Premier Banker - Brooksville, FL

Truist Financial • Brooksville, FL

410d

About The Position

The Premier Banker serves as the primary relationship manager for a portfolio of mass affluent clients, providing personalized financial planning and advisory services. This role focuses on developing and deepening client relationships through a comprehensive delivery of banking, mortgage, investment, and insurance solutions, while also leveraging the Truist referral network for client acquisition.

Requirements

• Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
• Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending.
• Advanced knowledge of personal financial planning/advisory/insurance and investment management/asset allocation concepts.
• A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses must be active and maintained.
• Strong interpersonal, sales and relationship management skills.
• Strong written, verbal and presentation skills including proficiency in Microsoft Office software products.

Nice To Haves

• Master's degree in business, accounting, finance, or banking.
• Mass Affluent Banking experience.
• Completion or enrollment in professional level certification programs such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).
• Completion of Leadership Development Program or Banking School.

Responsibilities

• 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 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.
• 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 to support client service and development efforts.
• Establish and maintain mutually beneficial business relationships with external centers of influence to enhance business development efforts.
• Work within 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.

Benefits

• Medical, dental, and vision insurance.
• Life insurance and disability coverage.
• Accidental death and dismemberment insurance.
• Tax-preferred savings accounts.
• 401k plan with company contributions.
• Vacation and sick days, prorated based on hire date.
• Paid holidays.
• Potential eligibility for defined benefit pension plan, restricted stock units, and/or deferred compensation plan.

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree