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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:

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 II is directly responsible and accountable for coordinating and leading operational tasks and risk efforts for deposit and related activities including certain deposit/bank operational, compliance and regulatory requirements; procedural updates; exception approvals; and cash 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.

A Transaction Management Specialist II provides project leadership and is dedicated to (and in lead of) complex operational tasks and risk efforts; equity investment and legal entity operational support, analysis and reporting; cash management set-up and ongoing monitoring; and other department administrative functions, continuity plans and procedures. A Specialist II is expected to own the overall effort and perform cross-over functions/tasks into other Client Onboarding teams – ensuring that all operational tasks and functions are completed soundly, timely and successfully even when aspects are delegated to others.

The day-to-day operational 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 II 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.

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.

Departmental Duties and Responsivities:

1. 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.

2. Drive results through a strong sense of urgency focused on completing projects and initiatives on or ahead of schedule.

3. Actively foster an environment that efficiently drives and improves the internal and/or external client experience.

Specialist Specific Duties and Responsivities

4. Responsible and accountable for departmental operational tasks and risk efforts for deposit and related activities.

5. Function as the primary liaison between the internal/external clients, 3rd party vendors, technical, and other areas throughout complex operational, compliance and regulatory requirements

6. Support key merger and acquisition strategy for Deposit & Related Activities processes, applications, systems, and delivery.

7. 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

8. Leads and directs communications with internal business partners, clients when necessary, and other personnel regarding all aspects of deposit and related activities efforts, conducted in a timely and accurate manner.

9. Evaluates and provides input into the strategic direction for client onboarding and operational business needs.

10. Consults with and translates client needs into solutions.

11. Effectively lead multiple, complex projects or business systems for a specific area or expertise.

12. Utilize expertise, internal and external business resources to resolve operational issues effectively, maintain project deadlines, and meet client needs.

13. Provide visibility and transparency into deposit and related activities work flows and reporting.

14. Adheres to policies and procedures.

15. Proactively communicate with internal partners to coordinate and drive agreement.

16. Demonstrate sound business judgment; know when to seek advice of Risk Management and/or Legal counsel.

17. 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.

18. Proactively informs and/or engages leaders and others to communicate issues, risks, and opportunities to business.

19. Demonstrate professional communications and presentation skills, strong relationship management skills and ability to support multiple ongoing initiatives.

20. Ability to prioritize and manage numerous tasks quickly, accurately, and efficiently in a fast paced environment and under deadline pressure.

21. Utilize expertise, internal and external business resources to resolve issues effectively and maintain deadlines.

22. Provide visibility and transparency to internals regarding request status throughout.

23. Use good judgment to balance internal needs, internal processes, and a variety of other contingencies/considerations.

24. Partner to manage and/or escalate concerns and reduce basic operational, process, and compliance risk.

25. Execute with precision and accountability by following policies and procedures.

26. Drives results through problem resolution process.

27. Analyze complex problems to develop solutions.

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.

• 3 or more years in Operations, Deposit & Related Activities, Treasury Operations, Banking Operations, or other related industry experience.

• Advanced technical and analytical ability

• Advanced 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.

• Ability to adapt strategically to evolving market demands, technology, and internal initiatives, catalyzing new approaches to improve results.

• 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

Preferred Qualifications:

• Minimum of 4 year degree/education in Finance, Accounting, Business, Engineering or other related field.

• Project management, consulting or management certifications/experience.

• Risk management experience.

• Demonstrated skills in previous leadership/high impact decision roles; ability to accept accountability

**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 (https://benefits.truist.com/)

. 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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