Senior Premier Solutions Specialist

Truist; Atlanta (GA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Disability

401k

Vacation days

Sick days

Paid holidays

Pension plan

RSUs

Deferred compensation

Job summary

Truist is seeking an experienced sales-focused professional to engage with clients and prospects via phone, chat, and video, understanding needs and recommending appropriate financial solutions. The role emphasizes care, expertise, and delivering a distinctive client experience to teammates, retirees, and community heroes.

You will support the Virtual Solutions Delivery process, conduct consultative conversations, and collaborate with internal partners to address complex financial goals.

Qualifications

• High school diploma or equivalent required.
• 4 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building relationships.
• Excellent interpersonal and communication skills.
• Must be SAFE compliant within 30 days and pass NMLS checks.
• 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 recommend products.
• Handle routine client maintenance requests and basic sales functions.
• Refer complex needs to internal partners for integrated relationship management.
• Educate teammates on Truist offerings through events and presentations.
• Support inbound calls with exceptional client experience and scheduled outreach.
• Proactively contact targeted clients and set up appointments for reviews.
• Achieve revenue/profit growth goals through deposits, lending, and digital empowerment.

Skills

Client relationship

Interpersonal communication

Sales experience

MS Office

Multitasking

Education

High school diploma or equivalent

Associate’s degree or higher

Tools

Microsoft Office

Job description

Regular or Temporary:

Regular

Language Fluency: English (Required)

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

Please review the following job description: In accordance with Truist in-office expectations, this role will be in office 5 days/week.

Center is open Monday- Friday, 8am-6pm EST and Saturday 9-1 EST. Schedule will include a rotating Saturday shift.

This is an experienced individual revenue contributor focused on providing a distinctive client experience anchored in care, expertise, and financial solutions delivery to Truist Teammates, Retirees, and Community Heroes cohorts.

Essential Duties And Responsibilities

• 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.


• Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.


• 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).


• Supports the ongoing financial education of teammates (prospects and clients) on unique Truist offerings via new hire events and community heroes' presentations.


• Remains available according to workforce managed schedule to deliver an exceptional client experience for inbound calls.


• 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.


• Meets individual performance goals of revenue/profit growth matrix on a yearly 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


• 4 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

• Associate’s degree or higher


• Demonstrated ability to handle multiple priorities under time constraints.


• Excellent verbal and written communication skills


• Ability to respond in a professional manner with a high level of service quality.


• Experience with discussing, recommending, and selling various deposit, credit, and retirement products to consumer clients.


• Demonstrated ability in meeting or exceeding sales goals.


• 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.

• medical


• dental


• vision


• life insurance


• disability


• accidental death and dismemberment


• tax-preferred savings accounts


• a 401k plan to teammates


• 10 days of vacation (prorated based on date of hire and by full-time or part-time status)


• 10 sick days (also prorated)


• paid holidays


• defined benefit pension plan


• restricted stock units


• deferred compensation plan

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.

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