Jobs at Truist in United States, Port Saint Lucie

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.

The Association Services Commercial Specialist I will be responsible for, but not limited to, the following:

- Processing a high volume of service requests according to ASD procedures and processes (e.g. open and close accounts, account maintenance, issue official checks, statement and lockbox research)

- Handling a high volume of incoming and outgoing calls, e-mails and faxes

- Acquiring a working knowledge of internal department applications to assist with client inquires

- Delivering excellent client service by responding to client inquiries and service requests in a reliable, responsive, empathetic and competent manner

- Professionally addressing client complaints, escalate to supervisor when needed while adhering to the Bank’s complaint monitoring process

- Enhancing personal and professional growth by developing an understanding of all area’s functions within Association Services.

- Participating in required/voluntary training, education, meetings and events

- Ensuring confidentiality of client information and mitigating risk by following Bank’s authentication process, Code of Ethics and other related policies

- Maintain ethical behavior at all times

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

High School diploma or equivalent

One (1) year of client service experience

Ability to write and verbally communicate in a clear and concise manner

Detail-oriented with the ability to multi-task

Effective listening and problem-solving skills

Demonstrated proficiency in basic computer applications such as Microsoft Office, Word & Excel

Proven interpersonal relationship characteristics

Banking Experience

Call Center Experience

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)
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 SUMMARYESSENTIAL 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. Develop and execute a cohesive branding strategy to maximize client retention and increase new business.
3. Create all external marketing collateral.
4. Facilitate a direct calling effort on centers of influence within the community and build strong relationships with internal partners to foster new sources of revenue and increase referral activity.
5. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
6. Plan and execute all team events, including functions co-branded with internal partners such as Wealth and Insurance.
7. Oversee the use of contact management tools to track all business and prospecting activities.

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 or equivalent education, training and work-related experience

2. Five years of marketing experience in a brokerage firm with significant supervisory responsibility

3. Demonstrated ability to effectively manage people and projects

4. A thorough understanding of the advertising review process as mandated by Financial Industry Regulatory Authority, Inc. (FINRA)

5. Strong writing and presentation skills

6. Significant experience planning client and prospect events

7. Ability to effectively present information to top management, public groups, and/or boards of directors

8. Demonstrated proficiency in basic computer applications such as Microsoft Office products

Preferred Qualifications:

1. FINRA Series 7, 66 (or 63/65) and Life & Health Insurance licenses

2. Sound working knowledge of holistic banking/investment platforms, products, services, operations, and systems

Regular or Temporary:

English (Required)

1st shift (United States of America)****Not a remote opportunity and person to be located in a Truist HUB location Atlanta, Charlotte, Winston Salem or Richmond, VA.
*****Office centric role - 4 days in office*****

1. Responsibilities include the definition and validation of business critical processes and the associated critical data elements (CDEs) that support them.

7. Mentors less experienced teammates to build their own technical expertise.

1. Bachelor’s degree and 8 years of related experience or equivalent education and related training or experience
2. Deep specialized and/or broad knowledge of principles, practices, theories, and/or methodologies associated with the data stewardship/management.
3. Previous experience in leading IT projects of significant complexity and risk exposure.

1. Master's degree or MBA and 10 years of related experience or equivalent education and related training or experience.
2. Banking or financial services experience

Regular or Temporary:

English (Required)

1st shift (United States of America)Please review the following job description:

Please note:

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. Prepare for and lead effective client interviews and document interview results via narratives, flowcharts and process maps for complex business processes.
2. Analyze process documentation to evaluate design effectiveness and efficiency of controls.
3. Design and execute testing strategy by incorporating the use of data analytics.
4. Identify internal control weaknesses, including risks, and root cause.
5. Assist in guiding junior team members to enhance achievement of goals and objectives
6. Present and effectively communicate identified audit issues to Management and the Engagement Manager.
7. Develop advanced audit skills and begin developing risk assessment and project management skills
8. Deepen knowledge of the organization, operations, policies and procedures (including banking laws and regulations) under which Truist operates.
9. Create work papers in line with Truist Audit Services procedures and documentation requirements.
10. Work independently with minimal oversight to ensure work is completed on time and within deadlines.
11. Receive constructive feedback and apply to future assignments.

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 accounting, business or related field or equivalent education and related training or experience.
2. Four to six years of banking, auditing or other relevant experience related to area of responsibility.
3. Developing knowledge, ability and expertise in the principles and practices of technology, cybersecurity, IT infrastructure, IT service management processes and IT industry trends.
4. Developing knowledge of IT General Controls (ITGCs), IT Application Controls (ITACs), and the System Development Life Cycle (SDLC).
5. Developing knowledge of IT, information security and Cloud management and control frameworks (COSO, COBIT, NIST, SOX, PCI DSS).
6. Good decision-making skills.
7. Strong knowledge of audit principles, practices, and methodologies including risk assessment, and audit documentation.
8. Good aptitude for learning analytical, audit and/or facilitation skills.
9. Ability to grasp the underlying concepts in complex information.
10. Ability to identify root causes of problems.
11. Ability to formulate solutions based on a synthesis of information.
12. Proficiency in computer applications, such as Microsoft Office software products.
13. Ability to manage multiple priorities of varying complexities.
14. Ability to work independently with minimal oversight.

Preferred Qualifications:
1. Possess appropriate professional certification orwilling to pursueCertified Information Systems Security Professional(CISSP), Certified Information Systems Auditor (CISA), and/or Certified Internal Auditor (CIA).

3. Bachelor's degree in fields such as Computer Science, Information Systems, or Information Technology.

4. Experience ensuring the accuracy, completeness, and integrity of regulatory validation data and documentation.

Experience with developing and executing regulatory validation testing strategies, protocols, and procedures.