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Truist Capital Markets Product Specialist - Team Lead in Atlanta, Georgia

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Team Leader Role.

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. Major responsibilities include working on and providing guidance on core operational tasks including Client On-Boarding, Trade Capture, Securities Settlement and Clearance, Confirmations, Client Support or Margin/Collateral processing. This role requires the ability to work in a fast paced environment, multi task with strong communication skills, and to effectively work alongside and communicate with external clients as well as Technology, Compliance, Risk, Legal, Sales and Trading internal partners.


Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  1. Process transactions as specifically required by job function and work independently to complete daily tasks within specified time parameters.

  2. Interact with clients, teammates from the LOB and other support teammates to process requests and resolve issues

  3. Engage in initiatives and projects associated with functional areas and provide subject matter expertise, as needed

  4. Ensure functional procedures and controls are being followed and maintained

  5. Requires a level of proficiency in specific products and technology associated with Capital Markets


Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. BS/BA Degree, or equivalent education

  2. Thorough Understanding of Microsoft Office software, especially Excel.

  3. Knowledge of brokerage systems or operations

  4. In-depth knowledge of financial industry, products, and regulatory environment

  5. Excellent interpersonal, time management and problem solving skills

Preferred Qualifications:

  1. Eight years of capital markets operations experience with functional knowledge of brokerage systems and operations

  2. Ability to collect, analyze, interpret, report and communicate data effectively

  3. Ability to research, review facts and apply analysis in order to formulate strategies

  4. FINRA Series 99 or 7

  5. Master’s Degree (e.g., MBA, CFA, JD etc.)

  6. Advanced user of Excel with macro knowledge

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (

. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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