Premier Banker - Brooksville, FL

Truist Financial • Brooksville, FL

418d

About The Position

The Premier Banker serves as the primary relationship manager for a portfolio of financially complex clients within the mass affluent market segment. This role focuses on delivering personalized financial planning and advisory services, integrating a wide range of retail solutions including banking, mortgage, investments, and insurance. The Premier Banker is responsible for client acquisition, relationship management, and ensuring compliance with financial regulations while collaborating with various internal and external partners to enhance client service and business development.

Requirements

• Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience.
• Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending.
• Advanced knowledge of personal financial planning/advisory/insurance and investment management concepts.
• Active Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses must be maintained or obtained within 100-150 days of job entry date.
• Strong interpersonal, sales, and relationship management skills.
• Strong written, verbal, and presentation skills.

Nice To Haves

• Master's degree in business, accounting, finance, or banking.
• Mass Affluent Banking experience.
• Completion or enrollment in professional level certification programs such as CFP, CFA, AAMS®, CTFA®, CLU®, CRPC®, or ChFC®.
• Completion of Leadership Development Program or Banking School.

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.
• Establish and periodically update understanding of client financial needs and conditions based on sound profiling and personal financial planning analysis.
• Keep abreast of changing economic, legal, financial planning, investment trends, and general market issues impacting mass affluent clients.
• Meet revenue growth, profitability, and retention goals by developing new clients and expanding services.
• Establish and maintain excellent working relationships with various Truist teammate product and service specialists.
• Establish and maintain mutually beneficial business relationships with external centers of influence.
• Work within 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.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• Vacation days (minimum of 10 days)
• Sick days (minimum of 10 days)
• Paid holidays
• Defined benefit pension plan (depending on position)
• Restricted stock units (depending on position)
• Deferred compensation plan (depending on position)

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree