Full-Time
Posted on 4/18/2026
Offers integrated banking, lending, wealth management
No salary listed
No H1B Sponsorship
Greensboro, NC, USA
In Person
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Truist provides banking, lending, and wealth management services to individuals, small businesses, and large corporations across the United States. It operates through integrated relationship management, offering personal and commercial banking, loan products, and advisory wealth services. Customers access deposits, loans, payment services, and investment advice, with revenue coming from interest on loans, banking fees, and advisory fees. The firm differentiates itself by delivering coordinated financial solutions across different client segments and by pursuing strategic partnerships and community initiatives to support local development. Its goal is to inspire and build better lives and communities by helping clients manage money, grow assets, and strengthen relationships with their bank.
Company Size
10,001+
Company Stage
IPO
Headquarters
Washington DC, District of Columbia
Founded
2018
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Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
Unlimited Paid Time Off
Paid Vacation
Paid Sick Leave
Paid Holidays
Hybrid Work Options
401(k) Retirement Plan
401(k) Company Match
Company Equity
Oppenheimer welcomes Joel Berry II and expands North Carolina Private Client team focused on advising athletes. Aug 31, 2026, 06:00 ET Addition Strengthens Robinson Private Client Group's Work with Athletes and Participants in the Evolving NIL Landscape NEW YORK, Aug. 31, 2026 /PRNewswire/ - Oppenheimer & Co. Inc. ("Oppenheimer"), a leading wealth manager and investment bank and a subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), today announced that Joel Berry II has joined the firm as a Financial Advisor with the Robinson Private Client Group in Winston-Salem, North Carolina. Led by Tanner G. Robinson, AIF(R), CFP(R), Managing Director and Financial Advisor, the team advises high-net-worth individuals and families, elite athletes, institutions and corporations. Its highly customized approach combines disciplined investment management with proactive financial planning and a high-touch service model. As of June 30, 2026, the Robinson Private Client Group advised on more than $6 billion in client assets. Berry joins Oppenheimer after several years with Truist Financial and will help expand the Robinson Private Client Group's work with current and former athletes, including student-athletes navigating the evolving Name, Image and Likeness (NIL) and revenue-sharing landscape. "We are pleased to welcome Joel to Oppenheimer," said Ed Harrington, Executive Vice President and Head of Oppenheimer's Private Client Division. "He has a clear vision for how he wants to serve clients and build his practice, and our job is to help him bring that vision to life. That means giving him the platform and resources needed to succeed." During his career, Berry has worked closely with athletes, including professional players and high school and collegiate student-athletes adjusting to the financial opportunities created by NIL. His own experience in college and professional basketball gives him a firsthand understanding of the pressures, responsibilities and decisions that can come with athletic success. Before entering wealth management, Berry was a four-year starter and team captain for the University of North Carolina (UNC) men's basketball team. He earned his bachelor's degree from UNC and helped lead the Tar Heels to the 2017 NCAA national championship, earning Final Four Most Outstanding Player honors. He later played professional basketball and currently works as a commentator for the ACC Network. "Joel brings real-world experience advising individuals, families and business owners, along with firsthand insight into the financial lives of athletes," Robinson said. "He understands how to build lasting relationships, ask the right questions and help clients make thoughtful decisions as their circumstances change. His perspective will strengthen our team and help us expand the range of people we serve." Berry concluded, "My own career showed me how quickly life can change and how valuable it is to have trusted advice along the way. I bring that perspective to every client relationship, whether I am working with a family, a business owner or an athlete. Oppenheimer and the Robinson Private Client Group give me the resources and expertise to help people plan with confidence and make sound decisions about their future." About Oppenheimer Holdings Inc. Oppenheimer Holdings Inc., through its principal subsidiary Oppenheimer & Co. Inc. and related entities, provides a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, businesses and institutions. For more information, please visit www.oppenheimer.com. Media Contact: Michael Dugan Haven Tower Group LLC 424-317-4852 [email protected] SOURCE Oppenheimer & Co. Inc.
Truist Financial Corporation has appointed Harold Ford Jr. as vice chair in its Wholesale Banking business, effective 31 August. Ford will focus on business development and client relationships with commercial, corporate, institutional and wealth management clients. He joins from PNC Financial Services Group, where he served as executive vice president and regional president for New York. Ford previously held leadership roles at Merrill Lynch and Morgan Stanley. From 1997 to 2007, Ford represented Tennessee's 9th Congressional District and served on House Financial Services, Budget and Education Committees. He will report to Chief Wholesale Banking Officer Kristin Lesher and join the Truist Operating Council. Truist is a top-10 US commercial bank with $556 billion in total assets.
