Announcement • 11h
Truist Financial Corporation Announces Chief Executive Officer Changes Truist Financial Corporation announced that Michael P. Lyons as its next chief executive officer, effective September 1, 2026. Lyons is a dynamic leader with over three decades of financial services experience and a proven track record of driving growth and competitive innovation in the banking industry. Lyons brings more than 30 years of industry leadership, which spans all sectors of financial services, to Truist. Most recently, he was CEO of Fiserv Inc. Previously, Lyons was president of The PNC Financial Services Group, where he led all of PNC's lines of business. During more than 13 years at PNC, he played an instrumental role in shaping PNC's strategy, driving its financial performance, advancing its payments offerings and enabling successful national growth. Lyons also helped lead more than $15 billion of strategic acquisitions at PNC and expansion of the bank's geographic footprint. Earlier in his career, he was the global head of corporate development, strategic planning, investor relations and private equity at Bank of America. Lyons succeeded Bill Rogers, who became executive chair on Lyons' start date as part of Truist's leadership succession strategy. Rogers will serve in that role until his planned retirement in April 2027. Announcement • 20h
Truist Financial Corporation Announces Executive Changes Truist Financial Corporation announced Michael P. Lyons as its next president, effective September 1, 2026. Lyons is a dynamic leader with over three decades of financial services experience and a proven track record of driving growth and competitive innovation in the banking industry. Lyons succeeds Bill Rogers, who will become executive chair on Lyons' start date as part of Truist's leadership succession strategy. Rogers will serve in that role until his planned retirement in April 2027. Lyons,age 55, brings more than 30 years of industry leadership, which spans all sectors of financial services, to Truist. Most recently, he was CEO of Fiserv Inc., a leading global financial technology and payments company that serves more than six million merchants and 10,000 financial institutions with core and digital banking solutions, card processing, merchant acquisition and point-of-sale systems. Previously, Lyons was president of The PNC Financial Services Group, where he led all of PNC's lines of business. During more than 13 years at PNC, he played an instrumental role in shaping PNC's strategy, driving its financial performance, advancing its payments offerings and enabling successful national growth. Lyons also helped lead more than $15 billion of strategic acquisitions at PNC and expansion of the bank's geographic footprint. Earlier in his career, he was the global head of corporate development, strategic planning, investor relations and private equity at Bank of America. Announcement • Apr 29
Truist Financial Corporation Declares Regular Quarterly Cash Dividend, Payable on June 1, 2026 The Board of Directors of Truist Financial Corporation declared a regular quarterly cash dividend of $0.52 per common share, payable on June 1, 2026, to shareholders of record at the close of business on May 8, 2026. Announcement • Mar 17
Truist Financial Corporation, Annual General Meeting, Apr 28, 2026 Truist Financial Corporation, Annual General Meeting, Apr 28, 2026. Announcement • Mar 10
Truist Financial Corporation Announces Executive Changes Truist Financial Corporation named Geoff Gursel and Steven Shipp to lead key sales segments in its Enterprise Payments business. Gursel has been hired as Head of Middle Market Payments Sales, partnering across Wholesale Banking to drive growth, develop talent and accelerate execution. Based in Maryland, Gursel brings more than 20 years of experience at Citi, where he held senior roles across treasury, payments and transaction banking, most recently leading North America new business development for middle-market and commercial clients. Shipp has been named Head of Small Business Payments Sales, leading Truist's payments sales strategy for small business clients with a focus on speed to market and simplification. Based in North Carolina, he brings 25 years of experience at Truist and will partner across Small Business Banking to deepen client relationships and bring integrated payment capabilities to market more quickly. In addition to Gursel and Shipp, Truist appointed Elaine Kim and Rico Iacchetti in 2025 to lead payments sales for commercial banking and corporate banking, respectively. They join Andy Rankin, who leads payments sales for key industries, and Deb Burgess, who oversees specialty sales focused on complex client needs across the payments portfolio. Announcement • Feb 26
