Financial Consultant Truist Investment Services Tampa Fl jobs at Truist in United States, Tampa

Regular or Temporary:

English (Required)

ESSENTIAL DUTIES AND RESPONSIBILITIES

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. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.

2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.

3. Assist clients with trades, requests for information, research, account problems, etc.

4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.

5. Participate in the preparation for and delivery of client presentations and engagements.

6. Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.

7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

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 in Business, Accounting, Finance or Banking, or equivalent education and related experience.

2. 4 years professional experience, including 1 year of experience in the securities industry.

3. FINRA Series 7 and 66.

4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.

5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.

6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications:

1. Willingness to pursue additional credentials in the wealth and investment fields.

Regular or Temporary:

English (Required)

Required Qualifications:

Bachelor's degree, or equivalent education and related training More than eight (8) years of experience with proven results in establishing new business relationships and retaining/growing existing business relationships Strong command of credit and finance Excellent verbal and written communication skills Excellent negotiation skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Regular or Temporary:

English (Required)

Regular or Temporary:

English (Required)

ESSENTIAL DUTIES AND RESPONSIBILITIES
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. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
6. Advises on consumer lending options and takes loan applications.
7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.
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. High school diploma or equivalent education
2. 2 years of client sales and service experience
3. Experience with sourcing and prospecting for new clients and client relationship building
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office
6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements
7. Ability to multi-task under time constraints
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:
1. Associate’s degree or higher
2. Demonstrated ability to handle multiple priorities under time constraints
3. Excellent verbal and written communication skills
4. Ability to respond in a professional manner with a high level of service quality
5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
6. Demonstrated ability in meeting or exceeding sales goals
7. General understanding of bank operations, policies and procedures

Regular or Temporary:

English (Required)

Regular or Temporary:

English (Required)

ESSENTIAL DUTIES AND RESPONSIBILITIES
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. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.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. High school diploma or equivalent education
2. Two years of teller or cash handling or client service experience
3. Six months of client relationship building or sales experience
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6. Ability to multi-task under time constraints
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be includedPreferred Qualifications:

1. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
4. General understanding of bank operations, policies and procedures

Regular or Temporary:

English (Required)

Essential Duties and Responsibilities

ESSENTIAL DUTIES AND RESPONSIBILITIES
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 primary sales leader and coach for a team of 5 or more Commercial Bankers across the largest multiple markets (market size is comparable to statewide responsibilities or a large portion of the state) to ensure the Commercial Community Bank strategy is being actualized through the effective execution of sales practices and processes, adherence to the Truist risk culture and revenue goal attainment (loans, deposits, FBR). NOTE: Some of these markets may be growth markets which will require a different go-to-market strategy for identifying clients and communicating the Truist brand for client acquisition and higher business revenue and client acquisition goals.
2. Partners with the Commercial Bankers to vet client prospects through a proactive client planning approach and coaches the Bankers to develop and execute a focused marketing plan based on the client’s short/long term needs.
3. Sets clear expectations for performance and coaches Commercial Bankers to integrate key partners across the Truist organization into the client conversations to better understand needs and provide holistic solutions.
4. Leverages multiple resources and tools (e.g. Financial Insights) to enable the Commercial Bankers to bring a differentiated experience to the client through a strategic advisory approach in order to obtain insights into the short/long term client needs; this requires a deep understanding of what strategic advisory represents and the ability to coach these Bankers to build their skills and demonstrate competence with this level of client inquiry and interaction.
5. Leads sales meetings and holds 1:1 discussions with Commercial Bankers to reinforce expectations, obtain feedback and review the sales activity and results of the team and the Bankers; holds team accountable for leveraging variety of sales resources and tools and sales approaches (e.g. joint calling) to grow revenue in their current client portfolios and gain new business revenue through new client relationships.
6. Responsible for ensuring adequate data integrity and risk management controls are adhered to and are in alignment of the Bank’s policies and program requirements; coaches and leads the Commercial Bankers to manage the overall profitability, quality, liquidity, and growth of their assigned commercial loan portfolios by ensuring the servicing of all client credit relationships (to include: credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships).
7. Responsible for hiring and developing talent and providing coaching and feedback that enables the team to achieve their goals and expectations and demonstrate the capabilities that are needed to carry out the Commercial Community Bank’s strategy.
8. Responsible for the management of multiple Cost Centers within the markets served; this requires annual budgetary planning and plan adherence throughout the year.
9. Responsible for the selection, coordination, and leadership of the Community Advisory Board and activities; required to act as the senior-level Truist representative in the markets served for civic, government, professional, business, and community affairs; provides insights to Regional President on market and community needs where the Truist Foundation can be leveraged to meet the needs.

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 or equivalent education in business, finance or related field
2. Minimum of 10 years of lending and/or commercial underwriting experience
3. Minimum of 5 years of management/supervisory experience with emphasis on Bankers/Relationship Managers or Portfolio Managers
4. Strong understanding of commercial credit including underwriting, loan structuring, and pricing for the most complex deals
5. Demonstrated ability to be strategic minded and engage in dialogue with C-suite clients to ascertain short/long term needs and identify solutions to meet needs; and, the ability to coach and teach others the same
6. Strong verbal and written communications skills; interacts frequently with C-suite clients and leads Community Advisory Board meetings
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

1. Master’s degree or MBA
2. Prior management/supervisory experience leading a team of Commercial or Middle Market Bankers