Truist Wealth Support Specialist 

United States, Tennessee, Memphis 

249713923

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. Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to a virtual team
2. Work closely with a virtual team to ensure client and advisor requests are fulfilled in a timely manner
3. Identify at-risk relationships at risk and notifies the appropriate relationship manager
4. May serve as the local point of contact for the Wealth Region Support Leader and/or Wealth Division Support Leader.
5. Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and is an effective advocate for Wealth clients with other business units
6. Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions
7. Respond to client requests for information and assistance within appropriate level of authority
8. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials
9. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction
10. Continually render extraordinarily responsive and personal service to Wealth clientsQUALIFICATIONS
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. Undergraduate degree or 1+ years of banking experience
2. Excellent organizational skills with the ability to work on numerous tasks simultaneously
3. Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities
4. Basic understanding of banking & lending solutions
5. Excellent interpersonal and relationship management skills
6. Excellent oral and written communication skills
7. Exemplary customer service and professional etiquette skills
8. Ability to travel, occasionally overnight

Preferred Qualifications:
1. 3 years of previous banking or other financial institutional experience
2. Basic Fiduciary and Investment knowledge