Truist
Overview
Serve as primary relationship manager for 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 develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions. 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 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. 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). 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 the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor and update sales activity, pipeline and other pertinent information using the bank's contact management system. Establish and maintain excellent working relationships with Truist teammate product and service specialists (Integrated Relationship Management partners) who support client service and development efforts (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. Establish and maintain mutually beneficial business relationships with external centers of influence to enhance business development efforts. Work within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of client relationships. 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. 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. (experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) or one years’ experience in a financial client relationship manager role. 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. A minimum of 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 must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 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. Strong interpersonal, sales and relationship management skills. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products. Preferred Qualifications:
Master’s degree in business, accounting, finance, or banking. Mass Affluent Banking experience. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. The following may be acceptable: CFA, Accredited Asset Management Specialist (AAMS), Certified Trust and Financial Advisor (CTFA), Chartered Life Underwriter (CLU), CRPC – Chartered Retirement Planning Counselor, or ChFC – Chartered Financial Consultant. Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School. Benefits
General description of available benefits for eligible employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, AD&D, tax-preferred savings accounts, and a 401k plan. Teammates receive paid time off, sick days, and paid holidays. For more details on Truist’s benefit plans, visit the Benefits site. Some positions may be eligible for pension plans, restricted stock units, and/or deferred compensation. As you advance through the hiring process, you will learn more about the specific benefits for any non-temporary position based on status and division. EEO statement:
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 classifications protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify Seniority level: Not Applicable Employment type: Full-time Job function: Other Referrals increase your chances of interviewing at Truist by 2x
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Serve as primary relationship manager for 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 develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions. 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 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. 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). 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 the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor and update sales activity, pipeline and other pertinent information using the bank's contact management system. Establish and maintain excellent working relationships with Truist teammate product and service specialists (Integrated Relationship Management partners) who support client service and development efforts (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. Establish and maintain mutually beneficial business relationships with external centers of influence to enhance business development efforts. Work within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of client relationships. 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. 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. (experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) or one years’ experience in a financial client relationship manager role. 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. A minimum of 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 must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 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. Strong interpersonal, sales and relationship management skills. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products. Preferred Qualifications:
Master’s degree in business, accounting, finance, or banking. Mass Affluent Banking experience. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. The following may be acceptable: CFA, Accredited Asset Management Specialist (AAMS), Certified Trust and Financial Advisor (CTFA), Chartered Life Underwriter (CLU), CRPC – Chartered Retirement Planning Counselor, or ChFC – Chartered Financial Consultant. Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School. Benefits
General description of available benefits for eligible employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, AD&D, tax-preferred savings accounts, and a 401k plan. Teammates receive paid time off, sick days, and paid holidays. For more details on Truist’s benefit plans, visit the Benefits site. Some positions may be eligible for pension plans, restricted stock units, and/or deferred compensation. As you advance through the hiring process, you will learn more about the specific benefits for any non-temporary position based on status and division. EEO statement:
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 classifications protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify Seniority level: Not Applicable Employment type: Full-time Job function: Other Referrals increase your chances of interviewing at Truist by 2x
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