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Premier Banking Relationship Manager

2 months ago


Birmingham AL USA, United States Truist Full time
Job Summary

We are seeking a highly skilled and experienced Premier Banking Relationship Manager to join our team at Truist. As a key member of our financial services team, you will be responsible for building and maintaining strong relationships with our mass affluent clients, providing them with personalized financial planning and advisory services, and delivering a broad range of retail banking products and services.

Key Responsibilities
  • Client Relationship Management: Serve as the primary relationship manager for a portfolio of mass affluent clients, delivering exceptional client service and building strong relationships through regular communication and personalized attention.
  • Financial Planning and Advisory: Utilize sound personal financial planning and financial advisory concepts to develop and deepen relationships with clients, providing them with integrated delivery of banking, mortgage, planning, investments, and insurance services.
  • Product and Service Delivery: Sell, deliver, and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients, including banking, investments, risk management, and retail lending solutions.
  • Business Development: Leverage the Truist network to generate client acquisition and develop ability to network externally to acquire clients and provide comprehensive advice and solutions.
  • Compliance and Risk Management: Work within existing audit, compliance, and regulatory framework to ensure a high-quality, compliant portfolio of client relationships.
Requirements
  • Education: Bachelor's degree with a concentration in business, accounting, finance, banking, or equivalent financial services experience and related training.
  • Experience: 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.
  • Licenses and Certifications: 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.
  • Skills: Strong interpersonal, sales, and relationship management skills, with the ability to deliver advisor-led financial planning that addresses key areas such as banking, planning, risk, investments, and estate for mass affluent clients.
Preferred Qualifications
  • Advanced Education: Master's degree in business, accounting, finance, or banking.
  • Industry Experience: Retail banking experience.
  • Professional Certifications: 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

As a member of the Truist team, you will be eligible for a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. You will also receive paid time off, including vacation and sick leave, as well as paid holidays.