Premier Solutions Delivery Specialist

Truist Wealth; Oak Ridge (FL); Remote; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Paid holidays

Job summary

Truist Wealth in the United States delivers financial guidance through virtual consultations, helping clients and prospects navigate banking and wealth solutions from a remote setting. The role emphasizes care, expertise, and a distinctive client experience in a virtual environment.

The position focuses on meeting client needs through virtual meetings, coordinating with internal partners, and driving deposits and lending opportunities while maintaining compliance and high service standards.

Qualifications

• High school diploma or equivalent.
• 2 years of client sales and service experience.
• Experience with sourcing and prospecting for new clients and client relationship building.
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• Proficiency in basic computer applications, such as Microsoft Office.
• Must be SAFE compliant within 30 days of employment, including NMLS background check.
• Ability to multi-task under time constraints.
• Ability to work weekends and/or extended hours.

Responsibilities

• Meet with prospects and clients virtually to assess needs and make product recommendations.
• Support the Virtual Solutions Delivery Team sales process with consultative conversations.
• Proactively contact targeted clients to set up appointments for comprehensive reviews.
• Remain available per schedule to deliver an exceptional virtual client experience.
• Manage and resolve complex servicing issues by leveraging internal resources.
• Meet quarterly revenue/profit goals through deposits, lending, and onboarding outreach.
• Participate in the Virtual Solutions Delivery CARES routines.
• Attend sales, service, and product training to enhance knowledge and skills.
• Adhere to schedule, controls, procedures, and risk-management policies.

Skills

Interpersonal communication

Sourcing and prospecting

Client relationship building

Microsoft Office

Multi-tasking

Weekend availability

Compliance awareness

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

This is an experienced individual contributor focused on providing a distinctive client experience anchored in care, expertise, and financial solutions delivery to clients and prospects in a virtual environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 1. Meet with prospects and clients virtually (phone, chat/messaging, or video) to assess client needs, review their financial management practices and solutions, conduct a caring conversation, and make recommendations for products and services that align with client needs.
• 2. Supports the Virtual Solutions Delivery Team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal partners (also known as integrated relationship management).
• 3. Contacts targeted clients proactively through outbound client outreach efforts, sharing with clients the impact Truist can have on their financial well-being and setting up appointments for deeper caring conversations and a complete financial review.
• 4. Remains available according to workforce managed schedule to deliver an exceptional client experience for inbound calls.
• 5. Manages/solves complex servicing issues for clients by maintaining a strong understanding of resources within Truist and referring client to those resources.
• 6. Meets individual performance goals of revenue/profit growth matrix on a quarterly basis to include delivering on deposit and lending solutions, assisting with client digital empowerment, and supporting client onboarding outreach efforts.
• 7. Participates fully in all components of the established Virtual Solutions Delivery C.A.R.E.S Routines.
• 8. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
• 9. Adheres to preset schedule, internal controls, operational procedures, and risk management policies by staying informed of all changes in policies and procedures to ensure compliance with current guidelines.

QUALIFICATIONS

Required Qualifications

• 1. High school diploma or equivalent education
• 2. 2 years of client sales and service experience
• 3. Experience with sourcing and prospecting for new clients and client relationship building.
• 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office
• 6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements.
• 7. Ability to multi-task under time constraints
• 8. Ability to work weekends and/or extended hours.

Preferred Qualifications

• 1. Bilingual - Spanish
• 2. Excellent verbal and written communication skills
• 3. Experience with discussing, recommending, and selling various deposit, credit, and retirement products to consumer clients.
• 4. General understanding of bank operations, policies, and procedures

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.
• For more details on Truist’s generous benefit plans, please visit our Benefits site.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
• As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate 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.

Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work.

About Truist

Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.