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Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in delivering Wealth Banking and Credit solutions while building strong relationships with Financial Advisors and clients. Proven ability to lead training initiatives and navigate complex financial environments to enhance client experiences.
Highest-signal resume keywords
Wealth Banking SolutionsFinancial Advisory ResourceFINRA Licenses 7 And 63Life And Health Insurance LicenseDirect Sales Experience In Financial Services
About the role
Key responsibilities & impact- Deepen client relationships around banking, credit, and insurance with Wealth segment clients
- Act as the point of contact for Private Client Group Financial Advisors within assigned Truist regions
- Coordinate with PCG Financial Advisors to deliver Truist Wealth banking solutions for clients with over $1MM in investments at Truist
- Identify and fulfill banking and credit solutions where the Financial Advisor acts as Primary Relationship Advisor
- Build and maintain partnerships with Financial Advisors, Insurance Specialists, Wealth Lending Officers, Small Business Specialists, Mortgage Loan Officers, and other internal partners
- Work with PCG Financial Advisors to deliver Wealth Banking and Credit solutions
- Develop and deliver primarily video-based and in-person presentations and training
- Use the Trusted Wealth Relationship and Advisory Process (Wrap) to contact existing clients and recommend appropriate financial solutions
- Help Financial Advisors and clients set goals, develop customized solutions, establish implementation timelines, and ensure follow-up
- Coordinate information gathering, financial profiling, and implementation of recommendations with internal and external partners
- Monitor and update sales activity, pipeline, and related information in the bank’s CRM system
- Proactively call within the assigned Truist region with IRM partners
- Educate clients and Financial Advisors on Wealth credit and banking solutions
- Ensure credit and banking solutions are delivered and serviced with a perfect client experience
- Build relationships with Complex and Team Directors and PCG Financial Advisors
- Develop and execute training for Financial Advisors on value and referral processes
- Create ongoing two-way feedback loops with Complex Directors and PCG Financial Advisors
- Operate within audit, compliance, and regulatory requirements
Requirements
What you’ll need- English language fluency required
- Results-oriented with a proven track record of motivating and influencing others
- Proven consultative communication and relationship-building skills
- Highly motivated, self-starting, dedicated, enthusiastic, driven, and performance-oriented
- Excellent verbal, written, and phone communication skills
- Demonstrated leadership ability
- Ability to handle ambiguity and adapt promptly to changing environments
- Ability to demonstrate value to the broader team and diplomatically handle conflict
- Demonstrated ability to foster effective revenue-generating IRM partnerships
- Team player and collaborator able to build productive internal and external relationships
- Knowledge of changing economic, legal, financial planning, investment, market, and business trends impacting High Net Worth clients
- Ability to serve as a personal financial advisory resource for clients, attorneys, and CPAs
- 4-year degree
- 10–15 years of demonstrated leadership ability
- 8–10 years of direct sales experience in Financial Services, or 10–15 years of sales experience in a related industry
- FINRA licenses 7 and 63
- Life and health insurance license
- Ability to partner well internally
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation during the first year of employment, prorated
- 10 sick days, prorated
- Paid holidays
- Defined benefit pension plan, depending on position and division
- Restricted stock units, depending on position and division
- Deferred compensation plan, depending on position and division
- Reasonable accommodations for individuals with disabilities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ProfilingSales Activity MonitoringClient Relationship ManagementCustomized Solution DevelopmentPresentation Skills
Soft Skills
Consultative CommunicationRelationship-BuildingMotivating And Influencing OthersAdaptabilityTeam Collaboration
Tools & Technologies
CRM System
Certifications & Qualifications
FINRA Licenses 7 And 63Life And Health Insurance License
Industry Keywords
Wealth Segment ClientsHigh Net Worth ClientsEconomic TrendsFinancial PlanningRegulatory Requirements