Truist Financial

Legal Professional 2 - Technology

Truist Financial$95K — $115K *
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/legal settings.
  • Exceptional communication and interpersonal skills.
  • Strong research and writing abilities.
  • Superior organizational skills with effective prioritization.
  • Proven creative problem-solving and analytical skills.
  • Team management and leadership experience.

Responsibilities

  • Support Legal Department in process improvement and tech use.
  • Develop service delivery models and train staff.
  • Manage cross-functional legal and compliance requirements.
  • Oversee strategic planning and resource management for the Legal Department.
  • Foster teamwork and develop junior staff members.
  • Draft and negotiate legal documents to mitigate risks.
  • Research and apply legal statutes to operational contexts.
  • Respond to legal inquiries and interpret internal policies.
  • Build relationships with internal teams and external stakeholders.
  • Identify and escalate potential legal or business risks.

Benefits

  • Medical, dental, and vision insurance.
  • Life and disability insurance.
  • Tax-preferred savings accounts and 401k plan.
  • Minimum vacation of 10 days and 10 sick days annually.
  • Paid holidays and eligibility for pension plan.
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. 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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