Products & Services
This is what we offer to qualified clients to help lower monthly debt and lump debts and interest into one...
Debt consolidation lending/loan.
Clients, Teammates, Stakeholders
Who are the 3 priorities in the Truist mission?
You can find and edit a clients current assets and liabilities under this tab in client central...
Financial assessment
When opening or closing a safe deposit box account, you and the other associate will access the branch box to return or retrieve the box keys and record the information in this..
Safe deposit box log. Dual log
What we should do with important & strategic information we receive.
Share with the team, with appropriate messaging.
Credit cards are a form of credit... what type?
Revolving credit
This is the Truist Purpose.
Inspire and Build better lives and communities.
This is the tab you would look under to see what numbers the client is calling in from and what associates have accessed the profile in client central...
Call history
When doing the opening procedures you set this to let the next team members know that it is safe and the opening inspection is complete...
All clear signal
Should ask questions.
What we should do when we aren't 100% clear about something.
When talking to clients about a loan we use this to collect the clients information and estimated values of assets and liabilities...
PFS (personal financial statement)
Truist commits to provide distinctive, secure and successful client experiences through touch & technology to...
Clients
All business clients are required to complete and sign this form and it is uploaded to the business profile...
Certification of ownership
This service must be by appointment with the branch leader and all documents are required at the time of appointment for copying and to complete this service for auditing...
Medallion stamp
This is created when leaders openly share information & help talk teammates thru challenges.
Trust....support.
We offer this type of account to start with for our younger clients to get established with a checking account.
Student Checking
Truist want to create an inclusive and energizing environment that does...this...for its teammates.
Empowers teammates to learn, grow and have meaningful careers.
You can find important comments and previous refund information that is put in this comment category...
CIF comments
During client interactions you must add and update their current information and the ...
comments
These are the 5 Truist values we live & lead by
Trustworthy, Caring, One Team, Success, Happiness.
When a clients primary residence has a first mortgage lien with another lender and wants to get a HELOC... what lien would BB&T/ Truist be in if approved and booked?
This is Truist's mission for their Stakeholders.
Optimizing long term value for stakeholders through safe, sound & ethical practices.
When you run the refund model you go to this tab once in the account to access the refund model...
Overdraft/ Returned items
Opening and closing procedures must be completed by a minimum of ____ team members.
2
This organization provides grants in support of non-profits, specifically partnering in the areas of leadership development, economic mobility, thriving communities, and education equity.
The Truist Foundation