Senior Premier Solutions Specialist

Truist; Charlotte (NC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid time off

Holidays

Job summary

Truist seeks an experienced client-focused professional to deliver distinctive client experiences through consultative conversations, financial reviews, and product recommendations across deposit, credit, and retirement offerings.

In-office role with a 5-days/week schedule, supporting teammates and communities with tailored financial solutions while maintaining compliance and customer care standards.

Qualifications

• High school diploma or equivalent required.
• 4 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building client relationships.
• Excellent interpersonal and communication skills.
• Proficiency in basic computer applications such as Microsoft Office.
• SAFE (Mortgage Licensing Act) compliant within 30 days, 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 recommend products/services.
• Handle routine client maintenance requests, problem resolution and advanced sales across deposit, credit, and other products.
• Support the Virtual Solutions Delivery Team with consultative conversations and referrals for complex needs.
• Educate teammates on Truist offerings through trainings and community presentations.
• Maintain availability per schedule to deliver exceptional client experiences for inbound calls.
• Proactively contact targeted clients and set up financial reviews.
• Aim to meet revenue/profit goals including deposits and lending solutions.
• Participate in all components of the Virtual Solutions Delivery CARES routines.
• Expand knowledge of sales techniques and product knowledge through trainings and meetings.
• Adhere to schedules, controls, procedures and risk management policies.

Skills

Client relationship building

Communication skills

Sales experience

Multi-tasking

Compliance knowledge

Microsoft Office proficiency

Education

High school diploma or equivalent

Associate degree or higher

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:

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. 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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