Truist

Banker

• 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 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)
• Manage, service and grow an assigned book of commercial banking clients
• Execute prospecting activities to grow new commercial banking households
• Contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation
• Drive continual improvement in portfolio revenue growth and new production revenue
• Proactively contact clients to fully develop commercial banking relationships by executing IRM principles
• Identify business and personal financial needs and bring in appropriate partners to deliver Truist solutions
• Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank’s CRM system
• Execute risk, operational, policy and quality expectations related to the assigned client portfolio

Commercial Banker II

• 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 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)
• Manage, service and grow an assigned book of commercial banking clients
• Execute prospecting activities to grow new commercial banking households
• Contribute to the credit decisioning process, including financial statement analysis and interpretation, credit structuring, underwriting, policy knowledge, and risk identification and mitigation
• Drive continual improvement in portfolio revenue growth and new production revenue
• Proactively contact clients to fully develop commercial banking relationships by executing IRM principles
• Identify business and personal financial needs and bring in appropriate partners to deliver Truist solutions
• Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank's CRM system
• Execute all risk, operational, policy and quality expectations related to the assigned client portfolio

Commercial Banker I

Financial Planning and Analysis

• Work with Investment Managers and the Investment Advisory Group to assist in delivering Investment Management Services to Truist Wealth clients
• Assist Investment Managers 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
• Support daily trading activities in 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 client communication
• Prepare regular investment reviews and recommend, establish, monitor, and adjust investment strategies and solutions
• Attend client meetings, participate in presentations, and interact with other Truist wealth teammates
• Actively engage in risk management

Investment Analyst

Consultant

• Monitor, coordinate, escalate, and support restoration activities for enterprise technology services
• Ensure operational stability and minimize business impact
• Serve as a central coordination point during technology incidents, major incidents, service degradations, and operational events
• Deliver technology operations for assigned systems or services to meet performance, availability, reliability, and security targets
• Execute defined processes and maintain technology standards, runbooks, and governance patterns
• Lead components of larger initiatives and moderately complex technical or operational improvement efforts
• Analyze tools and processes, evaluate emerging technologies and automation, and implement efficiency and reliability improvements
• Provide technical guidance and informal coaching through design and code reviews, troubleshooting, and documentation
• Translate technical and business requirements into implementation plans and recommendations
• Collaborate with vendors, partners, and adjacent teams on integration, solution design, and operational expectations
• Monitor and analyze operational metrics, logs, and observability data to identify issues and drive continuous improvement
• Perform incident response for medium-to-high priority issues, including identification, triage, troubleshooting, and restoration
• Contribute to incident management, disaster recovery, and business continuity procedures
• Lead technical investigation and resolution for significant incidents within the assigned domain

Enterprise Production Services Consultant

Platform Engineer

• Architect, design, and deliver scalable, secure, and high-performing ServiceNow solutions
• Drive business transformation, operational excellence, digital innovation, efficiency, reliability, user experience, and enterprise service delivery
• Develop innovative ServiceNow solutions and establish engineering standards
• Influence technical strategies across multiple teams
• Translate complex business requirements into sustainable ServiceNow capabilities
• Champion ServiceNow AI capabilities, including intelligent automation, predictive insights, generative AI, and workflow optimization
• Lead large and complex initiatives from concept through implementation
• Provide technical guidance to engineering teams
• Promote best practices through governance and design reviews
• Evaluate emerging ServiceNow technologies and AI-driven innovations
• Implement ServiceNow software architecture and engineering approaches for complex initiatives
• Collaborate with senior engineers, product partners, and architecture teammates on technology approaches
• Lead end-to-end technical design and implementation of scalable, secure, and highly available ServiceNow solutions
• Troubleshoot and resolve complex technical issues and design performance, reliability, and scalability improvements
• Coach and train engineers, delegate and review work, and conduct design reviews and knowledge sharing
• Build prototypes and solution concepts for new features, products, or capabilities
• Contribute to long-term technical goals and plans
• Coordinate and delegate technical work across teams and ensure cohesive, high-quality outcomes