Truist names Harold Ford Jr. to strategic advisory role. Aug 27, 2026, 4:05 PM ET As a vice chair in Wholesale Banking, Ford will focus on business growth, advise on policy matters CHARLOTTE, N.C., Aug. 27, 2026 /PRNewswire/ - Truist Financial Corporation (NYSE: TFC) today announced Harold Ford Jr. as a vice chair in its Wholesale Banking business. Ford will focus on new business opportunities and deepening client relationships with Truist's commercial, corporate, institutional and wealth management clients. Ford will partner closely with Truist's client coverage teams to advise clients, bolster business development activity and accelerate growth at Truist. He will join Truist Aug. 31, report to Chief Wholesale Banking Officer Kristin Lesher and serve as a member of the Truist Operating Council, providing broad perspective from his time in the public and private sector. "Harold's insights, gathered over 30 years in financial services and politics, will complement the work our teams do every day to help businesses, executive teams and high-net-worth families achieve their growth objectives and plan for the future," said Lesher. "His experience and relationships will help our teams open new conversations and deliver more of Truist's capabilities to clients." Ford joins Truist from PNC Financial Services Group where he most recently served as executive vice president and regional president for New York. Previously, he spent more than a decade in leadership roles at Merrill Lynch and Morgan Stanley. From 1997 through 2007, Ford represented Tennessee's 9th Congressional District. While in Congress, he established a strong network in Washington, D.C. and was a member of the House Financial Services, Budget and Education Committees. Ford actively invests in the next generation of leaders, having served as a visiting professor of public policy at the University of Michigan, New York University and Vanderbilt University. He currently serves on the board of directors of CME Group and SIGA Technologies, as well as RIVER FUND New York, a poverty intervention center focused on supporting families and individuals. Ford also serves as a contributor to Fox News. The Truist Wholesale Banking segment provides comprehensive solutions to commercial, corporate, institutional and high-net-worth clients through a combination of regional coverage and industry-focused teams serving clients across the U.S. About Truist Truist Financial Corporation (NYSE: TFC) is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank with total assets of $556 billion as of June 30, 2026. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com. SOURCE Truist Financial Corporation NOTE: This content is not written by or endorsed by "WOWK", its advertisers, or Nexstar Media Inc.
Truist Premier deepens commitment to advice-led banking for mass affluent clients. Aug 25, 2026, 08:05 ET Truist Premier delivers personalized planning, advice-led relationships and exclusive benefits for clients with growing financial complexity CHARLOTTE, N.C., Aug. 25, 2026 /PRNewswire/ - (NYSE: TFC) - As competition intensifies for mass affluent consumers, Truist today unveiled an expanded strategy and continued investment in advice-led banking through Truist Premier, an elevated experience designed for clients navigating increasing financial complexity. Truist Premier is a dedicated offering for mass affluent clients with $100,000 or more in assets that combines premium banking benefits, personalized financial planning, dedicated support, digital tools, and investment guidance[1] from a Truist Investment Services financial advisor designed to help clients navigate increasing financial complexity. Research conducted by Truist and Morning Consult found that while nearly all mass affluent consumers believe financial planning helps them achieve their goals, only 53% currently work with a professional financial advisor. "Financial advice has never been more accessible, but clients still value partnership and a personalized plan," said Truist Chief Consumer and Small Business Banking Officer Dontá Wilson. "Truist Premier is a digitally empowered, deeply relational experience built around knowing each client's unique story and goals. This brings together digital innovation, dedicated guidance and human relationships to help clients achieve their ambitions with clarity." A premium offering built for financial complexity Truist Premier supports clients with $100,000 or more in assets through an advice-led banking and investing approach tailored to a client's evolving financial journey: Planning Partnership: * Advice-led relationships: Access for all Premier clients to a team of advisors via the Client Advisory Center[1] providing investment guidance and support tailored to their portfolios and goals. * Plan-centered guidance: Truist Premier brings together personalized financial planning through a dedicated Premier advisor and investment guidance through a Truist Investment Services financial advisor to create tailored plans for clients, from comprehensive approaches to achieving specific goals for clients with $250,000 or more in assets. * Integrated expertise: Truist Premier clients who are also Truist Small Business owners have access to qualified expertise to grow personal and business financial plans with a holistic view aligned to their portfolio needs. * Purposeful digital innovation: A recently introduced digital financial planning experience for clients with $250,000 or more in assets gives clients more choice and flexibility tailored to their unique