Premier Banking Specialist

4 days ago

Atlanta, Georgia, United States Truist Financial Full time
Job Summary

We are seeking a highly skilled and experienced Premier Banker II or III to join our team at Truist Financial Corporation. 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
  • Serve as the primary relationship manager for a portfolio of mass affluent clients, delivering a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
  • 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 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 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 Financial Corporation 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 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.

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