Senior ServiceNow Platform Engineer – Architect

Advisor

• Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients
• Participate as part of the broader client-facing wealth team to expand existing relationships and capture new opportunities from internal and external sources
• Engage with the Wealth Advisor and Investment Manager to provide advice and solutions aligned with client or prospect goals and objectives
• Proactively engage with clients on non-investment and banking aspects, including estate planning, estate administration, charitable and philanthropic planning, risk solutions, and family governance solutions
• Advise and deliver financial and non-financial solutions to ultra-high net worth families
• Interpret complex fiduciary documents and strategies
• Conduct client and prospect meetings and provide advice regarding trust and state administration, discretionary actions, modification or termination, and taxation
• Obtain client information and partner with internal teams to complete account administration tasks
• Adhere to Truist Bank and Truist Wealth policies and procedures
• Work independently and escalate issues and concerns when necessary
• Identify and develop a book of business focused on relationships with AUM greater than $25MM

Senior Trust Advisor

Analyst

• Analyze macroeconomic data, economic releases, and monetary and fiscal policy developments to identify key trends, changes in the economic outlook, and implications for interest rates, financial markets, and Corporate Treasury
• Evaluate and synthesize complex quantitative and qualitative economic information, applying judgment to distinguish significant developments from short-term market noise
• Develop timely, evidence-based perspectives on major economic releases and policy announcements
• Support Corporate Treasury’s understanding of the macroeconomic environment and inform interest-rate risk discussions and positioning
• Translate complex economic and market information into clear, concise, and accessible research materials
• Create economic updates, charts, presentations, and executive-level communications
• Prepare economic and market analysis for executive committees, internal forums, leadership discussions, and speaking engagements

Corporate Treasury Economic Analyst

Risk

• Serve as a senior subject matter expert for technology governance
• Lead complex technology governance assessments, control design, and testing initiatives
• Advise senior leaders on technology risk posture and control effectiveness
• Design and enhance enterprise technology governance frameworks
• Guide remediation strategies for significant or systemic risk issues
• Mentor and provide technical guidance to other governance professionals

Senior Technology Governance Consultant

• Design and implement a defined Digital, Client Experience, and Marketing (DCXM) Governance program
• Align and enforce the risk management framework, fulfill enterprise program requirements, and oversee regulatory adherence
• Manage engagements on behalf of DCXM and provide expert representation with DCXM Leadership, Governance and Control Organization, Legal, Compliance, Truist Audit Services, Enterprise Technology, and other stakeholders
• Develop, administer, and oversee the fraud and authentication governance program for digital, branch, and ATM platforms
• Develop and prioritize roadmaps, coordinate risk assessments, conduct strategic planning, and engage centralized Fraud and Authentication teams
• Lead cross-functional risk and governance projects to ensure collaboration and successful execution
• Oversee relationships with business owners and technology leads and support risk management plans
• Advise and challenge stakeholders regarding new, changed, or discontinued business activity
• Monitor and challenge current fraud and authentication systems and processes
• Identify and advocate for solutions that deliver value and mitigate risk
• Promote ownership of gaps, self-identified issues, and risk acceptance; advise on remediation strategies
• Maintain collaborative partnerships across division leadership, risk advisors, legal, compliance, audit, and other partners
• Present difficult topics, troubleshoot issues, and develop alternate solutions to achieve goals
• Serve as an individual contributor

Risk Enablement Leader

Full-stack Engineer

• Drive the architecture and delivery of high-impact software solutions
• Apply software engineering and architectural practices and emerging technologies to design innovative, scalable solutions
• Lead large or complex projects and provide cross-team guidance, coaching, and training
• Implement software architecture and engineering approaches for complex initiatives
• Adopt and refine advanced 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 other engineers
• Delegate and review work from lower-level technical professionals
• Evaluate emerging technologies, build prototypes, and develop solution concepts
• Contribute to long-term technical goals and plans
• Coordinate and delegate technical work across teams and ensure cohesive, high-quality outcomes

Senior Software Engineer

Manager

• Lead the loan servicing and asset management functions for Grandbridge
• Ensure compliance with lender requirements and industry standards while effectively managing risk
• Provide executive oversight of Asset Management, Primary Servicing, and Master Servicing operations
• Set overall direction and goals and manage results for loan servicing and asset management subgroups
• Set organizational structure and reporting lines and assign departmental responsibilities
• Manage lender servicing relationships
• Negotiate lender servicing, vendor, and other agreements and evaluate additional or contracted services annually
• Support or directly review and approve compliance reporting, including USAP, Reg AB, internal audits, lender audits, and lender-initiated servicing reviews
• Administer applicable policies and procedures
• Represent the company at industry and lender conferences, working groups, peer groups, task forces, and councils
• Identify and assess loan-specific, lender-specific, and industry-specific portfolio risks
• Participate in developing company strategic initiatives as a member of the Grandbridge Senior Management team
• Attract, retain, and promote top talent with a strong focus on diversity and build successors for key leadership positions and opportunities across Truist
• Promote a cohesive, inclusive, team-oriented culture aligned with Truist’s purpose, mission, and values
• Promote sound risk management as the first line of defense and ensure compliance with Bank policies

