Mass Affluent Banking Advisor: Relationship Lead

Truist; Warrenton (VA); On-site; USD 92,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation days

Paid holidays

Job summary

Truist is seeking a Premier Banking relationship manager to serve mass affluent clients in a full-time capacity in Warrenton, VA. You will sell, deliver and service a broad range of fee income and retail banking products while tailoring solutions to client needs.

You will collaborate with financial advisors, maintain client portfolios, and drive growth by expanding services and new product adoption while ensuring compliance and strong client experiences.

Qualifications

• Bachelor's degree or equivalent financial services experience required.
• Strong relationship management and sales skills with high ethical standards.
• Knowledge of financial planning, investments and retail banking products helpful.

Responsibilities

• Serve as primary relationship manager for mass affluent clients and deliver banking products.
• Grow revenue, meet profitability targets and retain clients through excellent service.
• Coordinate with IRM partners to deliver integrated banking, planning and investment services.

Skills

Relationship management

Sales ability

Interpersonal skills

Communication

Education

Bachelor's degree in business/finance

Tools

Microsoft Office

Job description

Truist is seeking a Premier Banking relationship manager to serve mass affluent clients in a full-time capacity in Warrenton, VA. You will sell, deliver and service a broad range of fee income and retail banking products while tailoring solutions to client needs.

You will collaborate with financial advisors, maintain client portfolios, and drive growth by expanding services and new product adoption while ensuring compliance and strong client experiences.