Truist

General

• Provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios
• Assist bankers with pipeline accuracy, call preparation, Financial Insights, deposit account opening and onboarding, Treasury onboarding, client and prospect follow-up, CRM accuracy, scheduling, prospect lists, and calendar assistance
• Support sales processes and portfolio growth by identifying referral opportunities and partnering with bankers and Integrated Relationship Management partners
• Pull reports and data, participate in meetings, complete follow-up, and communicate within the team
• Provide superior client service and resolve Commercial Real Estate client needs, problems, and requests
• Assist with servicing Commercial Real Estate loans, deposits, and Treasury fee services, including documentation, account opening, payments, fraud resolution, research, wire processing, and maintenance
• Assist with portfolio management, client assignment and account data accuracy, reporting, and escalation
• Provide loan support, communicate with clients and internal loan areas, assist with loan processes and regulatory compliance, collect client information, research, and clear documentation exceptions
• Assist with problem loan management and collection activities by reviewing past-due reports, monitoring payments, conducting post-closing due diligence, contacting past-due clients, and escalating collection issues

Commercial Client Specialist

Manager

• Underwrite, manage, and monitor a portfolio of commercial and not-for-profit credit relationships
• Lead end-to-end underwriting for new and existing credit relationships
• Analyze financial performance, cash flow, debt capacity, risks, and industry trends
• Develop and present independent credit recommendations
• Structure credit facilities and coordinate due diligence
• Ensure compliance with credit policy, regulatory standards, and bank policies
• Monitor portfolio performance, trends, risk ratings, annual reviews, financial statement spreading, covenant compliance, and regulatory requirements
• Manage amendments, waivers, renewals, and modifications
• Identify emerging risks and recommend mitigation strategies
• Partner with Relationship Managers, Credit Risk Officers, Analysts, Coverage, Credit Risk, Product, Fulfillment, and Operations teams
• Mentor junior teammates and drive operational excellence through process improvements, support resources, and technology
• Support client relationships and deliver service to clients and business partners

Portfolio Manager – Wholesale Credit Delivery, Commercial / Not-for-Profit Segment

Customer Support

• Provide in-office client and advisor support to Wealth Advisors managing high-net-worth client portfolios
• Serve as the primary point of intake for many advisor and client requests
• Support workload management and triage/delegate operational requests to the centralized service team
• Prioritize relationship management activities within the Truist risk framework
• Support administrative fitness efforts through report review and timely book management data updates
• Schedule appointments, make follow-up telephone calls, and prepare and maintain client presentation and marketing materials
• Support Integrated Relationship Management activities and referral pathways
• Triage requests related to transfers, withdrawals, and account opening/maintenance
• Work with the centralized service team to ensure timely fulfillment of requests
• Support banking, credit, investments, trust, client onboarding, client servicing, and advisor support processes
• Escalate potential at-risk relationships to the advisor or regional managing director
• Serve as the on-site local contact for Wealth Support teammates and leadership
• Maintain relationships with supporting departments and advocate for Wealth clients
• Maintain client records and documentation; monitor transaction and client-data accuracy and timeliness
• Respond to client requests for information and assistance
• Assist advisors with administrative functions that support quality client interactions
• Provide responsive and professional service to Wealth clients
• Attend client events or meetings as needed with leadership approval
• Serve as a peer mentor for Wealth Support Specialist I teammates
• Participate in workstreams, committees, and councils as needed
• Support multiple advisors and client relationships in a fast-paced environment
• Provide specialty-specific support where applicable, including commercial-book servicing, treasury-services understanding, and identifying process or service-delivery gaps

