דרושים Accounting Operations Senior Analyst Ii ב-Truist ב-ארהב

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. Develop and articulate comprehensive designs to all levels of management within the organization and obtain approval for proposed solutions.

2. Provide direction to Systems Analysts to gather, formulate, define and design efficient and effective solutions to the most complex business problems.

3. Provide thought-leadership for assigned projects and applications to developers, other system analysts, operations, and other Technology areas.

4. Analyze complex requirements, plan and design large-scale business applications, using techniques such as structured analysis, data modeling and information engineering, with the end goal of creating applications that are Easy, Simple, Fast, Safe, Secure and Stable.

5. Ensure user experience considerations are incorporated into solution requirements and design.

6. Provide team members and users with assistance solving the most complex application-related problems, such as malfunctions and difficult to identify program problems.

7. Utilize a risk-based approach in all duties to minimize deployment risks.

8. Develop, document and revise flow chart’s system design procedures, test procedures and quality standards.

9. Review and analyze applications, including performance results, to locate code problems.

11. Serve as project leaders for all sizes of systems projects.

12. Maintain an expert knowledge of testing documentation and execution skills.

13. Coordinate the installation of application enhancements/releases of net new applications of moderate complexity.

14. Expand or modify applications to serve new purposes or improve work flow.

15. Assess the usefulness of the most complex pre-developed application packages and adapt them to a user environment.

16. Maintain an expert business and operations knowledge of direct and associated clients in order to add value in analyzing complex and highly integrated projects.

17. Architect technical solutions to complex problems.

18. Research and debug complex technical problems.

19. Stay current with emerging technologies, their strengths and weaknesses and their application to business solutions.

20. Produce cost/benefit analysis for system improvements to support comparison of alternative solutions and provide recommendations.

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 Information Technology-related field, or equivalent education and related training

2. Ten years of experience and high proficiency with the following information technologies:

• Information security best practices

• IT performance/scalability principles

• Relational database technologies

• Principles of a service oriented architecture

• Mainframe, distributed, Web, and/or networking technologies

• Design tools and techniques

• Application development methodologies

• Technology testing and change implementation best practices

3. Excellent verbal and written communication skills

4. Strong collaborative and consultative skills

5. Ability to work independently or as a member of a team

6. Ability to lead, direct and train teams of Developers and Systems Analysts

Preferred Requirements:

2 – 3 years of Real Estate Lending Technology experience

Experience working with an ecosystem that includes vendor hosted and self-hosted applications.

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)

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. Work as a team member with the underwriting and sales staff to accomplish monthly loan volume objectives.
2. Assist with training and supervision of Loan Processor I as required.
3. Ensure all contract and applicant information is accurately verified and entered into Origenate prior to funding in the loan servicing system. Ensure compliance with all guidelines and policies to meet targeted risk tolerance.
4. Follow-up with dealer clients on any outstanding stipulations, verifications, or documents needed to complete the processing of loans to ensure timely funding of contracts while maintaining an excellent Perfect Client Experience (PCE) level of customer service to our consumers and Dealer Client’s.
5. Meet or exceed Loan Processor production targets.
6. Build and maintain strong relationships with dealer client base.8. Escalate any potential problems that may result in fraud or losses to management and ensure timely filing of UFO’s in accordance with company policies and procedures.
9. Assist management to ensure business center complies with all corporate guidelines and policies as well as all Federal and State regulations.
10. Other critical tasks and duties assigned.

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 and related training or experience
2. Two years of experience or equivalent training
3. Excellent problem solving skills
4. Excellent analytical ability
5. Excellent written and verbal communication skills
6. Excellent organizational skills
7. Excellent time management skills
8. Ability to work in fast paced environment
9. Ability to work flexible schedule and overtime, as needed
10. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:
1. Bachelor’s degree in Business or related field, or equivalent education and related training or experience
2. Previous experience in finance/credit related industry
3. Knowledge of credit verification process and related documents
4. Bilingual

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Regular or Temporary:

English (Required)

1st shift (United States of America)The Investment Analyst (IA) is responsible for working with Investment Managers and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in AUM. The Investment Analyst will typically work with a minimum of 2 Investment Managers to manage a client base of approximately 100-150 relationships with assets under management averaging $1 - $2 billion and revenue responsibility averaging $7.5 - $10 million.

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 investment team is a critical partner in new business development and acts as a primary source for investment communication. The IA assists the Investment Manager in acquiring prospective clients through comprehensive analysis of complex outside portfolios and presentation preparation.

• Propose, construct, and monitor client-specific, advice-driven investment strategies and solutions for individuals and families.

• Make proactive recommendations to Investment Managers and/or clients.

• Responsible, along with Investment Managers, for daily trading activities in discretionary, non-discretionary, and trust-based portfolios and is responsible for adhering to and documenting compliance with Truist, and relevant regulatory policies and procedures.

• Work with Investment Managers and compliance to monitor client portfolios relative to their investment policy statement and work with the team to identify and address variances.

• Actively assist in the client onboarding experience and develop the Investment Policy Statement in accordance with the client’s unique situation.

• Develop and advise on investment recommendations and help transition new clients into a collaborative and on-going portfolio management and client communication cycle.

• Prepare regular investment reviews for existing clients, recommend, establish, monitor, and adjust, as necessary, investment strategies and solutions designed to achieve the client’s goals.

• Attend meetings and participate in presentations to clients and interact with other Truist wealth teammates.

• Actively engaged in risk management.

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 a related field, or equivalent education and related training. Series 65 licenses. Candidates will have 60 days from their Start Date to transfer, or 120 days from their Start Date to acquire all of the registrations and licenses required for this position.

• Demonstrated understanding of the fundamentals of finance and investment theory.

• Possesses presentation skills as well as oral and written communication skills.

• 2+ years of investment management / trading or related experience.

• Ability to work on complex projects with minimal supervision.

Preferred Qualifications:

• Chartered Financial Analyst (CFA) certification [or progress towards CFA]

• MBA [or progress towards MBA]

• Additional Professional Designations such as CFP®, CIMA, CAIA

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.

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)

1st shift (United States of America)The Credit Delivery Analyst is a two-year position. At the end of the two-year period, Analysts may be asked to remain in the role for an additional year.

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. Works closely with senior Asset Securitization Structuring professionals.
2. Performs assigned duties with some independence, including but not limited to, due diligence, document processing, financial modeling, statistical analysis, research, and presentation development.

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. BA/BS degree
2. Licenses: Series 7, 79, and 63
3. Proven analytical ability and attention to detail
4. Solid leadership and interpersonal skills
5. Proven ability to work well in a fast-paced, team-oriented environment
6. Strong written and oral communication skills
7. 1 year of related work experience since graduation from an undergraduate program

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. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
6. Advises on consumer lending options and takes loan applications.
7. Adheres 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. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.
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 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 included

Preferred Qualifications:
1. Associate’s degree or higher
2. Demonstrated ability to handle multiple priorities under time constraints
3. Excellent verbal and written communication skills
4. Ability to respond in a professional manner with a high level of service quality
5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
6. Demonstrated ability in meeting or exceeding sales goals
7. General understanding of bank operations, policies and procedures

Relationship Banker

• The annual base salary for this position is $45,760-$59,500.

Senior Relationship Banker

• The annual base salary for this position is $45,760-$68,500.