דרושים Treasury Sales Consultant ב-Truist

Regular or Temporary:

English (Required)

1st shift (United States of America)Cultivate relationships with institutional investors / buy-side clients in order to distribute primary and secondary corporate bonds.

Essential Duties and Responsibilities

1. Provide insights and market color from strategic accounts to help trading desk manage market opportunities.
2. Deliver a comprehensive platform of senior management, trading, research and syndicate teammates to our strategic accounts.
3. Works with Syndicate and DCM to get reverse inquiry for issuing clients.5. Support the risk management needs of the trading desk through active sales engagement

Specific to level:

1. Experience in financial markets
2. Understanding of different sales approaches using credit skills and market knowledge to manage client transactions
3. Consistently meeting quality individual revenue goals from a variety of FI investors.

Required Qualifications

1. BA/BS degree
2. 8 years of related work experience
3. In-depth knowledge of Credit industry, market, and products
4. Track record of revenue generation and entrepreneurial nature
5. Prudent risk management skills
6. Advanced analytical and technical skills combined with a problem solving attitude
7. Excellent interpersonal style, good listening skills and the ability to communicate highly complex ideas clearly and concisely

1. CFA and/or MBA degree, with a Finance focus
2. 10 years of related work experience
3. Experience in mentoring and coaching junior talent
4. Technology / Coding experience (Python, R, VBA, ect.)

- The annual base salary for this position in New York is $250,000

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

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or an equivalent combination of education and related work experience.
2. 3 years of sales experience of financial or treasury products and/or services.

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

Regular or Temporary:

English (Required)

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

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or an equivalent combination of education and related work experience.
2. 3 years of sales experience of financial or treasury products and/or services.

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

Regular or Temporary:

English (Required)

1st shift (United States of America)JOB SUMMARY

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. Develop models and analytics in support of CCAR, internal stress testing, capital planning, NII forecasting, ALM, EVE, and those associated models and qualitative methodologies.

2. Contribute to a positive and highly engaged team by championing a positive working environment through relationship development with peers, direct reports, and leadership - proactively seek guidance, clarification, and feedback.

3. Support junior quantitative analysts on project work mentoring and training to accelerate the development of technical modeling processes and business knowledge.

4. Identify and advocate for areas of enhancement within and beyond area of immediate expertise.

5. Act as an effective advocate to ensure user understanding and acceptance of proposed models, including written and verbal.

6. For deployed models, develop, maintain and supervise monitoring, performance reporting, and change management, processes and procedures, including, back testing. Work with model users and stakeholders to ensure models are fulfilling the business and risk management objectives set for them.

7. Facilitate user and management understanding and acceptance of proposed models by preparing high quality documentation, including presentations, explaining the model and its validity for its intended use. Provide support during verbal presentations to stakeholders and oversight groups.

8. Address model validation recommendations and remediate issues.

9. Meet with, and present to, regulators, as requested. Provide credible, well documented evidence supporting validity of models for intended use. Support regulatory, internal audit, and external audit examinations and requests.

10. Negotiate positive outcomes through interactions with senior management, business partners and assurance functions as well as performing other analytical activities, as requested by managers.

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. 2+ years' experience in financial services industry with focus on model development and quantitative analytics

2. Master's degree in Statistics, Econometrics, Actuarial Science, Applied Mathematics, Operations Research, or other applied quantitative science, or equivalent education and related training

3. Undergraduate degree in Statistics, Econometrics, Actuarial Science, Applied Mathematics, Operations Research, or other applied quantitative science, or equivalent education and related training

4. Demonstrated experience performing advanced quantitative analysis and developing econometric models

5. Demonstrated leadership skills and ability to effectively advocate for internal procedures, policies, and standards

6. Practice analyzing and manipulating large and complex data to identify data integrity issues and researching industry practices related to model methodologies.

7. Contribute to a positive and highly engaged team

Preferred Qualifications:

1. 5+ years' experience in financial services industry with focus on model development and quantitative analytics

2. PhD in a quantitative discipline preferred

3. Strong verbal, written, interpersonal, and consultative communication skills with well-developed presentation skills

4. Proficiency utilizing Microsoft Office tools to prepare and present analysis

5. Expertise with SAS and SQL (or significant demonstrated experience with alternative quantitative programming languages - R, Matlab, etc.)

6. Excellent analytical, quantitative, and research skills

Regular or Temporary:

English (Required)

1st shift (United States of America)Ensure integrity in all aspects of trade order management, settlement, collateral management, accounting, compliance, reporting and control for a $75+ billion fixed income portfolio, $75+ billion funding portfolio, pledged investment securities and pledged loans.
Contribute to the achievement of the organization’s strategic goals and objectives.
Ensure compliance with all laws, regulations, policies, procedures, accounting standards, and internal control procedures.

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.

