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Senior Trust Advisor jobs at Truist in United States, Raleigh

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United States
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Raleigh
5 jobs found
31.08.2025
T

Truist Software Engineering Senior Test Analyst United States, North Carolina, Raleigh

Limitless High-tech career opportunities - Expoint
Lead the testing requirements and design reviews, including overseeing the work of testing teams. Create and execute moderate to complex test scenarios and cases. Track and monitor defects. Report testing...
Description:

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.

  • Lead the testing requirements and design reviews, including overseeing the work of testing teams.

  • Create and execute moderate to complex test scenarios and cases.

  • Track and monitor defects.

  • Report testing status via test summary and defect reporting.

  • Support a specific application(s) that may support a specific line of business (LOB), channel or other business function.

  • Serve as Subject matter expert (SME) from a software testing perspective for application(s) in assigned portfolio.

  • Collaborate with other LOBs and Tech partners to ensure software quality.


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 Computer Science or related field, or equivalent education and related training

  • Six years of experience in testing and quality assurance processes

  • Working knowledge of test management tools, such as HP Application Lifecycle Management or Quality Center

  • Good verbal and written communication skills

  • Ability to work independently or as a member of a team

  • Understand business, functional and technical aspects applications in assigned portfolio

  • Understand application landscape (e.g. application architecture, physical and logical deployment, interfaces, dependencies) for applications in assigned portfolio

Preferred Qualifications:

  • International Software Testing Qualifications Board (ISTQB) Foundations Certification

  • American Society for Quality Certified Quality Improvement Associate

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21.08.2025
T

Truist Senior Trust Advisor United States, North Carolina, Raleigh

Limitless High-tech career opportunities - Expoint
Regular or Temporary:English (Required)1st shift (United States of America)Please review the following :ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may be...
Description:

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:
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. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist where appropriate.
2. Proactively engage with clients to deliver all non-investment and banking aspects to meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and family governance solutions.
3. Demonstrated ability to advise and deliver ultra-high net worth families on a wide variety of both financial and non-financial solutions to meet their goals.
4. Understand and provide interpretation as related to complex fiduciary documents and strategies
5. Conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc.
6. Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration.
7. Adhere to all internal policies and procedures related to Truist Bank and Truist Wealth, as determined from time to time by our Risk Management and Governance teams. Works independently and escalates issues and concerns when necessary
8. Identify and develop a book of business exclusive focus on relationships with AUM greater than $25MM threshold
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. Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law
2. 10 + years of fiduciary experience, with a focus on business development and relationship management
3. Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns.
4. Proven analytical ability and detail orientation with ability to manage client and firm priorities
5. Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.
Preferred Qualifications:
1. LL.M in Taxation, Masters of Taxation, CPWA, CIMA
2. Advanced degree or designations such as JD, MBA, or CFP
3. 15+ Years of fiduciary experience with a focus on business development and relationship management

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30.06.2025
T

Truist Relationship Banker Senior - Creedmoor United States, North Carolina, Raleigh

Limitless High-tech career opportunities - Expoint
Digital Commerce, Digital Banking and Financial Systems application architecture. Large data management architecture and integrations. Attack protection and mitigation technologies – DDoS, WAF, Bot, etc. AWS Cloud - application migration,...
Description:

Regular or Temporary:

English (Required)

1st shift (United States of America)This is a strategic target and solutions cloud architecture role that will derive security specifications from business requirements, and design security solutions that support core organizational functions, and assure their confidentiality, integrity and high availability.The Cloud Cybersecurity Solution Principal Architect works to gain organizational commitment for cloud security, which includes, but not limit to infrastructure, digital application integration, migration and software plans, as well as assist to evaluate and select cloud security technologies required to complete those plans.You will provide integrated cloud security related technical expertise across the organization, from conceptualization and project planning to the post-implementation support level. Principally works, under limited supervision, with Corporate Information Security (CIS) personnel, Line of Business (LOB) personnel, external vendors, and internal IT Services personnel including Enterprise Architects, Application & Data Services personnel and other IT Operations Services teams.You will develop security specifications, requirements and architecture artifacts in compliance with corporate standards, laws and regulations for architecture adherence and performance guidelines.