Truist Financial Corporation Appoints Matthew Miller as Managing Director and Head of Mergers & Acquisitions Truist Financial Corporation announced that Matthew Miller has joined the firm as managing director and head of mergers & acquisitions, strengthening its leadership team and advisory capabilities. In this role, Miller will lead the firm's M&A platform, drive growth initiatives, oversee deal origination and execution, and collaborate with product teams to deliver comprehensive capabilities to public, sponsor-owned, and privately held companies across a range of industries. Miller will be based in New York and report to Truist Securities Chairman and CEO Tom Hackett. Miller brings more than 30 years of experience to Truist Securities. He most recently spent more than 15 years at Jefferies, where he served as global head of healthcare M&A, playing a pivotal role in building and expanding the firm's healthcare advisory practice and leading numerous landmark transactions. Earlier in his career, he held M&A roles at Bank of America and practiced corporate and M&A law at Wachtell, Lipton, Rosen & Katz. Miller earned a Bachelor of Arts in Government and Economics from Dartmouth College and a Juris Doctor from Columbia University School of Law. Announcement • Feb 25
Truist Wealth Expands Investment Solutions with Cryptocurrency Truist Wealth announced that Truist Investment Services Inc. (TIS) financial advisors will now be able to offer two SEC-registered spot bitcoin exchange-traded funds (ETFs) sponsored by Fidelity and BlackRock. These ETFs offer regulated digital asset exposure through exchange-traded structures, giving investors a straightforward way to access this evolving asset class. TIS clients will have the opportunity to work in close partnership with their financial advisors, ensuring decisions are aligned with each client's goals, financial situation, and risk tolerance. These ETFs are also available through Truist Trade, offering for clients interested in self-directed real-time trading. The addition of these spot bitcoin ETFs represents a measured expansion of Truist Wealth's holistic portfolio of solutions and reflects the firm's disciplined approach to evaluating emerging investment options on behalf of clients. Truist Wealth is part of the broader Truist Wholesale Banking segment, which provides comprehensive solutions to commercial, corporate, institutional and high-net-worth clients through a combination of regional coverage and industry-focused teams serving clients across the U.S. Announcement • Feb 03
Truist Financial Corporation Launches Ai-Enabled Receivables Platform to Accelerate Cash Application and Minimize Expected Truist Financial Corporation announced a new integrated receivables platform that uses AI and machine learning to help commercial and corporate clients simplify receivables and improve cash visibility. The solution matches payments to invoices across checks and electronic rails, unifies payment and remittance data, and accelerates cash application activity. Centralizing receivables and leveraging real-time automation, the platform accelerates posting, reduces manual work and exceptions, and strengthens access and fraud controls. Designed for simplicity, speed, and safety, it integrates with existing systems so clients can streamline workflows and scale as their needs evolve. Finance leaders continue to report costly friction in receivables. Forty-five% of CFOs say invoice errors cause significant payment disruptions and cashflow uncertainty. Seventy of corporate treasurers struggle with delays in receivables collection and reconciliation. Remittance processing can consume an average of 6.3% of the total amount paid, eroding margins and delaying decisions. This launch reflects Truist's commitment to practical payments innovation that reduces complexity and delivers measurable value. By bringing together payments, remittance data, and reconciliation in one platform, Truist enables businesses to manage incoming payments more efficiently. Integrated Receivables: Features and Benefits: Efficiency & cost reduction: Automates reconciliation and exception management, scaling with business growth to reduce operating costs; AI-driven cash application: ML and business rules auto-match payments to invoices and remittance, cutting manual work, shortening posting time and reducing days sales outstanding (DSO); Security & control: User entitlements and access management help reduce fraud risk; Smart remittance capture: Extracts remittance from email and incoming payments to improve data quality and minimize exceptions; Seamless ERP connectivity: Integrates securely with leading ERP and accounting systems for straight-through processing; Real-time analytics & reporting: Centralized, KPI and auto-match reporting for reliable decision-making. Announcement • Jan 28
Truist Financial Corporation Declares Regular Quarterly Cash Dividend, Payable on March 2, 2026 The Board of Directors of Truist Financial Corporation declared a regular quarterly cash dividend of $0.52 per common share, payable on March 2, 2026, to shareholders of record at the close of business on February 13, 2026. Announcement • Jan 21
Truist Financial Corporation Reports Net-Charge Offs for the Fourth Quarter Ended December 31, 2025 Truist Financial Corporation reported net-charge offs for the fourth quarter ended December 31, 2025. For the period, the company reported net charge-offs of $470 million compared to $453 million a year ago. Announcement • Jan 15
