Premier Banker I-II
Company: Truist Financial Corporation
Location: Nokomis
Posted on: May 14, 2022
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Job Description:
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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Identify, develop and maintain a portfolio of financially complex
client relationships within the defined mass affluent market
segment within the Truist footprint. 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.
Following is a summary of the essential functions for this job.
Other duties may be performed, both major and minor, which are not
mentioned below. Specific activities may change from time to
time.
1. Serve as the primary point of contact, integration and
responsibility for mass affluent clients. Sell, deliver and provide
ongoing service for a broad range of fee income and retail banking
products and services appropriate to mass affluent clients. Premier
Bankers should deliver a level of personalized, attentive service
that clients deem outstanding.
2. Establish and periodically update understanding of client
financial needs and conditions based upon sound profiling and
personal financial planning analysis. Proactively work with the
financial advisor on assigned investment accounts for adherence to
investment and asset allocation objectives and policies.
3. Keep abreast of changing economic, legal, financial planning,
investment trends and general market and business issues impacting
mass affluent clients. Serve as a personal financial
planning/advisory resource for clients, their attorneys and
Certified Public Accountants (CPAs).
4. Meet revenue growth, profitability and retention goals by
developing new clients, expanding services, and marketing new
products to existing clients. 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. Monitor, maintain
and update sales activity, pipeline and other pertinent information
using the bank's contact management system.
5. Establish and maintain excellent working relationships with
various Truist teammate product and service specialists (Integrated
Relationship Management [IRM] partners) who are designated to
support client service and development efforts (e.g. banking,
mortgage, planning, investments, and insurance services). Ensure an
integrated and seamless approach to developing, servicing and
enhancing the client portfolio. Serve as an advocate for clients
with the IRM partners. Provide mentoring to less experienced staff
in support of establishing an extraordinarily high level of
professionalism, client service and responsiveness.
6. Establish and maintain mutually beneficial business
relationships with external centers of influence who will enhance
business development efforts.
7. Work within existing audit, compliance and regulatory framework
in order to ensure a high quality, compliant portfolio of client
relationships.
8. Participate in the ongoing implementation and development of the
Premier Banking program, including processes, products, services
and operating policies and procedures.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge,
skill and/or ability required. Reasonable accommodations may be
made to enable individuals with disabilities to perform the
essential functions.
1. Bachelor's degree with a concentration in business, accounting,
finance, banking or equivalent financial services experience and
related training.
2. Minimum of two years of experience working with clients dealing
with banking, investments, financial planning, or lending.
3. Advanced knowledge of a broad range of personal financial
planning/advisory/insurance and investment management/asset
allocation concepts and understanding of retail credit and
traditional retail bank products for the mass affluent market.
4. A minimum of Securities Industry Essentials (SIE), FINRA Series
7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses
(Life, Health, and Variable) must be active and maintained, or must
be obtained within 100-150 days of job entry date. Active FINRA
licenses must be transferred within 30 days of job entry date. Must
be SAFE Mortgage Licensing Act compliant with 30 days of employment
in this role, including new or transfer of registration, and
applicable NMLS acceptable background check.
5. Strong interpersonal, sales and relationship management
skills.
6. Strong written, verbal and presentation skills including
demonstrated proficiency in basic computer applications such as
Microsoft Office software products.
Preferred Qualifications:
1. Minimum of two years of experience working with mass affluent
clients dealing with banking, investments, financial planning, or
lending.
2. Minimum of two years of retail lending experience.
3. Completion of established management or career development
program or banking school.
4. Completion or enrollment in professional level certification
programs such as Chartered Financial Analyst (CFA), Certified
Financial Planner (CFP), Accredited Asset Management Specialist,
Certified Trust and Financial Advisor, Chartered Life Underwriter
or Certified Public Accountant (CPA).
5. Previous experience using financial planning software.
Truist supports a diverse workforce and is an Equal Opportunity
Employer who does not discriminate against individuals on the basis
of race, gender, color, religion, national origin, age, sexual
orientation, gender identity, disability, veteran status or other
classification protected by law. Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision
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Keywords: Truist Financial Corporation, Palmetto , Premier Banker I-II, Accounting, Auditing , Nokomis, Florida
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