Specific solution expertise is desired in the following areas:

  • Digital Commerce, Digital Banking and Financial Systems application architecture

  • Large data management architecture and integrations

  • Attack protection and mitigation technologies – DDoS, WAF, Bot, etc.

  • AWS Cloud - application migration, fit for purpose, etc.

  • Multifactor authentication, Risk Based Authentication

  • oAuth flows and implementations, JWE token specifications

  • Application authentication, authorization and entitlement models and implementations

  • Application Security – OWASP control and evaluation criteria

  • Detailed understanding of industry standards such as PCI, FFICE, CSA, etc.

  • Intelligent Robotic Process Automation

  • Cryptographic technology – Transit encryption, storage encryption, Hash, KMS, Digital Signature, etc.

  • Federated Identity Management / Identity Providers / Single Sign On (SSO)

  • Client authentication approaches for “anti-bot” technologies, signaling, and fraud prevention.

Ideal candidate will also have experience in the following areas –

  • Containerization, Micro-services, API, CI/CD

  • Client facing digital application architecture and implementations

  • Content Delivery technologies

  • CRM Technology – Eloqua, Oracle, Acoustic

  • Adobe Experience Platform

  • Mobile Application Development

  • Fintech integration

Duties include:

  • Architecting effective and efficient fit for purpose solutions that meet the Bank’s needs and requirements.

  • Applies in-depth and specialized expertise in Digital Banking and Client Experiences technologies and significant breadth of experience across cyber / information security.

  • Serve as Cyber Security and Cloud Security Subject Matter Expert participating in segment solution review processes.

  • May be called upon to contribute to refinement of scope and business cases.

  • May be called upon to contribute to Cloud target architecture and patterns.

  • Proactively Participates in the gathering and development of requirements by coaching stakeholders and decomposing business requirements into technical and system requirements.

  • Interrupt requirements to determine the best solutions and approaches.

  • Creates architectures and operational documentation with support of engineering and operations staff.

  • Proactively engage, Advise, consult, lead, guide and mentor project teams, engineers, analysts, and support staff in the delivery of solutions both On-prem and in the Cloud.

  • Participate in agile planning processes and delivery methodologies.

  • Build relationships with internal clients and teams.

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 Business, Management, MIS-related field, or equivalent education and related training.

  • Twelve years of progressively responsible leadership experience in Information/Cyber Security

  • Comprehensive experience in network security architecture, including design tools, methods, and techniques and the application of Defense-in-Depth principles; knowledge of network design processes, including understanding of security objectives, operational objectives and tradeoffs

  • Thorough knowledge of The Open Group Architecture Framework (TOGAF), including infrastructure, data, information security, applications, architectural concepts, and associated disciplines

  • Knowledge of:

    • Mainframe security, including access control, monitoring, integration with non-mainframe technologies, and virtualization.

    • Authentication and authorization technologies including remote access.

    • Application security and the security development lifecycle and ability to apply to client-server and web-based application development environments.

    • Enterprise databases and database security, including database activity monitoring and database access control technologies.

    • Encryption methods and technologies for data-in-transit and data-at-rest scenarios.

    • Incident response processes.

    • Denial of Service prevention mechanisms.

    • Firewall technologies and intrusion prevention methods.

    • Cloud technologies and hosting.

    • Operating system hardening.

    • Virtualization technologies.

    • Mobile technologies.

    • Encryption and key management technologies.

    • Endpoint Protection (includes malware);

    • Data Loss Protection technologies

  • Experience with peripheral component interconnect and other security audit processes, evidence gathering, and development/management of remediation plans used in resolution of finding

Preferred Qualifications:

  • Certification: CISSP, ISSAP, CCSP, AWS/Azure/GCP certification, SANS or TOGAF certifications

  • Experience with Agile Scrum (Daily Standup, Sprint Planning and Sprint Retrospective meetings)

  • Mergers and acquisitions experience.