Truist Financial Corporation Appoints Mark Cuccinello as Head of Structured Credit Truist Financial Corporation announced that Mark Cuccinello has joined the company as Head of Structured Credit, overseeing Asset-Based Lending, Working Capital Solutions, and Equipment Finance. In this role, Cuccinello will help advance Truist's structured credit strategy by aligning more closely with the corporate and commercial banking teams to deepen industry relationships and help businesses grow, manage liquidity, and invest in their operations. He will be based in New York and report to Kathy Farrell, Head of Truist Asset Finance. Cuccinello has extensive experience in asset-based lending origination and risk. He joins Truist from JPMorgan Chase, where he led asset-based lending origination efforts in the Northeast, overseeing a team covering emerging growth, middle-market, mid-corporate, and specialized industry companies. Cuccinello's appointment underscores Truist's commitment to delivering best-in-class structured credit capabilities to clients across industries and its ongoing investment in its Wholesale Banking platform, which provides comprehensive solutions to commercial, corporate, institutional and high-net-worth clients. Announcement • Dec 23
Truist Financial Corporation to Report Q4, 2025 Results on Jan 21, 2026 Truist Financial Corporation announced that they will report Q4, 2025 results Pre-Market on Jan 21, 2026 Announcement • Dec 18
Truist Financial Corporation Streamlines Digital Account Opening with Direct Deposit Switching Truist Financial Corporation announced the launch of electronic direct deposit switching capabilities to the Truist client digital onboarding process, further enhancing the ease and speed of opening new accounts. Developed in partnership with Atomic, this new capability is fully embedded into Truist's digital account opening process, allowing clients to easily transfer direct deposits from other accounts. Since its launch in August, 19% of new digital account applicants that engaged with the feature officially made the switch. Today's announcement builds on Truist's ongoing series of investments to create an experience that is digitally empowered and deeply relational to help clients achieve financial success. Some of these include: New insights-driven branches: As announced in August, over the next five years, Truist is building 100 new insights-driven branches, renovating more than 300 branches in high opportunity markets and hiring additional Premier advisors to serve clients with more complex financial needs. Enhanced digital tools and capabilities: These include smarter scheduling for appointments, a more intuitive account opening process with onboarding self-service capabilities and access to digital planning and tracking tools for financial empowerment. Truist Assist: An AI-enhanced digital assistant that helps clients quickly get answers to the most asked questions with the option of being seamlessly transferred to a teammate, now averaging up to 440,000 conversations per month. Truist Insights: An AI-enhanced tool providing clients with more than 550 million personalized, real-time financial insights per year to help with cash-flow summaries, income and expense analysis, proactive balance monitoring and more. LightStream: Offering the LightStream unsecured lending solution through Truist.com and as part of the branch experience. Payments enhancements: Additional client capabilities for real-time payments, Zelle®?, Bill Pay and digital money transfers. Truist Client Pulse: A patent-pending AI tool currently being piloted to aggregate client feedback across millions of conversations to deliver holistic insights and trend analysis to quickly identify and address client behaviors and challenges. Announcement • Dec 17
Truist Financial Corporation (NYSE:TFC) announces an Equity Buyback for $10,000 million worth of its shares. Truist Financial Corporation (NYSE:TFC) announces a share repurchase program. Under the program, the company will repurchase up to $10,000 million worth of its common stock. The program does not have an expiration date. Announcement • Nov 27
Truist Financial Corporation Appoints Lo Li as Chief Divisional Technology, Data and Operations Officer for Consumer and Small Business Banking, Effective December 1, 2025 Truist Financial Corporation announced Lo Li as chief divisional technology, data and operations officer for Consumer and Small Business Banking. Lo will further Truist's commitment to innovation and client excellence within Consumer and Small Business Banking by leading the strategic direction and execution of its critical technology, data and operations initiatives. She'll take on her new role December 1, 2025 and report to Truist Chief Information Officer Steve Hagerman. Lo is an accomplished executive, technologist and innovator. Most recently, at Capital One, she served as chief technology officer and managing vice president for the retail bank, overseeing digital transformation and operational upgrades while supporting customer-driven solutions and business growth. Announcement • Nov 19
