Truist Financial

Legal Professional 2 - Technology

Truist Financial$100K — $120K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree or Paralegal Certificate required.
  • 8+ years of relevant experience in corporate, law firm, or government settings.
  • Strong interpersonal and communication skills are essential.
  • Excellent research, writing, and organizational abilities needed.
  • Creative problem-solving skills with a proactive approach to challenges.
  • Ability to communicate with all employee levels, including executives.
  • Team-oriented mentality with effective leadership and management skills.

Responsibilities

  • Support process improvements across the Legal Department with a focus on technology.
  • Develop service delivery models along with communication and training efforts.
  • Oversee cross-functional requirements and manage various projects.
  • Lead strategic planning and manage reports for resource allocation.
  • Foster a collaborative team culture, enhancing team members’ contributions.
  • Draft and negotiate contracts, ensuring risk mitigation for the company.
  • Research and interpret legal statutes and respond to inquiries efficiently.

Benefits

  • Opportunity to work with cutting-edge technology and tools.
  • Autonomy in managing cross-departmental projects and initiatives.
  • Collaborative environment with a focus on team leadership and growth.
  • Potential for professional development in AI and technology adoption.
  • Exposure to various legal and business risks, enhancing career experience.
Full Job Description
Leads the design, development, and execution of Legal Department technology solutions with a primary focus on Microsoft 365 experience delivery, knowledge management, SharePoint architecture and governance, Microsoft Power Platform solutions including Power Apps, Power Automate, and Dataverse, data/reporting enablement, and AI adoption. The role supports data management from the reporting side by structuring data, improving data quality and governance, and enabling reporting and analytics through SQL-driven datasets and tools such as Power BI or Tableau. The role also serves as an AI leader for Legal, helping implement and promote Microsoft Copilot, Copilot Studio, AI agents, and future AI-enabled capabilities as they come online. Operates with autonomy, partners across Legal, Compliance, Risk, and Technology, leads complex projects, drives training and adoption, and builds scalable solutions that transform legal service delivery and operational efficiency. 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. Support Legal Department or business unit in improving processes, knowledge management, information governance, records management, vendor management, and use of technology. 2. Develop and implement service delivery models, communications, and training. 3. Manage the Legal Department's cross-functional requirements, including risk assessments, business continuity plans, audits, security, space planning, and other similar programs. 4. Manage Legal Department projects, strategic planning, and strategic initiatives and supervise the development of reports used to manage resources and expenses. 5. Cultivate a team-oriented environment through leadership that enhances junior Teammates' hard work and successes. 6. Exercise independent judgment and discretion in drafting and negotiating appropriate contractual or other legal documents to ensure mitigation of financial and regulatory risk to the company and prepare written memoranda, summaries of contracts/project-level documents, and various letters, polices, procedures, etc. 7. Research federal and state statutes, rules, and regulations and apply such law to existing facts. 8. Respond to legal inquires and interpret internal policies and procedures. 9. Develop strong relationships with internal and external project stakeholders, including other Legal Department Teammates, interested lines of business, and vendors. 10. Identify legal or business risks and escalate appropriately. 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 Paralegal Certificate. 2. Eight or more years of relevant experience in a corporate setting, law firm, or government agency. 3. Superior interpersonal and inter-team communication skills. 4. Excellent research and writing skills. 5. Superior organizational skills while being able to prioritize workload to meet critical timelines. 6. Ability to communicate effectively with all levels of employees, including senior management and executives. 7. Creative problem-solving and analytical skills with ability to identify and resolve problems in a timely manner seeking input of others as needed. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. 8. Team-oriented mentality with a talent for managing or fitting into a project team. 9. Strong team management and leadership skills. Preferred Qualifications: 1. Eight or more years of hands-on experience with SharePoint, including SharePoint Online and/or on-premises environments, with demonstrated expertise in site architecture, permissions/security, governance, metadata, and content management. 2. Hands-on experience developing and managing workflows within SharePoint, including modern Power Automate solutions and legacy SharePoint workflow tools such as SharePoint Designer workflows or similar, with ability to transition and modernize legacy solutions. 3. Proven hands-on experience with Microsoft Power Platform, including Power Apps, Power Automate, and Dataverse. 4. Experience with SQL, data management, data validation, dataset design, and reporting data preparation in support of operational analytics. 5. Experience creating, supporting, or partnering on dashboards and reporting solutions using Power BI, Tableau, or similar business intelligence tools. 6. Experience evaluating, implementing, supporting, or promoting adoption of AI-enabled solutions, including Microsoft Copilot, Copilot Studio, AI agents, generative AI, intelligent automation, or related platforms. 7. Demonstrated ability to lead technology adoption initiatives, user training, workshops, office hours, documentation, and change management programs for new tools and capabilities. 8. Understanding of responsible AI principles, data governance, privacy considerations, information security, and appropriate controls for AI-enabled workflows. 9. Demonstrated experience leading complex, cross-functional projects and delivering enterprise-scale solutions.

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
+14.3%
NASDAQ

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