Jobs at Truist in United States, Philadelphia
Truist Branch Leader I/II- Frankford United States, Pennsylvania, Philadelphia
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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.
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 equivalent education and related training or experience.
2. Two years of financial services and consumer/small business expertise or equivalent experience and/or performance
3. One year of previous branch leadership or management experience
4. Strong interpersonal, sales relationship and prioritization skills.
5. Strong written and verbal skills.
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.
7. Ability to inspire, lead and coach others.
1. Bachelor’s degree with a concentration in Business, Accounting, Finance or Banking
2. Graduate of Internal Leadership Development Programs
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Truist Relationship Banker/Sr Banker - Penn Branch United States, Pennsylvania, Philadelphia
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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.
he annual base salary for this position is $51,430-$73,500The 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 equivalent education and related training or experience.
2. Two years of financial services and consumer/small business expertise or equivalent experience and/or performance
3. One year of previous branch leadership or management experience
4. Strong interpersonal, sales relationship and prioritization skills.
5. Strong written and verbal skills.
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.
7. Ability to inspire, lead and coach others.
1. Bachelor’s degree with a concentration in Business, Accounting, Finance or Banking
2. Graduate of Internal Leadership Development Programs
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Truist Senior Investment Manager United States, Pennsylvania, Philadelphia
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:Responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) and Ultra High Net Worth ($25+MM in AUM) clients and deepen existing client relationships in the Reserve and GenSpring segments of Truist Wealth. Deliver advice proactively based upon financial planning and a holistic view of the client’s circumstances. Will typically manage a client base of approximately 40-75 relationships with assets under management averaging $800 million and revenue responsibility averaging $5 million. They should be sought out by peers and co-workers for advice and assistance relating to investment expertise and client solutions.
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. Critical partner in new business development and acts as a primary source for investment communication. Assists the Wealth Advisor in acquiring Reserve and GenSpring level, prospective clients.
4. Actively assist in the client onboarding experience and develop the Investment Policy Statement in accordance with the client’s unique situation. Execute on strategic and tactical asset allocation.
5. Manage the daily trading activities in discretionary, non-discretionary, and trust-based portfolios.
6. Responsible for building a rapport with each of his or her base of client families prior to capital deployment which will help ensure long-lasting client/trusted advisor relationships.
7. Implement investment recommendations and transition new clients into a collaborative and on-going portfolio management and client communication cycle.
8. Based on investment reviews withclients, recommend, establish, monitor and adjust investment strategies and solutions designed to achieve specific account related investment goals and objectives for discretionary and non-discretionary investment, portfolios.
9. Adhere to (and document) risk management and compliance with all relevant regulatory policies and procedures.
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 and equivalent education or related training
2. Ten years of investment experience, which should include experience as an investment advisor, portfolio manager, or other investment-related activities with a focus on high net worth and ultra-high net Worth clients. Demonstrates superior investment skills and knowledge and displays expert interpersonal capabilities.
3. Possesses both strong portfolio management skills as well as robust business development capabilities. A Senior IM is client-focused, detail-oriented, and excels at interpersonal communication. The role requires a multi-product focus that incorporates equities, fixed income, foreign exchange products, derivatives, structured products, alternative investments, private equity and hedge fund strategies.
4. An expert-level investment professional, who:
• Has a track record of working with clients with at least $10MM and often greater than $25MM in investible net worth.
• Is able to synthesize complex investment and economic strategy from internal and external sources to inform portfolio management decisions.
• Is able to communicate sophisticated and complicated investment and economic concepts in a client-centric manner that is straight-forward, thoughtful, and relatable.
• Is an active team player in identifying the need for and articulating to clients and teammates the investment implications of sophisticated financial solutions, such as GRATs, CRUTs, IDGT, and complex insurance strategies.
• Is able to navigate the complexity of the organizational structure to coordinate resources, problem solve, and deliver to clients the highest level of client service.
• Is intensely focused on building brand internally and externally.
a. Builds rapport, relationships, and credibility internally and externally.
b. Is a visible bank presence within the immediate community and is recognized as a representative of Truist investment thought leadership.
c. Engages consistently and frequently in external networking opportunities.
d. Speaks occasionally at Truist sponsored-events about market and economic issues.