Wealth Support Specialist II

Social Media Manager

• Build capabilities, operating models, insights, technology, partnerships, and governance connecting social media, content experiences, and influencer and creator marketing
• Connect social media and content experience strategies across search, AI-enabled discovery, social platforms, and digital research journeys
• Identify ecosystem opportunities that strengthen visibility, relevance, consideration, trust, and business growth
• Translate changes in client behavior, technology, platforms, and discovery patterns into enterprise recommendations and priorities
• Align stakeholders around roadmaps, decision rights, capabilities, and outcomes
• Advance social media ecosystem capabilities and infrastructure
• Enable connected planning, publishing, distribution, optimization, reuse, maintenance, and retirement of content
• Connect creator content with planning, distribution, paid media, measurement, technology, governance, and optimization
• Improve coordination across organic and paid social, influencer and creator marketing, executive programs, teammate advocacy, community engagement, social listening, content experiences, and reputation management
• Establish scalable standards and workflows for quality, consistency, accessibility, efficiency, and brand alignment
• Develop shared KPIs and measurement frameworks
• Integrate analytics, social listening, audience intelligence, search insights, creator performance, and other data
• Deliver executive dashboards and actionable optimization recommendations
• Coordinate agency, platform, technology, and vendor relationships
• Evaluate solutions improving discovery, engagement, measurement, workflow efficiency, governance, and enterprise value
• Partner with Procurement, Legal, Risk, and other stakeholders on selection, contracting, oversight, and performance management
• Own and maintain enterprise social media and content policies, procedures, standards, controls, guidelines, and documentation
• Incorporate influencer and creator marketing into governance, disclosure, review, escalation, and control processes
• Develop operating models, workflows, playbooks, training, and adoption resources
• Support approval processes, access management, crisis response, retention, recordkeeping, audits, risk assessments, issue management, and remediation
• Balance innovation and business enablement with brand protection and responsible risk management

Content and Social Media Manager

• Provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios
• Assist Relationship Managers with pipeline accuracy, call preparation, Financial Insights, deposit account opening and onboarding, Treasury onboarding, client and prospect communications, CRM accuracy, scheduling, prospect lists, and calendar assistance
• Support the sales process and portfolio growth by identifying referral opportunities and maintaining expert-level knowledge of products and services
• Partner with Relationship Managers and Integrated Relationship Management partners on potential client needs and referral opportunities
• Support banker teams by pulling reports or data, participating in meetings, completing follow-up, and communicating within the team
• Provide superior client service and ensure timely and accurate resolution of client needs and requests
• Assist with servicing Commercial loans, deposits, and Treasury fee services, including forms, documentation, account opening, reports, payments, fraud resolution, research, wire processing, and account maintenance
• Assist with portfolio management by ensuring accurate client assignment and account data, monitoring reporting, and escalating as needed
• Provide general loan support, communicate with clients, collect information, follow up, conduct research, and clear loan documentation exceptions
• Assist with problem loan management and collection activities by reviewing past-due reports, monitoring payments, contacting past-due clients, and escalating potential collection issues

Commercial Client Specialist II

• Lead, coach, and develop a team of Escrow specialists overseeing complex servicing functions
• Oversee property tax operations and vendor management
• Oversee property insurance operations and vendor management
• Oversee optional insurance, flood zone property tracking, escrow analysis processing, and interest on escrow
• Provide ongoing coaching and feedback to promote accuracy, accountability, and efficiency
• Address performance gaps and reinforce expectations aligned with compliance and operational goals
• Build a forward-thinking team environment focused on risk awareness and compliant decision-making
• Direct and manage day-to-day operations in line with service-level expectations
• Establish priorities and distribute workloads to support productivity, efficiency, and balanced capacity
• Monitor performance trends, turn times, backlog, and completion rates
• Reinforce time-management practices and deadline achievement in a high-volume environment
• Drive accountability across teams at multiple sites, offshore teams, and vendor teams
• Improve workflow efficiency, reduce rework, and streamline processes while maintaining compliance
• Monitor performance metrics, productivity, and quality results
• Ensure compliance with servicing SLAs, regulatory requirements, investor guidelines, and internal escrow policies
• Lead audit engagements with internal partners to demonstrate process expertise, effectiveness, and risk mitigation
• Oversee large financial transactions

Escrow Manager

Sales

• Provide support for Wholesale Payments Sales strategy, execution, risk, and performance functions
• Demonstrate and act in accordance with the Truist Purpose, Mission, Values, Code of Ethics, and risk management policies
• Develop and maintain partnerships across Wholesale Payments, the Line of Business, and the Enterprise
• Develop, maintain, and execute strategic portfolio planning with the relationship team
• Schedule and prepare pre-call plans and materials; participate in or lead pre-call planning meetings
• Serve as notetaker, active listener, closer, and/or leader during client and prospect meetings
• Prepare advisory calling materials, including discovery, pitches, demos, product materials, working capital analyses, financial modeling, ROI analyses, and business reviews
• Schedule post-call debriefs, summarize notes and observations, provide feedback, and execute delegated follow-up responsibilities
• Maintain Salesforce data integrity by logging call reports, updating client information, and maintaining sales pipelines
• Support pitch, negotiation, and close stages through pricing proformas, pricing disclosures, commercial card document preparation, RFP submissions, digital and product demos, and product expertise
• Support an accurate, smooth, and expedient client onboarding journey
• Define and execute a personal and career development plan

