Truist
Premier Advisor or Banker - Pembroke Pines, FL
Join to apply for the Premier Advisor or Banker - Pembroke Pines, FL role at Truist. Overview
The position serves as the 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, it involves establishing a new managed portfolio of financially complex client relationships within the mass affluent market segment. 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. Deliver a level of personalized, attentive service that clients deem outstanding. Establish and periodically update understanding of client financial needs and conditions based on 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. Stay informed on changing economic, legal, financial planning, investment trends and general market 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 client service, support of segmentation models, use of the sales process, and support of referral processes and guidelines. Monitor and update sales activity, pipeline and other pertinent information using the bank's system. Establish and maintain excellent working relationships with Truist teammate product and service specialists (IRM partners) who support client service and development efforts. Ensure an integrated approach to servicing the client portfolio and advocate for clients with IRM partners. 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 implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures. 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 management concepts; understanding of retail credit and retail bank products for the mass affluent market. Active and maintained or obtainable within 100-150 days: SIE, FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66), applicable Insurance licenses (Life, Health, and Variable); SAFE Mortgage Licensing Act compliance within 30 days; NMLS background check. Strong interpersonal, sales and relationship management skills; strong written, verbal and presentation skills; proficiency in Microsoft Office. Preferred Qualifications: Master’s degree in business, accounting, finance, or banking. Mass Affluent Banking experience. Professional certifications (in rank order): CFP, CFA; other: 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:
Regular teammates (not temporary or contingent) working 20+ hours per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, AD&D, tax-advantaged savings accounts, and a 401k. Vacation and sick days are provided (prorated), with paid holidays. Specific benefits vary by position and division. Details available on the Benefits site. Some roles may be eligible for pension, restricted stock units, and/or deferred compensation. Further details will be provided as you progress in the hiring process. EEO
Truist is an Equal Opportunity Employer that does not discriminate on protected characteristics. Truist is a Drug Free Workplace. EEO is the Law; Pay Transparency Nondiscrimination Provision; E-Verify. Employment details
Location: Pembroke Pines, FL. Employment type: Full-time. Job function: Other. Seniority level: Not Applicable.
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Join to apply for the Premier Advisor or Banker - Pembroke Pines, FL role at Truist. Overview
The position serves as the 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, it involves establishing a new managed portfolio of financially complex client relationships within the mass affluent market segment. 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. Deliver a level of personalized, attentive service that clients deem outstanding. Establish and periodically update understanding of client financial needs and conditions based on 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. Stay informed on changing economic, legal, financial planning, investment trends and general market 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 client service, support of segmentation models, use of the sales process, and support of referral processes and guidelines. Monitor and update sales activity, pipeline and other pertinent information using the bank's system. Establish and maintain excellent working relationships with Truist teammate product and service specialists (IRM partners) who support client service and development efforts. Ensure an integrated approach to servicing the client portfolio and advocate for clients with IRM partners. 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 implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures. 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 management concepts; understanding of retail credit and retail bank products for the mass affluent market. Active and maintained or obtainable within 100-150 days: SIE, FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66), applicable Insurance licenses (Life, Health, and Variable); SAFE Mortgage Licensing Act compliance within 30 days; NMLS background check. Strong interpersonal, sales and relationship management skills; strong written, verbal and presentation skills; proficiency in Microsoft Office. Preferred Qualifications: Master’s degree in business, accounting, finance, or banking. Mass Affluent Banking experience. Professional certifications (in rank order): CFP, CFA; other: 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:
Regular teammates (not temporary or contingent) working 20+ hours per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, AD&D, tax-advantaged savings accounts, and a 401k. Vacation and sick days are provided (prorated), with paid holidays. Specific benefits vary by position and division. Details available on the Benefits site. Some roles may be eligible for pension, restricted stock units, and/or deferred compensation. Further details will be provided as you progress in the hiring process. EEO
Truist is an Equal Opportunity Employer that does not discriminate on protected characteristics. Truist is a Drug Free Workplace. EEO is the Law; Pay Transparency Nondiscrimination Provision; E-Verify. Employment details
Location: Pembroke Pines, FL. Employment type: Full-time. Job function: Other. Seniority level: Not Applicable.
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