Fiduciary Support Specialist Ii jobs at Truist in United States, Raleigh
Truist Business Analyst II United States, North Carolina, Raleigh
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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.
1. Serve as a key liaison between the Technology Delivery team and LOBs.
4. Establish project and work requests requirements using document, business process and workflow analysis. Ensure all stakeholders are involved in requirements gathering activities.
5. Facilitate requirements elicitation sessions and walkthroughs with appropriate stakeholders to plan, elicit, capture, analyze and validate business, functional and technical requirements
6. Perform current state analysis of existing business systems, applications and functions.
7. Prepare user interface diagrams, business process and workflow diagrams in support of small work requests (enhancements) or large scale project implementations.
8. Understand the long-term business objectives and suggest strategies to meet those objectives and introduce technical innovations, as needed.
9. Develop and maintain effective working relationships with business process owners and other stakeholders to develop acceptance criteria and a plan to facilitate user acceptance testing of a solution that meets the business requirements.
10. Assist/coordinate pre-planning activities (e.g. business case, project estimate, project risk assessment, stakeholder analysis, draft charter).
11. Facilitate routine meetings with business stakeholders to provide updates on in-flight initiatives.
12. Attend business unit management meetings, as needed.
13. Become deeply immersed and knowledgeable about core business functions, processes and workflows associated with assigned business areas and projects.
14. Observe and ensure strict adherence to all Technology and Truist policies and standards (e.g. Systems Development Life Cycle (SDLC), Change Management).
15.Coach and mentor junior level Business Analysts.
QUALIFICATIONS
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.
Required Qualifications:
1. Serve as a key liaison between the Technology Delivery team and LOBs.
4. Establish project and work requests requirements using document, business process and workflow analysis. Ensure all stakeholders are involved in requirements gathering activities.
5. Facilitate requirements elicitation sessions and walkthroughs with appropriate stakeholders to plan, elicit, capture, analyze and validate business, functional and technical requirements
7. Prepare user interface diagrams, business process and workflow diagrams in support of small work requests (enhancements) or large scale project implementations.
8. Understand the long-term business objectives and suggest strategies to meet those objectives and introduce technical innovations, as needed.
9. Develop and maintain effective working relationships with business process owners and other stakeholders to develop acceptance criteria and a plan to facilitate user acceptance testing of a solution that meets the business requirements.
10. Assist/coordinate pre-planning activities (e.g. business case, project estimate, project risk assessment, stakeholder analysis, draft charter,budgets, metrics
11. Facilitate routine meetings with business stakeholders to provide updates on in-flight initiatives.
12. Attend business unit management meetings, as needed.
13. Become deeply immersed and knowledgeable about core business functions, processes and workflows associated with assigned business areas and projects.
14. Observe and ensure strict adherence to all Technology and Truist policies and standards (e.g. Systems Development Life Cycle (SDLC), Change Management).
15.Coach and mentor junior level Business Analysts.
Preferred Qualifications:
1. An understanding of current trends in technology
2. Ability to read, analyze and interpret technical data
3. Project Management Institute (PMI) or International Institute of Business Analysis (IIBA) certification
4. Proficient in the use of Microsoft Visio,PowerPoint and Excel graphs to prepare executive level presentations
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.
Manual Dexterity / Keyboarding
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
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Truist System Analyst II United States, North Carolina, Raleigh
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Regular or Temporary:
English (Required)
1st shift (United States of America)Please note that this position is based in an office-centric environment. The work schedule requires employees to be on-site four days per week, one day remote.
Essential Duties 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, formulate and define requirements to solve intermediate to complex business problems.
Provide technical team members and users with assistance solving application related problems, such as malfunctions and program problems.
Analyze requirements, plan and design applications using techniques, such as structured analysis, data modeling and information engineering.
Plan and execute appropriate testing (e.g. test plans, test cases, and test scripts) to comprehensively test assigned enhancements to business applications.
