Premier Performance & Delivery Partner

Truist Financial; Orlando (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Paid time off (vacation)

Job summary

Truist Financial is seeking a dedicated specialist to consult with leaders, deliver training, and support regional operations. The role focuses on process training, onboarding, risk management, and compliance across premier banking functions.

The position requires strong communication, meticulous time management, and ability to work independently while supporting multiple stakeholders in a dynamic banking environment.

Qualifications

• Associate degree or equivalent education
• 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.

Responsibilities

• Consult on business needs and priorities within the region and line of business.
• Provide business process training and administrative support to leaders and teammates.
• Lead onboarding/offboarding with premier leaders and manage access and compliance.
• Maintain knowledge of lending systems, regulatory requirements, and training solutions.
• Build relationships with stakeholders to drive efficiency and effectiveness in the business.
• Provide time management and administrative support including expense management and travel planning.

Skills

Leadership

Communication

Time management

Organizational skills

Issue resolution

MS Office

Remote access tech

Education

Associate degree or equivalent education

Tools

Microsoft Office

Job description

Please review the following 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.

• 1. Monitor and report profile, hierarchy, and status changes that have licensing and registration impact.
• 2. Create and present supplemental training and execution materials to assist with teammate development and business execution.
• 3. Assist premier leaders with assessments of teammate regulatory compliance adherence.
• 4. Interact with internal and/or external clients to answer questions, research and resolve problems requiring in-depth knowledge of the function
• 5. Execute on all risk management disciplines and expectations; includes following policies and procedures, monitoring region training completion, and driving training completion of assigned teams
• 6. Maintain an understanding of premier banking incentive plan and exception process
• 7. 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.
• 8. 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.
• 9. 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
• 10. 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:

• 1. Associate degree or equivalent education and related training
• 2. Five or more years of related financial services experience
• 3. Demonstrated leadership skills, relationship-building expertise with clients, teammates, and other internal partners
• 4. Ability to communicate effectively across multiple levels
• 5. Ability to work independently, meticulous, strong time management and organizational skills
• 6. Ability to identify and resolve issues
• 7. Demonstrated technical ability with regards to remote access and proficiency with computer applications such as Microsoft office.

Preferred Qualifications:

• 1. Bachelors degree
• 2. Seven or more years of related financial services experience
• 3. Licensing and registrations experience

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

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

• medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan
• 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
• 10 sick days (also prorated)
• paid holidays
• Truists defined benefit pension plan, restricted stock units, and/or a deferred compensation plan (depending on the position and division)
• 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.

EEO is the Law E-Verify IER Right to Work

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