Truist

Manager

• Underwrite credit exposure for the most complex and largest credit relationships and circumstances
• Actively manage a Middle Market Banking portfolio
• Lead the entire commercial underwriting process internally and externally with prospects and clients
• Underwrite, structure, and document prospect and client transactions
• Independently manage complex deals and largest credit relationships
• Analyze company performance, industry and competitive dynamics, and macroeconomic events affecting creditworthiness
• Provide in-depth analysis of financial statements, projections, and business plans
• Identify and mitigate key risks
• Recommend and model appropriate loan structures
• Maintain expertise in ancillary banking products and legal documentation impacts
• Evaluate risk and meet regulatory compliance requirements
• Monitor portfolio performance and trends and define client credit solutions
• Identify portfolio issues and follow through on remediation
• Maintain risk-rating integrity, conduct annual reviews, spread financial statements, and manage compliance and regulatory reviews
• Manage amendments and waivers in the assigned portfolio
• Expand client relationships through direct client calling efforts
• Develop solutions with internal product partners that meet client needs and bank risk criteria
• Partner with Investment Banking peers to deliver complex financing solutions
• Maintain knowledge of corporate, investment, and commercial banking solutions, market trends, and business drivers
• Share industry and economic insights across the Portfolio Manager organization
• Manage assigned Associates and Analysts
• Mentor and coach junior Portfolio Managers, Associates, and Analysts
• Provide independent, forward-looking risk views and recommendations
• Lead platform activities beyond day-to-day portfolio responsibilities

Senior Portfolio Manager – Wholesale Credit Delivery

Analyst

• 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
• Facilitate financial analysis, risk assessment, compliance tracking, and portfolio management with oversight from more senior teammates
• Support projects in coordination with assigned leaders and teammates
• Conduct external research and validation to assess client, competitor, market, and industry risks and trends
• Support Associates, VP, and SVP-level teammates in underwriting and portfolio management

Middle Market Credit Delivery Analyst – Senior Analyst

Consultant

• Performs analytics, reporting, dashboard development, and process automation on technology-driven data sets
• Defines data requirements; collects, processes, cleans, analyzes, and visualizes data to identify patterns and trends
• Provides actionable insights that inform business strategies
• Creates and maintains dashboards, scorecards, recurring and ad hoc reporting, executive reporting, and automated workflows
• Collects, processes, cleans, validates, and reconciles large technology-related data sets
• Analyzes data to identify trends, patterns, anomalies, and business impacts
• Designs, develops, and maintains dashboards, scorecards, and data visualizations
• Supports custom dashboards and ad hoc reports
• Creates, manages, and delivers operational, risk, financial, governance, and executive reporting
• Develops automated reporting, data collection, data transformation, and workflow solutions
• Builds and maintains data pipelines, queries, models, and reporting solutions
• Collaborates with cross-functional teams to define reporting requirements and establish performance and risk metrics
• Develops and applies statistical models and algorithms for predictive analytics and business forecasting
• Identifies opportunities to streamline, standardize, and automate reporting and analytics processes
• Supports complex data science and big data initiatives
• Works independently on moderately complex projects with limited supervision
• May provide guidance to junior analytics professionals
• Ensures compliance with data governance and security standards

Analytics Consultant

• Execute assigned work supporting business initiatives, operating routines, or ongoing programs by producing analyses, materials, trackers, and documentation
• Collect, organize, and analyze data related to performance, progress, risks, or operational effectiveness
• Translate inputs into structured outputs
• Prepare routine reports, dashboards, and presentation materials for leadership meetings and governance forums
• Track milestones, deliverables, issues, and dependencies for assigned workstreams
• Escalate risks or delays as appropriate
• Coordinate activities across cross-functional partners including Product, Digital, Technology, Marketing, Operations, Risk, and Finance
• Support testing, launch readiness, validation, and post-launch review activities
• Maintain documentation, controls, and artifacts for consistent execution and recurring business processes
• Identify operational inefficiencies or execution gaps and raise improvement opportunities to senior team members

