Premier Advisor - Greer, SC

Truist Bank•Greer, SC

About The Position

Serve as the primary relationship manager for a portfolio of financially complex client relationships in the mass affluent market within the Truist footprint. In a de novo circumstance, establish a new managed portfolio of these relationships. Use objective, sound personal financial planning and advisory concepts to develop and deepen client relationships, delivering integrated retail solutions across banking, mortgage, planning, investments, and insurance. Leverage the Truist referral network to acquire clients and provide comprehensive advice and solutions. Premier Advisors deliver personalized, attentive service and ongoing support for a broad range of fee-income and retail banking products and services. They assess clients’ financial needs and conditions, coordinate with financial advisors and internal product specialists, and maintain a compliant portfolio. The role also supports the ongoing implementation and development of the Premier Banking program. Other duties may be performed, and specific activities may change from time to time.

Requirements

Bachelor’s degree concentrated in business, accounting, finance, or banking, or equivalent financial services experience and related training.
At least five years of financial services experience working with clients in banking, investments, and/or retail lending; experience may include Retail, Wealth, Advisory, and/or Retail Lending, or one year of experience in a financial client relationship manager role.
Advanced knowledge of personal financial planning, advisory, insurance, investment management, and asset-allocation concepts, and understanding of retail credit and traditional retail banking products for the mass affluent market.
Active Securities Industry Essentials (SIE), FINRA Series 7 and 66 (or Series 63 and 65 in lieu of Series 66), and applicable Life, Health, and Variable Insurance licenses, or ability to obtain them within 100–150 days of job entry. Active FINRA licenses must be transferred within 60 days of job entry.
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in the role, including new or transferred registration and an acceptable applicable NMLS background check.
Strong interpersonal, sales, and relationship management skills.
Strong written, verbal, and presentation skills, including proficiency with basic computer applications such as Microsoft Office.
English language fluency is required.

Nice To Haves

Master’s degree in business, accounting, finance, or banking.
Mass Affluent Banking experience.
Completion of or enrollment in a professional-level certification program; preferences, in order, are CFP, CFA, AAMS, CTFA, CLU, CRPC, or ChFC.
Completion of a Leadership Development Program or Banking School, such as Truist Leadership Development Program or Banking School.

Responsibilities

Serve as primary relationship manager for a portfolio of mass affluent clients; sell, deliver, and provide ongoing service for appropriate fee-income and retail banking products and services.
Establish and periodically update understanding of clients’ financial needs and conditions through profiling and personal financial planning analysis; work proactively with financial advisors on assigned investment accounts to support investment and asset-allocation objectives and policies.
Keep abreast of economic, legal, financial-planning, investment, market, and business trends affecting mass affluent clients; serve as a personal financial planning and advisory resource for clients, attorneys, and CPAs.
Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, and marketing products to existing clients.
Participate in sales management processes, deliver excellent client service, support Truist segmentation models, use the automated sales process, and follow referral processes and guidelines.
Monitor, maintain, and update sales activity, pipeline, and related information in the bank’s contact management system.
Establish and maintain working relationships with Truist product and service specialists, including banking, mortgage, planning, investments, and insurance partners, to coordinate client development and service; advocate for clients with these partners.
Establish and maintain mutually beneficial business relationships with external centers of influence to enhance business development.
Work within audit, compliance, and regulatory requirements to maintain 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.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
Depending on position and division, may include a defined benefit pension plan, restricted stock units, and/or deferred compensation plan