Premier Banking Relationship Manager - Mass Affluent
About this role
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.
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