דרושים Wealth Strategist Iii 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)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

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)* This is an in-office position located in Nashville, TN.*

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)

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)Lead, develop and coach a team of wealth support specialists and oversee the daily service, sales and operations support of the assigned division. Performance accountabilities and responsibilities include leading through change, training and coaching effectively, managing performance, timely and proper escalation, and regular engagement with other functional and support leaders. Partner with Regional Managing Directors (RMD), Division Directors (DD), and Specialty Wealth leadership as needed to ensure alignment on strategic priorities and the execution of initiatives and activities in the region.*Please note that this is an in-office position*

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. Supervise, lead, train and coach a geographically disbursed team of wealth support specialists
2. Oversee daily execution of the functions of wealth support specialists and serve as first escalation point
3. Work closely with the Wealth Advisory Group Support leader to regularly review, establish, and communicate differentiated goals for roles in the support org and ensure accountability and identification of performance gaps, as well as opportunities for growth and development.
4. Conduct effective performance evaluations and conversations, to include linking performance and behavior to established goals; providing concrete examples to support ratings; seeking feedback from stakeholders
5. Ensure compliance with internal controls, operational procedures, relationship management support and risk management policies through regular review and dissemination (where needed) of exception reports and key performance indicators
6. Work with support leadership and business continuity planner to understand roles and responsibility in business continuity plan and train support teammates accordingly
7. Partner with sales leadership and advisors to assist in sales and client acquisition activities through ongoing support, coaching and oversight of relationship management activities.
8. Work with support leadership and regional leadership to understand and manage support to advisor gearing ratios and provide suggestions and recommendations for changes and re-alignments (in conjunction with RMD).
9. Responsible for recruiting, diversity, equity and inclusion priorities, retention and recognition of support teammates in assigned region.
10. Serve as the first-line resource for teammates in your org on matters related to the interpretation and application of policies and procedures that relate to the execution of their duties.
11. Where applicable, represent the needs of specialty-focused support teammates on working groups and committees designed to illicit feedback or input on the potential impacts of policy and procedure changes.
12. Where applicable, work with Group Support Leaders and partners to develop specialty-specific training for specialty-focused support teammates.

13. May require up to 25% travel.

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. Undergraduate degree or equivalent work-related experience
2. Five years of previous banking or other financial institution experience with an emphasis in operations or administration
3. Excellent organizational, verbal and written communication skills
4. Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities
5. Strong knowledge of banking, fiduciary and wealth management systems, solutions, and offerings

Preferred Qualifications:
1. Six years of previous banking or other financial institution experience with an emphasis in operations or administration
2. Demonstrates strong investment, wealth management, treasury services, consumer and commercial credit and deposit knowledge to successfully support a team of advisors with all product discussions and offerings.
3. Previous leadership experience