Premier Banking Specialist

4 weeks ago


Fort Lauderdale, Florida, United States Truist Full time
Job Summary

As a Premier Banking Specialist at Truist, you will be responsible for managing a portfolio of mass affluent clients, providing personalized service, and delivering a range of fee income and retail banking products and services. You will work closely with clients to understand their financial needs and conditions, and provide proactive advice on investment and asset allocation objectives and policies.

Key Responsibilities

• Establish and maintain strong relationships with clients, understanding their financial goals and objectives
• Develop and implement personalized financial plans, including banking, investments, and risk management solutions
• Collaborate with internal teams to deliver seamless client service and support
• Meet revenue growth, profitability, and retention goals through sales and marketing efforts

Requirements

• Bachelor's degree in business, accounting, finance, or equivalent experience
• Minimum 6 years of financial services experience, with a focus on client relationship management
• Advanced knowledge of personal financial planning, advisory, and insurance concepts
• Strong interpersonal, sales, and relationship management skills

Preferred Qualifications

• Master's degree in business, accounting, finance, or banking
• Retail banking experience
• Professional certifications, such as CFP, CFA, or AAMS

Benefits

As a Truist teammate, you will be eligible for a range of benefits, including medical, dental, vision, life insurance, disability, and a 401k plan. You will also receive paid time off, sick leave, and holidays. Truist is committed to providing a supportive and inclusive work environment, and offers opportunities for professional development and growth.

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