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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Support and perform a variety of operational activities with various levels of complexity; meeting production and quality standards while adhering to complex regulatory, investor and Truist requirements. Exercise judgement while handling financial transactions with a high degree of accuracy.

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.

Adhere to scheduling and assignments. Performing tasks at standard productivity and quality levels. Identify Risk Exposure in Processes and Escalate as needed. Work collaboratively and interact with team members, internal and external clients. Under direct supervision, performs work and completes other duties as assigned while demonstrating Truist values. Exhibit increasing knowledge and expertise in the specific assigned roles.

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.

High School Level or Equivalent Work Experience Basic understanding of Arithmetic and Accounting concepts (concepts, not rules) Ability to work in changing and high volume environment Effective Oral and Written Communication Skills Basic Computer Skills, such as Microsoft Office, web conferencing, and other software products Demonstrated ability to listen, ask questions, and comprehend new or complex matters

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Other Job Requirements / Working Conditions

Sitting/Standing/Walking/Bending/Lifting

þ Sitting (if checked, indicate frequency)

Constantly (More than 50% of the time)

þ Standing (if checked, indicate frequency)

Occasionally (Less than 25% of the time)

þ Walking (if checked, indicate frequency)

Occasionally (Less than 25% of the time)
þ Bending (if checked, indicate frequency)

Occasionally (Less than 25% of the time)
þ Lifting (if checked, indicate pounds)

Up to 25 lbs.

þ Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

þ Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

þ Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Ability to work remote as necessary.

þ Travel (Must select one)

Minimal and up to 10%

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.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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