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Premier Banking Professional

2 months ago

Sykesville, Maryland, United States Truist Financial Full time
Job Summary

We are seeking a highly skilled and experienced Premier Banker to join our team at Truist Financial. 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.

Key Responsibilities
  • Develop and deepen relationships with clients, utilizing objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of retail solutions.
  • Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions.
  • Establish and maintain excellent working relationships with various Truist teammate product and service specialists to ensure an integrated and seamless approach to developing, servicing, and enhancing the client portfolio.
  • Work within existing audit, compliance, and regulatory framework to ensure a high-quality, compliant portfolio of client relationships.
  • Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services, and operating policies and procedures.
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.
  • Active and maintained Securities Industry Essentials (SIE), FINRA Series 6 or 7, and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable).
  • 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, such as 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 401(k) 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.