Truist Financial

Acadia Procedure Specialist II - location flexible

Truist Financial$70K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience required.
  • 5 years' experience in banking operations or retail/commercial banking.
  • Strong interpersonal, communication, leadership, and analytical skills.
  • Intermediate computer skills, particularly with Microsoft Office.
  • Proven ability to prioritize and manage daily issues effectively.
  • Solid understanding of financial regulations such as the Patriot Act, AML, and BSA.

Responsibilities

  • Create and maintain operational procedures for efficiency and compliance.
  • Develop partnerships with Compliance, Legal, and Risk teams to ensure transparency.
  • Assess gaps in processes and propose solutions to improve performance.
  • Conduct annual reviews of operating procedures for regulatory compliance.
  • Mentor Procedure Specialists and assist with training and daily inquiries.
  • Manage competing priorities and keep detailed work organized.

Benefits

  • Medical, dental, and vision insurance.
  • Life insurance and disability coverage.
  • Tax-preferred savings accounts and 401k plan.
  • Minimum of 10 vacation days and 10 sick days per year.
  • Paid holidays and potential access to a pension plan.
  • Opportunity for restricted stock units and deferred compensation plans.
Full Job Description
Create and maintain operating procedures for the Consumer & Small Business Banking that comply with overarching operational policies that support Truist values and protect the relationship of company within the marketplace and regulatory communities. 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. Create and maintain teammate operating procedures with a moderate to high technical complexity, focusing on efficiency, accuracy and reducing ambiguity. When changes are needed or new procedures are created, assess the need for end user communication, assist with that communication and coordinate publication dates to coincide. These procedures must comply with overarching operational polices with an eye toward supporting Truist values and protecting the relationship of Truist within the marketplace and regulatory communities. 2. Develop and maintain partnerships with Compliance, Legal, Risk, Subject Matter Experts and End Users in an environment of full transparency through open, timely and accurate communications. Evaluate and respond to end user feedback by providing answers to teammate questions and scheduling procedure updates as needed. Represent Teammate Process & Business Practice on projects and act as liaison with partners. 3. Maintain an awareness of the intended and unintended consequences of actions. Assess gaps in processes and make recommendations to solve concerns. Use strategic thinking skills to influence change to solve these concerns and gain buy-in from partners. 4. Perform an annual review of operating procedures, partnering with appropriate teammates, to determine if changes are needed to comply with regulatory/process changes. Make changes as needed, appropriately document the review and coordinate end user communication. 5. Act as a mentor for other Procedure Specialists, provide training and assist Knowledge Delivery Manager with answering daily questions. 6. Manage competing priorities effectively and stay organized even with highly detailed work so that tasks stay on track. Day-to-day activities include attending project meetings, updating procedures, educating partners on workflow, managing work flow, reviewing/publishing procedures and escalating risk-based concerns. 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, or equivalent education and/or related training 2. 5 years' experience in a related field of banking operations or retail/commercial banking 3. Demonstrated strong interpersonal, leadership, communications and analytical skills 4. Intermediate PC skills to include a good working knowledge of Microsoft Office 5. Demonstrated ability to prioritize, delegate, follow up and expedite all issues daily 6. Solid knowledge of financial industry applicable laws such as Patriot Act, AML and BSA, core deposit products and related activities and banking systems Preferred Qualifications: 7. College Degree with a focus on business or technical writing or 3 years' experience in multiple areas of bank operations 8. At least two years of experience writing procedures for Truist 9. Experience with quality review, audits and regulatory reporting 10. Experience with Truist lending processes and systems 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.

About Truist Financial

Truist Financial Careers

Join the dynamic team at Truist Financial, a leader in the financial services sector, and propel your career to new heights. At Truist Financial, we offer more than just job opportunities; we provide a platform for professional growth and innovation in an environment that values diversity and leadership.

Why Truist Financial?

At Truist Financial, we are committed to building a diverse and inclusive workplace where every team member is empowered to contribute their unique skills and perspectives. We believe that our strength lies in our diversity, and we are dedicated to fostering a culture that embraces the differences that make each of us unique.

Explore a World of Opportunities

Whether you're seeking your first internship or a seasoned professional looking to advance your career, Truist Financial offers a range of employment opportunities across various disciplines. Our team is growing, and we are constantly looking for talented individuals who are eager to make an impact.

Innovate and Lead

Join us and be part of a culture of innovation where your ideas can help shape the future of banking. At Truist Financial, you’ll work alongside industry leaders and have access to cutting-edge resources that foster continuous professional development and innovation.

Develop Your Career

Truist Financial is deeply invested in the career progression of our employees. We offer robust training programs, including leadership development and diversity training, to ensure you have the tools needed to succeed. Our commitment to your growth is reflected in our comprehensive benefits package, designed to support you both professionally and personally.

Networking and Professional Development

Enhance your professional network and connect with like-minded colleagues through our various networking events and community engagement initiatives. At Truist Financial, we believe in the power of connections and the impact they can have on your career.

Join Our Team

Ready to take the next step in your career? Explore the current job openings at Truist Financial. We are hiring across multiple departments, looking for passionate, curious, and innovative individuals to join our team. Check out our available positions and find the one that best matches your skills and interests.

Prepare for Your Interview

Make a great first impression. Visit our Careers page for tips on how to craft a compelling resume and succeed in your interview at Truist Financial. We are excited to see how you can contribute to our team and help us drive the future of banking.

Stay Connected

Don’t miss out on future opportunities or insights into our company culture and industry trends. Subscribe to our job alert emails and stay informed about new positions and career tips directly from our professionals. At Truist Financial, we’re not just offering jobs; we’re building careers. Join us and discover how you can make a difference and fuel your future.

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Learn more about Truist Financial
Size
50,283 employees
Market Cap
$56.6 billion
Industry
5 Year Trend
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