Premier Advisor Salem, VA

Overview

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Regular or Temporary: Regular

Language Fluency: English (Required)

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

Please review the following job description:

Serve as the primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. In a de novo circumstance, a limited established portfolio of clients upon job entry serves to establish a new managed 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.

Summary of essential functions (Other duties may be performed; major and minor changes may occur):

• 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.
• Deliver a level of personalized, attentive service that clients deem outstanding.
• Periodically update understanding of client financial needs and conditions based on sound profiling and personal financial planning analysis.
• Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.
• Stay abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients.
• Serve as a personal financial planning/advisory resource for clients, their attorneys, and CPAs.
• Drive revenue growth, profitability and retention by developing new clients, expanding services, and marketing new products to existing clients.
• Participate in the sales management process, including the delivery of excellent client service behaviors, support of Truist segmentation models, use of the automated sales process, and support of referral processes and guidelines.
• Monitor, maintain and update the sales activity pipeline and other pertinent information using the bank's contact management system.
• Maintain excellent working relationships with Integrated Relationship Management (IRM) partners who support client service and development efforts (e.g., banking, mortgage planning, investments, and insurance services). Ensure an integrated and seamless approach to developing, servicing, and enhancing the client portfolio. Serve as an advocate for clients with IRM partners.
• Maintain mutually beneficial business relationships with external centers of influence to enhance business development efforts.
• Operate within the existing audit, compliance and regulatory framework to ensure a high-quality, compliant portfolio of client relationships.
• Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services, and operating policies and procedures.

The following are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.