Business Development Officer Truist Investment Services Port Orange Fl jobs at Truist

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.

The investment team is a critical partner in new business development and acts as a primary source for investment communication. The IA assists the Investment Manager in acquiring prospective clients through comprehensive analysis of complex outside portfolios and presentation preparation.

• Propose, construct, and monitor client-specific, advice-driven investment strategies and solutions for individuals and families.

• Make proactive recommendations to Investment Managers and/or clients.

• Responsible, along with Investment Managers, for daily trading activities in discretionary, non-discretionary, and trust-based portfolios and is responsible for adhering to and documenting compliance with Truist, and relevant regulatory policies and procedures.

• Work with Investment Managers and compliance to monitor client portfolios relative to their investment policy statement and work with the team to identify and address variances.

• Actively assist in the client onboarding experience and develop the Investment Policy Statement in accordance with the client’s unique situation.

• Develop and advise on investment recommendations and help transition new clients into a collaborative and on-going portfolio management and client communication cycle.

• Prepare regular investment reviews for existing clients, recommend, establish, monitor, and adjust, as necessary, investment strategies and solutions designed to achieve the client’s goals.

• Attend meetings and participate in presentations to clients and interact with other Truist wealth teammates.

• Actively engaged in risk management.

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.

• Bachelor’s degree in Business or a related field, or equivalent education and related training. Series 65 licenses. Candidates will have 60 days from their Start Date to transfer, or 120 days from their Start Date to acquire all of the registrations and licenses required for this position.

• Demonstrated understanding of the fundamentals of finance and investment theory.

• Possesses presentation skills as well as oral and written communication skills.

• 2+ years of investment management / trading or related experience.

• Ability to work on complex projects with minimal supervision.

Preferred Qualifications:

• Chartered Financial Analyst (CFA) certification [or progress towards CFA]

• MBA [or progress towards MBA]

• Additional Professional Designations such as CFP®, CIMA, CAIA

Regular or Temporary:

English (Required)

Regular or Temporary:

English (Required)

ESSENTIAL DUTIES AND RESPONSIBILITIES

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.

4. Meet revenue growth, profitability and retention goals by acquiring 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.

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. Provide mentoring to less experienced bankers in support of establishing a high level of professionalism, client service and responsiveness.

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 six years of financial services experience with a demonstrated ability to meet minimum performance standards working with clients to deliver banking, investments, risk management and retail lending solutions. (Banking experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) OR, 3 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.

7. Previous experience using financial planning software; demonstrated ability to deliver advisor led financial planning that addresses the following key areas - banking, planning, risk, investments and estate – for mass affluent clients.

Preferred Qualifications:
1. Master’s degree in business, accounting, finance, or banking
2. Retail 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

Regular or Temporary:

English (Required)

:
(NYSE: TFC), one of the nation's largest banking organizations.Founded more than 100 years ago, we offer large-firm capabilities in a boutique culture and value our vibrant workplace that reflects the diversity of the many communities we serve. We pride ourselves on the career development of our teammates. You’ll work alongside senior-level management on real deals right from the start. We encourage and reward you to take an active role in helping our clients achieve their goals.

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As an integral member of the team, Associates play a meaningful role in new business development, due diligence, and transaction execution. Associates work with senior professionals to identify and evaluate opportunities and then meet with and present to prospective clients. Associates must demonstrate a mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions. Associates are also charged with drafting internal and external documents and marketing materials utilized in transactions. Associates often take a lead role in executing transactions and working with clients, attorneys, investors, interested parties and other senior professionals on a daily basis. As a result, strong organizational, communication and leadership skills are necessary to be effective in the position.

Candidates who receive a general Investment Banking Associate offer could be placed within Industrials & Services.

The starting salary for this position is $175,000

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Associates for these openings will be placed in New York.

:

• MBA from a leading program with a scheduled graduation ofDecember 2025 or May/June 2026
• Minimum of 3-4 years work experience required
• Ability to understand complex financial products and desire for significant transaction execution responsibility
• Proven analytical ability and attention to detail
• Solid leadership and interpersonal skills
• Superior written and oral communication skills
• Ability to work in a fast-paced, team-oriented environment

:

• Concentration in Finance
• Previous background in financial services and/or experience as an Analyst

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. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.

2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such as quotes and news, as well as trading and order features such as GTC expiration dates and settlement.

3. Process corporate actions where a license is warranted, such as tender offers, optional dividends and the exercise of warrants and rights.

4. Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perform maintenance of client records.

5. Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions.

6. Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential.

7. Provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment.

8. Ensure new business paperwork is accurately successfully submitted. This includes preparing forms to be presented to clients, obtaining appropriate signatures, submission and follow-up of new account documentation.

9. Mitigate risk through appropriate authentication standards. This includes the authentication of incoming and outgoing client calls. Required to perform authentication callbacks for high risk transactions, such as third party distributions, profile changes and wires.

10. Maintain a professional environment and create a positive impression.

11. Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks.

12. Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed, such as insufficient funds for periodic distributions and RMDs not met.

13. May assist with physical branch location needs, such as opening, closing, general requests for maintenance or service.

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 or equivalent experience and related training.

2. Experience in the securities industry and/or a sales assistant role.

3. Knowledge of securities markets and brokerage accounts.

4. Knowledge of the features and attributes of annuity products.

5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses.

6. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.

7. Effective time management skills.

8. Ability to communicate effectively and professionally with clients, managers and other teammates.

9. Ability to evaluate, assimilate and utilize detailed and complex written and verbal technical information.

10. Ability to work in a self-directed fashion.

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

Preferred Qualifications:

1. Three years of experience in the securities industry.

2. Previous sales and/or banking experience.

3. Bachelor's degree in business, accounting, finance, banking or equivalent education and related training.

4. Demonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls.

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