Premier Banking Relationship Manager - Mass Affluent

About the Role

Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. Leverage objective financial planning and advisory concepts to develop and deepen relationships and deliver a broad range of retail solutions including banking, mortgage, planning, investments and insurance services. What You'll Do

• Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients.

• Establish and periodically update understanding of client financial needs and conditions based on profiling and planning analysis; proactively work with the financial advisor on assigned investment accounts for adherence to objectives.

• Stay informed on economic, legal, financial planning, investment trends and market issues; serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs.

• Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products; participate in sales management processes; monitor sales activity and pipeline using the bank's CRM.

• Establish and maintain relationships with internal IRM partners (banking, mortgage, planning, investments, insurance) to ensure an integrated approach and advocate for clients.

• Build mutually beneficial relationships with external centers of influence to enhance business development.

• Work within audit, compliance and regulatory framework to ensure a high-quality, compliant portfolio.

• Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures. What We're Looking For

• Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.

• Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending, or one year in a financial client relationship manager role.

• Advanced knowledge of personal financial planning/advisory/insurance/investment management concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.

• SIE, FINRA Series 7, 66 (63/65 in lieu of 66) and applicable insurance licenses (Life, Health, and Variable) must be active and maintained, or obtained within 100-150 days; active FINRA licenses must be transferred within 60 days; SAFE Mortgage Licensing Act compliant within 30 days with background check.

• Strong interpersonal, sales and relationship management skills.

• Strong written, verbal and presentation skills; proficiency in basic computer applications such as Microsoft Office. Nice to Have

• Master’s degree in business, accounting, finance, or banking.

• Mass Affluent Banking experience.