Talent.com
Specialty Department Specialist ( Atlanta, GA.)

Specialty Department Specialist ( Atlanta, GA.)

TruistAtlanta, GA, US
29 days ago
Job type
  • Full-time
  • Part-time
Job description

Job Title

Provides support and execution of Wealth Specialty businesses and processes unique to the LOB for Sports and Entertainment Group, primarily provides Financial Management & Bill Pay support to a team of Sports and Entertainment Advisors. Financial Management & Bill Pay support duties may include but are not limited to account reconcilement, balancing, and posting, production of reports, and other account processing activities. Serves as client facing teammate and provides client support and problem resolution via email and telephone for Bill Pay and Financial Management clients. Has authorization to act on client's behalf with client vendors, creditors, and other agencies. Responsible for adherence to all compliance, policy, procedure and quality assurance activities. For International, the role is responsible for the sensitive and specialized moderate to complex functions required for the delivery of wealth management services and solutions to International clients, with a focus on managing risk. Provide support to additional Specialty-specific processes and business functions as needed. This analytical role is responsible for sensitive and specialized moderate to complex functions in the Operations / AML Support team of International Wealth Management (IWM). The functions are tied to a wide range of critical processes such a client onboarding, account maintenance, business continuity, and risk management.

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.

  • Handles a range of complex duties (moderate to material) involving client transactions and problem resolution including but not limited to money transfers and client onboarding
  • Under supervision and direction of the Group Support Leader, supports other operational needs of the Specialty business such as BSA / AML coordination for SEG, Reg-E international wire processing, etc.
  • Participate in key projects, as needed.
  • Participate in testing of new processes and / or software and provide feedback on the potential impact to the execution of the Specialty business.
  • Specific to Financial Management and Bill Pay specialists :

Onboards clients for Bill Pay Services once client service team has opened new client account : including setting up the bill pay account for use with accounting software, setting up electronic statement delivery, establishing online access credentials and creating master checklist of bills and templates for recurring transaction recording in accounting software.

  • Interfaces directly with bill pay client vendors for establishment of services and / or issues resolution.
  • Responsible for developing and maintaining master checklist for each bill pay client to ensure regular bills are paid accurately and on time.
  • Proactively identifies and escalates issues to vendors, clients, or Wealth Advisory team related to bill payments including notification when amount seems to be unreasonably high or low.
  • Creates and maintains client records such as transaction records, agreements, contracts, payroll, tax preparation, retirement & estate planning documents, etc.
  • Prepares, produces and delivers monthly reports for Bill Pay clients using Truist approved processes, systems and applications, which include transaction records, budget variance / cash flow reports, and credit card detail summary.
  • Owns and coordinates the annual client budgeting process for Bill Pay clients.
  • Specific to International specialists :
  • Analyzes and processes documentation for client onboarding, new account opening and client / account changes.

  • Works closely with client team to gather information for FIU pre-approval review.
  • Coordinates FIU pre-approval process for all new International Wealth clients and works as a liaison with the FIU teammates.
  • Responsible for the client onboarding process of new clients approved by FIU
  • 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.

  • 7+ years financial services operations experience
  • Excellent interpersonal, communication, organizational and problem-solving skills
  • Ability to work effectively in conjunction with and in support of client-facing teammates
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products including Access.
  • Self-driven and must be able to work independently
  • Preferred Qualifications :

  • 7+ years international private banking and / or CIP / AML experience
  • Ability to speak, read and write in Spanish
  • 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.

    Truist is an Equal Opportunity Employer that does not discriminate 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.

    Create a job alert for this search

    Specialty Atlanta Ga • Atlanta, GA, US

    Related jobs
    • Promoted
    Physician (MD / DO) - Urology in Georgia

    Physician (MD / DO) - Urology in Georgia

    LocumJobsOnlineAll Cities, GA, US
    Full-time
    LocumJobsOnline is working with CompHealth to find a qualified Urology MD in Georgia!.Whether you are searching for a position in your area or in another state, we have professionals to help you ac...Show moreLast updated: 30+ days ago
    • Promoted
    General Merchandise Expert

    General Merchandise Expert

    TargetHampton, GA, United States
    Part-time
    Pay is based on several factors which vary based on position.These include labor markets and in some instances may include education, work experience and certifications. In addition to your pay, Tar...Show moreLast updated: 30+ days ago
    • Promoted
    Seafood Associate Team Leader (Assistant Department Manager)

    Seafood Associate Team Leader (Assistant Department Manager)

    Whole Foods MarketChamblee, GA, US
    Full-time
    A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change. Our purpose is to nourish people and the planet.That means improving...Show moreLast updated: 12 days ago
    • Promoted
    Target Merchandise and Food Expert

    Target Merchandise and Food Expert

    TargetHampton, GA, United States
    Part-time
    Pay is based on several factors which vary based on position.These include labor markets and in some instances may include education, work experience and certifications. In addition to your pay, Tar...Show moreLast updated: 30+ days ago
    • Promoted
    Produce Associate Team Leader (Assistant Department Manager)

    Produce Associate Team Leader (Assistant Department Manager)

    Whole Foods MarketAtlanta, GA, US
    Full-time
    A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change. Our purpose is to nourish people and the planet.That means improving...Show moreLast updated: 2 days ago
    • Promoted
    Physician (MD / DO) - $75,000 to $80,000 per year in Georgia

    Physician (MD / DO) - $75,000 to $80,000 per year in Georgia

    LocumJobsOnlineAll Cities, GA, US
    Full-time +1
    LocumJobsOnline is working with Lancesoft Inc to find a qualified Other MD in Georgia!.Join Our Growing Audiology Family!. Are you ready to love where you work? We’re a.Audiologist-owned private pra...Show moreLast updated: 27 days ago
    • Promoted
    Technical Services Specialist - Minnesota

    Technical Services Specialist - Minnesota

    VirtualVocationsLawrenceville, Georgia, United States
    Full-time
    A company is looking for a Technical Services Specialist - Cardiac Rhythm Management (CareLink Express) - 3rd Shift.Key Responsibilities Review and analyze data from Cardiac Implantable Electroni...Show moreLast updated: 3 days ago
    • Promoted
    Meat Associate Team Leader (Assistant Department Manager)

    Meat Associate Team Leader (Assistant Department Manager)

    Whole Foods Market - Ponce de LeonAtlanta, GA, US
    Full-time
    A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change. Our purpose is to nourish people and the planet.That means improving...Show moreLast updated: 18 days ago
    • Promoted
    Specialist I, RCM

    Specialist I, RCM

    NEXTGEN HealthcareAtlanta, GA, United States
    Full-time
    The Specialist I, RCM performs revenue cycle management activities for assigned patient and insurance accounts.The incumbent assists colleagues and global partner teams with assignments and escalat...Show moreLast updated: 4 days ago
    • Promoted
    Specialist II, RCM (AR Denial Management)

    Specialist II, RCM (AR Denial Management)

    NEXTGEN HealthcareAtlanta, GA, United States
    Full-time
    The Specialist II, RCM AR role performs revenue cycle management activity audits for assigned insurance and patient accounts. The specialist assists client, colleagues and global partner teams with ...Show moreLast updated: 16 days ago
    • Promoted
    Meat Associate Team Leader (Assistant Department Manager)

    Meat Associate Team Leader (Assistant Department Manager)

    Whole Foods MarketChamblee, GA, US
    Full-time
    A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change. Our purpose is to nourish people and the planet.That means improving...Show moreLast updated: 13 days ago
    • Promoted
    Physician Assistant

    Physician Assistant

    JobotHampton, GA, US
    Full-time
    NEW Urgent Care Needing Full Tim PA's.Opportunity to Move Into Leadership.This Jobot Job is hosted by : Adam Cejnowski.Are you a fit? Easy Apply now by clicking the "Apply Now" buttona...Show moreLast updated: 2 days ago
    • Promoted
    Multifamily Implementation Specialist

    Multifamily Implementation Specialist

    VirtualVocationsAtlanta, Georgia, United States
    Full-time
    A company is looking for a Multifamily Implementation Specialist to drive the successful deployment and integration of solutions within the multifamily customer base. Key Responsibilities Collabor...Show moreLast updated: 4 days ago
    • Promoted
    Medical Scheduling Specialist

    Medical Scheduling Specialist

    VirtualVocationsAlpharetta, Georgia, United States
    Full-time
    A company is looking for a Remote Medical Scheduling Specialist.Key Responsibilities Manage patient appointment scheduling across multiple clinics Receive and address scheduling needs through va...Show moreLast updated: 30+ days ago
    • Promoted
    Bakery Associate Team Leader (Assistant Department Manager)

    Bakery Associate Team Leader (Assistant Department Manager)

    Whole Foods MarketChamblee, GA, US
    Full-time
    A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change. Our purpose is to nourish people and the planet.That means improving...Show moreLast updated: 2 days ago
    • Promoted
    Senior Clinical Specialist (Sales) - Atlanta, GA

    Senior Clinical Specialist (Sales) - Atlanta, GA

    Puma BiotechnologyAtlanta, GA, United States
    Full-time
    The ideal Puma Senior Clinical Specialist requires the drive, initiative and creativity to sell and succeed in competitive markets that revolve around complex science. The Senior Clinical Specialist...Show moreLast updated: 1 day ago
    • Promoted
    Prepared Foods Associate Team Leader (Culinary & Deli Assistant Department Manager)

    Prepared Foods Associate Team Leader (Culinary & Deli Assistant Department Manager)

    Whole Foods MarketAlpharetta, GA, US
    Full-time
    A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change. Our purpose is to nourish people and the planet.That means improving...Show moreLast updated: 2 days ago
    • Promoted
    Drive with DoorDash - Flexible Schedule

    Drive with DoorDash - Flexible Schedule

    DoorDashLocust Grove, GA, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show moreLast updated: 10 days ago