- Truist (Atlanta, GA)
- …3. Manage or monitor the closing process, depending on the presence of a Financial Advisor (FA). If no FA, this will include creating/distributing Contact Lists ... to ensure timely and accurate reporting of necessary corporate governance and financial information. Take ownership of the Sales Tracking Report that provides… more
- Truist (Atlanta, GA)
- …description:** Job Description Summary Purpose: Mitigate risk for the firm from financial , reputation and regulatory items by ensuring that the advisors, OSJs and/or ... abreast of observations, trends and policy oversights + Primary approval of advisor Regulation Best Interest documentation as it pertains to trigger events assigned… more
- Truist (Atlanta, GA)
- …knowledge sessions, focused on effective client engagement practices to develop trusted advisor sales teammates who have a deeper knowledge of products/solutions and ... environment. **QUALIFICATIONS:** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
- Truist (Atlanta, GA)
- …controls, and evaluate and track the cyber program maturity, security advisor to business segments and functions. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following ... plans. **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
- Truist (Atlanta, GA)
- …**Qualifications** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable ... Advanced knowledge of banking and trust systems, such as Trust 3000, Advisor Desktop. 3. Deposit/general banking knowledge to effectively coordinate the delivery of… more