Truist Bank

Serve as the primary relationship manager for a portfolio of mass affluent clients, providing integrated financial solutions including banking, investments, and insurance. Focus on revenue growth, client retention, and collaborating with internal specialists to deliver personalized financial advice.

Responsible for the end-to-end onboarding of complex new wealth management accounts, including system coding on the SEI/Trust 3000 platform. Acts as a subject matter expert providing guidance to client-facing teams and mentoring junior analysts on onboarding procedures.

Serve as the primary relationship manager for a portfolio of mass affluent clients, providing integrated financial solutions including banking, investments, and insurance. Drive revenue growth and client retention through proactive financial planning and collaboration with internal product specialists.

Administer multiple CICS Production, Development, and Test environments within a mainframe LPAR environment to resolve complex technical issues. Perform root-cause analysis, system tuning, and provide 24x7 on-call support for network applications.

Resolves complex technical issues for network applications through diagnosis, root-cause analysis, and programming. Leads moderately complex projects and provides mentorship to less experienced teammates.