Truist Momentum

(Inspirational music plays.)

(Visual description: Truist logo appears and fades out. Pam types at her computer with a confused look on her face.)

Pam: For the longest time, I did not think I was ever going to be a homeowner.

(Visual description: The words “A Truist Momentum success story” appear and fade out.)

Pam: The Truist Momentum Program inspired me to get a handle of my finances and take control of my life.

(Visual description: Pam is interviewed about her experience. A graphic identifies her as Pam, a Truist Momentum participant. The scene changes to Mansfield Energy, where Bridget, identified as a Mansfield energy benefits administrator, is on a computer.)

Bridget: When Pam came to me, I'll always remember she came to my desk asking for help with some mortgage income verification.

(Visual description: Pam walks into Bridget’s office, greets her, and looks over her shoulder as Bridget shows her the computer screen.)

Bridget: When I took the paperwork from her, she stopped and said, "Do you realize I never thought I would own a house?"

(Visual description: Bridget is being interviewed. Then, Pam is on a computer.)

Bridget: "And three years ago, I started the Truist Momentum Program, and here I am buying a house."

(Visual description: Pam holds the key to her new house up for the camera before walking up to the front door)

Pam: It gave me the tools to be able to look at my situation and realize that homeownership was something that was possible.

(Visual description: Pam looks over papers at a table in her new house. Next, Tim, identified as a Truist Momentum training leader, clicks through a Truist slideshow on a computer.)

Tim: I care about teaching financial wellness because I think the vast majority of Americans need it.

(Visual description: Tim and Pam sit at a table outside together, discussing the information on Tim’s computer.)

Tim: People need hope, and I love providing hope for people so that they can see that there are answers to their financial problems.

(Visual description: Tim is interviewed one-on-one. Then, Tim and Pam are discussing outside once again. The computer screen displays the words “What is Financial Greatness?”)

Tim: One of the things that's unique about Truist Momentum is it's a values-based program and allows people to focus on the things that they care about.

(Visual description: Tim points out a credit score on his computer screen to Pam.)

Tim: And when they have their finances controlled, really, then they can focus on the things that matter most to them.

(Visual description: Pam snuggles with her dog on the couch as they watch television. Next, Bridget is being interviewed.)

Bridget: Truist showed a very personal touch with the program because they assigned us a dedicated representative that was going to be there through the whole process.

(Visual description: Tim enters Bridget’s office and shakes her hand. She leads him through the building, talking as they walk.)

Bridget: They were willing to come in, get to know our company, get to know our employees, and it felt personal.

(Visual description: Tim and Bridget discuss financial information on Tim’s computer. Bridget gives Tim a fist bump. Then, Tim is being interviewed.)

Tim: I think Pam's story is a perfect example of how Truist Momentum aligns with our purpose to inspire and build better lives in communities.

(Visual description: Pam nods in understanding to a point Tim makes. The two get up from the table and share a hug.)

Pam: The program made me realize that I'm not alone, that I'm not the only person who struggles, and getting to where I felt like I had a handle on things really opened a lot of doors.

(Visual description: Pam smiles and holds back tears as she shares her story of financial freedom. Next, she takes her dog for a walk on a trail in the woods.)

Pam: Completing the program gave me the confidence to say, I can do this, and I did.

(Visual description: The Truist logo appears onscreen. Below it appears the line “Building better lives and communities, one Purposeful Act of Care at a time.” At the bottom of the screen, text reads, “Truist Bank, Member FDIC. © 2025 Truist Financial Corporation. TRUIST, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.”)

(Inspirational music fades out.)