דרושים Wholesale Strategic Execution Lead - Commercial ב-Truist ב-United States, New York

Regular or Temporary:

English (Required)

1st shift (United States of America)Identify, solicit, develop, manage, service, retain and grow long-term profitable 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

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:

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 More than eight (8) years of experience with proven results in establishing new business relationships and retaining/growing existing business relationships Strong command 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.

The annual base salary for this position is $190,000 - $220,000.

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. Direct and coach the sales team in consultative selling practices (working capital services and solutions, including receivables, payables, fraud prevention, information reporting and liquidity solutions) and portfolio analytics
3. Drive sales utilizing various levers including pipeline discipline & management, client calling efforts, talent management rewards & compensation design and through market connectivity with clients, the Line of Business, Treasury Operations, Integrated Relationship Management partners, and others
4. Develop, recruit and export top talent
5. Represent Treasury Solutions sales organization both internally and externally, including industry presentations and internal meetings/discussions
6. Adhere to and follow all applicable policies and procedures. Proactively escalate issues and risks to leadership's attention

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. 7 years of demonstrated success in Treasury Management sales management or 10 years of experience in Treasury Management sales or related financial services management
3. 7 years experience in team selling with a deal team concept
4. 2 years of management or supervisory experience
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

1. Master's degree in Business or related field, or equivalent education and related training
2. Certified Treasury Professional
3. Experience working in liquidity and cash management environment, broad knowledge of Truist bank and products

The annual base salary for this position is $140,000 - $275,000. Additional incentive pay is available for this position.

Regular or Temporary:

English (Required)

1st shift (United States of America)Please review the following job description:This role combines the skills of Power Platform and SharePoint development, primarily responsible for designing, building, and maintaining custom Power Platform and SharePoint solutions that heavily integrate with backend data, often requiring proficiency in SharePoint Lists, data manipulation, and intricate data integration between SharePoint and various data sources/applications. In addition you must have extensive VBA experience at an expert level

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.

• Optimize data elements: actively analyzes and manipulates data to improve its quality, efficiency, and relevance for analysis, often by identifying and addressing inconsistencies, redundancies, or unnecessary data points, ultimately making the data more actionable for decision-making

• Designing and developing custom Power Platform and SharePoint solutions based on business requirements.

• Creating and configuring SharePoint sites, lists, libraries, workflows, and web parts.

• Developing custom forms and templates using Power Forms, VBA Scripting, InfoPath, and SharePoint Designer.

• Optimize reporting to transition multiple data elements into useful valuable information for large InfoSec reporting needs.

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 and six to eight years of experience in systems engineering or administration or an equivalent combination of education and work experience

• Deep specialized and/or broad functional knowledge in applied enterprise information security technologies including but not limited to firewalls, intrusion detection/prevention systems, network operating systems, identity management, database activity monitoring, encryption, content filtering, and Mainframe security

• Previous experience in leading complex IT projects

Preferred Qualifications:

• BA/BS IT/ Computer Science, MIS, Economics, Finance, Operations Management, or a related discipline.

• 10+ years professional experience in banks or other financial institution, consulting firm, and or software company.

• 7+ years of MS Project Plan (advanced/expert): Baseline Management, Delta identification, Custom Field management

• 7+ years of Database Analyst (advanced): Understanding of data objects relationships, Data Types and exposing objects through Secure DB Connections

• Experience to understand requirements and identify what data to extract vs what data to integrate.

• Experience to formalize the consistent processes for data record creation, data extraction and recognition of the data master.

• SharePoint (admin/advanced): ability to create objects and access control, custom JSON Scripting is also mandatory, develop Nintex workflows and forms.

• SharePoint Lists (advances/expert): accountable for the accuracy and upkeep of data within each list entry, including tasks, project details, or other information,

• Power Platform (advanced/expert): create custom forms using Microsoft Power Apps. Ability to do design/code using Microsoft Power Forms and create SharePoint Data Source Objects.

