Medical Wealth Advisor Ii - Charlotte jobs at Truist in United States, Charlotte

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. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding.
2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system.
7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.
8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.

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 with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
2. Minimum of five years offinancial servicesexperience working with clients dealing with banking, investments, and/or retail lending.(experience may include Retail, Wealth, Advisory, and/or Retail Lending experience)one years’ experience in a financial client relationship manager role.
3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
5. Strong interpersonal, sales and relationship management skills.
6. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.

Preferred Qualifications:

1. Master’s degree in business, accounting, finance, or banking
2. Mass Affluent Banking experience
3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst
(CFA), Accredited Asset Management Specialist AAMS® , Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®

4. Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School

Regular or Temporary:

English (Required)

1st shift (United States of America)Oversee multiple high-priority projects and/or business unit programs, which requires considerable resources with high levels of integration. Ensure projects are documented, prioritized and executed to address program/project requirements. Focus on meeting customer needs and satisfaction by managing program commitments and resolving ambiguity and issues, including communications with sponsors, stakeholders, and management, including senior leaders and executives. Provide vision and strategy to meet business needs and defined objectives. Interface with all areas affected by the project including end users, business stakeholder, support functions and vendors. Ensure adherence to quality standards and established policies and processes.

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. Provide leadership in managing multiple and/or large scale high-risk projects by facilitating project charter, vision/objectives, financials, scope, metrics, quality, schedule, resourcing, vendor management, dependencies, risks, status reporting, stakeholder engagement, business readiness/organizational change management, value realization necessary to deliver specified requirements, objectives and value.

2. Ensure smooth project progression by effectively defining/managing the project plan, phase gate reviews, change requests and stakeholder status reporting. Ensure documentation at all phases.

4. Manage projects throughout the project lifecycle. Evaluate progress and quality, manage issue resolution process and take corrective action, as necessary.

5. Ensure adherence to Risk and other Corporate policies and requirements.

6. Develop quality business relationships so that client needs can be anticipated and addressed.

7. Proactively develop innovative approaches, risk mitigation strategies and quality control and assist in continuous improvement.

8. Mentor, coach and set direction for team members and project managers/analysts. Provide feedback to group managers regarding the work performance of members.

9. Program ProfileSpan of Impact: Corporation; multiple lines of business; Budget impact: $10,000,000 to $100,000,000; Timeline: corporate programs and strategic projects are complex and can range from one year to five years in duration; Program complexity: medium to large.

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 Business Administration or technology-related field, or equivalent education and related training

2. Ten years of experience in increasing complex project management, including 8 years of applicable business experience inclusive of project management experience

3. Knowledge in software development lifecycle in an enterprise environment

5. Goal-oriented, action-focused, executive level interpersonal and communication skills

6. Ability to work effectively and efficiently toward goals in a complex, diverse environment with multiple and changing demands

7. Proven leadership skills

8. Outstanding record of project management success

Preferred Qualifications:

1. Project Management Professional (PMP) certification

2. Three years of financial services-related project 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)

1st shift (United States of America)The Business Unit Risk Advisor I engages with Business Unit leadership in its management of risks and controls as well as its execution of risk program requirements.Execute, facilitate and/or monitor execution of Risk Program requirements (e.g., RCSA, KRIs, etc.) within the Business Unit and BURM. Provide risk guidance and support to assigned Business Unit. Aggregate, integrate, correlate and report risks for assigned Business Unit. Identify and opine on remediation to address weaknesses related to inadequate or failed processes, people, and systems, or external events and ensure effective remediation.

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.

• Provide risk guidance and serve as risk Subject Matter Expert (SME) to assigned Business Unit across all risk types to promote and strengthen compliance with applicable regulations, policies, procedures and risk program requirements.

• Understand Business Unit goals, provide risk management expertise in strategic projects and seek engagement from appropriate peers for guidance and input.

• Partner with first and second line defense teammates across assigned business areas in identifying, escalating and in remediating risk control gaps to ensure compliance with Enterprise Risk Management programs and policy.

• Effectively challenge the assigned Business Unit to aide in the evaluations and self-identification of risk control weaknesses. Assist with evaluation and assessment of the remediation efforts to confirm adequate resolution.

• Aggregate, report and communicate risk results to inform teammate stakeholders of the existing risk environment and escalate material concerns to Business Unit leaders and committees.

• Monitor and report on emerging risks potentially impactful to Business Unit partners and Truist. Implement processes and record retention routines necessary to ensure Business Unit compliance with enterprise risk monitoring requirements.

• Oversee risk appetite and business risk strategy ensuring adherence to defined limits. Effort includes risk identification, risk acceptance and risk prioritization of current and emerging risks.

• Understand Business Unit goals, provide risk management expertise in strategic projects and seek engagement from appropriate peers for guidance and input.

• Other activities and special projects, as deemed required.

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 Accounting, Business, Finance or related field, or equivalent education and related training.

• 6+ years of experience in a financial institution with emphasis on risk management or equivalent work experience and training, and/or equivalent education, training and experience.

