Premier Mass Affluent Advisor & Relationship Lead

Truist; Winston-Salem (NC); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation 10 days

Sick days 10

Paid holidays

Job summary

Truist in Winston-Salem, NC seeks a Premier Banker to manage a mass affluent client portfolio, delivering personalized service and a broad range of solutions across banking, mortgage, planning, investments and insurance.

You will collaborate with investment advisors and IRM partners, stay current on market trends, and drive revenue growth while ensuring exceptional client satisfaction.

Qualifications

• Bachelor’s degree with concentration in business, accounting, finance, banking or equivalent financial services experience.
• Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending or one year in a financial client relationship manager role.
• Advanced knowledge of personal financial planning/advisory/insurance and investment management/asset allocation concepts.
• A minimum of SIE, FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses must be active and maintained or obtained within 100-150 days; licenses must be transferred within 60 days.
• Strong interpersonal, sales and relationship management skills.
• Strong written, verbal and presentation skills including proficiency in Microsoft Office.

Responsibilities

• 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.
• Establish and periodically update understanding of client financial needs and conditions based on profiling and personal financial planning analysis; collaborate with the financial advisor on investments.
• Keep abreast of economic, legal, financial planning and market trends impacting mass affluent clients; serve as a planning resource for clients, attorneys and CPAs.
• Meet revenue growth, profitability and retention goals by developing new clients, expanding services and marketing products to existing clients; monitor sales activity and pipeline.
• Maintain relationships with IRM partners to support client service and development efforts and advocate for clients.
• Develop mutually beneficial relationships with external centers of influence to enhance business development.
• Work within audit, compliance and regulatory framework to ensure a high-quality, compliant portfolio.
• Participate in Premier Banking program implementation and development.

Skills

Interpersonal skills

Sales skills

Relationship management

Financial planning knowledge

Communication skills

Microsoft Office

Education

Bachelor’s degree in business/finance

SIE/FINRA Series 7/66 licenses

Insurance licenses (Life, Health, Variable)

Master’s degree (preferred)

CFP/CFA/AAMS/CTFA/CLU/CRPC/ChFC (preferred Certifications)

Leadership Development Program/Banking School (preferred)

Job description

Truist in Winston-Salem, NC seeks a Premier Banker to manage a mass affluent client portfolio, delivering personalized service and a broad range of solutions across banking, mortgage, planning, investments and insurance.

You will collaborate with investment advisors and IRM partners, stay current on market trends, and drive revenue growth while ensuring exceptional client satisfaction.