Truist Bank

Provide supervisory approval for equity research reports to ensure accuracy, unbiased content, and compliance with SEC and FINRA regulations. Manage workflow, conduct trade surveillance, and serve as a resource for the BlueMatrix publishing system.

The manager oversees the end-to-end enrollment and risk management of Dealer Advance and Progress Pay programs. This includes underwriting prospective dealers and leading a team of analysts to monitor compliance and fundings.

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.

Conduct real estate appraisal reviews and independent evaluation reports while ensuring compliance with regulatory requirements and bank policies. Manage vendor relationships, mentor junior staff, and act as a liaison between lending personnel and management.

Serve as the primary relationship manager for a portfolio of mass affluent clients by providing integrated financial solutions including banking, investments, and insurance. Proactively manage client relationships, meet revenue growth goals, and collaborate with internal product specialists to deliver comprehensive financial advice.