Wealth Sales and Service Consultant

Job Summary

The Wealth Sales & Service Consultant provides in‑office client and advisor support to a team of Wealth Advisors, managing a portfolio of high net‑worth clients. The role supports workload management, triages and delegates client and advisor operational requests, and participates in client events and meetings as required.

• Serve as the primary point of intake for all requests from the assigned team, resolving a wide range of internal and external issues.
• Oversee workload management and coordinate various requests through multiple back‑office channels; provide guidance to wealth support specialists and serve as onboarding partner/mentor.
• Provide banking, lending and Trust product support for an average client book containing 250+ clients.
• Enter and maintain appropriate client records; monitor transactions for accuracy and timeliness; redirect requests to the wealth solution center as needed.
• Respond to client requests for information and assistance within the appropriate level of authority; identify at‑risk relationships and communicate opportunities to the relationship team.
• Play an active role in the sales process, including client document review, correspondence, creation of presentation material, and proactive sales support activities for advisors.
• Oversee client onboarding, account opening/closing/maintenance and wires, focusing on risk management and compliance; own onboarding and maintenance of complex banking products such as Trust accounts, Commercial Lending, Treasury & Payment Solutions, and deposit products.
• Render responsive and personal service to Wealth clients while demonstrating product and procedural mastery, and develop positive working relationships across departments.
• Train other support teammates on systems, industry knowledge, and support processes.
• Have indirect supervisory responsibilities for one or more wealth support specialists.
• Participate in work streams, committees, and councils; provide ongoing feedback for process improvements.
• Attend client meetings/events as required.
• Carry higher standard operational authority (wires, deposit markup, overdraft, etc.) and, for SEG teammates, provide enhanced financial management services, coordinating with CPAs, lawyers, and estate planning professionals.
• Act as the local operations leader for the assigned team and lead operational/administrative projects, including team‑specific initiatives.
• Demonstrate mastery in specialty‑specific support activities, including servicing a commercial book of business, treasury services, and identifying process gaps.
• For SEG teammates, serve as the primary point of contact for the Managing Director and assigned clients; maintain and deepen client relationships through industry events.
• For SEG teammates, stay abreast of changes in professional sports player contracts, music and film industry complexities, and internal product and service offerings.

• Bachelor’s Degree or 7+ years of banking experience.
• Excellent organizational skills and ability to manage multiple tasks with high attention to detail.
• Flexible and able to adapt to change while prioritizing top priorities in a fast‑paced environment.
• Excellent interpersonal and relationship‑management skills with exemplary customer service and professional etiquette.
• Strong abilities in oral and written communication.
• Ability to coach and train teammates within a matrix environment, with indirect managerial responsibilities.
• Expert understanding of Banking, Lending, Investment Management, Trust solutions, Treasury, and Payment solutions.

• Bachelor’s degree in accounting, finance, or business.
• 7+ years of experience supporting specialty clients with complex needs.
• Previous relationship‑management experience.
• Prior experience as manager or in training teammates.
• Strong knowledge of investment, wealth management, treasury services, credit, and deposit products.
• FINRA Licenses 7, 66 and Insurance License.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classification protected by law. Truist is a Drug‑Free Workplace. EEO is the Law. E-Verify is required. IER and Right to Work information applies as needed.