• Excel and PPT - VBA (expert): Expert knowledge of VBA Scripting (Visual Basic for Applications) for both Power Point and Excel

• Collecting, cleaning, analyzing, and interpreting large datasets to extract meaningful insights and information, using statistical methods and data visualization tools to present findings in a clear and concise manner, ultimately supporting informed decision-making within an organization.

• Strong organizational skills and attention to detail.

• Strong communication skills, both written and verbal, with ability to influence others and facilitate difficult conversations with leadership.

• Exhibits high degree of creativity, self-motivation, and commitment to task.

• 5+ years’ experience in Information Security banking.

• Knowledge or experience across multiple IT Management systems (Clarity, Archer, Service Now)

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High school diploma or equivalent education
2. Two years of teller or cash handling or client service experience
3. Six months of client relationship building or sales experience
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6. Ability to multi-task under time constraints
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be includedPreferred Qualifications:

1. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
4. General understanding of bank operations, policies and procedures

Regular or Temporary:

English (Required)

1st shift (United States of America)Provide support to and strengthen the effectiveness of leaders and teams to which associate is primarily aligned. Responsible for providing industry related research and analysis, development of marketing material, and management of sales pipeline. Associate will support the ongoing servicing of Relationship Managers RMs) and/or clients, including direct client contact, with an increasing level of autonomy.

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.

Develop pitch materials including industry specific and general economic information

Contribute industry relevant material for internal deal discussions i.e. org calls and credit screens and take leadership role in such calls

Generate customized industry-specific content for internal and external purposes

Partner with RMs to deliver on value proposition; demonstrate growing comfort level with client interactions; may own less-complexity opportunities on behalf of RM.

Develop enhanced understanding of the market, credit, and products; continue to develop relationship management skills with appropriate autonomy

Demonstrate a continuously increasing knowledge of assigned industry, proactive creativity around idea generation

Require less oversight and direction from assigned RM or team; effectively work with partners and teammates with greater independence, able to take ownership of 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

Four years of related financial services work experience

Strong analytical skills and attention to detail

Strong written and verbal communication skills

Solid leadership and interpersonal skills

High level of adaptability and flexibility with strong organizational and time management skills

Advanced proficiency in Microsoft Excel and PowerPoint

Preferred Qualifications:

Minimum GPA: 3.0

Demonstrated work experience in finance or related field.

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. Development includes but not limited to analysis, technical design, customized coding, software integration, configuring solutions, or using applications supporting Equities, Fixed Income, Derivatives, Foreign Exchange, Loan Trading and Syndication, Investment Banking, Credit, Risk, and integration tools such as MuleSoft, TIBCO or other event-driven message transmission capabilities or integration products to customize or generate a product.
2. Lead / conduct robust unit testing associated to user stories completed during the current sprint. Where possible, drive to achieve automated unit testing leveraging DevSecOps practices and tools implemented in the software development pipeline.
3. As a lead. ensures adherence to company and industry standards.
4. Provide technical consultation on extremely challenging or unusual situations.
5. Provide leadership / direction in the design, development and maintenance of solutions as well as play an active role as part of a platform team through the Product Development lifecycle.
8. Leverage continuous engineering practices to effectively deliver business value. Responsible for supporting / overseeing integration and functional testing. Insure code is developed in accordance with the acceptance criteria established by the Product Owner.
9. Mentor less experienced teammates to build technical expertise.
10. May have people management 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.

1. Bachelor’s degree in computer science or information systems and seven years of experience as a developer or an equivalent combination of education and work experience
2. Ability to manage multiple competing priorities
3. Ability to solve problems in straightforward situations by analyzing possible solutions using experience, judgment, innovative thinking and precedents
4. Experience participating in Capital Markets initiatives with a focus on IT Delivery
5. Ability to communicate complex information in a logical and straightforward manner
6. Demonstrable experience working in an Agile delivery methodology
7. Capital Markets domain expertise – specific knowledge of the sales and trading lifecycle, relevant products being supported and a general understanding of the regulatory requirements
8. Ability to lead complex projects, ability to break the work down into manageable and easily understood scope
9. Sophisticated analytical skills and the ability to solve complex technical and business problems
10. Ability to influence others at senior levels to adopt a new perspective

Preferred Qualifications:

1. Master’s degree or MBA, CFA and ten years of experience or an equivalent combination of education and work experience
2. Banking or financial services experience
3. SaFE Agile certification or commensurate designation
4. Knowledge of one or more of the following: Data Analysis/Mining (R, Python), Business Intelligence (Qlikview, Tableau, MSPowerBI), Distributed (e.g. J2EE, .Net, Middleware, MuleSoft/TIBCO, WebServices, javascript), Database platforms such as SQL Server, Oracle, SnowFlake, PostgreSQL, Hadoop
5. Experience with automated development and operations (DevSecOps) leveraging an automated Software Development Lifecycle (Dev, Build, Test, Release) leveraging public cloud provider (AWS, Azure, Google, Oracle)
6. Experience supporting Capital Markets Regulatory Environment – (SEC, FINRA, CFTC, NFA, FED)
7. Experience supporting / integrating quant libraries
8. Experience to machine learning / AI principals

The annual base salary for this position is $X - $X. The starting hourly wage for this position is $149,471 - $283,990.

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

Regular or Temporary:

English (Required)

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

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. Partner with line of business and business unit leaders to develop business strategy and target operating model including organizational shifts and adjustments (people, product, process) required to deliver on strategy.
2. Translate strategic objectives into cross-functional execution plans that enable the realization of desired outcomes.
3. On an ongoing basis, identify opportunities and develop initiatives to accelerate performance against strategic goals and objectives.
4. Lead the development of, and present recommendations to address strategic business needs.
5. Perform qualitative and quantitative analyses (e.g., benchmarks, industry trends, internal operating and financial data) to support strategic rationale and measure results.
6. Lead cross-functional teams to clarify execution tactics and plans to achieve strategic goals.8. Develop, guide, and mentor less tenured teammates.
9. Support development and execution of agenda and approach to operating routines including leadership meetings and business reviews.
10. Prepare formal presentations for the CWBO, including regular town halls, leadership meetings, and leadership offsites.
11. Develop and drive consistent adoption of templates, processes, and approaches to streamline core and common functions including meetings, events & client engagement, business overviews, headcount tracking and management, HR initiatives, etc.
12. Collaborate with functional partners including finance, HR, credit & risk management, legal & compliance, marketing & communications, events, and technology.

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, or equivalent education and related training or experience to include 8+ years of experience in positions that carry increasing levels of responsibility, including experience in strategy or business consulting
2. Critical-thinking skills; ability to break-down large, abstract problems or questions into sub-components and develop comprehensive and cohesive recommendations, with supporting data/rationale
3. Excellent communication skills (written and verbal)
4. Strong cross-functional collaboration skills
5. Excellent interpersonal skills, ability to engage with stakeholders at all levels in the organization
6. Advanced proficiency with MS Office tools: PowerPoint, Excel and Word

1. 2+ years of credit, portfolio, and/or relationship management experience
2. Strong knowledge and experience in strategic planning and execution, including creating and executing comprehensive plans associated with business mergers, conversions, product changes, technology releases, policy changes, and line of business strategic plans
3. Proven ability to collaborate across organizational silos
4. Ability to think strategically while delivering tactically
5. Ability to translate and present complex data in a manner that educates, enhances understanding, and influences decisions
6. Advanced skills in data visualization and storytelling
7. Deep knowledge of wholesale banking including corporate, commercial, and payments
8. Strong executive presence and communication skills
9. Sense of urgency and ability to multi-task and manage competing projects in a deadline-driven environment
10. MBA

The annual base salary for this position is $150,000 - $175,000.