling and grammar), organizational skills, interpersonal skills, and math skills
4. Ability to work independently and provide direction to other clerical staff
5. Ability to deal with complex situations that require sound judgment
6. Exhibits the poise, confidence, and interpersonal skills necessary to favorably interact with employees, clients, senior corporate officers, and directors
7. Ability to operate office equipment (fax, copier, etc.)
8. Ability to endure light physical labor
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

1. Bachelor’s degree

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. Partner with leaders and SMEs on strategic priorities and initiatives to assess potential global service delivery opportunities.

3. Develop business requirements that align with strategic priorities and goals to enable the sourcing process and plan for transitions.

4. Define problems and scope parameters, organize and structure teams, assign individual responsibilities, develop transition/project schedules and milestones, identify governance and escalation routines for decision making, and determine resource requirements.

5. Manage small/medium, moderately complex global service transitions and/or initiatives to devise a feasible plan that achieves the goals and objectives and aligns with the business strategy & the agreed-upon outcomes.

6. Provide data aggregation, analysis, reporting and develop presentations that aid decision-making and support organizational goals.

7. Support leaders with analysis & reporting for strategic partner oversight and business-as-usual management.

8. Responsible for researching global service industry benchmarks & best practices.

9. Strategically analyze and structure solutions while balancing risks and opportunities.

10. Apply prior experience or other industry expertise to support analysis and project work.

12. Apply strong communications and analytical skills to ensure key stakeholders are informed about progress and expected outcomes.

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. Bachelor’s Degree

2. 3-5 years progressive related experience in data analysis, project management or process improvement related role and/or in Financial Services

3. Strong organizational, written, and verbal communication skills with ability to prepare finalized reporting and presentations.

4. Proficiency in Microsoft Office Suite (PPT, Excel, Word)

Preferred Qualifications:

1. Advanced degree in Business, Finance, Economics or Engineering

2. Proficiency in quantitative and qualitative analysis

3. 3+ years experience in the consulting industry or in project management

4. Experience in Financial Services or Banking Operations

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. Partner with leaders and SMEs on strategic priorities and initiatives to assess potential global service delivery opportunities.

3. Develop business requirements that align with strategic priorities and goals to enable the sourcing process and plan for transitions.

4. Define problems and scope parameters, organize and structure teams, assign individual responsibilities, develop transition/project schedules and milestones, identify governance and escalation routines for decision making, and determine resource requirements.

5. Manage small/medium, moderately complex global service transitions and/or initiatives to devise a feasible plan that achieves the goals and objectives and aligns with the business strategy & the agreed-upon outcomes.

6. Provide data aggregation, analysis, reporting and develop presentations that aid decision-making and support organizational goals.

7. Support leaders with analysis & reporting for strategic partner oversight and business-as-usual management.

8. Responsible for researching global service industry benchmarks & best practices.

9. Strategically analyze and structure solutions while balancing risks and opportunities.

10. Apply prior experience or other industry expertise to support analysis and project work.

12. Apply strong communications and analytical skills to ensure key stakeholders are informed about progress and expected outcomes.

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. Bachelor’s Degree

2. 3-5 years progressive related experience in data analysis, project management or process improvement related role and/or in Financial Services

3. Strong organizational, written, and verbal communication skills with ability to prepare finalized reporting and presentations.

4. Proficiency in Microsoft Office Suite (PPT, Excel, Word)

Preferred Qualifications:

1. Advanced degree in Business, Finance, Economics or Engineering

2. Proficiency in quantitative and qualitative analysis

3. 3+ years experience in the consulting industry or in project management

4. Experience in Financial Services or Banking Operations

Regular or Temporary:

English (Required)

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
6. Advises on consumer lending options and takes loan applications.
7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High school diploma or equivalent education
2. 2 years of client sales and service experience
3. Experience with sourcing and prospecting for new clients and client relationship building
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office
6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements
7. Ability to multi-task under time constraints
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

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

Regular or Temporary:

English (Required)

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 critical day-to-day activities of the funding desk, including working closely with Corporate Treasury Operations to ensure sufficient funds are purchased daily to meet Federal Reserve (FRB) balance targets.

Supervise development, execution, and monitoring of short-term funding plan (e.g., Fed Funds, repurchase agreements, institutional CDs, brokered retail CDs, Federal Home Loan Bank (FHLB) Advances, and other short-term funding vehicles.

Manage the short-term cash flow process according to Regulation YY (Enhanced Prudential Standards), including forecasting, backtesting, and sensitivity analyses.

Assist Head of Corporate Funding in procuring/managing all wholesale deposits, short-term debt, and long-term debt of the bank, to obtain the lowest possible funding cost for the Bank. This includes, but not limited to managing funding mix to meet overall balance sheet objectives, manage term funding programs (e.g., Global Bank Note, FHLB Advances, repurchase agreements, brokered sweep/CD programs) including relationship with counterparties/agents in these programs.

Manage, monitor, and maximize wholesale funding channels, including periodic testing of HQLA monetization channels, unsecured instruments, secured borrowings, and securitization.

Work closely with Accounting, Reporting, Tax (ART) to evaluate accounting/tax implications of funding strategies. Prepare independent analyses related to funding strategies including issuance, buyback, and refinance that may be presented to leadership, sub-committees, and executive-level committee (e.g., ALCO).

Lead the marginal funding curve (MFC) process executed daily utilized for funds transfer pricing (FTP) and constantly evaluate the funding sources used in the process.

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 or equivalent education and related training.
• Eight years of experience in banking with direct corporate treasury experience.
• Five years of experience in capital markets, e.g. trading/portfolio management position or closely related work experience.
• Experience in financial markets and capital markets products.
• High degree of technical and interpersonal skills required.
• Ability to think strategically and both short-/long-term implications of actions.
• Firm understanding of liquidity, capital, and interest rate risk concepts as they apply to funding portfolio.
• General understanding of regulatory, accounting, and tax rules as it relates to bank activities.
• Very strong verbal and written communication skills, analytical skills, and business acumen.
• Demonstrated proficiency in computer applications, such as MS Office and Bloomberg.

Preferred Qualifications:

• Masters degree in Business, Economics, or similar concentration
• Chartered Financial Analyst (CFA) designation.
• Thorough understanding of asset liability management and the role of a bank funding portfolio in the ALCO process.
• Proven ability to work well under high pressure in volatile, stress markets.
• Experience with accounting, regulatory, and legal issues related to funding and structured products.
• Experience with offering circulars and other SEC documents used for issuance of GBN/MTN securities.