Market President - Gainesville Ga jobs at Truist

Regular or Temporary:

English (Required)

Regular or Temporary:

English (Required)

Regular or Temporary:

English (Required)

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.2. Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
3. Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts
4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities
5. Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions
6. Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention
7. Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
8. Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue

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 an equivalent combination of education and related work experience.
2. 3 years of sales experience of financial or treasury products and/or services.

1. 5+ years of Treasury/Cash Management Analyst experience
2. Deep knowledge of Treasury Management Solutions
3. Certified Treasury Professional

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. Responsible and accountable for facilitating less-complex product training within assigned implementations by planning, coordinating, and executing single or multi-product training sessions in a high quality, timely and efficient manner.
2. Delivers interactive training sessions via different channels and mediums in accordance with performance standards.
3. Works under direct supervision to support smaller and / or less-complex issues, clients, accounts, projects, analyses, or internal relationships.
4. Accountable for the completion of assigned deliverables with little day-to-day management.
5. Proactively communicates with clients and business/operations partners to coordinate and drive training efforts on behalf of the client.
6. Maintains knowledge of less complex wholesale products and/or strong knowledge of one or more highly complex treasury products.
7. Communicates clearly and professionally with the client and business/operations partners in written and verbal communications.
8. Acts with urgency when responding to client training inquiries, meeting client needs, and providing industry-leading client service.
9. Understands and demonstrates flexibility/adaptability to meet client needs.
10. Adheres to the Risk & Regulatory Compliance framework; recognizing the risk role to be played in any given situation and the activities needed to proactively manage risk and regulatory compliance.

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, training and work-related experience.
2. One year or more in Wholesale, bank operations, or other related industry experience.
3. Diligent, flexible, and detail-oriented, with excellent organizational skills.
4. Strong verbal and written communication skills – including the ability to be proactive and adapt messaging based on the audience.
5. Possess strong presentation skills.
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications:

1. Bachelor’s Degree in a business related field or equivalent education and related training.
2. Three or more years in experience Treasury.
3. Training certification or equivalent facilitator experience.

Regular or Temporary:

English (Required)

Regular or Temporary:

English (Required)

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.

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 offinancial servicesexperience working with clients dealing with banking, investments, and/or retail lending.(experience may include Retail, Wealth, Advisory, and/or Retail Lending experience)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 6 or 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.