It was a great job, and then it wasn't. - Wealth Service Specialist Senior Truist Employee Review

3.0
Apr 26, 2022
Recommend
CEO approval
Business Outlook

Pros

Compensation is good for valued employees. Lots of opportunities to move around into various departments due to a culture that values promoting from within and due to (unfortunately) high turnover there is never a lack of openings. Even with the turnover there are many extremely smart, talented, tenured, and capable people remaining who are kind, friendly, and humble are always willing to share knowledge and discuss strategy.

Cons

I had considered myself a "lifer" pre-merger. I assumed I would be there until retirement but sadly, with the merger and the evolution of how the job functions were executed and with high turnover and massive staffing shortages in key support areas in many departments (layoffs occurred primarily before merger announcement) I felt compelled to leave. EXTREMELY inefficient in many processes due to the centralization of many job functions. Tasks that would take me minutes to do myself in previous years would take 24-48 hours due to having to submit requests to a centralized group for processing. By the way, the time to submit the requests often met or exceeded the time it previously would have taken me to do it myself. Couple that with having to assume some support responsibilities of other departments who were understaffed (due to layoffs) and add to that the fact that so many things just didn't work and no one seemed to know what to do or where to go to get answers just made the situation untenable. In addition to that, the amount of technology issues were profound and tech support was abysmal (I'm assuming due to short staff...probably from layoffs). I've had discussions with former colleagues in various roles associated with Private Wealth client services that are now at other firms and from what I'm hearing, clients are calling them to move assets and relationships as quickly as possible due to the extreme issues they're currently experiencing. That is not a recipe for success.

Explore other reviews about Truist

5.0
Jul 15, 2026
Recommend
CEO approval
Business Outlook

Pros

Opportunity to build long-term relationships with physicians and medical professionals to make a meaningful impact by helping them achieve financial security and life goals. Ability to develop expertise in a niche market, creating strong professional differentiation.

Cons

Expect high-performance pressure to meet revenue, asset growth, and client acquisition goals. Long sales cycle, as developing trust with physicians and converting prospects into clients can take months or years. Developing strong relationships requires effective networking, prospecting, and event attendance beyond traditional work hours.

2.0
Jul 15, 2026
Recommend
CEO approval
Business Outlook

Pros

Pay and good people (whatever is left). Nice amentities.

Cons

Things started going downhill in 2023. New senior leader took over our department and created the most hostile environment I have ever experienced which was motivated unchecked by leaders above them. Too many good leaders left and what is left are the most incompetent and toxic leadership you will ever see. There is a reason the bank isn't doing so good and it's reputation at this point is unsalavageable. Another merger won't save Truist and offshoring jobs to India is an attempt to milk the company until the well runs dry and executives abandon ship with steep payouts.

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