Premier Banker – Mass Affluent Banking

Job Description

Premier Advisor – Decatur, GA | Truist Financial Corporation

The Tone:
This is a regular full-time role at Truist Financial Corporation, located in Decatur, GA. Truist provides a broad range of financial products and services, including banking, mortgage, planning, investments, and insurance. This role is crucial for managing and deepening relationships with financially complex mass affluent clients, ensuring they receive comprehensive and integrated financial advice and solutions. The position requires a dedicated professional to deliver outstanding, personalized service and advice.

The TL;DR
• Role: Mid-Career
• Type: Regular, Full-time
• Location: In-person, Georgia

• Team: Collaborates with Truist Integrated Relationship Management (IRM) partners for specialized support.
• Mission: Serve as the primary relationship manager for mass affluent clients, providing comprehensive financial planning and integrated solutions.
• Tech Stack: Automated sales process, bank’s contact management system, Microsoft Office software products

What You’ll Actually Do
• Manage Client Relationships: Serve as the primary relationship manager for a portfolio of mass affluent clients, selling and servicing a broad range of fee income and retail banking products.
• Financial Planning Analysis: Establish and periodically update understanding of client financial needs and conditions through sound profiling and personal financial planning analysis.
• Market Expertise: Keep abreast of changing economic, legal, financial planning, and investment trends, serving as a personal financial planning resource for clients and their external advisors.
• Drive Growth: Meet revenue growth, profitability, and retention goals by developing new clients and expanding services to existing ones.
• Collaborate with Specialists: Establish and maintain excellent working relationships with various Truist product and service specialists to ensure an integrated and seamless approach to client service.

The Must-Haves
• Background: Bachelor’s degree with a concentration in business, accounting, finance, or banking, or equivalent financial services experience and related training.
• Experience: Minimum of five years of financial services experience working with clients in banking, investments, and/or retail lending, or one year in a financial client relationship manager role.
• Skills: Advanced knowledge of personal financial planning/advisory/insurance, investment management/asset allocation concepts, and retail credit/traditional retail bank products for the mass affluent market; active Securities Industry Essentials (SIE), FINRA Series 7, 66 (or 63 and 65), and applicable Insurance licenses (Life, Health, and Variable) required within 100-150 days of job entry, with active FINRA licenses transferred within 60 days; SAFE Mortgage Licensing Act compliant within 30 days of employment; strong interpersonal, sales, relationship management, written, verbal, and presentation skills; demonstrated proficiency in basic computer applications like Microsoft Office.
• Bonus: Master’s degree in business, accounting, finance, or banking; mass affluent banking experience; completion or enrollment in professional level certification programs (e.g., CFP, CFA, AAMS®, CTFA®, CLU®, CRPC®, or ChFC®); completion of a leadership development program or banking school.