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JOB DESCRIPTIONRegular

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Job Description

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Develop and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and/or departmental initiatives necessary to management.
  • Serve as a subject-matter expert for assigned area around divisional products, services, systems and
  • policies/procedures.
  • Assist and collaborate in the various stages and phases of strategic planning and project management as needed on divisional initiatives, contributing meaningful insights.
  • Conduct industry research and competitive analysis as needed.
  • Continued focus on process improvement.
  • Perform various administrative tasks such as creating presentations, organizing meetings, assembling marketing materials, etc.
  • Assist with training staff on new processes, systems, programs, etc.

Required Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor's degree in accounting, business or marketing, or equivalent education and related training
  • Three years of experience in analytical role within financial services industry or other related business, and/or have participated in an enterprise sponsored Leadership Development Program.
  • Demonstrated project management and coordination skills in a professional or financial services environment.
  • Strong quantitative analysis skills.
  • Excellent verbal and written communication skills
  • Ability to effectively lead meetings with various key partners and collaborate with individuals at any level of the organization.
  • Ability to work independently.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • FINRA Series 7, 66 (63 and 65 in lieu of 66)
  • FINRA Series 24 (ability to obtain Series 24 within 12 months from Start Date)
  • Applicable state health and life insurance licenses.

referred Qualifications

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  • Masters degree in Marketing or Business Administration Graduate of an enterprise sponsored Leadership Development Program Banking or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments
  • Knowledge of Operational Procedures and systems
  • Knowledge of SAS or statistical software
  • Familiarity with training and continuing education requirements for professional credentials such as Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

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Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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