Business Execution Analyst

Compliance

• Conduct and direct compliance risk oversight and Regulatory and Investor Change Management impact assessments for assigned business units and/or functions
• Support compliance risk management activities, including reviewing bulletins, executing controls such as letter reviews, and completing questionnaires such as Privacy and BSA/AML
• Ensure compliance with the Enterprise Compliance Management Policy and Framework
• Serve as subject matter expert on regulatory and investor changes impacting Real Estate Lending, Home Equity, and Mortgage Servicing
• Analyze, evaluate, and partner with Real Estate Lending to execute compliant processes and controls while considering inherent and residual risks
• Maintain in-depth knowledge and practical application of past, current, and emerging compliance regulations, investor/insurer guidelines, and state laws affecting Real Estate Lending processes
• Analyze and communicate impacts from new or updated federal regulations, investor/insurer guidelines, and state laws to Real Estate Lending management
• Analyze existing processes and procedures to identify gaps
• Partner with Corporate Compliance, Legal, and Real Estate Lending business/process owners
• Provide regulatory guidance in planning, developing, and executing compliance-impacted processes
• Research, challenge, clarify, track, and analyze questions from Real Estate Lending regarding federal regulations, state laws, and investor/insurer guidelines
• Maintain and update team and Real Estate Lending procedure documents annually

Real Estate Investor, Regulatory Risk Consultant

Scientist

• Focus on high-impact, visible analyses and initiatives across multiple business models, banking channels, segments, and products
• Partner on assigned initiatives and drive decision science projects using quantitative analysis techniques, including machine learning
• Produce analytic insights that help business lines make informed, data-driven decisions
• Pursue increased revenue and efficiency through data-driven insights and analytics
• Continuously improve decision science delivery and business outcomes
• Explore and apply tools to solve business challenges and deliver timely, accurate, and repeatable solutions
• Apply sound judgment and risk management while fostering a client-centric culture in design, development, and deployment
• Communicate and partner across multiple organizational levels, including business-line contributors and junior-level managers
• Work independently and with internal teammates as an individual contributor

Decision Scientist II

Financial Planning and Analysis

• Provide client relationship management and investment banking services
• Provide strategic advisory services to corporate and private equity clients for buyside and sellside M&A, debt and equity capital raising
• Support new business development, due diligence, and transaction execution
• Draft internal and external documents and marketing materials
• Execute transactions and work with clients, attorneys, investors, interested parties, and senior professionals
• Position the bank’s treasury and payment solutions, floating rate and F/X, private wealth, insurance, and other services
• Serve corporate banking and commercial clients with strategic advisory and traditional investment banking services in partnership with Commercial and Corporate Banking professionals
• Coach and mentor Analysts or Interns
• Generate a balanced mix of M&A, debt, and equity capital raising over time

Senior Investment Banking Associate – Healthcare

Business Operations

• Serve as a trusted advisor to senior leaders by providing strategic, operational, and execution support
• Support leaders across complex business and technology environments
• Understand organizational priorities, operational challenges, workforce needs, financial drivers, and technology-enabled business impacts
• Oversee cross-functional, complex technology projects
• Identify, design, and implement advanced process and technology improvements
• Collaborate with cross-functional teams and senior leadership to align business operations with technology strategies and organizational goals
• Monitor, analyze, and report on key performance metrics
• Ensure compliance with organizational policies, regulatory requirements, and risk management standards
• Communicate operational status, risks, and strategic improvement plans to executive stakeholders
• Provide project leadership, mentorship, and development opportunities to team members and junior professionals

Lead Business Operations & Strategy Consultant – Executive Relationship Lead

• Review, draft, analyze, and negotiate supplier contracts and agreements
• Represent Truist in negotiations with external suppliers and supplier legal or contract representatives
• Work with legal, sourcing, and risk experts to structure contracts with appropriate risk allocation and supplier performance mechanisms
• Ensure supplier contracts comply with laws, regulations, company policies, and Truist risk appetite
• Maintain knowledge of internal supplier-contract guidelines and customize contract language for business issues
• Escalate complex legal issues to Truist Legal and assist with resolution
• Interpret contractual language and advise stakeholders on legal and commercial risks and mitigation practices
• Provide guidance to internal business teams on corporate contract-related goals and objectives
• Draft contract summaries describing material deviations from Truist standards
• Host meetings with Service/Supplier Managers to review contract summaries and explain business, legal, and service-level terms
• Build relationships with internal clients, sourcing teammates, Truist Legal, and suppliers to advance negotiation strategy

