The Small Business Direct Advisor manages a complex book of business by providing virtual relationship-managed advice on depository, treasury, and lending solutions. They are responsible for identifying client opportunities, driving revenue growth, and ensuring exemplary service levels through a pooled model approach.
The Head of Third Party Resilience leads the strategy, governance, and execution of the firm's third-party operational resilience capabilities. This role ensures that critical external service providers can withstand and recover from disruptions while aligning with regulatory expectations and enterprise risk frameworks.
The Senior Director of Forward Deployed Engineering leads the strategy and execution for deploying AI capabilities into Truist business lines. This role manages the deployment pipeline, integration engineering, and operational support to ensure AI solutions deliver measurable business value.
The Account Executive is responsible for building long-lasting client relationships while independently underwriting and decisioning loan opportunities. They must perform quoting, price negotiation, and telemarketing efforts to meet territory budget objectives.
Provides investment advice and builds portfolios for clients in a virtual environment while managing an assigned book of business. Ensures all business practices comply with regulations and the Truist Code of Conduct while identifying sales opportunities.
The Wealth Private Banking Advisor is responsible for deepening client relationships by delivering banking, credit, and insurance solutions to high-net-worth individuals. They act as a primary point of contact for Financial Advisors to coordinate and implement customized financial strategies for clients with over $1MM in investments.
The Account Executive is responsible for building client relationships and independently underwriting loan opportunities within assigned authority limits. They coordinate with sales teammates to drive business volume while ensuring all loan commitments adhere to pricing and credit parameters.
The Financial Advisor provides investment advice and builds portfolios for clients in a virtual environment while managing an assigned book of business. They are responsible for uncovering client needs, executing trades, and ensuring all business practices comply with regulations and company standards.
