Premier Banker I

2 weeks ago

Tampa, Florida, United States Truist Full time
Job Summary

We are seeking a highly skilled and experienced Premier Banker to join our team at Truist. As a Premier Banker, you will be responsible for serving as the primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint.

Key Responsibilities
  • Develop and deepen relationships with clients by utilizing objective and sound personal financial planning and financial advisory concepts.
  • 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.
  • Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis.
  • Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients.
  • Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients.
  • Establish and maintain excellent working relationships with various Truist teammate product and service specialists who are designated to support client service and development efforts.
  • Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.
Requirements
  • 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 and understanding of retail credit and traditional retail bank products for the mass affluent market.
  • A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date.
  • 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.
Preferred Qualifications
  • 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.
Benefits

Truist offers a comprehensive benefits package, including 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.

Truist 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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