Premier Performance & Delivery Partner

Truist; Orlando (FL); On-site; USD 62,000 - 86,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Paid vacation

Job summary

Truist is seeking a skilled Professional to engage with regional leaders, provide training, and support business operations in the Orlando area. The role focuses on coordinating onboarding, regulatory compliance, and tools usage to enable field teams to execute routines and activities efficiently.

The candidate will develop training materials, monitor licensing changes, and collaborate with stakeholders to improve processes and reporting.

Qualifications

• Associate degree or equivalent education and related training.
• Five or more years of related financial services experience.
• Demonstrated leadership skills and relationship-building with clients and teammates.
• Ability to communicate effectively across multiple levels.
• Independent work style with strong time management and organizational skills.
• Ability to identify and resolve issues.
• Demonstrated technical ability with remote access and proficiency with computer applications such as Microsoft Office.

Responsibilities

• Monitor and report profile, hierarchy, and status changes with licensing/registration impact.
• Create and present training materials to support teammate development and business execution.
• Assist leaders with assessments of regulatory compliance adherence.
• Interact with internal/external clients to answer questions and resolve problems requiring in-depth knowledge of the function.
• Enforce risk management policies and monitor training completion for teams.
• Understand premier banking incentive plan and exception processes.
• Maintain knowledge of lending systems, lending processes, and renewal requirements to drive training solutions.
• Lead onboarding and offboarding tasks with leaders; manage access and compliance for new hires and exits.
• Build relationships with stakeholders to drive efficiency and effectiveness.
• Provide best-in-class administrative support including expense management, travel planning, and meeting coordination.

Skills

Leadership

Communication

Time management

Organizational skills

Problem solving

Education

Associate degree

Bachelor's degree

Tools

Microsoft Office

Job description

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

Job Description

Engages with assigned leaders and their direct reports to consult on business needs and understand priorities within the region and line of business. Specialists provide business process training, administrative support, and contributes materials and content that enable leaders to execute routines, behaviors, and activities in the field. In addition, specialists assist with planning, new hire onboarding, book maintenance, operations support and serve as subject matter experts on tools, system applications, and other daily operating items.

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.

• Monitor and report profile, hierarchy, and status changes that have licensing and registration impact.


• Create and present supplemental training and execution materials to assist with teammate development and business execution.


• Assist premier leaders with assessments of teammate regulatory compliance adherence.


• Interact with internal and/or external clients to answer questions, research and resolve problems requiring in-depth knowledge of the function


• Execute on all risk management disciplines and expectations; includes following policies and procedures, monitoring region training completion, and driving training completion of assigned teams


• Maintain an understanding of premier banking incentive plan and exception process


• Maintain proficient knowledge of premier banking/CSBB lending systems, centralized lending process and protocols, lending resource applications, NMLS requirements and renewal process, recognize execution gaps and recommend systems, and process training solutions for efficiency.


• Lead onboarding and off boarding task in partnership with premier leaders; Order equipment, introduce internal network and resources, initiate, and comply with regulatory requirements for new hires and exiting teammates, assign, or terminate connectivity and access, and inspect compliance with communications standards set to registered representatives and investment adviser representatives.


• Build strong relationships with key stakeholders (region directors, team directors, premier bankers, analytics partners, incentive managers, and partners) that provide value and drive efficiency and effectiveness in the business


• Provide best in class time management and administrative support to leaders that include expense management, travel planning, in person and virtual meeting coordination, ad hoc outlier reporting, other assigned tasks

Qualifications

Required Qualifications:

• Associate degree or equivalent education and related training


• Five or more years of related financial services experience


• Demonstrated leadership skills, relationship-building expertise with clients, teammates, and other internal partners


• Ability to communicate effectively across multiple levels


• Ability to work independently, meticulous, strong time management and organizational skills


• Ability to identify and resolve issues


• Demonstrated technical ability with regards to remote access and proficiency with computer applications such as Microsoft office.

Preferred Qualifications:

• Bachelor’s degree


• Seven or more years of related financial services experience


• Licensing and registrations experience

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

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. For more details on Truist’s generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate 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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