Premier Banking Specialist

5 days ago

Charleston, West Virginia, United States Truist Inc Full time
Job Summary

We are seeking a highly skilled and experienced Premier Banker II to join our team at Truist Inc. As a Premier Banker II, you will be responsible for managing a portfolio of financially complex client relationships within the mass affluent market segment.

Key Responsibilities
  • Develop and deepen relationships with clients to provide an integrated delivery of banking, mortgage, planning, investments, and insurance services.
  • Leverage the Truist network to generate client acquisition and develop ability to network externally to acquire clients 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.
  • Meet revenue growth, profitability and retention goals by acquiring 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.
Requirements
  • Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
  • Minimum of six years of financial services experience with a demonstrated ability to meet minimum performance standards working with clients to deliver banking, investments, risk management and retail lending solutions.
  • 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 7, and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within days of job entry date.
Preferred Qualifications
  • Master's degree in business, accounting, finance, or banking.
  • Retail 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 to eligible employees, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. 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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