• Experience in compliance and operational risk mitigation and remediation.

• Strong communication, interpersonal, presentation and negotiation skills.

• Proven leadership and management skills.

• Strong analytical, problem solving and decision-making skills in complex environments and with senior leadership.

• Strong time management and organizational skills adaptable to a dynamic and complex work environment; Capable of handling multiple projects concurrently.

• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

• Ability to travel, occasionally overnight.

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:Perform research and loss mitigation efforts across multiple intake channels to decision Fraud Solution Service Delivery related cases and alerts. Researches and analyzes account activity to assess the level of risk and make decision in accordance with applicable corporate and departmental policies and procedures.

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. Analyze and decision multiple Fraud Solution Service Delivery related cases or alert types.
2. Utilize banking systems to investigate and research all transactional information to ensure that Fraud Solution Service Delivery requirements are met
3. Conduct client research
4. Use critical thinking skills to make well supported decisions relative to the alert type
5. Utilize internal and external applications to assist in the investigation and research of all applicable alerts
6. Efficiently and effectively resolve cases or alerts with awareness of all timelines as directed by relative to Fraud Solution Service Delivery function
7. Support effective communication with internal and external partners or clients
8. Participate in Fraud related training that may include webinars, periodicals and self -study in order to stay abreast of any related changing laws and regulations

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 and related training
2. Two - Three years of banking, financial industry or related experience; preferably in a branch, audit, compliance, legal, risk or lending related capacity
3. Ability to learn and perform complex processes in order to meet the spirit and letter of the procedures, policies and regulations that govern the department
4. Strong investigative, analytical, and critical thinking skills
5. Strong work prioritization and time management skills
6. Strong interpersonal, communication and client service skills
7. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
8. Ability to work in a high-stress, fast-paced, rapidly changing environment.
9. Ability and willingness to work flexible hours as required by the function

Preferred Qualifications:
10. Associate Degree
11. Experience in investigation, law enforcement, or lending role
12. Knowledge of Fraud regulations and/or related compliance requirements, including reporting and record retention requirements
13. Experience in Fraud and/or compliance-related role, whether in a client facing or backroom/operational role

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.
8. 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, providing warranty support, and providing knowledge transfer to production support. 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 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

1. College degree in Computer Science, math or related field of study1. Bachelor’s degree in computer science, computer engineering or related degree and eight 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.

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

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. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
7. Adhere 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. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.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. Two years of teller or cash handling or client service experience
3. Six months of client relationship building or sales experience
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6. Ability to multi-task under time constraints
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
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 includedPreferred Qualifications:

1. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
4. General understanding of bank operations, policies and procedures

Regular or Temporary:

English (Required)

1st shift (United States of America)JOB SUMMARY

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. Develop models and analytics in support of CCAR, internal stress testing, capital planning, NII forecasting, ALM, EVE, and those associated models and qualitative methodologies.

2. Contribute to a positive and highly engaged team by championing a positive working environment through relationship development with peers, direct reports, and leadership - proactively seek guidance, clarification, and feedback.

3. Support junior quantitative analysts on project work mentoring and training to accelerate the development of technical modeling processes and business knowledge.

4. Act as an effective advocate to ensure user understanding and acceptance of proposed models, including written and verbal for deployed models, develop, maintain and supervise monitoring, performance reporting, and change management, processes and procedures, including, back testing. Work with model users and stakeholders to ensure models are fulfilling the business and risk management objectives set for them.

5. Facilitate user and management understanding and acceptance of proposed models by preparing high quality documentation, including presentations, explaining the model and its validity for its intended use. Provide support during verbal presentations to stakeholders and oversight groups.

6. Address model validation recommendations and remediate issues.

7. Meet with, and present to, regulators, as requested. Provide credible, well documented evidence supporting validity of models for intended use. Support regulatory examinations and requests.

8. Meet with and respond to inquiries from internal and external audit teams.

9. Negotiate positive outcomes through interactions with senior management, business partners and assurance functions as well as performing other analytical activities, as requested by managers.

10. Continuously broaden and deepen expertise in analytical methods via self-directed research and training.

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. 2+ years' experience in financial services industry with focus on model development and quantitative analytics

2. Master's degree in Statistics, Econometrics, Actuarial Science, Applied Mathematics, Operations Research, or other applied quantitative science, or equivalent education and related training

3. Demonstrated experience performing advanced quantitative analysis and developing econometric models

4. Practice analyzing and manipulating large and complex data to identify data integrity issues and researching industry practices related to model methodologies.

5. Contribute to a positive and highly engaged team

Preferred Qualifications:

1. 5+ years' experience in financial services industry with focus on model development and quantitative analytics

2. PhD in a quantitative discipline preferred

3. Strong verbal, written, interpersonal, and consultative communication skills with well-developed presentation skills

4. Proficiency utilizing Microsoft Office tools to prepare and present analysis

5. Experience with skills SAS and SQL (or significant demonstrated experience with alternative quantitative programming languages - R, Matlab, etc.)

6. Excellent analytical, quantitative, and research skills