WP Transactions Management Specialist I - Orlando, Atlanta, Charlotte, or Raleigh

Truist Bank•Tempe, AZ

11d

About The Position

Deposit Services business unit spans the core functions of Deposit Account Implementations, Servicing, Fulfillment and Support Services for all CIG Deposit & Related Activities. The Transaction Management Team is part of the Deposit Services function. A Transaction Management Specialist I is directly responsible and accountable for coordinating and leading operational and risk efforts for deposit and related activities including certain deposit/bank operational requirements, procedural updates, exception approvals, and cash movement activities. Teammates partner with various lines of business and product/servicing teams as it relates to policy changes, client onboarding, and sales and servicing requirements. Their overarching goal is to provide a best-in-class internal and external client experience, enabling Truist to achieve our vision and improve revenue realization. The day-to-day work efforts involve a basic mix of collaboration, coordination and communication skills targeted toward bank operation and risk requirements; deposit account implementations, maintenance and servicing for new and existing clients and products; development of quality solutions for complex business risk issues and needs; and cash movement activities. A Transaction Management Specialist I must be able to interact and serve as a liaison with various internal teams in verbal and written form. Reports directly to Deposit Services Management.

Requirements

1 or more years in Operations, Deposit Services, Treasury Operations, Banking Operations, or other related industry experience.
Technical and analytical ability.
Cognitive reasoning and organizational skills.
Demonstrated ability to work effectively to prioritize, satisfy client needs and provide a best-in-class client experience.
Strong verbal and written communication skills – including the ability to be proactive and adapt messaging based on the audience.
Ability to manage and negotiate with clients and vendor and alliance relationships.
Solid interpersonal skills and an ability to build relationships and leverage networks.
Advanced knowledge of standard/common/complex deposit products and introductory understanding and/or desire to understand Treasury products and complex client relationships.
High level knowledge of bank operations, risk and controls, and operational risk management methodologies.
Perform effectively under pressure in meeting deadlines.
Excellent facilitation and presentation skills.
Diligent, flexible, and detail-oriented, with excellent organizational skills.
Proficient in MS Excel, MS Office, Internet, and MS Outlook.

Nice To Haves

Minimum of 2 year degree/education in Finance, Accounting, Business, Engineering or other related field.
Project management, consulting or management certifications/experience.
Risk management experience.

Responsibilities

Display analytical and critical thinking skills with strong problem solving to address people, process, and technical challenges. Proactively address problems to ensure team objectives are achieved.
Drive results through a strong sense of urgency focused on completing projects and initiatives on or ahead of schedule.
Actively foster an environment that efficiently drives and improves the internal and/or external client experience.
Responsible and accountable for departmental operational tasks and risk efforts for deposit and related activities.
Function as the primary liaison between the internal/external clients, 3rd party vendors, technical, and other areas throughout complex operational, compliance and regulatory requirements.
Support key merger and acquisition strategy for Deposit & Related Activities processes, applications, systems, and delivery.
Responsible for daily/ongoing oversight and maintenance, as required, for departmental procedures and processes, work flow data bases, documentation exceptions, compliance and regulatory requirements, overdraft and related monitoring, cash management and movement activities and other associated operational deposit requirements including wire processing.
Utilize expertise, internal and external business resources to resolve operational issues effectively, maintain project deadlines, and meet client needs.
Provide visibility and transparency into deposit and related activities work flows and reporting.
Adheres to policies and procedures.
Proactively communicate with internal partners to coordinate and drive agreement.
Demonstrate sound business judgment; know when to seek advice of Risk Management and/or Legal counsel.
Maintain strong and open partnerships with LOB, Sales, and other stakeholders to provide mutual feedback on business processes, internal relationships, organizational strengths and opportunities for improvement.
Proactively informs and/or engages leaders and others to communicate issues, risks, and opportunities to business.
Demonstrate professional communications and presentation skills, strong relationship management skills and ability to support multiple ongoing initiatives.
Ability to prioritize and manage numerous tasks quickly, accurately, and efficiently in a fast paced environment and under deadline pressure.
Utilize expertise, internal and external business resources to resolve issues effectively and maintain deadlines.
Provide visibility and transparency to internals regarding request status throughout.
Use good judgment to balance internal needs, internal processes, and a variety of other contingencies/considerations.
Partner to manage and/or escalate concerns and reduce basic operational, process, and compliance risk.
Execute with precision and accountability by following policies and procedures.

Benefits

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 position.
Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

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