CLU Private Wealth Portfolio Manager 2

Company: Truist Financial
Location: Glen Allen, VA 23060

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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:

Performs an active client facing role. Responsible for underwriting, structuring and documenting all client transactions above a designated threshold within assigned area (Geography, Specialized, or Central) of Commercial Banking. Accountable for and manages assigned portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and developing remediation, underwriting and approving credit as designated. Under general supervision, provides support by completing financial and credit analysis, and confirming validity of clients’ risk ratings. Participates in credit underwriting and structuring. Participates in client support activities as appropriate such as client presentation development. Applies general understanding of credit risk to evaluate and recommend new credit requests balancing risk and reward for the Bank. Assists in the validation of reviews and renewals. Develops a working knowledge of different Commercial Banking products. Direct client contact as well as collaboration with sales partners is an integral part of the position.

Minimum Requirements: • Bachelor’s Degree or an equivalent combination of education and experience. • General understanding of accounting. • 1-2 years of experience in underwriting or portfolio administration. • Solid interpersonal and communication skills.

Preferred Requirements: • Completion of Commercial Banking Training Program. • Portfolio management experience.


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

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

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Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.