Atlanta, Georgia, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Relationship Management, Financial Planning, Investment Management, Asset Allocation, Retail Banking
Ellijay, Georgia, United States · On-site
Overall Job Summary The Team Member is responsible for interacting with customers and team members, supporting selling initiatives and performing assigned tasks, while delivering a Legendary Customer Experience. Do you l…
Skills: Customer Service, Cash Handling, Merchandising, Inventory Recovery, Forklift Operation
Hart County, Georgia, United States · On-site
Overall Job Summary The Team Member is responsible for interacting with customers and team members, supporting selling initiatives and performing assigned tasks, while delivering a Legendary Customer Experience. Do you l…
Skills: Customer Service, Cash Handling, Merchandising, Inventory Recovery, Forklift Operation
Eastman, Georgia, United States · On-site
Overall Job Summary The Team Member is responsible for interacting with customers and team members, supporting selling initiatives and performing assigned tasks, while delivering a Legendary Customer Experience. Do you l…
Skills: Customer Service, Cash Handling, Merchandising, Inventory Recovery, Forklift Operation
Coweta County, Georgia, United States · On-site
Overall Job Summary The Team Member is responsible for interacting with customers and team members, supporting selling initiatives and performing assigned tasks, while delivering a Legendary Customer Experience. Do you l…
Skills: Customer Service, Cash Handling, Merchandising, Inventory Recovery, Forklift Operation
Macon, Georgia, United States · On-site
Overall Job Summary The Team Member is responsible for interacting with customers and team members, supporting selling initiatives and performing assigned tasks, while delivering a Legendary Customer Experience. Do you l…
Skills: Customer Service, Cash Handling, Merchandising, Inventory Recovery, Forklift Operation
St. Simons, Georgia, United States · On-site
$16/hr–$25/hr
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Prescription Fulfillment, Customer Service, Inventory Management, Patient Care, Medical Communication
Atlanta, Georgia, United States · On-site
$15/hr–$19/hr
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Customer Service, Cash Handling, Inventory Management, Retail Sales, Communication
Dublin, Georgia, United States · On-site
$16/hr–$24/hr
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Prescription Fulfillment, Customer Service, Inventory Management, Patient Care, Medical Communication
Murray County, Georgia, United States · On-site
Overall Job Summary The Team Member is responsible for interacting with customers and team members, supporting selling initiatives and performing assigned tasks, while delivering a Legendary Customer Experience. Do you l…
Skills: Customer Service, Cash Handling, Merchandising, Inventory Recovery, Forklift Operation
Augusta, Georgia, United States · On-site
$13/hr–$13/hr
HomeGoods At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development…
Skills: Customer Service, Communication, Organization, Multi-tasking, Attention To Detail
Athens, Georgia, United States · On-site
Overall Job Summary The Team Member is responsible for interacting with customers and team members, supporting selling initiatives and performing assigned tasks, while delivering a Legendary Customer Experience. Do you l…
Skills: Customer Service, Cash Handling, Merchandising, Inventory Recovery, Forklift Operation
Columbus, Georgia, United States · On-site
Overall Job Summary The Team Member is responsible for interacting with customers and team members, supporting selling initiatives and performing assigned tasks, while delivering a Legendary Customer Experience. Do you l…
Skills: Customer Service, Cash Handling, Merchandising, Inventory Recovery, Forklift Operation
Habersham County, Georgia, United States · On-site
Overall Job Summary The Team Member is responsible for interacting with customers and team members, supporting selling initiatives and performing assigned tasks, while delivering a Legendary Customer Experience. Do you l…
Skills: Customer Service, Cash Handling, Merchandising, Inventory Recovery, Forklift Operation
Henry County, Georgia, United States · On-site
Overall Job Summary The Team Member is responsible for interacting with customers and team members, supporting selling initiatives and performing assigned tasks, while delivering a Legendary Customer Experience. Do you l…
Skills: Customer Service, Cash Handling, Merchandising, Inventory Recovery, Forklift Operation
Perry, Georgia, United States · On-site
Overall Job Summary The Team Member is responsible for interacting with customers and team members, supporting selling initiatives and performing assigned tasks, while delivering a Legendary Customer Experience. Do you l…
Skills: Customer Service, Cash Handling, Merchandising, Inventory Recovery, Forklift Operation
Hall County, Georgia, United States · On-site
Overall Job Summary The Team Member is responsible for interacting with customers and team members, supporting selling initiatives and performing assigned tasks, while delivering a Legendary Customer Experience. Do you l…
Skills: Customer Service, Cash Handling, Merchandising, Inventory Recovery, Forklift Operation
Buford, Georgia, United States · On-site
Job DetailsLevel: EntryJob Location: Buford - Buford, GA 30518Position Type: Full TimeTravel Percentage: NoneJob Category: SalesThe Retail Sales Representative is an energetic individual who is looking to start a great c…
Skills: Retail Sales, Customer Service, Flooring Product Knowledge, RFMS Software, Interpersonal Communication
Atlanta, Georgia, United States · On-site
Job ID: 15395 Alternate Locations: Newell Brands is a leading consumer products company with a portfolio of iconic brands like Graco®, Coleman®, Oster®, Rubbermaid®, Sharpie® and Yankee Candle® - and 24,000 talented team…
Skills: Brand Management, Innovation Leadership, Omnichannel Growth, P&L Management, Global Brand Strategy
Woodstock, Georgia, United States · On-site
$14/hr–$19/hr
At The North Face we dare to lead the world forward through Exploration. We were born to Explore, Disrupt and to Lead. We were born to Love Wild Places and to Spark Curiosity. We believe that exploration is a mindset - b…
Skills: Customer Engagement, Sales, Visual Merchandising, Cashiering, Loss Prevention
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Serve as the primary relationship manager for a portfolio of mass affluent clients, providing integrated financial solutions including banking, investments, and insurance. Drive revenue growth and client retention through proactive financial planning and collaboration with internal product specialists.
Requires a bachelor's degree in a financial field and at least five years of financial services experience. Candidates must obtain or hold SIE, FINRA Series 7, 66, and applicable insurance and mortgage licenses.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. 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. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding.
2. Establish and periodically update understanding of client financial needs and conditions based upon 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.
3. Keep 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 Certified Public Accountants (CPAs).
4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system.
5. Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to 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 the IRM partners.
6. Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts.
7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.
8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
2. Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending. (experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) or one years’ experience in a financial client relationship manager role.
3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
4. A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
5. Strong interpersonal, sales and relationship management skills.
6. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.
Preferred Qualifications:
1. Master’s degree in business, accounting, finance, or banking.
2. Mass Affluent Banking experience.
3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.
(CFA), Accredited Asset Management Specialist AAMS® , Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®.
4. Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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. Truist is a Drug Free Workplace.
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
Offices: Charlotte, North Carolina 28202, US
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