Premier Banking Relationship Manager

6 days ago


Manchester, Maryland, United States Truist Financial Full time
Job Description

The position involves serving as a primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint.

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.

Key Responsibilities
  1. Serve as the primary relationship manager for a portfolio of mass affluent clients.
  2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis.
  3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients.
  4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients.
  5. Establish and maintain excellent working relationships with various Truist teammate product and service specialists who are designated to support client service and development efforts.
  6. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.
  7. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.
Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required.

  1. Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
  2. Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending.
  3. 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.
  4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date.
  5. Strong interpersonal, sales and relationship management skills.

Additional qualifications may be preferred, including a Master's degree in business, accounting, finance, or banking, Mass Affluent Banking experience, and completion of professional level certification programs.

The annual base salary for this position is $88,000 - $110,000 for Premier Banker I and $92,000 - $115,000 for Premier Banker II, with additional incentive pay available.

Eligible employees of Truist Financial Corporation receive a range of benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan.

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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