• Is recognized as possessing an appropriate executive presence that facilitates a perception of expertness, trustworthiness, credibility, and sensitivity to others.
• Is entrepreneurial in approach and displays a high-level of business acumen in recognition of one’s own behaviors and the connection to Truist Wealth’s business strategy.
• Is viewed as a leader among peers.
• Successfully engages prospects in the client acquisition cycle.
5. Series 65 licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire all of the registrations and licenses required for this position.
Preferred Qualifications:
1. MBA/CFA and/or equivalent professional designation
2. Combination of buy and sell-side experience
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Truist Wealth Advisor III United States, Pennsylvania, Philadelphia
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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.
* Self-acquires new business by being active and well connected in the community
* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.
* Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and IRM partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation.
* Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects
* Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships.
* Thrives in a team based approach to deliver the full suite of Truist Wealth solutions.
* Team and peer group role model for other Wealth Advisors and Wealth Associates
* Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values
* Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team
* Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs.
* Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships.
* Using sound judgment on expense and operational efficiency
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 Required
* FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed
* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs
* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace
* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.
* Advanced and proven working knowledge of deposit, credit and investment products
* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful
* Ability to thrive and be an active participate on a team
* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
Preferred Qualifications:
* Bachelor's Degree in Business, Finance or Economics
*CFP preferred orCTFA, CFA, CPA, JD orMBA
* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA
* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients
* Graduate of a leadership or management development program (Such as LDP, Banking School)
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Truist Universal Banker - Mayfair Branch United States, Pennsylvania, Philadelphia
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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
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Truist Medical Wealth Advisor II United States, Pennsylvania, Philadelphia
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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 guide the ongoing design, execution, and continuous improvement of control monitoring of all risk types within business units to ensure accuracy, consistency and aggregation.3. Conduct key control assessments on a regular basis (adhering to Enterprise deliverables) to evaluate Business Unit adherence to corporate standards related to internal controls.
4. Assess control effectiveness and identify control environment issues, partnering with the business to take corrective action as necessary.
5. Incorporate results of quality monitoring activities, 2nd line testing, SOX testing and complaints reporting in control environment assessments and issue identification.
6. Interpret aggregated testing and monitoring results and identify trends and issues related to key controls across business units.
7. Make recommendations and provide practical solutions for the update of Business Unit control, policy, procedure and risk/control documentation.9. Identify cross-segment best practices and collaborate across multiple areas to identify effective and practical control and risk management techniques and assist with knowledge transfer of resources and processes.
10. Ensure team deliverables adhere to standards, procedures, and regulatory / audit requirements.
11. Supervises team of Controls Monitoring and Testing Consultants and Analysts, including hiring, reviewing performance, and recommending salary increases, promotions, transfers, demotions, or terminations.
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 equivalent education and related training
2. Ten years of experience in a financial institution; at least three years in a management/leadership capacity and/or equivalent education, training and experience
3. Advanced knowledge of risk management principles and controls, broad-based business practices, and understanding of business process and regulatory requirements
4. Ability to lead quality assurance and process improvement efforts in a corporate environment
5. Knowledge of large bank, and securities risk frameworks, including FINRA, SEC, ERISA, Sarbanes-0xley, and other applicable federal and state law
6. Excellent communication, interpersonal and facilitation skills, as job will require extensive interaction with various business units among multiple disciplines including Senior Leadership across Truist
7. Strong influencing and presentation skills (written and verbal)
8. Proven ability to influence and work within teams
9. Excellent time management and organizational skills with the ability to manage multiple projects simultaneously; ability to operate without close supervision
10. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred Qualifications:
Greensboro, NC or Richmond, Va also an option location
4 days in office/1 day remote
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Truist Universal Banker PT 20hrs - East Falls United States, Pennsylvania, Philadelphia
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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
These jobs might be a good fit
Share
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.
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 equivalent education and related training or experience.
2. Two years of financial services and consumer/small business expertise or equivalent experience and/or performance
3. One year of previous branch leadership or management experience
4. Strong interpersonal, sales relationship and prioritization skills.
5. Strong written and verbal skills.
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.
7. Ability to inspire, lead and coach others.
1. Bachelor’s degree with a concentration in Business, Accounting, Finance or Banking
2. Graduate of Internal Leadership Development Programs
These jobs might be a good fit
