Truist Financial
Premier Banker or Advisor - Melbourne, FL
Truist Financial, Melbourne, Florida, United States, 32935
Premier Banker or Advisor – Melbourne, FL
Serve as the primary relationship manager for a portfolio of mass affluent clients across the Truist footprint. Deliver personalized, attentive service, develop new client relationships, expand existing services, and support the bank’s sales processes and referral networks. Lead client relationships, delivering ongoing service for fee income and retail banking products appropriate to mass affluent clients. Establish and periodically update understanding of client financial needs and conditions based on sound profiling and personal financial planning analysis. Maintain awareness of changing economic, legal, financial planning, investment trends and market issues impacting mass affluent clients. Meet revenue growth, profitability and retention goals by developing new clients, expanding services and marketing new products. Collaborate with integrated relationship management partners (e.g., banking, mortgage, planning, investments, and insurance services) to provide a seamless client service experience. Build mutually beneficial relationships with external centers of influence to enhance business development efforts. Work within audit, compliance and regulatory frameworks to ensure a high-quality, compliant client portfolio. 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 in business, accounting, finance, banking or equivalent financial services experience. Minimum five years of financial services experience with retail lending, investments and/or advisory. Advanced knowledge of personal financial planning, advisory, insurance, investment management and retail credit products for the mass affluent market. Active Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (or 63 and 65 in lieu of 66) and applicable insurance licenses (or must be obtained within 100–150 days of job entry). Strong interpersonal, sales and relationship management skills. Proficiency in Microsoft Office and basic computer applications. Preferred Qualifications:
Master’s degree in business, accounting, finance, or banking. Mass Affluent Banking experience. Completion or enrollment in professional certification programs (e.g., CFP, CFA, AAMS, CTFA, CLU, CRPC, ChFC). Leadership Development Program or Banking School completion (e.g., Truist Leadership Development Program or Banking School). Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, color, religion, citizenship, national origin, age, gender identity, disability, veteran status, or any other classification protected by law. Truist is a Drug Free Workplace.
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Serve as the primary relationship manager for a portfolio of mass affluent clients across the Truist footprint. Deliver personalized, attentive service, develop new client relationships, expand existing services, and support the bank’s sales processes and referral networks. Lead client relationships, delivering ongoing service for fee income and retail banking products appropriate to mass affluent clients. Establish and periodically update understanding of client financial needs and conditions based on sound profiling and personal financial planning analysis. Maintain awareness of changing economic, legal, financial planning, investment trends and market issues impacting mass affluent clients. Meet revenue growth, profitability and retention goals by developing new clients, expanding services and marketing new products. Collaborate with integrated relationship management partners (e.g., banking, mortgage, planning, investments, and insurance services) to provide a seamless client service experience. Build mutually beneficial relationships with external centers of influence to enhance business development efforts. Work within audit, compliance and regulatory frameworks to ensure a high-quality, compliant client portfolio. 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 in business, accounting, finance, banking or equivalent financial services experience. Minimum five years of financial services experience with retail lending, investments and/or advisory. Advanced knowledge of personal financial planning, advisory, insurance, investment management and retail credit products for the mass affluent market. Active Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (or 63 and 65 in lieu of 66) and applicable insurance licenses (or must be obtained within 100–150 days of job entry). Strong interpersonal, sales and relationship management skills. Proficiency in Microsoft Office and basic computer applications. Preferred Qualifications:
Master’s degree in business, accounting, finance, or banking. Mass Affluent Banking experience. Completion or enrollment in professional certification programs (e.g., CFP, CFA, AAMS, CTFA, CLU, CRPC, ChFC). Leadership Development Program or Banking School completion (e.g., Truist Leadership Development Program or Banking School). Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, color, religion, citizenship, national origin, age, gender identity, disability, veteran status, or any other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify Right to Work
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