Senior Premier Solutions Specialist

Truist Bank • Charlotte, NC

1d • Onsite

About The Position

This experienced individual revenue-contributor role provides a distinctive client experience rooted in care, expertise, and delivery of financial solutions to Truist teammates, retirees, and Community Heroes. The position is based in the office five days per week. The center is open Monday through Friday, 8 a.m. to 6 p.m. EST, and Saturday, 9 a.m. to 1 p.m. EST; the schedule includes a rotating Saturday shift. The role is a first-shift position and requires English fluency.

The specialist meets with prospects and clients by phone, chat or messaging, and video to understand their needs and financial practices, hold caring conversations, and recommend suitable products and services. The role handles client maintenance and problem resolution, supports consultative sales and referrals to internal partners, provides financial education, responds to inbound calls, and conducts proactive outreach. The specialist is accountable for individual revenue and profit growth goals and follows Truist’s established routines, schedules, controls, procedures, and risk-management policies.

Requirements

• High school diploma or equivalent education.
• Four years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building client relationships.
• Excellent interpersonal and communication skills and a desire to interact with clients and prospects.
• Demonstrated proficiency with basic computer applications, such as Microsoft Office.
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including new or transferred registration and an applicable NMLS background check; must meet applicable financial-responsibility, character, credit-fitness, and criminal-background standards and ongoing regulatory requirements.
• Ability to multitask under time constraints.
• Ability to work weekends and/or extended hours.

Nice To Haves

• Associate’s degree or higher.
• Demonstrated ability to handle multiple priorities under time constraints.
• Excellent verbal and written communication skills.
• Ability to respond professionally while maintaining a high level of service quality.
• Experience discussing, recommending, and selling consumer deposit, credit, and retirement products.
• Demonstrated ability to meet or exceed sales goals.
• General understanding of bank operations, policies, and procedures.

Responsibilities

• Meet with prospects and clients virtually by phone, chat or messaging, or video to assess needs, review financial management practices and solutions, conduct caring conversations, and recommend products and services aligned with client needs.
• Handle routine client maintenance requests, problem resolution, and advanced sales functions for deposit, credit, convenience, and other product and service lines.
• Support the Virtual Solutions Delivery Team sales process through consultative conversations and act on or refer more complex client needs and financial goals to internal partners.
• Educate teammates, prospects, and clients about unique Truist offerings through new-hire events and Community Heroes presentations.
• Remain available according to the workforce-managed schedule to handle inbound calls and deliver an exceptional client experience.
• Contact targeted clients through proactive outbound outreach, explain how Truist may support their financial well-being, and arrange appointments for in-depth conversations and financial reviews.
• Meet annual individual performance goals for revenue and profit growth, including deposit and lending solutions, client digital empowerment, and client onboarding outreach.
• Participate in all components of the established Virtual Solutions Delivery C.A.R.E.S. Routines.
• Develop sales techniques and product knowledge by attending sales, service, and product-knowledge meetings, training classes, and web-based learning.
• Follow the preset schedule, internal controls, operational procedures, and risk-management policies; stay informed of policy and procedure changes to maintain compliance.

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
• May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED