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Truist Bank

Runs banking and lending for people and businesses

Capital Markets Operations Specialist 3

Sales & TradingConfirmed live in the last 24 hours
Full-timeAtlanta, GA, USANo salary listedIn-person

About the Job

Requirements

  • A Bachelor of Science or Bachelor of Arts degree, or equivalent education and related training, or 5–8 years of related experience.
  • Understanding of Microsoft Office software, especially Excel, with proficiency demonstration potentially required.
  • Demonstrated technical expertise in selected capital markets products and technologies.

Responsibilities

  • Process transactions required by the job function and independently complete daily tasks within specified time parameters.
  • Interact with clients, teammates from the line of business, and other support teammates to process requests and resolve issues.
  • Ensure functional procedures and controls are followed and maintained.
  • Perform operational work including client onboarding, trade capture, securities settlement and clearance, confirmations, client support, or margin/collateral processing, as applicable to the supported line of business.
  • Coordinate internally and communicate with external clients and internal Technology, Compliance, Risk, Legal, Sales, and Trading partners.

Desired Qualifications

  • Prior experience in bank or brokerage operations, with demonstrated increasing levels of responsibility.
  • Knowledge of brokerage systems and thorough knowledge of an operational processing environment.
  • FINRA Series 99 or Series 7.

About the Company

Truist Bank

Runs banking and lending for people and businesses

Truist Bank runs consumer and commercial banking for households, small businesses, and larger companies across the United States. Its services connect everyday accounts and borrowing with business cash management and wealth planning through the wider Truist group. Customers manage money through branches and digital banking, while businesses use the bank to collect payments, move funds, and finance operations. It earns interest on loans and fees for banking and trust services, with brokerage and investment advice handled by separate affiliates. The Truist brand emerged from the BB&T and SunTrust merger in 2019, and the bank is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
2019

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