דרושים ב-Truist ב-United States, Greenville

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)

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.

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 Accounting, Finance, Mathematics, or Economics, or equivalent education and related training or experienceFive or more years of Experience in a related field.Advanced understanding of Arithmetic and Accounting concepts (concepts, not rules).Ability to work in changing and high volume environment.Professional Oral and Written Communication Skills.Advanced Level Computer Skills, such as Microsoft Office, web conferencing, and other software products.Demonstrated ability to listen, ask questions, and comprehend new or complex matters.Self-starter with ability to manage time wisely and work on multiple projects at a time.Conflict resolution skills.Root cause analysis to identify causes of problems and provide potential solutions.

Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

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 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 and related training or experience.
2. Two years of financial services and consumer/small business expertise or equivalent experience and/or performance
3. One year of previous branch leadership or management experience
4. Strong interpersonal, sales relationship and prioritization skills.
5. Strong written and verbal skills.
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.
7. Ability to inspire, lead and coach others.

1. Bachelor’s degree with a concentration in Business, Accounting, Finance or Banking
2. Graduate of Internal Leadership Development Programs

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.

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.

High school diploma or equivalent educationStrong analytical and organizational skills with great attention to detailAbility to grasp concepts quickly Flexibility to adapt to frequently changing processes and procedures Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Understanding of Call Center telephony and technology

Preferred Qualifications:

Previous Mortgage Single Point of Contact Experience Two years of related experience Experience in mortgage, banking, financial risk, audit or compliance Knowledge of basic collection, mortgage servicing and default servicing concepts

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 (or 63 & 65) licenses. (Preference is for all licenses but will consider candidates that have at least 1 of the required licenses and can obtain the additional licenses during employment)

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. 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)

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.

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.

High School Level or Equivalent Work ExperienceBasic understanding of Arithmetic and Accounting concepts (concepts, not rules)Ability to work in changing and high volume environmentEffective Oral and Written Communication SkillsBasic Computer Skills, such as Microsoft Office, web conferencing, and other software productsDemonstrated ability to listen, ask questions, and comprehend new or complex matters

Up to 25 lbs.

Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.