868 Truist jobs in Charlotte

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**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
The Business Unit Risk Specialist engages with Business Unit stakeholders, primarily within Corporate Banking, Commercial Banking, and Specialized Industries Lending, in its management of risks and controls as well as its execution of risk program requirements. Execute, facilitate, and/or monitor execution of Risk Program requirements (e.g., RCSA, Issues Management, Internal/External Loss Events, KRIs, etc.) for high complexity areas within the Business Unit. Provide risk advice and influence to assigned Business Unit. Aggregate, integrate, correlate, and report risks for the assigned Business Unit. Identify and opine on remediation to address weaknesses related to inadequate or failed processes, people, and systems, or external events and ensure effective remediation.
**Essential Duties and Responsibilities**
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. Provide risk advice and serve as risk Subject Matter Expert (SME) to assigned Business Unit across all risk types to promote and strengthen compliance with applicable regulations, policies, procedures, and risk program requirements.
2. Partner with first- and second-line defense teammates across highly complex business areas in identifying, escalating and in remediating risk control gaps to ensure compliance with Enterprise Risk Management programs and policy.
3. Monitor and report on emerging risks potentially impactful to Business Unit partners and Truist. Execute processes and record retention routines necessary to ensure Business Unit compliance with enterprise risk monitoring requirements.
4. Understand Business Unit goals, provide risk management expertise in strategic projects and seek engagement from appropriate peers for guidance and input.
5. Other activities and special projects, as deemed required.
**Qualifications**
**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.
1. Bachelor's degree in Accounting, Business, Finance or related field, or equivalent education and related training.
2. 5+ years of experience in a financial institution with emphasis on risk management or equivalent work experience and training, and/or equivalent education, training and experience.
3. Experience in compliance and operational risk mitigation and remediation.
4. Strong communication, interpersonal, presentation and negotiation skills.
5. Proven leadership and management skills.
6. Strong time management and organizational skills adaptable to a dynamic and complex work environment; Capable of handling multiple projects concurrently.
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
8. Ability to travel, occasionally overnight
**Preferred Qualifications:**
+ Corporate Banking, Commercial Banking, and/or Specialized Industries experience.
+ Demonstrated proficiency in identifying operational, reputational, and technology risks.
+ Strong written and oral communication skills along with excellent decision making and judgment skills.
+ Comfortable operating in an environment with a high degree of change.
+ Experience in issues management (Identification, Remediation Planning, Management and Closure).
+ Experience with Risk Control Self-Assessment to include documentation and evaluation of process, risks, and controls.
+ Experience in Audit and/or Exam management.
+ Proficiency and knowledge in ARCHER GRC Platform is a plus.
+ - The annual base salary for this position is $105,000-$135,000
**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._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (

**Why USAA?**
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
**The Opportunity**
As a dedicated **Financial Institution Distribution - Retirement Products (Executive),** you'll be responsible for the vision and execution of Life Company's external distribution strategy for retirement products, with a focus on annuities. Has end-to-end responsibility to develop, maintain, and enhance relationships with existing and future institutional distribution partners. Promotes revenue growth through frequent executive-level client interactions focused on solutions regarding USAA member strategy and new product development. Acts as the USAA representative to top-level executive leadership from large and complex Financial Services/Sub-Advisory organizations to build and provide comprehensive relationship management to clients. Engages with industry organizations to establish and maintain USAA's industry presence. Accountable for managing suppliers delivering operational, technology, service, and field sales support to deliver products and services within prescribed business requirements. Partners collaboratively with internal Enterprise partners (e.g., product management, marketing, finance, IT) to coordinate all sales and support services for client accounts. Ensures general management of competing priorities to include member, employee and financial outcomes while balancing continuous improvement and innovation.
We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Charlotte, NC. Relocation assistance is available for this position.
**What you'll do:**
+ Responsible for the vision and strategy for growing USAA Life Company's distribution with external financial intermediaries with the goal of delivering integrated sales and service-related experiences that engage members across all interaction channels.
+ Drives the achievement of USAA's strategic objectives and execution to grow sales and market share on distributor's platforms to include product design to deepen product offerings, optimize member experiences, increase industry market share, and maximize member retention, satisfaction, and P&L.
+ Proactively identifies emerging market trends and leverages insights into actionable business recommendations to Life Company general managers, to include prioritization.
+ Develops and nurtures relationships with external institutional distributors' product gatekeepers, sales force, operations teams, and other key stakeholders.
+ Oversees all required distributor and supplier due diligence, program deployment, and onboarding for new and existing firms.
+ Accountable for the oversight of business requirements and controls over execution between USAA, external technology providers, third-party administrators, service, sales providers, and internal affiliates for existing and new products to include, new business acquisition, field sales and service support, distributor agent training, account servicing processes, commission payment processing, data integrity and delivery.
+ Provides executive oversight of all aspects of program and project management, business case analysis, budgeting, resource requirements, and internal approvals to manage sales and operational controls of strategic accounts to ensure appropriate adherence to risk and compliance.
+ Maintains knowledge of industry trends and each distributor including sales, products, sales penetration, and strategic initiatives, to expand and deepen relationships.
+ Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, supplier operational and technology services and managerial activities.
+ Ensures risks associated with business activities are effectively identified, measured, monitored.
**What you have:**
+ Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
+ 10 years of progressive experience in business development or business relationship management developing strategies, managing major initiatives, and delivering results within a complex matrix environment required.
+ 6 years of people leadership experience in building, managing and/or developing high-performing teams is required.
+ Experience in prospecting and closing institutional distribution relationships, leading the selection and management of sales, marketing, training, licensing, new business, service, money movement technology suppliers to operate the business.
+ Demonstrated ability to lead business relationship management and product development.
+ Prior experience leading a P&L and operating within best interest rule, state insurance regulatory licensing, approval, and regulatory requirements.
+ Demonstrated experience as a cost-conscious innovator who focuses on operational efficiency and an investment-driven approach to drive cost-saving innovations, gaining a competitive edge in the marketplace.
+ Experience collaborating with executive leadership and stakeholders, influencing decisions, and managing work to achieve strategic goals required.
+ Senior executive-level business acumen in the areas of business operations, industry practices and emerging trends required.
**What sets you apart:**
+ Annuity product experience
+ Product Management experience within Retirement Products
+ Executive level experience in the areas of Property and casualty, life insurance or financial services industry
+ CFP certification
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
**What we offer:**
**Compensation Range:** The salary range for this position is: $195,230 - $351,410.
**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based.
**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._
_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._
**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**
**Please do not type your first and last name in all caps.**
**_Find your purpose. Join our mission._**
USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.
USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
California applicants, please review our HR CCPA - Notice at Collection ( here.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

Your potential has a place here with TTEC's award-winning employment experience. As a **Customer Service Representative - Financial Services** , **working onsite in Concord, NC** you'll be a part of bringing humanity to business. #experienceTTEC.
You'll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience.
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all!
**What You'll be Doing**
Do you have a passion for helping others navigate through their online banking needs? Whether it's getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one.
**During a Typical Day, You'll**
+ Answer questions about products via phone while providing website navigation support and assisting with the application process
+ Access multiple electronic systems at once and document steps taken to efficiently and accurately complete the request
+ Meet established goals for all performance metrics including call quality, productivity, and schedule adherence
+ Participate in projects or process improvements to drive operational excellence
**What You Bring to the Role**
+ 1 year of customer service experience
+ High school diploma or equivalent
+ Recognize, apply and explain your product or service knowledge
+ Computer experience
+ Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)
**What You Can Expect**
+ Supportive of your career and professional development
+ An inclusive culture and community minded organization where giving back is encouraged
+ A global team of curious lifelong learners guided by our company values
+ Base wage of $19 per hour plus performance bonus opportunities
+ And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives
Visit for more information.
**A Bit More About Your Role**
We're committed to ensuring you have the skills and support to be successful in your role throughout your career. From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you. And we know that you bring with you the one necessary ingredient that can't be taught - a caring and supportive nature that will shine through as you help customers. Our TTEC community is here for you as one dynamic, global family.
You'll report to a Team lead. You'll contribute to the success of the customer experience and the overall success of the team.
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
**Job:** __Customer Care Representative_
**Title:** _Customer Service Representative - Financial Services_
**Location:** _NC-Concord_
**Requisition ID:** _045VF_