Loan Servicing Manager

• Deliver technology operations for assigned systems or services to meet performance, availability, reliability, and security targets
• Own and execute defined processes, contributing to technology standards, runbooks, and governance patterns
• Lead components of larger initiatives and moderately complex efforts by planning, designing, and implementing technical solutions and operational improvements
• Analyze tools and processes and implement automation and optimization changes to improve efficiency, reliability, and supportability
• Provide technical guidance and informal coaching through design and code reviews, troubleshooting, best-practice sharing, and documentation
• Translate technical and business requirements into implementation plans and recommendations
• Collaborate with vendors, partners, and adjacent teams on integration, solution design, and operational and architectural expectations
• Monitor and analyze operational metrics, logs, and observability data to identify issues and drive continuous improvement
• Serve as a technical contact point for vendors, partners, and adjacent teams
• Perform incident response for medium-to-high priority issues, including identification, triage, troubleshooting, and restoration
• Contribute to incident management, disaster recovery, and business continuity procedures
• Lead technical investigation and resolution for significant incidents within the area of responsibility

Account Executive

• Execute the sales plan and develop partnerships with lines of business and internal partners
• Identify and drive client and prospect sales opportunities to achieve or exceed revenue and portfolio growth objectives
• Foster relationships with bankers and product partners
• Collaborate on opportunities and engage in strategic client planning
• Independently manage a portfolio of clients with Treasury Solutions needs
• Develop detailed relationship plans for clients and prospects
• Identify client retention and new client acquisition opportunities
• Provide working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions
• Follow applicable policies and procedures
• Proactively escalate issues and risks to leadership
• Consult with clients through in-person, email, voicemail, and virtual meeting channels
• Accurately report sales efforts, sales effort progression, and sales revenue

Treasury Sales Consultant – Commercial

• Work with two or more Wealth Advisors to deliver advice and solutions to high net worth clients
• Proactively identify new Wealth prospects and support business development efforts
• Develop pitch books
• Develop and deepen client relationships through needs-based, high-level client service
• Deliver the full suite of Truist Wealth solutions
• Coordinate comprehensive wealth management advice and solutions with Wealth Advisor teammates
• Apply personal financial planning and financial advisory concepts for affluent and high net worth individuals
• Build relationships with internal and external partners and centers of influence, including CPAs, attorneys, civic associations, and other organizations
• Stay current on economic, legal, financial planning, investment, market, and business trends affecting affluent clients
• Serve as a personal financial planning and advisory resource for clients, attorneys, and CPAs
• Maintain legal, operating, regulatory, audit, compliance, and risk controls
• Use sound judgment regarding expenses and operational efficiency
• Complete required in-person, online, and virtual training
• Progress to a Wealth Advisor role managing a book of business after 18 to 24 successful months

Wealth Advisor Associate

• Perform detailed financial analysis of borrower financial statements, projections, cash flow, leverage, liquidity, and repayment capacity
• Assess industry trends, business models, competitive dynamics, and key risks impacting borrower performance
• Prepare credit memoranda presenting transaction structure, risk assessment, mitigants, and clear credit recommendations
• Conduct periodic financial reviews, covenant testing, risk rating updates, and borrower performance assessments
• Respond to internal and external information requests related to portfolio accounts and credit transactions
• Produce portfolio monitoring reports, stress tests, risk dashboards, and credit exposure analyses
• Assist with ad hoc analyses relating to portfolio trends, industry concentrations, and credit quality metrics
• Maintain data accuracy across credit systems and reporting tools
• Support Associates, VP, and SVP-level teammates with oversight while developing underwriting and portfolio management skills
• Navigate internal systems, policies, and procedures to support new business execution and existing client management/retention
• Conduct external research and validation to assess client, competitor, market, and industry risks and trends

Commercial Banker II

Commercial Banker I

Investment Analyst

Enterprise Production Services Consultant

Senior ServiceNow Platform Engineer – Architect

Senior Trust Advisor

Corporate Treasury Economic Analyst

Senior Technology Governance Consultant

Risk Enablement Leader

Senior Software Engineer

Loan Servicing Manager

Enterprise Production Services Consultant

Treasury Sales Consultant – Commercial

Wealth Advisor Associate

Middle Market Credit Delivery Analyst