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Truist

Premier Advisor or Premier Banker- Collierville, TN

Truist, Collierville, Tennessee, United States, 38017

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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:

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. In a de novo circumstance, establish a new managed 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 CPAs.

Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Participate in sales management processes, including client service behaviors, adherence to segmentation models, and use of the automated sales process and referral processes. Maintain sales activity, pipeline and other pertinent information in the bank's contact management system.

Establish and maintain working relationships with Truist teammate product and service specialists (IRM partners) to support client service and development efforts. Ensure an integrated approach to developing, servicing and enhancing the client portfolio. Advocate for clients with IRM partners.

Establish and maintain mutually beneficial business relationships with external centers of influence to enhance business development.

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

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 management concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.

Active and maintained licenses: 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 job entry; FINRA licenses must be transferred within 60 days of job entry; SAFE Mortgage Licensing Act compliant within 30 days of employment; applicable NMLS background checks.

Strong interpersonal, sales and relationship management skills.

Strong written, verbal and presentation skills with basic computer proficiency (Microsoft Office).

Preferred Qualifications

Master’s degree in business, accounting, finance, or banking.

Mass Affluent Banking experience.

Professional certifications (in preference: CFP, CFA). Other certifications may include AAMS, CTFA, CLU, CRPC, ChFC.

Leadership Development Program or Banking School completion or enrollment (e.g., Truist Leadership Development Program).

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. Paid vacation and sick days, paid holidays, and other benefits vary by position and division. Details are provided on Truist’s Benefits site. Some positions may be eligible for additional programs such as a defined benefit pension plan, restricted stock units, and/or deferred compensation.

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 protected status. Truist is a Drug Free Workplace.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Other

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