Truist Financial Corporation Appoints Pascal Belaud as Chief AI and Data Officer, Starting November 24, 2025 Truist Financial Corporation announced that Pascal Belaud will be the company's chief AI & data officer, starting November 24, 2025. Belaud, who joins the company from a long tenure at Microsoft, will be responsible for shaping the strategic vision and execution of Truist's AI, data, and advanced automation strategy across the enterprise. He will report to Truist Chief Information Officer Steve Hagerman. Belaud has three decades of experience in the technology industry, including more than 25 years at Microsoft. He held a number of leadership positions In Microsoft's US financial sector, across AI, data and data insights, customer success, analytics, cloud, machine learning and predictive analysis. Announcement • Nov 17
Truist Financial Corporation Appoints Chris Jackson as Head of Newly Established Institutional Capital Group Truist Financial Corporation announced the appointment of Chris Jackson as head of its newly established Institutional Capital Group, which will serve middle-market private equity sponsors and select family offices. The new team will increase Truist's coverage in the growing small- and mid-cap private equity market. Private equity and family office transactions with middle-market companies increased nearly 84% over the past decade, and the number of PE firms and family offices has surged. Truist's Institutional Capital Group (ICG) will deliver core banking, payments, and capital markets solutions to middle-market sponsors and family offices largely headquartered within Truist's commercial footprint. The dedicated team complements Truist Securities' long-established Financial Sponsors Group, which focuses on large-cap financial sponsors. Jackson is a seasoned financial professional with more than 20 years of experience in sponsor coverage, capital markets and corporate lending. He joins Truist from Citibank, where he led the Sponsor Coverage Group within Citi's Commercial Bank, building sponsor relationships, driving deal flow and leading a team focused on mid-cap private equity clients. Jackson will be based in New York City and will lead a team that includes ICG Director Matt Gormly in Dallas and Atlanta-based Vice President Jamie Citrin. Truist will expand the team with senior bankers and resources to support the growing business. Announcement • Oct 30
Steven C. Voorhees to Retire as Member of the Board of Directors of Truist Financial Corporation, Effective December 31, 2025 Truist Financial Corporation announced that Steven C. Voorhees, a member of the Board of Directors of the company has notified the company of his decision to retire from the Board effective December 31, 2025. Mr. Voorhees’s retirement is for personal reasons and not due to any disagreement with Truist on any matter relating to its operations, policies, or practices. Announcement • Oct 22
Truist Financial Corporation Debuts One View Connect Pilot, Enabling Multi-Platform ERP Banking for Wholes Clients Truist Financial Corporation announced the launch of Truist One View Connect, an embedded banking solution that empowers finance teams to seamlessly manage payments and cash across diverse environments, dramatically reducing complexity and unlocking new levels of efficiency. Embedded natively in leading enterprise resource planning (ERP) platforms -- including NetSuite, Sage Intacct, Workday and Microsoft Dynamics 365 Business Central -- Truist One View Connect delivers a unified, branded experience with actionable treasury workflows right where teams work. An extension of Truist One View -- the bank's wholesale digital platform -- Truist One View Connect pairs advanced ERP connectors and Truist's secure APIs to enable centralized administration, rapid deployment and bank-grade controls. The solution is currently in pilot with select clients and will expand in the coming months to additional clients using supported ERP systems. Built on an API-first architecture and developed in partnership with fintech leader Koxa, Truist One View Connect goes beyond basic bank feeds to deliver in-ERP reconciliation and reporting, Real-Time Payments and approvals -- helping finance teams automate processes, strengthen controls and gain instant visibility into financial operations. The result: less manual work, fewer errors and more time for strategic priorities. What sets Truist One View Connect apart: Unified multi-ERP experience: A single, branded embedded banking solution across multiple major ERP platforms. Beyond bank feeds: Enables actionable treasury workflows -- including reconciliation and reporting, Real- time Payments and approvals, directly within ERP platforms. API-first, real-time connectivity: Built for speed, security and scalability, leveraging Truist's robust API infrastructure. Proven client impact: Early pilot clients report faster onboarding, improved data accuracy, and considerable time savings -- demonstrating real-world value from day one. Purpose-driven commitment: Every feature is designed to help clients work smarter, with greater confidence and control. Announcement • Oct 21
