Senior Mass Affluent Relationship Manager

Truist; Palm Harbor (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

General benefits described by Truist

Job summary

Truist is seeking a senior relationship manager to oversee a portfolio of mass affluent clients. You will deliver a broad range of banking, mortgage, planning, investments and insurance solutions, leveraging the Truist referral network to grow relationships.

You will work within the Premier Banking framework, maintaining compliant client portfolios, developing new business, and collaborating with Integrated Relationship Management partners to provide integrated advice.

Qualifications

• Bachelor's degree in business, accounting, finance, banking or related field.
• Minimum of five years financial services experience with banking/investments/retail lending.
• Active FINRA licenses (SIE, Series 7, 66) or equivalent, or must obtain within 100-150 days.
• Strong interpersonal, sales and relationship management skills.
• Proficiency in basic computer applications.

Responsibilities

• Serve as primary relationship manager for mass affluent clients.
• Provide integrated retail solutions including banking, mortgage, investments, and insurance.
• Collaborate with Integrated Relationship Management partners to service clients.
• Grow revenue by acquiring new clients and expanding services.
• Maintain compliant portfolio within audit/regulatory framework.

Skills

Relationship management

Sales skills

Financial planning concepts

Interpersonal skills

Microsoft Office

Education

Bachelor's degree in business, accounting, finance, or banking

Tools

Microsoft Office

Job description

Truist is seeking a senior relationship manager to oversee a portfolio of mass affluent clients. You will deliver a broad range of banking, mortgage, planning, investments and insurance solutions, leveraging the Truist referral network to grow relationships.

You will work within the Premier Banking framework, maintaining compliant client portfolios, developing new business, and collaborating with Integrated Relationship Management partners to provide integrated advice.