  • Consulting or professional services backgrounds are a plus.

  • Financial services industry experience is a major plus.

  • Masters degree in: Computer Science, Information Systems, Security, or other closely related field.

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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20.05.2025
T

Truist Senior Data Engineer United States, North Carolina, Raleigh

Limitless High-tech career opportunities - Expoint
Responsible for building, optimizing and maintaining the data pipelines and aiding in building the data ecosystem for delivering enterprise data for wide consumption including developing data models, corresponding data architecture...
Description:

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:
  • Responsible for building, optimizing and maintaining the data pipelines and aiding in building the data ecosystem for delivering enterprise data for wide consumption including developing data models, corresponding data architecture documents and API’s..
  • Build, manage, and implement the data and/or Big Data pipeline capabilities including data modeling, process design and overall data pipeline architecture and all phases of the ETL (extract, transform, and load) processes.
  • Lead efforts related to partially to completely automate repeatable data preparation and integration tasks. Partner with technology teams to understand data capture, testing needs, and to build and test end-to-end solutions.
  • Partner with engineers, data scientists, and the data office leadership to define and refine data architecture and technology choices.
  • Take a new perspective on existing solutions to solve problems of the highest complexity and exercise judgment based on the analysis (e.g. modeling, testing, etc.) of multiple sources of information and make recommendations.
  • Lead larger, more complex data engineering projects and initiatives with significant risks and resource requirements.

Requirements

  • Must have a Bachelor’s degree in Computer Science, Computer Engineering, or related technical field.
  • Must have 8 years of progressive experience in development or IT consulting positions performing/utilizing the following:
    • SQL, relational databases, ETL/ELT architecture, data integration concepts and big data concepts.
    • Planning and Managing Enterprise Data Lake projects
    • Programming and scripting languages, including Spark, Scala, Python, Hive, Hadoop, Bash, and UNIX.
    • Data quality tools for data profiling, cleansing and standardization.
    • Data acquisition, transformation, and storage design using design principles, patterns, and best practices.
    • Working within a team environment and interacting with data professionals and business data SME’s throughout the organization.
    • CI/CD pipelines, including GitHub and Jenkins.
    • Agile methodologies and short release cycles.
    • Utilizing Netezza and MS Excel
  • Position may be eligible to work hybrid/remotely but is based out of and reports to Truist offices in Raleigh, NC. Must be available to travel to Raleigh, NC regularly for meetings and reviews with manager and project teams within 24-hours’ notice.

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13.05.2025
T

Truist Relationship Banker Senior United States, North Carolina, Raleigh

Limitless High-tech career opportunities - Expoint
Regular or Temporary:English (Required)1st shift (United States of America)Please review the following :Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all...
Description:

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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Limitless High-tech career opportunities - Expoint
Lead the testing requirements and design reviews, including overseeing the work of testing teams. Create and execute moderate to complex test scenarios and cases. Track and monitor defects. Report testing...
Description:

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.

  • Lead the testing requirements and design reviews, including overseeing the work of testing teams.

  • Create and execute moderate to complex test scenarios and cases.

  • Track and monitor defects.

  • Report testing status via test summary and defect reporting.

  • Support a specific application(s) that may support a specific line of business (LOB), channel or other business function.

  • Serve as Subject matter expert (SME) from a software testing perspective for application(s) in assigned portfolio.

  • Collaborate with other LOBs and Tech partners to ensure software quality.


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 Computer Science or related field, or equivalent education and related training

  • Six years of experience in testing and quality assurance processes

  • Working knowledge of test management tools, such as HP Application Lifecycle Management or Quality Center

  • Good verbal and written communication skills

  • Ability to work independently or as a member of a team

  • Understand business, functional and technical aspects applications in assigned portfolio

  • Understand application landscape (e.g. application architecture, physical and logical deployment, interfaces, dependencies) for applications in assigned portfolio

Preferred Qualifications:

  • International Software Testing Qualifications Board (ISTQB) Foundations Certification

  • American Society for Quality Certified Quality Improvement Associate

Show more
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