Coordinate the installation and application enhancements and/or releases.
Expand or modify applications to serve new purposes or improve work flow.
Assess the usefulness of pre-developed application packages and adapt them to a user environment.
Develop, document and revise flow chart’s system design procedures, test procedures and quality standards.
Review and analyze applications, including performance results, to locate code problems.
Oversee work products of other Systems Analysts and serve as project leaders for small-sized systems projects.
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 in Information Technology-related field, or equivalent education and related training
Six years of experience or equivalent proficiency in application analysis and design
Excellent verbal and written communication skills
Ability to work independently or as a member of a team
Ability to direct and train other team associates
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred Qualifications:
Core business/systems analyst skills, such as requirement gathering, wire framework, SQL, and APIs.
Cloud knowledge – AWS, Azure or Google
Creation of flow charts and process flows.
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Truist Technology Business Office Consultant II United States, North Carolina, Raleigh
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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.2. Apply deep subject-matter or functional expertise and breadth of industry knowledge to research, analyze, design, and/or maintain solutions and/or programs in support of changing business needs.
3. Provide strategic analysis and recommend actions to business leaders based on interpretation of findings. Exercise judgment based on multiple sources of information and knowledge acquired through work experience.5. Apply in-depth knowledge within own professional discipline and a broad understanding of concepts and principles of other related professional disciplines. Apply knowledge of best practices derived from experience and external networking to solve a range of complex strategic problems.
6. Provide a new perspective on existing solutions to solve complex problems. Explain and interpret complex, difficult, or sensitive information.
7. Lead projects or programs for strategic business initiatives with high risks and resource requirements.9. Oversee workflow, solve problems, coach, mentor, assist with interview and performance input. May supervise contractor-only teams or work efforts.
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 eight years of experience or equivalent combination in general business management or consulting, with a wide variety of exposure to senior business executives.
2. In-depth knowledge of principles, practices, theories, and/or methodologies associated with the professional discipline assigned (e.g., information technology, project management, finance, risk management, change management, etc.). Understand foundational concepts of other related professional disciplines.
3. Experience managing complex initiatives and projects with material strategic or operational impact to the business in terms of revenue, cost savings, or process improvement.
4. Ability to interpret and explain complex information to a range of senior executive audiences and build consensus among different stakeholders.
5. Advanced executive level communications skills, including persuasion, negotiation, and influence.
6. Experience leading, training, mentoring, and coaching other teammates.
1. Master's degree
2. Consulting experience
3. Financial services experience
4. If assigned to a specific area of focus, may require specific skills.
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.
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Truist Fiduciary Support Specialist II United States, North Carolina, Raleigh
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Regular or Temporary:
English (Required)
1st shift (United States of America)* This role is an On-site/In-office position*
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. Prioritize relationship management activities by facilitating the day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers, or other routine transactions
2. Enter and maintain appropriate client records, monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
3. Utilize various trust systems to affect transactions, monitor accounts, and create reports
4. Respond to client requests for information and assistance within appropriate level of authority
5. Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and client meeting preparation
6. Prioritizing fiduciary activities that enable quality client interaction
7. Continually render extraordinarily responsive and personal service to our Wealth Clients
8. Participate in onboarding new teammates and training
9. Assist with special projects for Fiduciary Group Support Leader
10. Contribute to a positive team environment that fosters cooperation, trust and group identity and be an effective advocate for Wealth clients with other business units
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. 3+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience
2. Demonstrate an understanding of the operating systems unique to line of business, including trust and estate
3. Demonstrate strong knowledge of bank policy and procedures
4. Strong problem-solving skills
5. Contributes to a positive team environment that fosters cooperation, trust and incorporates the value of One Team approach
6. Excellent interpersonal and relationship management skills
7. Excellent oral and written communication skills
8. Exemplary customer service and professional etiquette skills
9. Ability to travel, occasionally overnight
Preferred Qualifications:
1. Undergraduate degree
2. Trust School attendee or graduate
3. Fiduciary experience a plus
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Truist Commercial Banker II United States, North Carolina, Raleigh
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Regular or Temporary:
English (Required)
1st shift (United States of America)Identify, solicit, develop, manage, service, retain and grow long-term commercial relationships for clients with $5MM to $75MM in annual sales. Offer a full range of loan, deposit, and fee-based services to existing and prospective commercial clients. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I – III) should be differentiated based on years of commercial banking experience, portfolio size, and overall potential in the role per leadership discretion.
Essential Duties and Responsibilities
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, or equivalent education and related training Three to eight (3-8) years of experience Clear understanding of credit and finance Excellent verbal and written communication skills Excellent negotiation skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
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Truist Retail Community Mortgage Specialist United States, North Carolina, Raleigh
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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. Directly responsible for growth and production of mortgage loans for Low-To-Moderate (LMI) income borrowers by serving as the product specialist for the Truist Affordable Housing suite of products and Down Payment Assistance programs.3. Assist and work with community, faith-based and non-profit organizations providing leadership and training for homeownership classes, credit counseling and promote understanding of the mortgage lending process.5. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well6. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external
compliance rules and regulations, particularly those established by State and Federal law.
7. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined
through quality control or post-closing review.
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. 2+ years in residential mortgage lending sales or equivalent mortgage experience with government or private non-profit housing agency
2. Working knowledge of the Mortgage Lending Process
3. Excellent verbal, written, and communication skills
4. Possesses solid interpersonal skills
5. Demonstrated proficiency in relevant computer applications
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 acceptable background check
2. Solid knowledge of market area
3. Three or more years of experience in mortgage lending sales or equivalent
4. Previous sales awards and leadership positions.
OTHER JOB REQUIREMENTS / WORKING CONDITIONS
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Truist Business Analyst II- Mainframe Systems United States, North Carolina, Raleigh
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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.
1. Serve as a key liaison between the Technology Delivery team and LOBs.
4. Establish project and work requests requirements using document, business process and workflow analysis. Ensure all stakeholders are involved in requirements gathering activities.
5. Facilitate requirements elicitation sessions and walkthroughs with appropriate stakeholders to plan, elicit, capture, analyze and validate business, functional and technical requirements
6. Perform current state analysis of existing business systems, applications and functions.
7. Prepare user interface diagrams, business process and workflow diagrams in support of small work requests (enhancements) or large scale project implementations.
8. Understand the long-term business objectives and suggest strategies to meet those objectives and introduce technical innovations, as needed.
9. Develop and maintain effective working relationships with business process owners and other stakeholders to develop acceptance criteria and a plan to facilitate user acceptance testing of a solution that meets the business requirements.
10. Assist/coordinate pre-planning activities (e.g. business case, project estimate, project risk assessment, stakeholder analysis, draft charter).
11. Facilitate routine meetings with business stakeholders to provide updates on in-flight initiatives.
12. Attend business unit management meetings, as needed.
13. Become deeply immersed and knowledgeable about core business functions, processes and workflows associated with assigned business areas and projects.
14. Observe and ensure strict adherence to all Technology and Truist policies and standards (e.g. Systems Development Life Cycle (SDLC), Change Management).
15.Coach and mentor junior level Business Analysts.
QUALIFICATIONS
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.
