
10,000+ employees
đŚ Banking
đ¸ Finance
đ° Seed on 2021-02
Banking ⢠Finance
Truist is a large U. S. banking and financial services company focused on serving consumers, businesses, and communities. The company emphasizes traditional banking services alongside data-driven and digital capabilities, and positions itself around a mission of "care"âsupporting teammates and customers with community-focused programs, career development, and financial-wellness resources. Truist operates a broad set of roles from branch-level banking to treasury and data science, and presents itself as an employer committed to inclusion, employee growth, and community impact.
đ 6 days ago
đľ Arizona â Remote
đľ $55k - $75k / year
â° Full Time
đĄ Mid-level
đ Senior
đ§âđź Account Executive
đť Ghost score 0%
Where this job comes from
Posted on Truist's careers page, not through a job board
First seen by Remote Rocketship 6 days ago
Still open on Truist's site. Checked 2 hours ago.
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10,000+ employees
đŚ Banking
đ¸ Finance
đ° Seed on 2021-02
Banking ⢠Finance
Truist is a large U. S. banking and financial services company focused on serving consumers, businesses, and communities. The company emphasizes traditional banking services alongside data-driven and digital capabilities, and positions itself around a mission of "care"âsupporting teammates and customers with community-focused programs, career development, and financial-wellness resources. Truist operates a broad set of roles from branch-level banking to treasury and data science, and presents itself as an employer committed to inclusion, employee growth, and community impact.
⢠Build solid, long-lasting client relationships through consistent delivery of competitive loan product offerings ⢠Evaluate loan opportunities and underwrite credit risk within approval authority ⢠Deliver executable loan commitments and agreements with competitive rates and loan terms to Agent/Broker clients ⢠Interpret borrower financial statements and review policy binders/endorsements to evaluate policy attributes and loan collateral/exposure ⢠Analyze competing products and make interest-rate pricing recommendations ⢠Serve as a primary client contact for premium finance needs ⢠Coordinate with Sales Teammates, Underwriting, Management, and Loan Processing ⢠Provide competitive loan commitments and underwriting of premium finance loans to retail agents daily ⢠Follow up on quote and renewal opportunities and solicit new and renewal financing opportunities ⢠Review executed loan document packages for compliance with approvals and conditions ⢠Perform quoting, underwriting, price negotiation, and telemarketing for an assigned geographic territory ⢠Make outbound sales calls and track relationship-level sales data in CRM software ⢠Report lost quote opportunities, marketing intelligence, production, new business, and portfolio returns to management ⢠Review loan documents for completeness, accuracy, and regulatory and operational compliance ⢠Request loan funding arrangements and approve loans within assigned authority limits ⢠Track territory performance against goals in an electronic, web-based workflow
⢠Associate's degree or equivalent education and related training ⢠Demonstrated proficiency in basic computer applications, such as Microsoft Office software products ⢠Excellent written and verbal communication skills ⢠Excellent organizational skills ⢠Strong math aptitude ⢠Ability to travel, occasionally overnight ⢠English language fluency required ⢠Commercial insurance and financial services experience preferred ⢠Proven internal sales performance and relationship management via account or territory management preferred
⢠Medical insurance ⢠Dental insurance ⢠Vision insurance ⢠Life insurance ⢠Disability insurance ⢠Accidental death and dismemberment coverage ⢠Tax-preferred savings accounts ⢠401k plan ⢠At least 10 days of vacation during the first year (prorated) ⢠10 sick days (prorated) ⢠Paid holidays ⢠Defined benefit pension plan (depending on position and division) ⢠Restricted stock units (depending on position and division) ⢠Deferred compensation plan (depending on position and division)
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