Jobs at Truist in United States, Dallas

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. 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)

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 with the Regional Director to develop and execute the strategic plan for the market.
2. Collectively lead the market through strong, pro-active partnerships and routine connection points with other market leaders in Wealth and throughout Truist.
3. Build and maintain close partnerships with the local Support leadership team, LOB Risk Organization, Compliance, HR and Operations to further the effectiveness and performance of the market.5. Solve problems by mediating and negotiating, analyzing needs, identifying required resources, taking reasonable risks, making timely decisions, and using solid judgment.
6. Improve workflows by identifying and assisting with process, policy and system revisions and upgrades, and staying current on new technologies, products, and trends.

7. Support Advisors in execution of our partnership initiatives and dispositioning referrals within expected timeframes.
8. Perform routine client outreach efforts to drive client satisfaction and drive client connectivity.
9. Work with the Client Advisory Center (CAC) to ensure smooth client migrations and resolve any service-related needs.
10. Routinely accumulate relevant updates for the Regional Director for dissemination to the field during team touchpoints.

11. Ensure all field required principal and supervision duties are completed for the market and that training and continuing education assignments are completed by established deadlines.
12. Maintains Risk dashboards within compliance.
13. Works and responds to client complaints and coordinates escalations.

14. Work with the Regional Director to ensure training, education, performance evaluations, salary adjustments, promotions, transfers, hiring, branch reassignments, disciplinary actions, terminations, and staffing levels in the market.
15. Help build high performing teams by developing and retaining key talent, recruiting top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ensure all teammates have a sense of belonging, an opportunity to thrive, and are treated equitably.
16. Partner with the Regional Director to provide education and options for succession planning and book transitions to Advisors.
17. Effectively partner with National Sales to ensure Advisor development opportunities are utilized, refined and effective.

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, Accounting, Finance or Banking, or equivalent education and related experience.
2. 8 years of leadership experience in coaching relative to sales and relationship management in the Wealth Brokerage/Advisory industry.
3. Financial Industry Regulatory Authority (FINRA) series 7, 66 (or 63/65), 24, plus applicable Life & Health insurance licenses.
4. A thorough understanding of a broad range of financial planning and investment concepts.
5. Successful track record of sales leadership, presentation and relationship management skills previously demonstrated in the wealth brokerage business.
6. Conceptual ability to analyze problems and devise solutions.
7. Strong organizational, interpersonal, analytical, and communication skills and attention to detail.
8. Ability to travel, including overnight travel.

Preferred Qualifications:

1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
2. Completion of an established management or career development program such as the bank’s Leadership Development Program or similar program.
3. Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems.

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. 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

Preferred Qualifications:

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. Knowledge of Treasury Payments applications like Online Remote deposits and X9 file processing.

5. Experience in developing applications using full stack Java technologies like Spring boot, Rest API’s, JSP etc.,

6. Experience in managing server-side components like Jetty, Tomcat, TOMEE etc.,

7. Proven ability to work in a team environment with shared goals.

8. Professional experience building high-quality apps or services from the ground up and scaling at an enterprise level

9. Experience with Open-Source tools and frameworks

10. Experience with cloud technologies, such as AWS, Azure, or OpenShift/Kubernetes.

11. Solid knowledge of relational database design and development (SQL, stored procedures, data modeling)

12. Experience with messaging systems (i.e., ActiveMQ and JMS)

13. 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)

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)

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. Provides 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. Educates clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
3. Supports team by making client servicing calls, presenting client offers, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
5. Commits to advancing knowledge to better serve clients by completing applicable training classes and web-based learning.
6. 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.
7. Serves as point of contact for account maintenance, problem resolution, identifying solutions and services and referring the client to the appropriate teammate.
8. Float Universal Bankers will be assigned to a home branch but will be scheduled to support multiple branches within their designated coverage Area. Schedules will be provided in advance but may change based on staffing needs. Float teammates will receive direction from the Branch Leader of the location they are working in on any designated day/week.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. Proven and consistent proficiency in teller or cash handling or client service skills
3. Good interpersonal and communication skills, including a desire to interact with clients and prospects
4. Ability to use office equipment and perform basic mathematical functions
5. Willing and able to follow written and verbal instructions and work under established guidelines
6. Demonstrated ability to deliver excellent client service and provide team support
7. Availability to work Saturdays and/or extended hours

Preferred Qualifications:

1. Demonstrated ability to uncover referral opportunities
2. Knowledge of advanced or complex branch transactions
3. Demonstrated ability to handle multiple priorities under time constraints
4. General understanding of bank operations, policies, and procedures

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