Onboarding Center of Excellence Analyst II

🔥 24 minutes ago

🌲 North Carolina – Remote

🌲 North Carolina – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Analyst

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Truist

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 2019

🏦 Banking

💸 Finance

🤝 B2B

Banking • Finance • B2B

Truist is a financial institution that offers a wide range of banking services, focusing on branch banking, commercial banking, corporate and institutional banking, and mortgage and consumer lending. The company emphasizes a culture of care, diversity, and inclusion, striving to make a positive impact in clients' lives and the community. Truist provides various career opportunities and values employee growth, offering comprehensive benefits and resources for well-being. With a commitment to diversity and workplace equity, Truist has received numerous accolades for its employment practices, including recognition for diversity and inclusion efforts.

📋 Description

• Responsible for onboarding of most complex new accounts from beginning to completion • Serve as a centralized point of contact for the opening of Wealth Management accounts and monitoring the process • Identify and resolve problems timely while maintaining established Service Level Agreements and guidelines • Advise client-facing wealth teams on proper procedures and policies necessary for account opening • Knowledgeable in details of account opening and fully capable of executing/completing complex functions • Proper escalation of matters to leadership and other internal parties for determinable action • Completion of projects as assigned • Provide consultation and feedback regarding process improvements and technology enhancements • Serve as subject matter expert and provide mentoring and counsel to other New Account Opening Analysts

🎯 Requirements

• 6+ years of relevant work experience • Demonstrated proficiency in basic computer applications, including standard Microsoft Office products and database applications • Strong analytical skills and demonstrated ability for organization • Must be able to work in high volume and fast paced environment • Excellent communication skills both oral and written • Undergraduate degree in business, fiduciary administration or related field (preferred) • Fiduciary knowledge in trust banking environment (preferred) • Advanced knowledge of banking and trust systems, such as Trust 3000, Advisor Desktop (preferred) • Deposit/general banking knowledge to effectively coordinate the delivery of a wide variety of bank products (preferred)

🏖️ Benefits

• Medical, dental, vision, life insurance • Disability insurance • Accidental death and dismemberment • Tax-preferred savings accounts • 401k plan • 10 days of vacation • 10 sick days • Paid holidays • Defined benefit pension plan (depending on position and division) • Restricted stock units and/or a deferred compensation plan (depending on position and division)