Wholesale Payments Sales Analyst

• Serve as Engagement Manager for large, complex, and higher-risk projects, potentially enterprise-wide
• Lead audit planning, scoping, test-plan development, data analytics incorporation, and resource coordination
• Set quality expectations and review process documentation for effectiveness and efficiency
• Develop and present meaningful, well-supported audit reports to key stakeholders
• Advise on complex assignments using knowledge of the organization, business, operations, laws, and regulations
• Assess audit findings, potential exposures, materiality, and broader risk issues
• Coach and mentor new and junior team members and provide project feedback
• Develop and maintain relationships with assigned lines of business and evaluate associated risk profiles
• Manage timely, quality delivery of audits, projects, and special assignments
• Maintain specialization in specific lines of business and keep current with auditing, banking, technology, and industry developments
• Develop auditing and data analysis knowledge and champion innovative techniques
• Pursue continuing education and additional professional certifications as appropriate
• Support Audit Directors with annual planning, scheduling, risk assessment, and audit-team performance feedback

Senior Audit Manager – Mortgage Lending

Consultant

• Execute sales plans and develop partnerships with lines of business and internal partners to identify and drive client/prospect sales opportunities
• Achieve or exceed revenue and portfolio growth objectives for the assigned client portfolio
• Foster relationships with bankers and product partners and engage in strategic client planning
• Independently manage a large portfolio of clients with complex payments needs
• Apply expert knowledge of banking, payments solutions, and working capital concepts
• Develop detailed relationship plans to identify retention and new client acquisition opportunities
• Advise on working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions
• Follow applicable policies and procedures and escalate issues and risks to leadership
• Consult with clients through email, phone, voicemail, and virtual meetings
• Report sales efforts, progression, sales revenue, and other administrative information accurately
• Serve as a product-knowledge and best-practices leader among peers
• Manage complex Wholesale Payments solutions for a larger, active portfolio with higher revenue expectations
• Meet virtually with clients to assess needs, review financial management practices, discuss cash flow cycles, and recommend solutions
• Coordinate fulfillment and refer clients to product experts as needed
• Manage and solve complex client servicing issues
• Meet individual revenue and profit growth goals
• Mentor junior-level Consultants

Wholesale Payments Consultant

Strategist

• Develop a strategic vision and associated action plans by partnering with vendors and internal digital/non-digital solution teams
• Define and evangelize the digital wealth or investment client strategy using data-driven insights
• Manage digital vendor partner relationships and influence product roadmaps to meet client needs
• Collaborate with stakeholders and business partners to improve client and teammate experiences while adding business value
• Ensure consistency throughout digital experiences and align cross-channel/omni interactions with Wealth and other LOB strategies
• Collaborate with business leaders on recommendations, selection and prioritization of product features, implementation approaches, vendors and processes
• Triage, troubleshoot and resolve product, client and technology issues
• Contribute to product and solution development through research, user testing, quality assurance checks and vendor relationship management
• Analyze metrics and prepare briefs, presentations and status reports for key stakeholders
• Conduct industry research and competitive analyses to recommend product or marketing enhancements
• Support teammate training programs, communications, sales efforts, sales scripts, sales processes, sales opportunity optimization, follow-up activities and business readiness for digital experience enhancements
• Focus on financial planning digital tools including client-initiated/led financial wellness, goal-based financial planning and advanced cash-flow planning tools

Senior Wealth Omni Digital Strategist

Associate

• Facilitate diligence and underwriting documentation for complex and larger credit relationships
• Support credit presentation preparation and discussions with Credit Officer and final approvers
• Coordinate legal documentation through closing and funding
• Ensure loan agreements align with approval documents
• Identify and address potential issues in loan documentation in consultation with the Relationship Manager
• Analyze financial statements and projections and document client performance, risks, and mitigants
• Ensure Credit Process Metrics remain within prescribed tolerances
• Manage risk evaluation and compliance requirements for assigned portfolios and prospects
• Identify issues and follow through for remediation
• Serve as a client and internal point of contact for the assigned portfolio
• Conduct site visits and/or visits with client management teams as needed
• Support and mentor Credit Delivery Analysts and other Associates

