Premier Banker/Advisor- In Market Virtual- Savannah

Truist Financial-posted 4 months ago
Full-time • Mid Level
Savannah, GA
Credit Intermediation and Related Activities
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This position will be in-office serving virtual clients. 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 [limited established portfolio of clients upon job entry], serves to establish 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.

  • 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.
  • 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.
  • Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors.
  • Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system.
  • Establish and maintain excellent working relationships with various Truist teammate product and service specialists.
  • 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.
  • Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.
  • Participate in the ongoing implementation and development of the Premier Banking program.
  • 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.
  • Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts.
  • A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses must be active and maintained.
  • 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.
  • 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 (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.
  • Medical, dental, vision, life insurance, disability, accidental death and dismemberment.
  • Tax-preferred savings accounts.
  • 401k plan.
  • No less than 10 days of vacation during the first year of employment.
  • 10 sick days.
  • Paid holidays.
  • Defined benefit pension plan, restricted stock units, and/or a deferred compensation plan may be available.
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