• Contribute to the success of Investment Portfolio Operations, a priority one mission-critical function with $75+ billion in investment securities. Responsible for trade execution, settlement, recordkeeping, accounting, income and expense collection/payment, compliance, reporting and control.
• Ensure timely and accurate settlement of all trades through various safekeeping agents.
• Support securities movement for intraday and stress liquidity events.
• Monitor the Federal Reserve account and verify that all activity has posted and unknown activity returned timely.
• Provide the Investment Portfolio Trade Log to the Front Office for daily activity. Provide forecast of upcoming securities activity to the Moneydesk Team.
• Ensure timely and accurate reporting for weekly, monthly and quarterly Regulatory and SEC Reporting.
• Execute general ledger accounting requirements, including month-end close.
• Ensure accurate accounting for all investment portfolio accounts through review of reports and Corporate Reconcilement documents.
• Responsible for justification of month-end yield and EOC analysis.
• Ensure suspense accounts have been reconciled timely.
• Ensure maintenance of effective internal controls around systems and processes to assure safekeeping of assets and reliability of financial statements.
• Work with Internal/External Auditors to timely complete Audit requests.
• Perform and/or review maintenance to the systems of record for changes to banks, portfolios, security types, general ledger interface and other maintenance as needed.
• Markup Deposit Requests processing is a major function handled by this team.
• Ensure accurate and timely processing of markups.
• Ensure successful integration of investment portfolio products from a merged institution into Truist systems.
• Participate in detailed mapping sessions and meetings to ensure the products will be integrated properly.
• Balance Federal Reserve and DTCC for securities activity daily.
• Continuously promote teammate engagement, morale and team achievements.
• Corporate Funding Operations
• Contribute to the success of Corporate Funding Operations, a priority one mission-critical function with $75+ billion in corporate funding products.
• Responsible for trade execution, settlement, recordkeeping, accounting, income and expense collection/payment, compliance, reporting and control.
• Daily, manage the high-profile Moneydesk function that is responsible for the funding of the Bank and the maintenance of Federal Reserve requirements.
• Perform detail monitoring of all inputs/outputs of activity posting to the Federal Reserve account such as ACH, cash letters, coin and currency, large customer wires, securities activity, mortgage activity and NCSS settlements.
• Send final notifications to Front Office and Executive Management with ending FRB balance and projected funding activity for the next day.
• Ensure timely and accurate reporting for weekly, monthly and quarterly Regulatory and SEC Reporting.
• Execute general ledger accounting requirements, including month-end close.
• Ensure accurate accounting for all funding accounts through review of reports and Corporate Reconcilement documents.
• Responsible for justification of month-end yield and EOC analysis. Responsible for Tax Reporting.
• Ensure maintenance of effective internal controls around systems and processes to assure safekeeping of assets and reliability of financial statements.
• Work with Internal/External Auditors to timely complete Audit requests.
• Perform and/or review maintenance to the systems of record for changes to banks, portfolios, security types, general ledger interface and other maintenance as needed.
• Wire processing is a major function handled by this team. Ensure accurate and timely processing of wires.
• May be designated as a Fedline Advantage administrator/supervisor in order to change limits and release wires for large wires.
• Perform setup for new customers/repeat wires as required.
• Ensure successful integration of corporate funding products from a merged institution into Truist systems.
• Participate in detailed mapping sessions and meetings to ensure the products will be integrated properly.
• Responsible for BSA/ AML compliance for Corporate Treasury. This includes attending meetings, updating procedures and notifying team of changes to current practice.
• Continuously promote teammate engagement, morale and team achievements.
• Collateral Management Operations
• Contribute to the success of Collateral Management Operations, a priority one mission-critical function with multi-billions in investment securities and loans pledged.
• Responsible for collateral management of pledged instruments from settlement, recordkeeping, accounting, compliance, reporting and control.
• Ensure timely and accurate pledging of all securities and loans through various safekeeping agents.
• Support securities movement and loan pledging for intraday and stress liquidity events.
• Ensure timely and accurate reporting for weekly, monthly and quarterly Regulatory and SEC Reporting.
• Execute the pledging of public fund, federal and bankruptcy deposits on a daily basis to comply with State Statutes in eighteen States and Federal regulations.
• Provide explanations to manager for both securities and loan collateral variances month over month.
• Prepare weekly, monthly, quarterly and annual reporting required by State Administrators of public fund pools in thirteen States.
• Prepare required reporting for both the Federal Home Loan Bank and the Federal Reserve Bank for loans that are pledged.
• Ensure maintenance of effective internal controls around systems and processes to assure safekeeping of assets and reliability of financial statements.
• Work with Internal/External Auditors to timely complete Audit requests.
• Perform and/or review maintenance to the systems of record for changes to the pledging program within the system of record to ensure that all aspects are in compliance with State and Federal regulations.
• Ensure successful integration of pledged securities and loans a merged institution into Truist systems.
• Participate in detailed mapping sessions and meetings to ensure the pledged instruments will be properly integrated.
• Direct correspondence with public fund clients through calls, email and letters.
• Confidently be able to answer questions from public fund clients in various States with different pledging requirements.
• Continuously promote teammate engagement, morale and team achievements.

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 or related field and 5+ years of banking experience associated with a sophisticated, high volume, investment portfolio operations function, funding operations function or collateral management function or an equivalent combination of education and work experience
• Two years of experience in Corporate Treasury Operations
• Ability to train teammates
• Ability to read and properly interpret and apply regulations
• Good understanding of financial markets and products including fixed income and equity investments, funding instruments and loans
• Contribute to the success of the team and promote team engagement
• Ability to handle several competing priorities concurrently, ability to handle a fast-paced stressful environment
• Strong organizational, analytical and interpersonal skills
• Ability to identify and resolve complex or diverse information in a timely manner
• Exceptional audit and review skills
• Excellent verbal and written communication skills
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:

• MBA preferred
• Integrated knowledge of Corporate Treasury and the role it plays within Truist
• Bank audit experience

Regular or Temporary:

English (Required)

1st shift (United States of America)JOB SUMMARY

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.

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

3. FINRA Series 7 and 66.

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

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

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

Preferred Qualifications:

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

Regular or Temporary:

English (Required)

1st shift (United States of America)JOB SUMMARY

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

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

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

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

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

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

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

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

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.

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

3. FINRA Series 7 and 66.

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

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

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

Preferred Qualifications:

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