Truist
Premier Banker/Advisor- Alexandria/Arlington/Sterling
Truist, Alexandria, Virginia, us, 22350
Join to apply for the Premier Banker/Advisor- Alexandria/Arlington/Sterling role at Truist
Overview
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. 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 already have a profile with us, you can log in to check status. Regular or Temporary: Regular. Language Fluency: English (Required). Work Shift: 1st shift (United States of America). Responsibilities
Serve as the primary relationship manager for a portfolio of 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. Establish and periodically update understanding of client financial needs and conditions based on 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. 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 CPAs. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Participate in the sales management process, including delivery of excellent client service behaviors, support of Truist segmentation models, and use of the automated sales process and referral processes. Establish and maintain working relationships with Truist teammate product and service specialists (IRM partners) to support client service and development, ensuring an integrated approach to client portfolio development and servicing. Establish and maintain mutually beneficial relationships with external centers of influence to enhance business development. Work within the audit, compliance and regulatory framework to ensure a high-quality, compliant portfolio of client relationships. Participate in the ongoing development of the Premier Banking program, including processes, products, services and operating policies. Qualifications
Required Qualifications:
Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending, or one year in a financial client relationship manager role. Advanced knowledge of personal financial planning/advisory/insurance and investment concepts; understanding of retail credit and retail banking products for mass affluent clients. Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or obtained within 100-150 days of start. FINRA licenses must be transferred within 60 days. SAFE Mortgage Licensing Act compliance within 30 days, with applicable background check. Strong interpersonal, sales and relationship management skills. Strong written, verbal and presentation skills; proficiency in basic computer applications (Microsoft Office). Preferred Qualifications:
Master’s degree in business, accounting, finance, or banking. Mass Affluent Banking experience. Professional certifications (in order of preference): CFP, CFA; additional options include AAMS, CTFA, CLU, CRPC, ChFC. Completion of Leadership Development Program or Banking School (e.g., Truist Leadership Development Program). Benefits
General description of available benefits for eligible employees: medical, dental, vision, life insurance, disability, disability, tax-preferred savings accounts, and a 401(k) plan. Paid vacation, sick days, and holidays. Details depend on full-time/part-time status and division. You will learn more about specific benefits during the hiring process. Equal Opportunity
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. 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 already have a profile with us, you can log in to check status. Regular or Temporary: Regular. Language Fluency: English (Required). Work Shift: 1st shift (United States of America). Responsibilities
Serve as the primary relationship manager for a portfolio of 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. Establish and periodically update understanding of client financial needs and conditions based on 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. 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 CPAs. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Participate in the sales management process, including delivery of excellent client service behaviors, support of Truist segmentation models, and use of the automated sales process and referral processes. Establish and maintain working relationships with Truist teammate product and service specialists (IRM partners) to support client service and development, ensuring an integrated approach to client portfolio development and servicing. Establish and maintain mutually beneficial relationships with external centers of influence to enhance business development. Work within the audit, compliance and regulatory framework to ensure a high-quality, compliant portfolio of client relationships. Participate in the ongoing development of the Premier Banking program, including processes, products, services and operating policies. Qualifications
Required Qualifications:
Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending, or one year in a financial client relationship manager role. Advanced knowledge of personal financial planning/advisory/insurance and investment concepts; understanding of retail credit and retail banking products for mass affluent clients. Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or obtained within 100-150 days of start. FINRA licenses must be transferred within 60 days. SAFE Mortgage Licensing Act compliance within 30 days, with applicable background check. Strong interpersonal, sales and relationship management skills. Strong written, verbal and presentation skills; proficiency in basic computer applications (Microsoft Office). Preferred Qualifications:
Master’s degree in business, accounting, finance, or banking. Mass Affluent Banking experience. Professional certifications (in order of preference): CFP, CFA; additional options include AAMS, CTFA, CLU, CRPC, ChFC. Completion of Leadership Development Program or Banking School (e.g., Truist Leadership Development Program). Benefits
General description of available benefits for eligible employees: medical, dental, vision, life insurance, disability, disability, tax-preferred savings accounts, and a 401(k) plan. Paid vacation, sick days, and holidays. Details depend on full-time/part-time status and division. You will learn more about specific benefits during the hiring process. Equal Opportunity
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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