Contract Manager II

Risk

• Design, establish, and execute the fraud risk management program and oversight framework
• Identify, assess, monitor, report, and mitigate operational fraud risk at Truist
• Provide ongoing oversight of the company's fraud risk management activities
• Develop and maintain fraud risk assessments and recommend control enhancements
• Develop and maintain Key Risk Indicators, articulate gaps to executives, and track recommendations to completion
• Serve as an operational fraud risk expert for risk managers on higher-risk and complex assignments
• Collaborate with Fraud Strategy, Fraud Operations, and first-line business-unit teams on emerging threats, acquisition, and account-management strategies
• Report to executive management on the effectiveness of first-line fraud capabilities
• Track and monitor fraud issue remediations using GRC tools and report status updates to management
• Ensure program components meet regulatory expectations and industry best practices
• Monitor emerging issues in risk management, business process automation, and related disciplines
• Support teammate development through coaching and mentorship
• Develop and maintain relationships with stakeholders across business units and second-line functions
• Drive an enterprise risk culture focused on risk and compliance awareness, ethical practices, transparency, and escalation

Risk Officer II – Fraud

Mortgage Loan Originator

• Execute mortgage marketing and development plans to meet or exceed agreed-upon mortgage production goals
• Maintain thorough knowledge of Mortgage Strategies, Policies and Procedures and secondary-market investor guidelines utilized by Truist
• Comply with Truist policies and procedures and applicable state and federal laws
• Provide mortgage clients with advice based on their needs and Truist Mortgage products and benefits
• Introduce mortgage clients to other bank solutions through Truist's referral process
• Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up identified through quality control or post-closing review
• Sell and market Truist Mortgage Loan products within bank policies and procedures
• Make consistent, effective referrals of mortgage clients for other bank services and insurance products

Retail Mortgage Loan Originator

Financial Crime

• Perform research and loss mitigation efforts across multiple intake channels to decision Financial Crimes related cases and alerts
• Research and analyze account activity to assess risk and make decisions in accordance with applicable corporate and departmental policies and procedures
• Analyze and decision Financial Crimes related cases or alerts
• Utilize banking systems to investigate and research transactional information to ensure Financial Crimes requirements are met
• Conduct client research
• Use critical thinking skills to make well-supported decisions relative to the alert type
• Utilize internal and external applications to assist in investigation and research of applicable alerts
• Resolve cases or alerts efficiently and effectively while meeting Financial Crimes timelines
• Support effective communication with internal and external partners or clients
• Participate in BSA/AML/OFAC and/or Fraud-related training to stay current with changing laws and regulations

Financial Crimes Analyst I

Advisor

• Serve as primary relationship manager for a portfolio of financially complex mass affluent client relationships
• Establish new managed client portfolios in de novo circumstances
• Deliver and service banking, mortgage, planning, investment, and insurance solutions
• Use personal financial planning and advisory concepts to develop and deepen client relationships
• Leverage the Truist referral network to generate client acquisition
• Profile and analyze client financial needs and conditions
• Work with financial advisors on investment accounts and asset allocation objectives
• Monitor economic, legal, financial planning, investment, market, and business trends
• Act as a financial planning and advisory resource for clients, attorneys, and CPAs
• Meet revenue growth, profitability, and retention goals through client development and product marketing
• Maintain sales activity, pipeline, and related information in the bank's contact management system
• Collaborate with Truist product and service specialists to provide integrated client service
• Build relationships with external centers of influence
• Operate within audit, compliance, and regulatory frameworks
• Participate in the implementation and development of the Premier Banking program, including processes, products, services, and policies

Virtual Premier Advisor

Network Operations

• Analyze and solve complex ITM/ATM/Device system-related operational and customer issues using monitoring systems and coordinating third-party support technicians in the field
• Escalate production issues for quick resolution using independent decision-making
• Support continuous development of ITM/ATM/Device support systems
• Prioritize daily workflows and multitask
• Resolve highly complex technical, operational, and client-impacting problems within established guidelines
• Monitor, identify, research, compile, and report daily operational fleet administrative data
• Analyze, mitigate, clear, and report moderately complex operational data from production, productivity, financial, and quality statistics
• Create and maintain ITM/ATM/Device performance dashboards and fulfill ad hoc data requests
• Identify trends and recurring issues and recommend streamlined functions and processes
• Assist in developing and implementing policies, procedures, and training materials
• Provide training to others in the department/function

Network Control Support Specialist I

• Provide client relationship management and investment banking services to corporate and private equity clients
• Provide strategic advisory services for buyside and sellside M&A, debt and equity capital raising
• Support new business development, due diligence, and transaction execution
• Draft internal and external documents and marketing materials
• Execute transactions and work with clients, attorneys, investors, interested parties, and senior professionals
• Generate a balanced mix of M&A, debt, and equity capital raising over time
• Position the bank’s treasury, payment solutions, floating rate and F/X, private wealth, insurance, and other services
• Serve corporate banking and commercial clients with strategic advisory and investment banking services in partnership with coverage professionals
• Coach and mentor Analysts or Interns