Premier Advisor - Lakeland, FL (Hiring Immediately)
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Job Title Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. 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. Responsibilities 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. 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 ...