Premier Solutions Delivery Specialist

Truist; Orlando (FL); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k plan

Paid vacation and holidays

Job summary

Truist in Orlando seeks an experienced client-focused sales professional to deliver financial guidance and solutions through virtual channels. You will engage with prospects and existing clients, assess needs, and recommend suitable products and services in a caring, consultative manner.

The role emphasizes proactive outreach, cross-functional collaboration, and adherence to policies, while supporting revenue growth and client onboarding efforts.

Qualifications

• 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.
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment.

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 and referrals.
• Outreach to targeted clients and set up appointments for financial reviews.
• Maintain availability to deliver a strong client experience for inbound calls.
• Resolve complex servicing issues by leveraging available resources.

Skills

Client relationship building

Sales experience

Communication

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• 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.
• 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).
• 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.
• Remains available according to workforce managed schedule to deliver an exceptional client experience for inbound calls.
• Manages/solves complex servicing issues for clients by maintaining a strong understanding of resources within Truist and referring client to those resources.
• 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.
• Participates fully in all components of the established Virtual Solutions Delivery C.A.R.E.S Routines.
• 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.
• 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:

• High school diploma or equivalent education
• 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.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office
• 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.
• Ability to multi-task under time constraints
• Ability to work weekends and/or extended hours.

Preferred Qualifications:

• Bilingual - Spanish
• Excellent verbal and written communication skills
• Experience with discussing, recommending, and selling various deposit, credit, and retirement products to consumer clients.
• 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.

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