Medical Wealth Advisor Ii jobs at Truist in United States, Philadelphia

Regular or Temporary:

English (Required)

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.

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 equivalent education and related training or experience.
2. Two years of financial services and consumer/small business expertise or equivalent experience and/or performance
3. One year of previous branch leadership or management experience
4. Strong interpersonal, sales relationship and prioritization skills.
5. Strong written and verbal skills.
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.
7. Ability to inspire, lead and coach others.

1. Bachelor’s degree with a concentration in Business, Accounting, Finance or Banking
2. Graduate of Internal Leadership Development Programs

Regular or Temporary:

English (Required)

Regular or Temporary:

English (Required)

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. Lead and guide the ongoing design, execution, and continuous improvement of control monitoring of all risk types within business units to ensure accuracy, consistency and aggregation.3. Conduct key control assessments on a regular basis (adhering to Enterprise deliverables) to evaluate Business Unit adherence to corporate standards related to internal controls.
4. Assess control effectiveness and identify control environment issues, partnering with the business to take corrective action as necessary.
5. Incorporate results of quality monitoring activities, 2nd line testing, SOX testing and complaints reporting in control environment assessments and issue identification.
6. Interpret aggregated testing and monitoring results and identify trends and issues related to key controls across business units.
7. Make recommendations and provide practical solutions for the update of Business Unit control, policy, procedure and risk/control documentation.9. Identify cross-segment best practices and collaborate across multiple areas to identify effective and practical control and risk management techniques and assist with knowledge transfer of resources and processes.
10. Ensure team deliverables adhere to standards, procedures, and regulatory / audit requirements.
11. Supervises team of Controls Monitoring and Testing Consultants and Analysts, including hiring, reviewing performance, and recommending salary increases, promotions, transfers, demotions, or terminations.

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, or equivalent education and related training
2. Ten years of experience in a financial institution; at least three years in a management/leadership capacity and/or equivalent education, training and experience
3. Advanced knowledge of risk management principles and controls, broad-based business practices, and understanding of business process and regulatory requirements
4. Ability to lead quality assurance and process improvement efforts in a corporate environment
5. Knowledge of large bank, and securities risk frameworks, including FINRA, SEC, ERISA, Sarbanes-0xley, and other applicable federal and state law
6. Excellent communication, interpersonal and facilitation skills, as job will require extensive interaction with various business units among multiple disciplines including Senior Leadership across Truist
7. Strong influencing and presentation skills (written and verbal)
8. Proven ability to influence and work within teams
9. Excellent time management and organizational skills with the ability to manage multiple projects simultaneously; ability to operate without close supervision
10. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:
Greensboro, NC or Richmond, Va also an option location

4 days in office/1 day remote

Regular or Temporary:

English (Required)

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.

• College degree or comparable education and experience
• One or two years of mortgage, banking, banking operations, or comparable education
• Proficiency with Microsoft Office suite of products to include Word and Excel

• Two or more years of retail banking, banking operations, or experience in a law firm or corporate setting
• Strong research and investigation skills

• Proficiency with banking software, deposit account systems, or mortgage servicing systems • Excellent written and oral communication skills
• Ability to prioritize a significant volume of work with simultaneous deadlines
• Strong organizational skills and attention to detail
• Ability to work effectively in teams and independently and make effective decisions consistent with role and responsibilities

Choose an item.

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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.

Regular or Temporary:

English (Required)

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

Regular or Temporary:

English (Required)

Regular or Temporary:

English (Required)

1. Align with and embody Truist’s purpose, mission, value statement and the Business Connect value proposition of “Ease, Expertise, Care”
2. Demonstrate exceptional communication skills: clear, concise, and friendly conversationalist
3. Discern and identify potential opportunities through value-added “life-cycle” conversations with clients and prospects
4. Translate opportunities into actionable solutions and products offered by Truist
5. Utilize network and contacts in a virtual environment to identify and engage prospects to convey Truist value proposition and why Truist is the banking partner of choice
6. Partner with Integrated Relationship Management and supporting teammates to deliver high-quality strategic business reviews that drive revenue growth, retention, and exceptional client service
7. Demonstrate business acumen, industry knowledge, and organizational skills through pre-call planning, advising, and follow-up
8. Process more complex transactions that could entail multi-layered business structure, complex deposit and treasury needs, intricate lending structures, etc.
9. Manage product and solution opportunity pipeline to fulfillment including deposit, loan, and fee-based services (follow-up with partners/support teammates, document conversations, fulfill solutions, etc.) in a fast-paced environment
10. Maintain subject matter expert level of understanding as it relates to Truist capabilities and solutions and general industry/market trends
11. Participate as an integral member of a Business Connect Squad, contributes as an individual producer with impact to the overall squad’s performance
12. Mentor and guide teammates as requested by their leader
13. Adapt to technology enhancements swiftly and advise clients on new digital solutions
14. Escalate concerns promptly to their leader for awareness
15. Comply with all operational, risk, and credit requirements
16. Meet/exceed designated performance metrics which may entail higher goals

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 equivalent financial services education, training, and work-related experience
2. Four or more years of Business or Commercial Banking sales (or relevant) experience, with a demonstrated ability to drive for results
3. General knowledge of business banking products, lending, cash cycle, sales process, and remaining current on market/industry/business knowledge
4. Relationship-building and negotiation skills with clients, management, and partners
5. Excellent verbal and written communication skills
6. Proficiency in basic computer applications including Microsoft Office and virtual connectivity software
7. Proficiency in the following competencies: business acumen, interpersonal savvy, priority setting, dealing with complex interactions and problem solving1. Bachelor’s degree in Accounting, Finance or related field
2. Completion of a credit training course or cash cycle training course