Brokerage Financial Consultant jobs at Truist in United States, Fort Lauderdale

Regular or Temporary:

English (Required)

1. Develop and execute internal and external communications strategy for a business segment.
2. Develop proactive public relations to obtain positive media mentions on Truist products, services and purpose; leadership message development; spokesperson training; issues management; and internal communications at the segment level.
3. Serve as the primary point of contact for line of business leaders.
4. Provide communications counsel to lines of business on product introductions and certain client-facing messages.
5. Counsel social media team on key issues.
6. Maintain Corporate Communications policy.
7. Plan content/messaging and graphics/videos for town halls, conferences, speaking engagements and events.
8. Serves as a resource on complex solutions.
9. Drives the achievement of client, operational, project, service, and risk management objectives.
10. Create positive news to build the company's brand, advance our purpose, and promote our solutions and services.
11. Forge relationships with business leaders to gain knowledge, align communications objectives and goals with the business, and serve as a trusted consultative partner.

1. Bachelor's degree, or equivalent education and related training
2. 7 years of progressive and related experience
3. Demonstrated team player with excellent interpersonal, negotiation, listening and management skills; ability to successfully interact with people at all levels of the organization and counsel, negotiate, influence and inspire
4. Proven project management ability including managing the conceptualization and execution of multiple large, complex projects along with capability to make rational decisions under pressure
5. Strong, well-rounded communications skills including writing/editing, project management, publicity, and news judgment
6. Ability to exercise judgment in solving technical, operational, and organizational challenges in the context of business objectives and priorities
7. Knowledge of the industry's competitive landscape and an understanding of the market and regulatory factors that affect our business

Preferred Qualifications:

1. Bachelor's degree in Communications, Marketing, or English

2. 10+ years of related external and crisis communications experience
3. Experience in Financial Services industry, and/or agency experience

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. Performs problem tracking, diagnosis and root-cause analysis, replication, troubleshooting, and resolution for complex issues. In this capacity, performs programming and debugging activities.
2. Responds to issues in a timely manner by receiving and investigating incidents or service tickets.
3. Analyzes and observes trends with technical issues and develops recommendations for long- term improvements.
4. Documents all relevant end-user interactions and steps taken to resolve incidents.
5. Has occasional contact with end-users.
6. Communicates status of issue resolution to internal customers.
7. May engage and manage outside vendors.
8. Applies in-depth knowledge of application support and an understanding of best practices.
9. Typically leads moderately complex projects and participates in larger, more complex initiatives.
10. Solves complex technical and operational problems.
11. Acts as a resource for teammates with less experience.
12. May have people management responsibilities for a small team.

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 five years of experience in development or application support or an equivalent combination of education and work experience.
2. In- depth knowledge in information systems and ability to identify, apply, and implement best practices.
3. Understanding of key business processes and competitive strategies related to the IT function.
4. Ability to plan and manage projects.
5. Ability to solve complex problems by applying best practices.
6. Ability to provide direction and mentor less experienced teammates.
7. Ability to interpret and convey complex, difficult, or sensitive information.

inux Operating system functionality and in depth knowledge of RHEL7,8,9

Linux Networking and storage Fundamentals

Experience with Hypervisor

Experience with Linux command line tools and scripting languages (bash/python/perl)

Automation skills (Ansible)

Troubleshooting migration issues related disk formats, virtual hardware

Understanding of code review and familiarity with tools like GitHub and Gitlab

VMware and Nutanix

Understanding of virtualization technologies including VMware vSphere, vCenter and storage

Up to 25 lbs.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)

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.2. Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
3. Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts
4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities
5. Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions
6. Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention
7. Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
8. Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue

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 related work experience.
2. 3 years of sales experience of financial or treasury products and/or services.

1. 5+ years of Treasury/Cash Management Analyst experience
2. Deep knowledge of Treasury Management Solutions
3. Certified Treasury Professional

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.

Gather required documentation to evidence a borrower’s qualified status for SCRA, Successor in Interest, and Assumption of Mortgage Complete data entry and validation based on documents required by investor or regulation Issue accurate and timely client notifications for client accommodation based on regulatory and investor requirements Update internal system of record to capture document issuance and retention standards Stay current on regulatory timelines and investor guidelines for qualified parties Identify and communicate adverse issues, trends or inefficiencies to management and other lines of business along with proposed solutions; contribute to agreed upon resolutions. Build and maintain relationships with internal and external business partners, managing expectations and accountability All other duties as assigned.

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.

• College degree or comparable education and experience
• One to two years of mortgage, banking, banking operations, or comparable education
• Proficiency with Microsoft Office suite of products to include Word and Excel

• Two or more years of retail banking, banking operations, or experience in a law firm or corporate setting
• Strong research and investigation skills

• Proficiency with banking software, deposit account systems, or mortgage servicing systems
• Excellent written and oral communication skills
• Ability to prioritize a significant volume of work with simultaneous deadlines
• Strong organizational skills and attention to detail
• Ability to work effectively in teams and independently and make effective decisions consistent with role and responsibilities

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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.

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. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.

2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.

3. Assist clients with trades, requests for information, research, account problems, etc.

4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.

5. Participate in the preparation for and delivery of client presentations and engagements.

6. Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.

7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

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 in Business, Accounting, Finance or Banking, or equivalent education and related experience.

2. 4 years professional experience, including 1 year of experience in the securities industry.

3. FINRA Series 7 and 66.

4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.

5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.

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

Preferred Qualifications:

1. Willingness to pursue additional credentials in the wealth and investment fields.