Premier Banker

Job Description

Premier Advisor – North Tampa | Truist Financial Corporation

The Tone:
This is a full-time role at Truist Financial Corporation, located in Tampa, Florida. Truist provides a comprehensive range of financial products and services, aiming to meet the diverse needs of its clients. This role is crucial for serving as the primary relationship manager for a portfolio of financially complex mass affluent clients, ensuring an integrated delivery of banking, mortgage, planning, investment, and insurance solutions. It requires a commitment to outstanding personalized service and strategic client acquisition and retention.

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

• Mission: Serve as the primary relationship manager for a portfolio of financially complex mass affluent clients within the Truist footprint, delivering integrated financial solutions.
• Tech Stack: Microsoft Office software products, bank’s contact management system, automated sales process

What You’ll Actually Do
• Manage: Serve as the primary relationship manager for a portfolio of mass affluent clients, selling and providing ongoing service for a broad range of fee income and retail banking products.
• Advise: Establish and periodically update client financial needs based on sound profiling and personal financial planning analysis, proactively working with financial advisors on investment accounts.
• Inform: Keep abreast of changing economic, legal, financial planning, investment trends, and market issues to serve as a personal financial planning resource for clients and their external advisors.
• Grow: Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, and marketing new products to existing clients.
• Collaborate: Establish and maintain excellent working relationships with Truist teammate product and service specialists and external centers of influence to ensure integrated client service and business development.

The Must-Haves
• Background: Bachelor’s degree with a concentration in business, accounting, finance, 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 of experience in a financial client relationship manager role.
• Skills: Active Securities Industry Essentials (SIE), FINRA Series 7, 66 (or 63 and 65), and applicable Insurance licenses (Life, Health, and Variable), or ability to obtain within 100-150 days of job entry, with active FINRA licenses transferred within 60 days. Must also be SAFE Mortgage Licensing Act compliant within 30 days. Strong interpersonal, sales, relationship management, written, verbal, presentation skills, and 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®, ChFC®); or completion of a Leadership Development Program or Banking School.