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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:

Provides support and execution of Wealth Specialty businesses and processes unique to the LOB for Sports and Entertainment Group, primarily provides Financial Management & Bill Pay support to a team of Sports and Entertainment Advisors. Financial Management & Bill Pay support duties may include but are not limited to account reconcilement, balancing, and posting, production of reports, and other account processing activities. Serves as client facing teammate and provides client support and problem resolution via email and telephone for Bill Pay and Financial Management clients. Has authorization to act on client’s behalf with client vendors, creditors, and other agencies. Responsible for adherence to all compliance, policy, procedure and quality assurance activities. For International, the role is responsible for the sensitive and specialized moderate to complex functions required for the delivery of wealth management services and solutions to International clients, with a focus on managing risk. Provide support to additional Specialty-specific processes and business functions as needed. This analytical role is responsible for sensitive and specialized moderate to complex functions in the Operations/AML Support team of International Wealth Management (IWM). The functions are tied to a wide range of critical processes such a client onboarding, account maintenance, business continuity, and risk 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.

1. Handles a range of complex duties (moderate to material) involving client transactions and problem resolution including but not limited to money transfers and client onboarding

2. Under supervision and direction of the Group Support Leader, supports other operational needs of the Specialty business such as BSA/AML coordination for SEG, Reg-E international wire processing, etc.

3. Participate in key projects, as needed.

4. Participate in testing of new processes and/or software and provide feedback on the potential impact to the execution of the Specialty business.

5. Specific to Financial Management and Bill Pay specialists:

• onboards clients for Bill Pay Services once client service team has opened new client account: including setting up the bill pay account for use with accounting software, setting up electronic statement delivery, establishing online access credentials and creating master checklist of bills and templates for recurring transaction recording in accounting software.

• interfaces directly with bill pay client vendors for establishment of services and/or issues resolution.

• Responsible for developing and maintaining master checklist for each bill pay client to ensure regular bills are paid accurately and on time.

• Proactively identifies and escalates issues to vendors, clients, or Wealth Advisory team related to bill payments including notification when amount seems to be unreasonably high or low.

• Creates and maintains client records such as transaction records, agreements, contracts, payroll, tax preparation, retirement & estate planning documents, etc.

• Prepares, produces and delivers monthly reports for Bill Pay clients using Truist approved processes, systems and applications, which include transaction records, budget variance / cash flow reports, and credit card detail summary.

• Owns and coordinates the annual client budgeting process for Bill Pay clients.

6. Specific to International specialists:

• Analyzes and processes documentation for client onboarding, new account opening and client/account changes.

• Works closely with client team to gather information for FIU pre-approval review

• Coordinates FIU pre-approval process for all new International Wealth clients and works as a liaison with the FIU teammates.

• Responsible for the client onboarding process of new clients approved by FIU

Preferred Qualifications:

1. Strong bookkeeping and account reconciliation skills

2. Knowledge of financial reporting, budgeting, and expense tracking

3. Experience with bill payment processes and vendor management

4. Detail-oriented with the ability to identify discrepancies and resolve issues

5. Ability to manage sensitive financial data with confidentiality and accuracy

6. Demonstrated proficiency in use of accounting and bill payment software such as Xero and Bill.com

**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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