Advisor

• Provide client support through voice and chat channels
• Respond to client requests and inquiries by phone, chat, and email
• Assist with product purchases, service and quality inquiries, order status, product information, account inquiries, programs, promotions, and technical issues
• Transition between communication channels as needed
• Demonstrate high standards for quality service
• Maintain current product and procedural knowledge and assess industry trends
• Work with quality and training teams to manage performance expectations
• Communicate with Team Lead, Quality Advocate, Trainer, and manager for support and development
• Maintain professionalism, courtesy, and business acumen in all client contacts
• Accurately maintain the proprietary call center database by documenting client interactions
• Adhere to schedules, deadlines, KPIs, and quality goals
• Provide proactive and professional customer communication

Beauty Advisor – Seasonal

• Manage a high-profile, complex book of business generating substantial revenue
• Manage the renewal process
• Provide insurance advice on technical aspects and service support for new and renewal business
• Maintain client retention of existing accounts
• Serve internal and external clients through communication and client service
• Master Sagitta Agency Management System and document management system
• Mentor associates
• Solve problems using abstract reasoning
• Manage client accounts receivables/payables
• Apply time management and organization
• Pursue professional growth and development

Client Advisor

• Work with business clients over the phone to grow and deepen new and existing relationships
• Serve clients with revenues greater than $1MM
• Deliver the Business Advantage solutions suite, including deposit, merchant, credit card, unsecured lending, and digital solutions, excluding specialty lending and treasury
• Provide end-to-end guidance using a consultative approach and uncover clients’ priorities
• Manage a team-based portfolio of clients and identify needs
• Collaborate with sales and support partners across the enterprise
• Consult with business clients and provide solutions aligned with their needs
• Deliver excellent overall client satisfaction
• Partner with specialty credit, treasury, and other Bank product partners to assess relationships and execute financial solutions
• Build meaningful relationships and partnerships
• Execute playbook strategies to achieve performance targets

Business Banking Relationship Advisor

• Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients
• Participate as part of the broader client-facing wealth team to expand existing relationships and capture new opportunities from internal and external sources
• Engage with the Wealth Advisor and Investment Manager to provide advice and solutions aligned with client or prospect goals and objectives
• Proactively engage with clients on non-investment and banking aspects, including estate planning, estate administration, charitable and philanthropic planning, risk solutions, and family governance solutions
• Advise and deliver financial and non-financial solutions to ultra-high net worth families
• Interpret complex fiduciary documents and strategies
• Conduct client and prospect meetings and provide advice regarding trust and state administration, discretionary actions, modification or termination, and taxation
• Obtain client information and partner with internal teams to complete account administration tasks
• Adhere to Truist Bank and Truist Wealth policies and procedures
• Work independently and escalate issues and concerns when necessary
• Identify and develop a book of business focused on relationships with AUM greater than $25MM

Senior Trust Advisor

• Work with Business clients to grow and deepen new and existing relationships over the phone
• Serve clients with revenues greater than $1MM
• Deliver the Business Advantage solutions suite, including deposit, merchant, credit card, unsecured lending, and digital solutions, excluding specialty lending and treasury
• Provide end-to-end guidance using a consultative approach
• Manage a team-based portfolio of clients and uncover needs
• Collaborate with sales and support partners across the enterprise
• Consult with business clients to understand priorities and provide suitable solutions
• Deliver excellent overall client satisfaction
• Partner with specialty credit, treasury, and other Bank product partners
• Execute playbook strategies to achieve performance targets
• Build meaningful relationships and partnerships

• Oversee recruitment, development, training, and management of assigned residential EnergyWise Home program licensed contractors and technicians
• Provide training and support for installation and servicing of EnergyWise Home devices
• Ensure positive customer experience while controlling program costs
• Control inventory and ensure contractual compliance
• Conduct on-site inspections and ensure NEC compliance
• Perform electrical and HVAC diagnostics
• Manage escalations and evaluate technical field tasks
• Resolve customer claims regarding residential EnergyWise Home program offerings
• Provide Duke Energy Storm Response support as needed
• Oversee quality and customer experience of daily service work and ensure code compliance, financial O&M targets, customer experience, and delivery KPIs are met
• Lead escalation processes with customers, vendor operation managers, code enforcement officials, and manufacturers' representatives
• Recruit, hire, and train electrical, HVAC, and appliance service providers within an assigned territory
• Manage vendor inventory levels, product quality, and financial accountability
• Negotiate and/or administer trade ally contracts regarding fee structure, delivery schedules, service levels, and program compliance
• Monitor vendor performance, licensing, insurance requirements, and agreement compliance; provide corrective action plans and reporting

Field Service Advisor

• Identify and develop new business opportunities related to accounts receivable and payment solutions
• Identify customer needs, present payment and receivables solutions, and manage opportunities through the sales cycle
• Collaborate with Treasury Management teams across Busey Bank markets to drive business growth
• Recommend and demonstrate accounts receivable automation through electronic payments and integrated receivables solutions
• Build relationships with clients, prospects, strategic partners, and internal stakeholders
• Maintain and develop a book of current clients, providing ongoing support, quarterly business reviews, and contract negotiation
• Conduct discovery meetings, presentations, and solution demonstrations
• Develop proposals, pricing strategies, and implementation plans
• Collaborate with implementation, operations, product, and customer success teams to ensure successful solution deployment
• Maintain an active sales pipeline using CRM and achieve established revenue and growth targets
• Stay current on industry trends, payment technologies, regulatory requirements, and competitive offerings
• Provide feedback to product teams
• Execute multichannel sales strategies using CRM campaigns, email outreach, cold calling, tradeshows, conferences, and other business development efforts
• Provide continuous education and serve as a trusted advisor to Treasury Management associates

Senior Receivables Solutions Advisor

• Serve as primary relationship manager for a portfolio of financially complex mass affluent client relationships
• Establish new managed client portfolios in de novo circumstances
• Deliver and service banking, mortgage, planning, investment, and insurance solutions
• Use personal financial planning and advisory concepts to develop and deepen client relationships
• Leverage the Truist referral network to generate client acquisition
• Profile and analyze client financial needs and conditions
• Work with financial advisors on investment accounts and asset allocation objectives
• Monitor economic, legal, financial planning, investment, market, and business trends
• Act as a financial planning and advisory resource for clients, attorneys, and CPAs
• Meet revenue growth, profitability, and retention goals through client development and product marketing
• Maintain sales activity, pipeline, and related information in the bank's contact management system
• Collaborate with Truist product and service specialists to provide integrated client service
• Build relationships with external centers of influence
• Operate within audit, compliance, and regulatory frameworks
• Participate in the implementation and development of the Premier Banking program, including processes, products, services, and policies

Advisor jobs in Florida

Beauty Advisor – Seasonal

Client Advisor

Business Banking Relationship Advisor

Senior Trust Advisor

Business Banking Relationship Advisor

Field Service Advisor

Senior Receivables Solutions Advisor

Virtual Premier Advisor