Truist Brokerage Registered Client Service Associate - Charleston WV 

United States, West Virginia, Charleston 

902294526

Regular or Temporary:

English (Required)

1st shift (United States of America)

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 for maximizing total product revenue and growth for clients within portfolio and sector and increase quality of revenue based on opportunity.
2. Responsible for loan generation and growing exposure year-over-year for portfolio and clients in sector
3. Prominent in the vertical as the recognized expert in corporate banking services respective sector.

4. Responsible for leading the corporate banking initiatives and efforts for the sector / industry alignment which includes reviewing and supporting relationships, transactions and relative returns, attending prospect meetings and working with both internal and external referral sources.
5. Directs the activities for a specific corporate banking sector coverage, product, market, etc. within a business unit.
6. May participate in strategic decision-making outside their specific area.
7. Influences and is accountable for business matters of significance through partnership across multiple LOBs within The Company.
8. Attract, retain and develop talent of a mid to large size team, with focus on diversity.
9. Responsible for ensuring there is a reasonably attainable strategy for delivering appropriate return on return on equity.
10. Additional responsibilities on internal client management duties as specified by manager and team.

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. BA/BS degree
2. Licenses: Series 79, 63 and 24 for managers only
3. 16-18 years of related work experience
4. Experience in leading the execution of an extensive variety of client transactions covering the full advisory and capital raising spectrum
5. Advanced knowledge of industry, market, and products
6. Proven ability to develop, nurture and monetize “trusted advisor” client relationships with senior executives
7. Advanced analytical and technical skills combined with a problem solving attitude
8. Excellent interpersonal style, good listening skills and the ability to communicate complex ideas clearly and concisely
9. Strong partnering and leadership skills in a complex, matrixed environment

1. MBA degree, with a Finance focus
2. 18-20 years of related work experience
3. 10-12 years of management experience

The annual salary for this position is 300,000.00

Section 19 of the Federal Deposit Insurance Act (FDIA) requires federally insured banks to conduct a “reasonable” inquiry into a job candidate’s criminal history and prohibits people from working for or participating in the activities of FDIC-insured institutions if the individual has a criminal history involving dishonesty, breach of trust or money laundering within certain time periods. More information on the FDIC Section 19 Rule prohibition can be found at the FDIC website. Additional restrictions that may limit employment at Truist include the Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act, Regulation Z of the Truth in Lending Act, Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, FINRA Rule 3110(e), and the Investment Advisors Act of 1940.