SunTrust Banks Capital Markets Client Onboarding Project Lead in Atlanta, Georgia

Req ID: W461400

Job Description

The Capital Markets Client Onboarding Team is responsible for the collection and review of client data and documentation across several lines of business – Agency Services, Derivatives, Foreign Exchange, Fixed Income and Equity Securities. The Capital Markets Client Onboarding function involves strong regulatory oversight from multiple Regulators, including the CFTC, FED, FINRA and SEC.

This role requires the ability to analyze complex data flows, initiate and drive process improvements, develop new process frameworks and manage various projects and initiatives. Attention to detail, effective time management, risk awareness and strong technical skills will be critical to success in this role. The ideal candidate will need to deliver as an individual while influencing others and display the potential to transition into a Leadership role. .


Basic Requirements:

Bachelor degree required. * 1-3 years of experience in banking or a similar field, * Self-starter with detailed analytical and data management skills. * Process development experience with a keen eye for automation and control enhancement. * Effective time management skills with an ability to make decisions in a dynamically changing environment, comfortable working in uncertainty. * Demonstrated leadership and teamwork skills as well as the ability to accomplish tasks under minimal direction and supervision. * Excellent communication skills, ability to concisely present data to senior management. * Understanding of Operational processes and systems. Preferred Requirements:

  • Knowledge of Derivatives, Foreign Exchange, Cash Securities or financial regulatory requirements is a plus.
  • FINRA Series 7 or 99 licensed.
  • Intellectually curious with a critical thinking mindset.
  • Process development experience with a keen eye for automation and control enhancement.

Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.

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