דרושים Wealth Advisor Iii - Greenville Sc 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. 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. Conduct specific aspects of the model development life cycle. The model development life cycle includes data acquisition, assessing data integrity, model development, documentation, implementation assistance and assisting with closing assurance provider issue related to the model.

2. Evaluate, develop and maintain monitoring, performance reporting, and change-management processes. Work with stakeholders to ensure models fulfill the business objectives set for them.

3. Ensure assigned parts of model development projects and processes comply with Truist requirements for model risk management and other policy requirements.

4. Request or assist with mentoring and training to accelerate model development in areas of techniques, process and business knowledge.

5. Assist with user understanding and acceptance of models and associate analytics, including written and verbal presentations to model users, stakeholders, managers and oversight groups.

6. Address model questions from partners within the firm as needed, including assurance providers.

7. Assist with identifying, recruiting, and maintaining, quantitative talent.

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. Two or more years of relevant experience in best practices, or equivalent financial industry experience developing, documenting, implementing, or validating quantitative models using SAS or other applicable model development software/programming tools

2. Strong English communication skills, both written and verbal

3. Ability to distill complex mathematical concepts into actionable results

4. Strong work ethic; promote and conduct continued development of personal and associate knowledge base and technical skills

5. Organization skills: Ability to communicate and manage competing organizational priorities effectively

6. Problem solving skills: Strong problem solving skills

7. Education: Advanced degree or equivalent experience in Statistics, Econometrics, Operations Research, Actuarial Science, Applied Mathematics, or other applied quantitative science, or equivalent education and related training

Preferred Qualifications:

1. Master's degree/PhD

2. Relevant professional designation(s)

3. Some experience in risk management

4. Some knowledge/experience of best practices and current regulatory environment

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)

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)

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.

Ensure all required Reg X/ECOA/Investor/Insurer/Policy requirements and timeframes are met. Evaluate Borrower Request Packages and request additional information and/or documentation from the clients when required. May serve as liaison with vendor as point person for questions and guidance on loan files Review of borrower financial information including calculation of income and expenses to determine net surplus and debt-to-income ratios in accordance with Truist Loss Mitigation income policy. Evaluate Loss Mitigation Borrower Request Packages including requested additional information and/or documentation from the clients when required Underwrite files based on investor guidelines, rules and regulations Ensure all assigned cases are worked in accordance with regulatory, investor/insurer, and Truist Policy requirements and timelines. May assist team Lead with questions, training or project initiatives Complete accurate calculations of workout plan options and including the generation of the workout agreement. Generation and follow up of Modification Documents including preparing and tracking of recording with the county. Evaluate short sale purchase offers , valuations, and sales contracts as part of liquidation option review Communicate with clients regarding missing information, documents clarification, decisions, and follow up’s. Handle high priority, escalated, and complex cases as assigned Quality assurance function may include but not limited to case level review at different points of the timeline including complete package/missing information letter review, short sale final closing review, final modification document review, and pre-closing system review. May represent the department in different mediums including internal and external process review and process improvement initiatives. Leadership on projects, Procedure updates, and assists in coordinating and delivery of training. Ability to work from home, if required by manager or job function, in accordance with the organizational telecommuting requirements.

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 education and/or training required. Three to five years Loss Mitigation Experience Knowledge of basic collection, mortgage servicing, or default servicing concepts Strong analytical and organizational skills with great attention to detail Ability to grasp concepts quickly and make sound decisions Demonstrated leadership ability Proficient in Microsoft Office to include Word, Excel and Outlook Strong verbal and written communication skills Effective communication skills Ability to network and partner within the business

Preferred Qualifications:

Bachelor’s Degree Knowledge of basic collection, mortgage servicing, or default servicing concepts Supervisory/Management/Leadership experience a plus Complex Excel formulas and macro’s a plus Three years of experience in Loss Mitigation / originations processing / loan administration or call center environment. Leadership or team lead experience a plus. Experience with heavy outbound calling and working on a performance based metric system.

4 days in the office, 1 day remote.