Premier Banker​/Advisor- Sea​/Brunswick, GA

Premier Banker/Advisor – Sea Island/Brunswick, GA at Truist

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Serve as the primary relationship manager for a portfolio of financially complex client relationships within the mass affluent market segment across the Truist footprint. Utilize financial planning and advisory concepts to deepen relationships and deliver a broad range of retail solutions—including banking, mortgage, planning, investments, and insurance services. Leverage Truist’s referral network to generate new clients and provide comprehensive advice.

• Maintain a portfolio of mass‑affluent clients; sell, deliver, and provide ongoing service for fee income and retail banking products.
• Establish and update a deep understanding of client financial needs through sound profiling and financial planning analysis.
• Stay current on economic, legal, and market trends that impact mass‑affluent clients; act as a personal financial planning resource for clients, attorneys, and CPAs.
• Achieve revenue growth, profitability, and retention goals through new client acquisition, service expansion, and product marketing.
• Collaborate with Truist teammates and Integrated Relationship Management (IRM) partners to provide an integrated client service approach.
• Build relationships with external centers of influence to support business development.
• Operate within audit, compliance, and regulatory frameworks to maintain a high‑quality, compliant client portfolio.
• Participate in the ongoing implementation of the Premier Banking program, including processes and policies.

• Bachelor’s degree in business, accounting, finance, banking, or equivalent financial services experience.
• Minimum 5 years of financial services experience with clients in banking, investments, and/or retail lending, or 1 year in a client‑relationship manager role.
• Advanced knowledge of personal financial planning, advisory, insurance, investment management, and retail credit concepts for the mass affluent market.
• Active Securities Industry Essentials (SIE), FINRA Series 6, Series 7, and applicable insurance licenses (Life, Health, Variable) within 100‑150 days of job entry; SAFE Mortgage Licensing Act compliance within 30 days; NMLS acceptable background check.
• Strong interpersonal, sales, and relationship‑management skills.
• Strong written, verbal, and presentation skills; proficiency with basic computer applications such as Microsoft Office.

• Master’s degree in business, accounting, finance, or banking.
• Mass Affordable Banking experience.
• Professional certification (CFP, CFA, AAMS®, CTFA®, CLU®, CRPC®, ChFC®).
• Completion of a Leadership Development Program or Banking School.

Full‑time teammates are eligible for Truist’s benefits package—including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preference savings accounts, and a 401(k) plan. Teammates receive a minimum of 10 vacation days, 10 sick days, and paid holidays (pro-rated for part‑time). Additional benefits may include a defined benefit pension plan, restricted stock units, and deferred compensation plans, depending on the division and position.

For more details, visit Truist’s Benefits site.

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 other classifications protected by law. Truist is a Drug‑Free Workplace.

EEO is the Law – E‑Verify – IER – Right to Work

• Not Applicable

• Full‑time

• Finance and Sales