Premier Banker / Advisor - Northlake / Toco Hills

Truist Financial Corporation Job Posting

Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions.

Essential functions for this job include :

• Serve as the primary relationship manager for a portfolio of mass affluent clients.
• Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis.
• Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients.
• Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients.
• Establish and maintain excellent working relationships with various Truist teammate product and service specialists.
• Establish and maintain mutually beneficial business relationships with external centers of influence.
• Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.
• Participate in the ongoing implementation and development of the Premier Banking program.

Required qualifications include :

Preferred qualifications include :

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.

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.