Wholesale Credit Delivery Associate II

• Facilitate diligence and underwriting documentation for complex and large credit relationships
• Support credit presentation preparation and discussions with Credit Officer and final approvers
• Coordinate legal documentation through closing and funding
• Ensure loan agreements comply with approval documents
• Identify and address issues in loan documentation in consultation with the Relationship Manager
• Analyze financial statements and projections
• Document client performance, risks, and risk mitigants for complex credits
• Ensure Credit Process Metrics remain within prescribed tolerances
• Manage risk evaluation and compliance requirements for assigned portfolios and prospects
• Identify issues and follow through on remediation
• Serve as a client and internal point of contact for the assigned portfolio, including potential site or client management visits
• Support and mentor Credit Delivery Analysts and other Associates

Financial Planning and Analysis

• Work with Investment Managers and the Investment Advisory Group to deliver Investment Management Services to Truist Wealth clients
• Assist Investment Managers in acquiring prospective clients through analysis of complex outside portfolios and presentation preparation
• Propose, construct, and monitor client-specific, advice-driven investment strategies and solutions
• Make proactive recommendations to Investment Managers and/or clients
• Participate in daily trading activities for discretionary, non-discretionary, and trust-based portfolios
• Adhere to and document compliance with Truist, SunTrust Advisory Services, and relevant regulatory policies and procedures
• Monitor client portfolios relative to investment policy statements and identify and address variances
• Assist with client onboarding and develop Investment Policy Statements
• Develop investment recommendations and transition new clients into ongoing portfolio management and communication cycles
• Prepare regular investment reviews and recommend, establish, monitor, and adjust investment strategies
• Attend client meetings, participate in presentations, and interact with Truist wealth teammates
• Actively engage in risk management

Investment Analyst I

Full-stack Engineer

• Deliver highly complex software solutions with significant system linkages, dependencies, and associated risk
• Lead and perform software development efforts including analysis, design, coding, and testing
• Implement software architecture and engineering approaches for complex initiatives
• Contribute to technical plans and operational targets with major impact on results
• Adopt and refine software engineering standards, practices, and governance mechanisms
• Collaborate with senior engineers, product partners, and architecture teammates to shape technology approaches
• Lead end-to-end technical design and implementation of scalable, secure, and highly available software solutions
• Troubleshoot and resolve complex technical issues
• Design performance, reliability, and scalability improvements
• Provide technical guidance, coaching, and training to engineers
• Delegate and review work from lower-level technical professionals
• Evaluate emerging technologies and build prototypes and solution concepts
• Contribute to long-term technical goals and plans through recommendations and design proposals
• Lead large or complex initiatives, coordinating technical work across teams and ensuring high-quality outcomes

Senior Software Engineer – Java Team Lead

Business Intelligence Analyst

• Support development, execution, and ongoing enhancement of the Risk Appetite Framework
• Coordinate Annual Review and change management activities
• Partner with Risk Type Owners and Risk Measurement Program stakeholders to implement program requirements
• Maintain program documentation
• Contribute to continuous improvement of risk appetite governance processes
• Design, implement, and execute complex recurring or ad hoc reports, analyses, data, system-related, and operational tasks
• Investigate unexplained variations in reports, data, and systems
• Explain report and research results to department management and stakeholders
• Develop and administer controls to ensure departmental process integrity
• Evaluate and recommend departmental process improvements
• Assist with departmental documentation development
• Serve as a consultative resource on risk reporting, data, systems, and related issues
• Engage stakeholders to identify business objectives and scope solution requirements
• Lead small projects and play significant roles in larger, more complex initiatives
• Act as a resource for less-experienced teammates

Commercial Client Specialist

Portfolio Manager – Wholesale Credit Delivery, Commercial / Not-for-Profit Segment

Wealth Support Specialist II

Content and Social Media Manager

Commercial Client Specialist II

Escrow Manager

Wholesale Payments Sales Analyst

Senior Audit Manager – Mortgage Lending

Wholesale Payments Consultant

Senior Wealth Omni Digital Strategist

Wholesale Credit Delivery Associate II

Wholesale Credit Delivery Associate II

Investment Analyst I

Senior Software Engineer – Java Team Lead

Senior Risk Data and Reporting Analyst – Risk Appetite