Cap Mkts Sr Product Specialist

Job Summary This role is responsible for providing product and/or processing expertise within Derivative Trading, Securities Trading, Loan Trading or Agency Services Lines of Business within Capital Markets Operations and to serve as a manager or team lead of a specific function. Major responsibilities include working on and providing guidance on core operational tasks such as Client On-Boarding, Trade Capture, Securities Settlement and Clearance, Confirmations, Client Support, and Margin/Collateral processing. The role requires the ability to work in a fast‑paced environment and to communicate effectively with external clients as well as internal partners in Technology, Compliance, Risk, Legal, Sales, and Trading. Annual base salary: $130,000 – $160,000. Key Responsibilities Process transactions as specifically required by job function and work independently to complete daily tasks within specified time parameters. Supervise teammates for timely completion of daily work. Engage in initiatives and projects associated with functional areas and provide subject‑matter expertise, as needed. Interact with clients, teammates from the LOB and other support teammates to process requests and resolve issues. Ensure functional procedures and controls are being followed and maintained. Requires a level of proficiency in specific products and technology associated with Capital Markets. Required Qualifications BS/BA Degree, or equivalent education. Thorough understanding of Microsoft Office software, especially Excel. Knowledge of brokerage systems or operations. In‑depth knowledge of financial industry, products, and regulatory environment. Excellent interpersonal, time‑management, and problem‑solving skills. Preferred Qualifications Eight years of capital markets operations experience with functional knowledge of brokerage systems and operations, and prior management or leadership experience. Ability to collect, analyze, interpret, report and communicate data effectively. Ability to research, review facts and apply analysis to formulate strategies. Excellent managerial skills and the ability to manage teams. FINRA Series 99 or 7. Master's Degree (e.g., MBA, CFA, JD). Advanced user of Excel with macro knowledge. Proficient in foreign exchange loans, currency conversions, and related actions. Proficient in Microsoft Access, VBA, Power Apps, and Power BI. Benefits All regular teammates (working 20+ hours per week) are eligible for benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates also receive at least 10 days of vacation (prorated), 10 sick days (prorated), and paid holidays. Depending on the position and division, the job may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. EEO Statement 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 any other classification protected by law. Truist is a Drug‑Free Workplace. EEO is the Law. E‑Verify IER Right to Work. #J-18808-Ljbffr