Premier Banker III

4 months ago

Winter Park, United States Truist Full time

ESSENTIAL DUTIES AND RESPONSIBILITIES


1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding.

2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.

3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs).

4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system.

5. Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (e.g. banking, mortgage, planning, investments, and insurance services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. Serve as an advocate for clients with the IRM partners. 

6. Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts.

7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.

8. Serve as a champion for the Premier business and subject matter expert, partner with new teammates to assist in upskilling and helping them achieve high quality advice delivery and client service. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.

QUALIFICATIONS
Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.

2. Minimum of eight years of banking experience with demonstrated ability to consistently exceed minimum performance standards working with clients to deliver banking, investments, risk management and retail lending solutions OR, 5 or more years of sales and client management experience with a demonstrated ability to manage a portfolio of affluent clients. (Banking experience may include a combination of Retail, Wealth, Advisory, and/or Retail Lending experience.) 

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 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. Active FINRA licenses must be transferred within 30 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 60 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.

5. Strong interpersonal, sales and relationship management skills. Demonstrated ability maintain productive working relationships with internal partners and hold them accountable, and consistent follow through on commitments to clients and partners.

6. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.

7. Advanced knowledge of financial planning software; demonstrated ability to deliver advisor led financial planning to mass affluent clients that require an elevated level of sophistication and expertise and address the following key areas - banking, planning, risk, investments and estate.

Preferred Qualifications:
1. Minimum of 10 or more years of experience in banking; minimum of 5 or more years managing a portfolio of affluent and/or high net worth clients delivering banking, investments, financial planning, insurance and lending.
2. Minimum of ten years of retail lending experience; solid and reputable credit knowledge
3. Completion of established management or career development program or banking school.
4. 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®
5. Previous experience using financial planning software.
6. Advanced knowledge of financial planning software and planning concepts.
 

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. 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.

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