Truist ยท 7 hours ago
Treasury Solutions Account Analysis Specialist - Charlotte, NC or Atlanta, GA
Charlotte, NC
Full-time
Onsite
Entry, Mid Level
2+ years expTruist is a financial services company, and they are seeking a Treasury Solutions Account Analysis Specialist. This role is responsible for processing service requests and producing accurate Account Analysis statements while resolving billing issues and supporting client services and product managers.
BankingFinanceFinancial Services
Responsibilities
Is proficient on the account analysis system, including its features, functions, processes and procedures
Process service requests and complete daily work flow activities timely and accurately following departmental procedures and guidelines
Analyze requests and develop logical plan for implementation
Make corrections to errors or discrepancies found online or on system reports
Review and/or initiate general ledger and monetary entries and ensure proper posting
Support billing validation prior to statement files being produced by reviewing and making necessary corrections
Prioritize requests and manage workload daily
Maintain an orderly filing system for correspondence, records, and reports for efficient retrieval of information according to policy and procedures
Understand department policy and procedures, impact of system updates and keep documentation up-to-date
Qualification
Required
High school diploma or equivalent education, training, and work-related experience
Two or more years in Treasury Solutions, bank operations, or other related industry experience
Experience with billing systems and related processes
Ability to make responsible decisions and use sound judgment in daily workflow activities
Ability to work independently and manage multiple time-sensitive work activities in a sometimes high pressure environment
Ability to work in a team environment
Strong analytical and critical thinking skills to effectively evaluate information, understand details and develop logical resolutions and decisions
Diligent, flexible, and detail-oriented, with excellent organizational skills
Strong verbal and written communication skills
Ability to work independently and manage time effectively
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred
Degrees/education in Finance, Accounting, Business, or other related field
Good working knowledge of branch and banking system structure and processes, related to commercial/corporate markets
Training, certifications, or additional education related to Treasury Management and/or banking operations
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
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