needs. Upcoming investments in digital planning will increase access, putting the power of financial planning into more clients' hands. * Relationship-focused growth: Truist is investing in expanding access to more clients, including hiring additional Premier advisors, accelerating its Premier Advisor Advancement Journey development program, and redesigning insights-driven branches to create space for deeper conversations. Personalized Experience: * Dedicated support: Truist Premier clients receive dedicated support through Truist Premier Care Center[1], providing priority access, coordinated service, and proactive assistance designed to help resolve needs quickly and keep clients focused on what matters most. * Personalized touchpoints: Truist is driving a more personalized and connected experience as clients engage across channels, tailored to their portfolio and preferences. * Insights-driven branch experience: AI-powered branch insights help teammates personalize conversations in real time, equipping bankers with relevant client context to deliver more meaningful guidance and a more tailored Premier banking experience. * Tailored AI-powered insights: The AI-driven Truist Insights platform has delivered more than 2 billion personalized, real-time financial insights across mobile and online banking. Continued investment will further harness the power of AI to deliver tailored, actionable planning and advice. Rewarding Relationship: * Benefits that grow: Truist will continue to invest in expanding exclusive banking benefits and lending discounts to reward clients as they deepen their Truist relationship. * Purpose-built rewards: Recently introduced Truist Marquee Checking offers a premium checking experience with priority banking, enhanced benefits, higher transaction limits and waived fees. * Experiential differentiation: Signature platforms such as the Truist Championship bring Truist's relationship-driven model to life through community-focused brand engagement touchpoints. By introducing the Truist Premier brand, Truist is creating a more defined way to deliver a premium mass affluent banking experience. This builds on Truist's strong track record of serving mass affluent clients and accelerates its multi-year strategic investment into distinctive products, insights-driven relationships and personalized experiences across channels. The strategic focus is driving client impact, with Premier deposit production increasing 27% since last year. "We've spent years working alongside mass affluent clients, and we've seen firsthand that they want more than transactions or standalone products," said Truist Head of Premier and Branch Banking Scott Stearsman. "They want a partner who understands their goals, helps them navigate important financial decisions, and evolves with them as their needs change. Truist Premier brings that together through personalized advice, dedicated support, and meaningful rewards delivered with unwavering care." Together, Truist Premier and Truist Wealth provide a continuum of guidance and distinctive solutions that scale with clients as they build their wealth and their needs evolve. Truist clients with assets above $1 million will continue to be served by Truist Wealth. Truist clients with qualifying small business accounts will continue to be supported through integration with Truist Small Business, offering solutions and expertise tailored to the clients' growing goals and needs. [1] Securities, brokerage accounts, and/or annuities are offered through Truist Investment Services, Inc. ("TIS"), member FINRA and SIPC. Investment advisory services are offered by Truist Advisory Services, Inc. ("TAS"), an SEC registered investment adviser. About Truist Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top 10 commercial bank with total assets of $556 billion as of June 30, 2026. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com Investment and Insurance Products: - Are not FDIC or any other Government Agency Insured - Are not Bank Guaranteed - May Lose Value Truist Wealth is a marketing name used by Truist Financial Corporation (Truist). Truist Premier is a brand name used by Truist Bank, and Premier Advisors offer products and services through Truist Bank. Banking products and services, including loans, deposit accounts, trust and investment management services provided by Truist Bank, Member FDIC. Securities, brokerage accounts, and/or annuities offered by Truist Investment Services, Inc., member FINRA, SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and affiliated SEC registered investment advisers. Other insurance products are offered by third party insurance agencies unaffiliated with Truist Financial Corporation or any of its subsidiaries. SOURCE Truist Financial Corporation
Imprint Payments has secured $2 billion in new debt funding capacity since April 2026, including $1.5 billion in warehouse capacity and a $500 million AAA-rated asset-backed securitisation. The co-brand financial and loyalty platform added $1 billion through a new warehouse facility with Bank of Nova Scotia, Royal Bank of Canada, and TD Bank Group, whilst doubling an existing facility from $500 million to $1 billion with Citi, Mizuho, Truist, and HSBC. Imprint's second ABS transaction attracted $2.35 billion in investor orders, representing 4.7x coverage, prompting an upsize from $300 million to $500 million. The transactions reduce Imprint's cost of fund margin by 23% and diversify its funding sources. The company works with brands including Booking.com, H-E-B, and Shell.