Treasury Solutions Consultant jobs at Truist
Truist Premier Solutions Delivery Specialist United States, Tennessee
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:This is an experienced individual contributor focused on providing a distinctive client experience anchored in care, expertise, and financial solutions delivery to clients and prospects in a virtual environment. Truist office centric requirement is four days per week in office.
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. Meet with prospects and clients virtually (phone, chat/messaging, or video) to assess client needs, review their financial management practices and solutions, conduct a caring conversation, and make recommendations for products and services that align with client needs.
2. Supports the Virtual Solutions Delivery Team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal partners (also known as integrated relationship management).
3. Contacts targeted clients proactively through outbound client outreach efforts, sharing with clients the impact Truist can have on their financial well-being and setting up appointments for deeper caring conversations and a complete financial review.
4. Remains available according to workforce managed schedule to deliver an exceptional client experience for inbound calls.
5. Manages/solves complex servicing issues for clients by maintaining a strong understanding of resources within Truist and referring client to those resources.
6. Meets individual performance goals of revenue/profit growth matrix on a quarterly basis to include delivering on deposit and lending solutions, assisting with client digital empowerment, and supporting client onboarding outreach efforts.
7. Participates fully in all components of the established Virtual Solutions Delivery C.A.R.E.S Routines.
8. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
9. Adheres to preset schedule, internal controls, operational procedures, and risk management policies by staying informed of all changes in policies and procedures to ensure compliance with current guidelines.
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. 2 years of client sales and service experience
3. Experience with sourcing and prospecting for new clients and client relationship building.
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office
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 which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements.
7. Ability to multi-task under time constraints
8. Ability to work weekends and/or extended hours.
Preferred Qualifications:
1. Excellent verbal and written communication skills
2. Experience with discussing, recommending, and selling various deposit, credit, and retirement products to consumer clients.
3. General understanding of bank operations, policies, and procedures
These jobs might be a good fit
Truist Client Solutions specialist-Revolving Credit United States, North Carolina
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:Collect delinquent accounts according to the agreed upon collection strategies while adhering to all collection policies, procedures, and guidelines. Provide exceptional client service to all Clients by being transparent, positive, and treating Clients the way we want to be treated.
this is for Revolving credit collections. Flexibility needed to work rotating schedule which includes 2 Saturdays per month and evenings.
Following is a summary of the essential functions for this job. Other duties performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Achieve performance expectations for collection efforts for assigned accounts based upon individual goals and objectives, e.g., a minimum calls per day, contact percentage, promises/calls ratio, promises kept.
2. Provide Clients cure plans and negotiate payment arrangements to cure delinquency, evaluating ability and willingness to pay and accordance with all policies, procedures, guidelines, and training.
3. Disclose all relevant account information to Clients accurately, professionally, and in a positive manner.
4. Manage client communications and provide accurate account detail and information with an elevated level of professionalism and integrity, while following all required compliance and quality expectations.
5. Work accounts thoroughly according to established procedures (including contact attempts, required letters, etc.)
6. Document all collection efforts in the system of record for each assigned account in accordance with established policies, procedures, and guidelines, which may include relevant system codes.
7. Execute on the established call scripts documented in training, policies, procedures, and guidelines.
8. Achieve acceptable call monitoring scores in each call category.
9. Communicate regularly with the Client Default Leaders pertaining to repossessions, potential loss, inquires, complaints, and other calls that require special handling.
10. Accurately process payments, transactions, and workflows.
11. Complete all required Computer Based Training (CBT) courses accurately and timely.
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 and related training or experience
2. Strong verbal and written communication skills
3. Basic Computer skills
4. Ability to perform in a fast paced, highly dynamic environment.
5. Ability to work flexible schedule, including overtime as needed.
1. Previous Client service, collections, or sales experience
2. Bilingual
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Truist RAC Client Solutions Specialist United States, Arizona, Tempe
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:Collect delinquent accounts according to the agreed upon collection strategies while adhering to all collection policies, procedures, and guidelines. Provide exceptional client service to all Clients by being transparent, positive, and treating Clients the way we want to be treated.
requires current RAC collections experience
Following is a summary of the essential functions for this job. Other duties performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Achieve performance expectations for collection efforts for assigned accounts based upon individual goals and objectives, e.g., a minimum calls per day, contact percentage, promises/calls ratio, promises kept.
2. Provide Clients cure plans and negotiate payment arrangements to cure delinquency, evaluating ability and willingness to pay and accordance with all policies, procedures, guidelines, and training.
3. Disclose all relevant account information to Clients accurately, professionally, and in a positive manner.
4. Manage client communications and provide accurate account detail and information with an elevated level of professionalism and integrity, while following all required compliance and quality expectations.
