Premier Banker or Advisor - Melbourne, FL

Premier Banker or Advisor – Melbourne, FL

Serve as the primary relationship manager for a portfolio of mass affluent clients across the Truist footprint. Deliver personalized, attentive service, develop new client relationships, expand existing services, and support the bank’s sales processes and referral networks.

• Lead client relationships, delivering ongoing service for fee income and retail banking products appropriate to mass affluent clients.
• Establish and periodically update understanding of client financial needs and conditions based on sound profiling and personal financial planning analysis.
• Maintain awareness of changing economic, legal, financial planning, investment trends and market issues impacting mass affluent clients.
• Meet revenue growth, profitability and retention goals by developing new clients, expanding services and marketing new products.
• Collaborate with integrated relationship management partners (e.g., banking, mortgage, planning, investments, and insurance services) to provide a seamless client service experience.
• Build mutually beneficial relationships with external centers of influence to enhance business development efforts.
• Work within audit, compliance and regulatory frameworks to ensure a high-quality, compliant client portfolio.
• Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.

• Bachelor’s degree in business, accounting, finance, banking or equivalent financial services experience.
• Minimum five years of financial services experience with retail lending, investments and/or advisory.
• Advanced knowledge of personal financial planning, advisory, insurance, investment management and retail credit products for the mass affluent market.
• Active Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (or 63 and 65 in lieu of 66) and applicable insurance licenses (or must be obtained within 100–150 days of job entry).
• Strong interpersonal, sales and relationship management skills.
• Proficiency in Microsoft Office and basic computer applications.

• Master’s degree in business, accounting, finance, or banking.
• Mass Affluent Banking experience.
• Completion or enrollment in professional certification programs (e.g., CFP, CFA, AAMS, CTFA, CLU, CRPC, ChFC).
• Leadership Development Program or Banking School completion (e.g., Truist Leadership Development Program or Banking School).

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