Premier Advisor or Premier Banker - Dunwoody, GA

Truist Financial Corporation; Dunwoody (GA); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial institution seeks a relationship manager to serve mass affluent clients. The role involves providing personalized financial solutions, managing client relationships, and achieving revenue goals. Candidates should have extensive financial services experience and relevant qualifications. The position offers comprehensive benefits and opportunities for professional growth.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k Plan

Paid Vacation

Paid Sick Days

Paid Holidays

Qualifications

• Minimum of six years of financial services experience.
• Active and maintained Securities Industry Essentials (SIE), FINRA Series 7, 66.

Responsibilities

• Serve as primary relationship manager for mass affluent clients.
• Meet revenue growth and retention goals by acquiring new clients.
• Participate in the ongoing development of the Premier Banking program.

Skills

Interpersonal Skills

Sales Skills

Relationship Management

Financial Planning

Presentation Skills

Education

Bachelor's Degree in Business

Master’s Degree in Business

Tools

Financial Planning Software

Microsoft Office

Job description

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Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

Serve as 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.

Leverage the Truist network to generate client acquisition and develop ability to network externally to acquire clients and provide comprehensive advice and solutions.

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 acquiring 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 (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 to ensure a high quality, compliant portfolio of client relationships.
8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures. Provide mentoring to less experienced bankers to establish a high level of professionalism, client service and responsiveness.

QUALIFICATIONS

Required Qualifications:

1. Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
2. Minimum of six years of financial services experience with a demonstrated ability to meet performance standards working with clients to deliver banking, investments, risk management and retail lending solutions, or 3 years’ experience as a financial client relationship manager.
3. Advanced knowledge of personal financial planning, advisory, insurance, investment management, and asset allocation concepts, plus understanding of retail credit and bank products for the mass affluent market.
4. Active and maintained Securities Industry Essentials (SIE), FINRA Series 7, 66 (or 63 and 65 in lieu of 66), and applicable Insurance licenses (Life, Health, Variable), or must obtain within 100-150 days of employment. Must be SAFE Mortgage Licensing Act compliant within 30 days, including registration transfer if applicable. Background check must be acceptable per NMLS standards.
5. Strong interpersonal, sales, and relationship management skills.
6. Proficiency in verbal, written, presentation skills, and basic computer applications such as Microsoft Office.
7. Previous experience with financial planning software; ability to deliver advisor-led financial planning covering banking, planning, risk, investments, and estate for mass affluent clients.

Preferred Qualifications:

1. Master’s degree in business, accounting, finance, or banking.
2. Retail Banking experience.
3. Professional certifications such as CFP, CFA, AAMS, CTFA, CLU, CRPC, or ChFC.
4. Completion or enrollment in leadership or banking development programs like Truist Leadership Development or Banking School.

Benefits

Eligible employees working 20+ hours/week are eligible for benefits including medical, dental, vision, life insurance, disability, savings accounts, and a 401k plan. First-year vacation includes at least 10 days, plus 10 sick days and paid holidays. Additional benefits vary by position and division. For details, visit our Benefits site.

Truist is an Equal Opportunity Employer and a Drug-Free Workplace.

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