Required Qualifications:
1. Bachelor degree or equivalent experience to include six years of information technology experience with significant experience in software development
2. Four years of experience as a business analyst or related role/experience, with experience in one or more of the following areas: Project Management, Business Process Management, Relationship Management, Business Operations, Quality
3. Management Experience planning, facilitating, eliciting, documenting and managing business, functional and technical requirements
4. Experience with traditional Waterfall SDLC and/or Agile/Lean methodologies
5. Ability to interact with management, business staff, ADS and DTS personnel in order to gather, compile and exchange information on work requests/project requirements and negotiate disputes effectively
6. Strong presentation, verbal and written skills
7. Ability to manage multiple concurrent projects, activities and tasks under time constraints
8. Ability to effectively interface with staff at all levels and resolve conflicts
10. Excellent facilitation and organizational skills
11. Strong critical and analytical thinking and problem-solving skills
12. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
13. Understand core systems, applications and technical platforms
Preferred Qualifications:
1. Demonstrated experience in mainframe systems analysys
2. Banking domain experience, preferably with core deposit systems
2. Ability to read, analyze and interpret technical data
3. Project Management Institute (PMI) or International Institute of Business Analysis (IIBA) certification
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.
Manual Dexterity / Keyboarding
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
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.
1. Serve as a key liaison between the Technology Delivery team and LOBs.
4. Establish project and work requests requirements using document, business process and workflow analysis. Ensure all stakeholders are involved in requirements gathering activities.
5. Facilitate requirements elicitation sessions and walkthroughs with appropriate stakeholders to plan, elicit, capture, analyze and validate business, functional and technical requirements
6. Perform current state analysis of existing business systems, applications and functions.
7. Prepare user interface diagrams, business process and workflow diagrams in support of small work requests (enhancements) or large scale project implementations.
8. Understand the long-term business objectives and suggest strategies to meet those objectives and introduce technical innovations, as needed.
9. Develop and maintain effective working relationships with business process owners and other stakeholders to develop acceptance criteria and a plan to facilitate user acceptance testing of a solution that meets the business requirements.
10. Assist/coordinate pre-planning activities (e.g. business case, project estimate, project risk assessment, stakeholder analysis, draft charter).
11. Facilitate routine meetings with business stakeholders to provide updates on in-flight initiatives.
12. Attend business unit management meetings, as needed.
13. Become deeply immersed and knowledgeable about core business functions, processes and workflows associated with assigned business areas and projects.
14. Observe and ensure strict adherence to all Technology and Truist policies and standards (e.g. Systems Development Life Cycle (SDLC), Change Management).
15.Coach and mentor junior level Business Analysts.
QUALIFICATIONS
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.
Required Qualifications:
1. Serve as a key liaison between the Technology Delivery team and LOBs.
4. Establish project and work requests requirements using document, business process and workflow analysis. Ensure all stakeholders are involved in requirements gathering activities.
5. Facilitate requirements elicitation sessions and walkthroughs with appropriate stakeholders to plan, elicit, capture, analyze and validate business, functional and technical requirements
7. Prepare user interface diagrams, business process and workflow diagrams in support of small work requests (enhancements) or large scale project implementations.
8. Understand the long-term business objectives and suggest strategies to meet those objectives and introduce technical innovations, as needed.
9. Develop and maintain effective working relationships with business process owners and other stakeholders to develop acceptance criteria and a plan to facilitate user acceptance testing of a solution that meets the business requirements.
10. Assist/coordinate pre-planning activities (e.g. business case, project estimate, project risk assessment, stakeholder analysis, draft charter,budgets, metrics
11. Facilitate routine meetings with business stakeholders to provide updates on in-flight initiatives.
12. Attend business unit management meetings, as needed.
13. Become deeply immersed and knowledgeable about core business functions, processes and workflows associated with assigned business areas and projects.
14. Observe and ensure strict adherence to all Technology and Truist policies and standards (e.g. Systems Development Life Cycle (SDLC), Change Management).
15.Coach and mentor junior level Business Analysts.
Preferred Qualifications:
1. An understanding of current trends in technology
2. Ability to read, analyze and interpret technical data
3. Project Management Institute (PMI) or International Institute of Business Analysis (IIBA) certification
4. Proficient in the use of Microsoft Visio,PowerPoint and Excel graphs to prepare executive level presentations
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.
Manual Dexterity / Keyboarding
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
These jobs might be a good fit
