Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.Ģ. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.ġ. The requirements listed below are representative of the knowledge, skill and/or ability required. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.Ĩ. Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts.ħ. Provide mentoring to less experienced staff in support of establishing an extraordinarily high level of professionalism, client service and responsiveness.Ħ. Serve as an advocate for clients with the IRM partners. Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. banking, mortgage, planning, investments, and insurance services). Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management partners) who are designated to support client service and development efforts (e.g. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system.ĥ. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs).Ĥ. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.ģ. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding.Ģ. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Serve as the primary point of contact, integration and responsibility for mass affluent clients. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of retail products and services including banking, mortgage, planning, investments, and insurance services to the mass affluent clients.ġ. Identify, develop and maintain a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. Please review the following job description: Work Shift:1st shift (United States of America) Send an email to Accessibility (accommodation requests only other inquiries won't receive a response). If you have a disability and need assistance with the application, you can request a reasonable accommodation. If you already have a profile with us, you can log in to check status. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you want to apply, click the Apply Now button at the top or bottom of this page.
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