5. Work accounts thoroughly according to established procedures (including contact attempts, required letters, etc.)
6. Document all collection efforts in the system of record for each assigned account in accordance with established policies, procedures, and guidelines, which may include relevant system codes.
7. Execute on the established call scripts documented in training, policies, procedures, and guidelines.
8. Achieve acceptable call monitoring scores in each call category.
9. Communicate regularly with the Client Default Leaders pertaining to repossessions, potential loss, inquires, complaints, and other calls that require special handling.
10. Accurately process payments, transactions, and workflows.
11. Complete all required Computer Based Training (CBT) courses accurately and timely.
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 and related training or experience
2. Strong verbal and written communication skills
3. Basic Computer skills
4. Ability to perform in a fast paced, highly dynamic environment.
5. Ability to work flexible schedule, including overtime as needed.
1. Previous Client service, collections, or sales experience
2. Bilingual
These jobs might be a good fit
Truist RAC Client Solutions Specialist United States, Arizona, Tempe
Share
Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:Collect delinquent accounts according to the agreed upon collection strategies while adhering to all collection policies, procedures, and guidelines. Provide exceptional client service to all Clients by being transparent, positive, and treating Clients the way we want to be treated.
requires current RAC collections experience
Following is a summary of the essential functions for this job. Other duties performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Achieve performance expectations for collection efforts for assigned accounts based upon individual goals and objectives, e.g., a minimum calls per day, contact percentage, promises/calls ratio, promises kept.
2. Provide Clients cure plans and negotiate payment arrangements to cure delinquency, evaluating ability and willingness to pay and accordance with all policies, procedures, guidelines, and training.
3. Disclose all relevant account information to Clients accurately, professionally, and in a positive manner.
4. Manage client communications and provide accurate account detail and information with an elevated level of professionalism and integrity, while following all required compliance and quality expectations.
5. Work accounts thoroughly according to established procedures (including contact attempts, required letters, etc.)
6. Document all collection efforts in the system of record for each assigned account in accordance with established policies, procedures, and guidelines, which may include relevant system codes.
7. Execute on the established call scripts documented in training, policies, procedures, and guidelines.
8. Achieve acceptable call monitoring scores in each call category.
9. Communicate regularly with the Client Default Leaders pertaining to repossessions, potential loss, inquires, complaints, and other calls that require special handling.
10. Accurately process payments, transactions, and workflows.
11. Complete all required Computer Based Training (CBT) courses accurately and timely.
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 and related training or experience
2. Strong verbal and written communication skills
3. Basic Computer skills
4. Ability to perform in a fast paced, highly dynamic environment.
5. Ability to work flexible schedule, including overtime as needed.
1. Previous Client service, collections, or sales experience
2. Bilingual
These jobs might be a good fit
Truist Treasury Sales Consultant United States, Virginia
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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. 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
These jobs might be a good fit
Truist Treasury Solutions Consultant - Middle Market United States, Ohio, Cleveland
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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. 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
These jobs might be a good fit
Truist Treasury Senior Quantitative Analyst United States, North Carolina, Charlotte
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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
These jobs might be a good fit
Share
Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:This is an experienced individual contributor focused on providing a distinctive client experience anchored in care, expertise, and financial solutions delivery to clients and prospects in a virtual environment. Truist office centric requirement is four days per week in office.
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. Meet with prospects and clients virtually (phone, chat/messaging, or video) to assess client needs, review their financial management practices and solutions, conduct a caring conversation, and make recommendations for products and services that align with client needs.
2. Supports the Virtual Solutions Delivery Team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal partners (also known as integrated relationship management).
3. Contacts targeted clients proactively through outbound client outreach efforts, sharing with clients the impact Truist can have on their financial well-being and setting up appointments for deeper caring conversations and a complete financial review.
4. Remains available according to workforce managed schedule to deliver an exceptional client experience for inbound calls.
5. Manages/solves complex servicing issues for clients by maintaining a strong understanding of resources within Truist and referring client to those resources.
6. Meets individual performance goals of revenue/profit growth matrix on a quarterly basis to include delivering on deposit and lending solutions, assisting with client digital empowerment, and supporting client onboarding outreach efforts.
7. Participates fully in all components of the established Virtual Solutions Delivery C.A.R.E.S Routines.
8. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
9. Adheres to preset schedule, internal controls, operational procedures, and risk management policies by staying informed of all changes in policies and procedures to ensure compliance with current guidelines.
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. 2 years of client sales and service experience
3. Experience with sourcing and prospecting for new clients and client relationship building.
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office
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 which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements.
7. Ability to multi-task under time constraints
8. Ability to work weekends and/or extended hours.
Preferred Qualifications:
1. Excellent verbal and written communication skills
2. Experience with discussing, recommending, and selling various deposit, credit, and retirement products to consumer clients.
3. General understanding of bank operations, policies, and procedures
These jobs might be a good fit
