Wealth Sales and Service Consultant

2 months ago

Tampa, United States Truist Financial Full time
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Regular or Temporary:
Regular

Language Fluency: English (Required)

Work Shift:
1st shift (United States of America)

Please review the following job description:

Provides support to a team of Wealth Advisors, managing a portfolio of high net-worth clients. Closely works with assigned team consisting of Wealth Support Specialists, Wealth Advisors, Trust Advisors, Investment Strategists, Financial Planners and Wealth Leaders, to meet the needs and objectives of the clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Will serve as the primary point of intake for all requests from assigned team, playing a key front-office role in interfacing with clients and has autonomy to resolve a wide range of internal and external issues.
2. The teammate will oversee and direct workload management and coordinate various requests through multiple back-office channels, in consultation with assigned team. Additionally, will provide guidance to wealth support specialists in region and serve as onboarding partner/mentor.
3. Proactively provides banking, lending and Trust product support for an average client book containing 250 clients+
4. Enters and maintains appropriate client records; monitors client transactions and client data for accuracy and timeliness; maintains appropriate documentation of client transactions; redirects client requests to the wealth solution center as needed to ensure client and advisor requests are fulfilled in a timely manner
5. Respond to client requests for information and assistance within appropriate level of authority, while identifying at-risk relationships with a focus on client retention and opportunities to expand relationship and communicating to the relationship team. May serve as the primary point of contact for clients.
6. Plays an active role in the sales process, including client document review, general correspondence to customers, assists in creation of client presentation material using Microsoft Office Suite and/or other Truist Wealth software, and proactive sales support activities for advisors.
7. Oversees client onboarding process, including account opening/closing/maintenance and wires, with a focus on Risk Management and Compliance. Owns onboarding and primary specific maintenance of complex banking products and services, including Trust accounts, Commercial Lending, Treasury & Payment Solutions and complex deposit products.
8. Continually renders extraordinarily responsive and personal service to Wealth clients while demonstrating product and procedural mastery. Continues to develop and maintain positive working relationships with various departments and individuals who interface with Wealth clients.
9. May train other support teammates on systems, industry knowledge, support processes and procedures. May have indirect supervisory responsibilities for one or more wealth support specialists.
10. Carries a higher standard operational authority (wires, memo credit approval authority, daylight overdraft etc.).

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's Degree or 7 or more years of banking experience
2. Excellent organizational skills with the ability to work on numerous tasks simultaneously with a high attention to detail.
3. Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced team environment with multiple priorities.
4. Excellent interpersonal and relationship management skills, demonstrating exemplary customer service and professional etiquette.
5. Exemplary oral, written, customer service and professional etiquette skills.
6. Ability to coach and train teammates within a matrix environment with indirect managerial responsibilities.
7. Expert understanding of Banking, Lending, Investment Management and Trust solutions, and Treasury and Payment solutions,

Preferred Qualifications:

1. Bachelor's degree in accounting, Finance or Business
2. If assigned to a specialty, 7 or more years supporting specialty clients with complex needs.
3. Previous relationship management experience
4. Previous experience as manager, or with training teammates
5. Demonstrates strong investment, wealth management, treasury services, credit and deposit knowledge to successfully support a team of advisors with all product discussions and offerings.
6. FINRA license 7, 66 and Insurance License

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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