Truist Financial Corporation Announces Executive Appointments Truist Financial Corporation announced the addition of new leaders to its Commercial and Corporate Banking franchise, highlighting Truist's ongoing commitment to delivering industry expertise and expanding its market presence to serve large corporate clients across key sectors, including energy and technology. Jeff Ard joins Truist as Managing Director and Head of Energy and Power Corporate Banking, and Cliff Vaz will serve as Managing Director within the same group. In addition, Veronica LaMarca joins as Head of Technology Corporate Banking. Jeff Ard joins Truist with nearly 20 years of banking experience in the energy industry. He brings extensive knowledge of energy companies and their unique banking needs, having most recently served as Citi's North America Head of Energy Corporate Banking. Cliff Vaz also comes to Truist from Citi, where he led Upstream Corporate Banking for Natural Resources and Clean Energy. With over 16 years at Citi, Cliff brings deep expertise in client coverage and advisory, sponsor strategy, acquisition finance and treasury solutions. Veronica LaMarca joins Truist from J.P. Morgan where she was Managing Director for Technology within Global Corporate Banking. A 20-year veteran of J.P. Morgan across both corporate and investment banking, Veronica brings a strong track record in technology and is poised to advance Truist's offerings for clients nationwide. Announcement • Oct 19
Truist Financial Corporation Provides Earnings Guidance for the Fourth Quarter and Confirms Guidance for Full Year 2025; Provides Earnings Guidance for the Full Year 2026 Truist Financial Corporation provided earnings guidance for the fourth quarter and confirmed guidance for full year of 2025. For the quarter, the company expected revenue to increase by approximately 1% to 2% relative to third quarter revenue of $5.2 billion. The company expected net interest income to increase approximately 2% in the fourth quarter primarily driven by loan growth and lower deposit costs.
For full year 2025, the company's outlook for revenue and expense growth is unchanged. Based on current outlook for net interest income and noninterest income in the fourth quarter, the company would expected annual revenue to come in around the midpoint of our 1.5% to 2.5% range.
For the full year 2026, the company expected to grow revenue in 2026 at a higher rate than the company will grow revenue in 2025. The company expected the rate of revenue growth in 2026 to more than double versus growth rate this year. The company is also expected to generate more operating leverage in 2026 than we'll generate this year. Finally, these drivers and others should also accelerate EPS growth rate beyond what we'll achieve in 2025. Announcement • Oct 14
Truist Financial Corporation Announces Executive Appointments Truist Financial Corporation on October 14, 2025 announced two executive hires to lead Commercial and Corporate Banking sales within its Enterprise Payments business — part of a focused strategy to expand its payments capabilities and strengthen its position in one of the fastest-growing areas of wholesale banking. These appointments bring proven leadership to critical client segments, positioning Truist to deliver integrated treasury, lending and payment solutions that help businesses simplify complexity and operate with confidence. Elaine Kim has been named Head of Commercial Banking Sales. With nearly 20 years in financial services, including senior roles at Bank of America and J.P. Morgan, Kim has a proven record of driving double-digit sales growth and expanding market share across healthcare, higher education and not-for-profit sectors. She is recognized for building client-first strategies that strengthen relationships and deliver measurable results. Based in Georgia, Kim holds a Bachelor of Science in Biomedical Engineering with Honors from Brown University, is a Certified Treasury Professional (CTP), and has earned FINRA Series 7, 63 and SIE licenses. Rico Iacchetti joins Truist as Head of Corporate Banking Sales, bringing more than two decades of leadership in financial technology, payments and banking at PNC. He has successfully led multi-state teams to achieve record revenue growth and developed go-to-market strategies that transformed client engagement in corporate and middle-market segments. Iacchetti is based in Pennsylvania and holds an MBA in Finance and Marketing from Duquesne University, a Bachelor of Science in Finance from Penn State, and executive certificates from UNC Chapel Hill and MIT Sloan. Announcement • Oct 03
Truist Financial Corporation Announces the Launch of Its Truist Business Premium Visa Infinite Card Truist Financial Corporation announced the launch of its Truist Business Premium Visa Infinite card, a premium credit card designed for small businesses with meaningful annual spend. The new offering positions the bank as the first super-regional to introduce a Visa Business Infinite product -- expanding access to high-value financial tools built for simplicity, scale and growth. Headquartered in the Southeast -- one of the nation's fastest-growing economic regions -- and with a strong presence in the country's top growth markets, Truist is uniquely positioned to support entrepreneurs where business momentum is accelerating. The launch underscores the bank's purpose-driven commitment to innovation and relationship banking, aligning with its strategy to modernize payments, advance digital tools and deepen connections with business owners in key markets. Available exclusively through Truist branches and business banking teams, the card delivers 2% unlimited cash back with an additional 10% loyalty cash bonus, an offer to earn a $1,000 welcome bonus, and unsecured credit lines from $15,000 to $100,000 for approved clients. It integrates seamlessly with Truist's approach to small business, combining practical advice and full-scale capabilities with digital-first features, designed to help entrepreneurs optimize cash flow and make smarter financial decisions. With nearly 80% of small businesses using credit cards to manage operational expenses -- and nearly half relying on cash-back rewards to reinvest in their business1 -- the Truist Business Premium Visainite card offers a strategic solution for entrepreneurs seeking to maximize value and streamline financial management. Key benefits of the Truist Business Premium Visa infinite card: 2% unlimited cash back on all purchases; 10% loyalty cash bonus when cash rewards are redeemed into an eligible Truist Business Deposit account; $1,000 welcome bonus in cash-back rewards after spending $15,000 in eligible purchases within the first 90 days of account opening; No foreign transaction fees; Visa Infinite benefits including 24/7 concierge service, trip delay coverage, auto rental protection and price protection, and more; Unsecured credit lines from $15,000 to $100, $299 annual fee, waived the first year and in future years with more than $100,000 in qualifying spend. Premium cards are subject to credit approval. Source: Visa U.S. Small Business Pulse Report, conducted in partnership with The Harris Poll, July 2024. Purchase APR and Balance Transfer APR are 16.24%-25.24%; No Overlimit Fee. The Prime Rate used to determine APR is a variable rate announced by Truist Bank from time to time as the Prime Rate and is subject to change periodically. The Prime Rate is currently 7.25% as of Sept. 18, 2025; however, the Prime Rate is subject to change periodically. Announcement • Sep 22
Truist Financial Corporation to Report Q3, 2025 Results on Oct 17, 2025 Truist Financial Corporation announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Oct 17, 2025 Announcement • Sep 11
Truist Financial Corporation Announces Executive Appointments Truist Financial Corporation announced Jenna Kelly as head of the Consumer and Retail practice group within Truist Corporate Banking and Travis Rhodes as North Carolina West regional president for Truist's Commercial Banking business. Kelly has more than 30 years of experience with Truist and will lead a team of bankers that serves consumer and retail companies across the U.S. Most recently serving as the North Carolina West regional president, she has overseen Truist's business and community engagement across the region, playing a pivotal role supporting clients and communities. During her career, Kelly has held numerous leadership roles at Truist spanning commercial, middle market and corporate banking, as well as syndicated and leveraged finance. Rhodes succeeds Kelly as regional president of North Carolina West and will be based in Charlotte. He brings more than 30 years of banking experience to the role and previously served as regional president of Truist's Pennsylvania and New Jersey region since 2018. During his tenure, the Pennsylvania and New Jersey Commercial Banking region experienced significant growth as well as increases in brand recognition and client sentiment. Philadelphia also served as host for the inaugural Truist Championship in May 2025 and the region is a focus area of investment and growth. A native of Greensboro, North Carolina, and graduate of Appalachian State University, Rhodes joined Truist in Winston-Salem, North Carolina, in 1999. He held numerous roles in commercial and corporate banking across the Triad region and Charlotte prior to leading the Pennsylvania and New Jersey region. Announcement • Jul 31
Truist Financial Corporation Announces Management Appointments Truist Financial Corporation announced new leadership for its commercial banking team in Florida and the addition of six new Truist Wealth advisors. Scott Cathcart was named regional president of Florida, responsible for leading the commercial banking teams across the state to drive focused growth in a key market. Cathcart has more than 20 years of corporate finance and commercial banking experience at Truist, most recently leading the corporate finance team within the expanded Truist Commercial and Corporate Banking group. Cathcart is passionate about promoting economic growth across the state of Florida and serves on the Florida Council of 100, as well as Lift Orlando and Faine House, organizations that help empower people to reach their full potential through resources and mentorship. Javier Suarez was named market president for Miami-Dade and the Florida Keys. Suarez has nearly 15 years of banking experience and reports to Cathcart as leader of the commercial banking team in this dynamic and fast-growing area of the state. Truist Wealth added six new advisors to its Florida team to provide wealth planning and advice for affluent, high- and ultra-high net worth individuals, families and business owners. Joachim Bruneau, senior vice president and wealth advisor, Miami. Bill Burnett, senior vice president and wealth advisor, Jupiter. Amanda Butterworth, senior vice president and wealth advisor, Palm Beach. P J Nassar, senior vice president and wealth advisor, Tampa. Hernan Fonseca, vice president and financial advisor, Tampa. Robert Tweeddale, vice president and financial advisor, Stuart. Announcement • Jul 30
