Jobs at Truist in United States, Clearwater

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)

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.

4. For assigned function, develop content to prepare for and respond to internal audit requests and/or external regulatory examinations.

5. For assigned function, support and maintain Enterprise Resilience Program policy, standards and governance structure/routines in alignment with enterprise guidance.

6. Maintain good working relationships with business and technology units and act as a liaison to ensure program execution.

7. Plan, organize, coordinate, and manage work of resources within assigned area of responsibility to meet division, department, and enterprise goals while focusing on efficiency and effectiveness.

8. Responsible for salary administration, performance assessment, coaching, team member selection, training, and career development of staff.

9. Organize, coordinate, and manage work of resources within ORM to support the Corporation's risk management culture and to meet division, department, and enterprise goals.

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 or an equivalent combination of education and experience.

2. 15 years of banking or related management experience.

3. Five years of management experience that includes direct supervisory responsibility

4. Possess and demonstrate strong business continuity/disaster recovery knowledge, leadership and decision-making skills.

5. May, in support of management, represent Truist on risk-related matters, including directly interfacing with external parties including the FRB, FINRA, OCC, State Regulators and other third party auditors.

6. Strong analytical and organizational skills and extensive experience designing, developing, implementing and executing a business continuity/disaster recovery program

7. Excellent interpersonal skills demonstrating the ability to interact with all levels of management effectively.

8. Adept with Microsoft Office products.

Preferred Qualifications:

1. 15+ years of experience in risk, business continuity/disaster recovery, enterprise response (incident/crisis) management, operations, administration, technology and/or project management.

2. Master of Business Administration, Risk Management, or relevant Master's degree

3. Graduate of Leadership Development Program, Banking School, or equivalent industry training program

4. Experience working for or with (significant interactions) regulatory agencies (FRB, OCC, FDIC)

5. Experience in establishing Corporate risk programs or initiatives

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. Lead and coordinate the due diligence and underwriting documentation of the most complex and larger credit relationships of unsecured, pledge of equity and NAV facilities; lead credit presentation preparation and discussion with Credit Officer and other final approvers, and coordinate legal documentation efforts through closing and booking.
2. Responsible for review and oversight prior to submission of due diligence, structuring, and credit underwriting on new money, renewals and reviews.4. Provide oversight of credit relationship/project performance and monitoring activity to include overall portfolio management and understanding of current industry and market trends. Accountable for and manage assigned portfolio by monitoring performance and trends in coordination with Analysts and Associates. Work on on-going management and agent responsibilities of syndicated left-lead deals in coordination with the client, Relationship Manager, Credit, Syndications and Agency Services.
5. Serve as secondary point of client contact including internal point of contact for assigned portfolio. This may include site visits and/or visits with client management team to understand strategy, relationship, and financial reporting.7. Decision and approve non-material Borrower requests, loan amendments or modifications, client requests requiring Bank approval, annual reviews, risk ratings, and renewals within authority levels or as appropriate based on experience level in coordination with Portfolio Manager Team Lead.
8. Provide guidance and oversight support to Analysts and Associates working on highly complex and bespoke transactions which include, among others, left lead mandates, bridge loans, value-add, capital call facilities, and construction lending. This includes the analysis of financialstatements/projectionsand documenting client performance, along with identifying risk and risk mitigants of the most complex credits.
9. Ensure all Credit Process Metrics are within prescribed tolerances. Accountable for the risk evaluation and associated compliance requirements within assigned portfolio and for prospects. Identifies issues and follows through for remediation by guiding Associate and Analyst follow up.
10. Responsible for leading credit presentation preparation and discussions with Credit Officer and other final approvers in collaboration with the Relationship Manager and Associates/Analysts.
11. Mentor and coach development of Associates and Analysts

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 Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience.
2. Excellent verbal and written communication skills including an attention to detail.
3. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
4. Strong analytical and problem-solving skills.
5. Knowledge of credit principles applied to large institutional clients and familiarity with Loan Documentation, loan servicing, and complex real estate structures.
6. Ability to handle multiple priorities under time constraints.
7. Demonstrated success working in a collaborative team environment.

1. 5+ Years of portfolio management and client relationship experience specifically with pension funds, life insurance companies, or private equity firms investing in real estate.
2. Advanced knowledge of SNL/Capital IQ; high level Excel modeling and analysis tools, including expertise in use of 3rd party Real Estate Data Sources (GreenStreet, CoStar, etc.) and interpretation of output.
3. Experience within the commercial real estate industry and loan servicing operations including, left lead mandates, syndications, unsecured, Pledge of Equity and NAV loan structures, bridge loans, value-add, capital call facilities, and construction lending on a national basis
4. Familiarity with loan documentation, intercreditor agreements, covenants, Corporate Accounting and financial statement reporting including analysis of financial statements
5. Experience with complex capital structures and capital markets transactions involving national and international investors, pension funds, and insurance companies investing in commercial real estate.
6. Completion of commercial associate program or equivalent experience; Master's degree in Accounting, Real Estate Finance, MBA or related field or an equivalent combination of educational and experience or other related advanced degree.