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About the Role

Supports Truist’s Community Reinvestment Act (CRA) and Fair and Responsible Banking objectives by developing and maintaining partnerships with organizations serving low- and moderate-income geographies. Delivers community education and engagement activities focused on homebuyer education and financial literacy, focusing on capacity-building, education, and access.

Responsibilities

• Develops and maintains long-term partnerships with nonprofit, trade associations, faith, and community-based organizations to support outreach and education goals.
• Serves as a primary liaison between internal business units and external community partners.
• Supports expansion of access to financial products and services through trusted community channels.
• Tracks outreach activities and partner engagement to support internal reporting and program improvement.
• Ensures outreach activities align with organizational policies, regulatory expectations, and community engagement objectives.
• Delivers education using approved curriculum standards and adapts formats (in-person, virtual, hybrid) to meet community partner needs.
• Provides guidance and support to community partners to ensure accurate, consistent delivery of Truist-approved financial education content.
• Collects participant and partner feedback to evaluate effectiveness of education activities and inform program enhancements.
• Maintains documentation related to education activities to support CRA, Fair and Responsible Banking, and internal review requirements.
• Coordinates scheduling, logistics, and materials for education sessions in collaboration with community partners and internal stakeholders.
• Ensures education activities are accessible and appropriate for all audiences, including consideration of language, format, and delivery methods.
• Shares insights from community engagement with internal teams to support continuous improvement of education offerings and community strategies.
• Stays informed on best practices in financial education and community-based delivery to enhance program quality and consistency.
• Accountable for sourcing and creating qualified referrals as a result of community outreach activities.
• Utilize Truist technology/system of record to apply referrals for routing to the Centralized Originations team.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience
• Experience working with or partnering with nonprofit, trade, faith based, or community based organizations
• Experience supporting or delivering community outreach, education, or engagement activities
• Knowledge of financial education topics such as banking, deposits, homebuyer education, or financial literacy
• Strong relationship building, communication, and coordination skills
• Prior experience as a HUD-approved homebuyer education counselor or experience delivering HUD-aligned homebuyer education programs through a nonprofit or community-based organization
• 5+ years’ experience managing community-based relationships and CRA, Banking or Mortgage experience.

Skills

• Relationship building
• Communication
• Coordination
• Financial education
• Homebuyer education
• Financial literacy

Location

• United States of America

Work Type

• Regular
• 1st shift

Experience Level

• 5+ years’ experience managing community-based relationships and CRA, Banking or Mortgage experience.

Education Level

• Bachelor’s degree or equivalent combination of education and relevant experience

Salary/Compensations

• $76,000 to $95,000

Benefits

• Medical
• Dental
• Vision
• Life insurance
• Disability
• Accidental death and dismemberment
• Tax-preferred savings accounts
• 401k plan
• 10 days of vacation
• 10 sick days
• Paid holidays
• Defined benefit pension plan
• Restricted stock units
• Deferred compensation plan

About the Company

• Truist is a financial services company.

Equal Opportunity

• 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 other classification protected by law.
• Truist is a Drug Free Workplace.
• EEO is the Law
• E-Verify
• IER Right to Work