Supports Truist’s Community Reinvestment Act (CRA) and Fair and Responsible Banking objectives by developing and maintaining partnerships with nonprofit, faith‑based, trade, and community‑based organizations that serve low‑ and moderate‑income and underbanked geographies across the Truist footprint. Delivers community education and engagement activities focused on homebuyer education and financial literacy.
This role focuses on capacity‑building, education, and access rather than business development, and does not source or manage sales‑driven outreach opportunities involving builders, realtors, or direct production partnerships. Works collaboratively with internal teams to ensure community activities support regulatory requirements, strengthen community trust, and expand access to financial tools and resources.
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.
• Develops and maintains long-term partnerships with nonprofit, trade associations, faith, and community‑based organizations to support outreach and education goals.
• Serves as a primary liaison between internal business units and external community partners.
• Supports expansion of access to financial products and services through trusted community channels.
• Tracks outreach activities and partner engagement to support internal reporting and program improvement.
• Ensures outreach activities align with organizational policies, regulatory expectations, and community engagement objectives.
• Delivers education using approved curriculum standards and adapts formats (in‑person, virtual, hybrid) to meet community partner needs.
• Provides guidance and support to community partners to ensure accurate, consistent delivery of Truist‑approved financial education content.
• Collects participant and partner feedback to evaluate effectiveness of education activities and inform program enhancements.
• Maintains documentation related to education activities to support CRA, Fair and Responsible Banking, and internal review requirements.
• Coordinates scheduling, logistics, and materials for education sessions in collaboration with community partners and internal stakeholders.
• Ensures education activities are accessible and appropriate for all audiences, including consideration of language, format, and delivery methods.
• Shares insights from community engagement with internal teams to support continuous improvement of education offerings and community strategies.
• Stays informed on best practices in financial education and community‑based delivery to enhance program quality and consistency.
• Accountable for sourcing and creating qualified referrals as a result of community outreach activities.
• Utilize Truist technology/system of record to apply referrals for routing to the Centralized Originations team.
To comply with the Maryland pay transparency statute and for work locations in Maryland only, the annual base salary for this position is $76,000 to $95,000. Additional incentive pay is available for this position.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
• Bachelor’s degree or equivalent combination of education and relevant experience
• Experience working with or partnering with nonprofit, trade, faith based, or community based organizations
• Experience supporting or delivering community outreach, education, or engagement activities
• Knowledge of financial education topics such as banking, deposits, homebuyer education, or financial literacy
• Strong relationship building, communication, and coordination skills
Preferred Qualifications:
• Prior experience as a HUD‑approved homebuyer education counselor or experience delivering HUD‑aligned homebuyer education programs through a nonprofit or community‑based organization
• 5+ years’ experience managing community-based relationships and CRA, Banking or Mortgage experience.
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.
