Onboarding-Transition-Specialist-(Atlanta,-Charlotte,-Orlando,-Nashville,-Washington-Dc)

Suntrust Banks Atlanta , GA 30301

Posted 2 months ago

Job Description: :

Job Description

  • Supports client and advisor onboarding for new Private Financial Advisors (PFAs - Branch) and Private Financial Advisors (PFAs- Wealth) through rapid/bulk account opening

  • Supports onboarding and roadmap management for assigned territory of Private Financial Advisors; performs 30/60/90 day check-ins, executes onboarding roadmap and assesses individual training needs.

  • Conducts/arranges calls/live meeting and in-person training as needed.

  • Supports training, meetings/conferences and developing of sales initiatives.

Qualifications

  • Experience with Financial Advisors and client on-boarding

  • Advanced PC skills such as Word, OutlookAccess, Excel or business-specific software.

  • Professional communication skills.

  • Project management skills.

  • Knowledge or experience related to the LOB or function.

  • Demonstrated ability to develop and apply creative business solutions.

  • Ability to travel

Preferred Requirements:

  • College degree

Series 7 License

Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.

To review the EEO Poster, copy and paste the following link into your browser: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf

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Onboarding-Transition-Specialist-(Atlanta,-Charlotte,-Orlando,-Nashville,-Washington-Dc)

Suntrust Banks