Truist Financial Corporation Declares Quarterly Cash Dividend, Payable on Sep. 2, 2025 The Board of Directors of Truist Financial Corporation declared a regular quarterly cash dividend of $0.52 per common share, payable on Sep. 2, 2025, to shareholders of record at the close of business on Aug. 8, 2025. Announcement • Jul 18
Truist Financial Corporation Reports Net-Charge Offs for the Second Quarter Ended June 30, 2025 Truist Financial Corporation reported net-charge offs for the second quarter ended June 30, 2025. For the period, the company reported net charge-offs of $396 million compared to $442 million a year ago. Announcement • Jul 08
Truist Financial Corporation Unveils Truist Merchant Engage Truist Financial Corporation unveiled Truist Merchant Engage, a new integrated merchant services platform designed to help small and medium-sized businesses streamline operations, gain real-time insights and scale with certainty. The launch marks a significant expansion of Truist's payments product suite and underscores the company's commitment to delivering modern, scalable technology that deepens client relationships and drives focused growth. This milestone reinforces Truist's ongoing investment in innovative payments technology -- built to meet evolving client needs and position the bank at the forefront of digital financial services. The rollout, which began in late June and will continue into early 2026, marks a major step in Truist's journey to modernize business banking and deliver integrated, insight-driven solutions. It also marks the U.S. debut of the Pollinate platform, with Truist as the first U.S. bank to bring this solution to market. Truist Merchant Engage offers a smarter approach to serving business clients by unifying core financial services and merchant solutions into a single, intuitive digital experience. The platform features real-time dashboards, dynamic onboarding, product discovery and self-service tools that simplify operations and unlock insights. Many of the over 30 million SMBs in the U.S. -- representing 99% of all businesses -- still rely on non-integrated payments and business services providers, costing them up to a full day each week in administrative tasks. Valued at approximately $40 billion, the U.S. merchant acquiring market presents a significant opportunity. Announcement • Jun 25
Truist Financial Corporation Announces Executive Changes Truist Financial Corporation build-out includes the following senior leader appointments and hires: Rob Chesley and Evelyn Kudelski as Co-Heads of the Financial Institutions Group. Chesley and Kudelski have been senior leaders at Truist Securities with consistent track records of success and more than 50 years of combined experience. Benjamin Wright as Head of Industrials and Services. Wright will join Truist in July having most recently served as Head of Industrials at Wells Fargo and brings more than 20 years of direct industry and team development experience to the role. Laura Chittick as Head of Healthcare. Chittick will join Truist in August from J.P. Morgan and brings more than 25 years of experience in capital markets advisory and execution to the role with her last five years focused on pharma, biotech, medtech and healthcare services clients. Tom Crowley and Andrew Turnbull join Truist as Managing Directors in the Financial Institutions and Healthcare groups, respectively. Yash Gandhi and Samuel Gaze join Truist as Directors in the Energy and Infrastructure and Financial Institutions groups, respectively. Announcement • Jun 19
Truist Financial Corporation to Report Q2, 2025 Results on Jul 18, 2025 Truist Financial Corporation announced that they will report Q2, 2025 results at 9:30 AM, US Eastern Standard Time on Jul 18, 2025 Announcement • Jun 18
Truist Financial Corporation Names Charles Alston Head of Its New Nonprofit Hospitals, Higher Ed and Government Banking Team Truist Financial Corporation announced it has hired Charles Alston as head of its new Nonprofit Hospitals, Higher Education and Government (HHG) banking team to drive focused growth and deepen client relationships. As part of the Truist Specialized Industries team within the expanded Commercial and Corporate Banking business, HHG serves more than 1,000 clients that includes nonprofit hospitals, colleges and universities, and municipal and government entities. The team offers tailored strategic advice and delivers holistic financial solutions to meet the complex needs of these clients, including public finance and trading, payments, credit and cash management. Alston has more than three decades of financial services experience with 20 years dedicated to leading coverage of hospitals, higher education, and nonprofits. Most recently Alston served as the market executive for Bank of America's Healthcare, Higher Education, and Not-for-Profit business covering the Southeast. He brings a diverse leadership background in treasury management, credit products, relationship management, and industry strategy. He has been a member of the Health Management and Policy Advisory Board at the University of Miami Herbert Business School since 2011, serving as chair from 2016-2021.Alston has a bachelor's degree in business administration from the University of North Carolina at Chapel Hill and is a member of the Association of Financial Professionals, the Healthcare Financial Management Association, and holds the Certified Treasury Professional "CTP" designation from the AFP, in addition to other securities licenses.Alston will be based in Jacksonville, Florida, and will report to Cagle, who was named head of Specialized Industries at Truist earlier this year. Announcement • Apr 30
Truist Financial Corporation Declares Regular Quarterly Cash Dividend, Payable on June 2, 2025 The Board of Directors of Truist Financial Corporation declared a regular quarterly cash dividend of $0.52 per common share, payable on June 2, 2025, to shareholders of record at the close of business on May 9, 2025. Announcement • Apr 25
Truist First Bank to Begin Revolutionizing Bill Pay with Alias-Based Request for Payment Via the RTP® Network Truist Financial Corporation announced the successful completion of the initial testing phase of an innovative alias-based bill payment solution that leverages The Clearing House's RTP® network and Request for Payment (RfP) platform. The achievement positions Truist as the first financial institution to send and receive alias-based RfPs for transactions and deliver corresponding real-time payment and settlement via the RTP system. The solution will ultimately enable businesses to offer faster, simpler, more secure, and cost-effective bill payments. Consumers will benefit from greater control and transparency. The payment process will be streamlined for speed and simplicity — for both billers and consumers — by using nearly 150 million previously enrolled U. S. mobile and email tokens. The successful internal Truist pilot, which leveraged Truist's credit card division and employee volunteers, reaffirms Truist's commitment to investing in technology and delivering differentiated value to clients. Delivering faster, streamlined bill payments to both corporate customers and individual consumers underscores Truist's commitment to meeting evolving client needs. Key benefits for large corporate billers will include: Immediate payment validation: Receive acknowledgment of payment receipt, enabling instant reconciliation and reducing financial uncertainty. Accelerated cash flow: Payments sent via the RTP network provide biller customers immediate access to guaranteed funds, improving cash flow and reducing payment delays. Streamlined data management: Secure and comprehensive data simplifies reconciliation and reporting processes. Enhanced data security: Robust security measures minimize the risk of data breaches and protect sensitive information, aligning with industry best practices for ACH and instant payments. Use of the alias eliminates the need to provide bank account details. Reduced operational costs: Electronic bill presentment significantly lowers invoicing expenses, contributing to improved bottom-line performance. To meet small business and consumer demands for speed, transparency, financial control, and security, this enhanced bill pay solution will deliver faster processing, easy account monitoring, and tokenized fraud protection. Additionally, consumers will receive immediate confirmation their payment has been received and subsequent confirmation it has been applied. Announcement • Apr 01
Truist Financial Corporation Hires Claudia Davis Adamson as Head of Small Business Banking Truist Financial Corporation announced it has hired Claudia Davis Adamson as head of small business banking. As part of Consumer and Small Business Banking, Adamson will lead the team serving small business clients with personalized advice and specialized financial solutions delivered through caring partnerships within the most attractive growth markets in the U.S. Adamson will lead strategic execution for all areas of small business banking including deposits, lending, and payments solutions; data and analytics, operations and governance, and client experience for more than 1.2 million small business clients through Small Business Direct, Business Connect, and SBA lending solutions. Adamson will join Truist this summer, reporting to Chief Consumer and Small Business Banking Officer Dontá Wilson, and serve as a member of the Truist Operating Council. With more than 20 years of experience focusing on small and midsize enterprise, middle market, and large corporate sector clients, Adamson most recently served as managing director, U.S. head of business banking, and as part of the executive committee for the U.S. commercial bank at HSBC. During her 10-year tenure, she also served as regional executive of corporate banking and U.S. head of sales intelligence for U.S. commercial banking along with championing culture and employee engagement as U.S. head of people excellence. Previously, Adamson served as director and regional executive for London corporate banking at Barclays. Adamson holds a bachelor's in mathematics and computer science from Converse University and studied at the London Business School. Announcement • Mar 18
Truist Financial Corporation, Annual General Meeting, Apr 29, 2025 Truist Financial Corporation, Annual General Meeting, Apr 29, 2025. 
