Premier Banker 1 (Unlicensed) Columbus GA

Suntrust Banks Columbus , GA 31914

Posted 1 week ago

Job Description: :

Job Description

Provides an industry-leading client service experience through the development and management of a defined portfolio of mass affluent clients. This client portfolio primarily consists of:

  • Mass affluent segment (defined as clients with total investable assets between $250M - $1MM)
  • Business segment (defined as clients with total revenue between $250M - $1MM)

Focuses on above mentioned client segments by providing financial advice and solutions that meet clients' needs and goals, penetrating all product and service lines. Uses proactive sales activities to:

  • Grow client wallet share in deposits, credit, and investments

  • Develop new and expand existing mass affluent and business client relationships

  • Partner with Branch teammates and line of business partners in assigned branches to identify clients and opportunities that are best served and expanded by the Premier banker

Other service and sales activities include:

  • Using the consultative client conversation to identify and solve for client financial needs

  • Refers clients to other line of business partners for additional business growth opportunities. Partners include, but are not limited to: Financial Advisors, Residential mortgage, Trust, Private Wealth Management, Business Banking, Treasury Services, Merchant Services

  • Uses advanced knowledge and skill level to conduct consultative conversations to assist clients with financial needs. Recommends and fulfills personalized financial solutions to clients.

The Premier banker will source opportunities by:

  • Proactively initiating and conducting appointments with mass affluent clients resulting in achievement of aggressive deposit, loan and investment sales goals

  • Assisting mass affluent walk-in clients as needed

  • Ensures compliance with internal controls, operational procedures and risk management policies. Pursues on-going education of SunTrust products, services, and other lines of business.

Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations.

Ability to handle an advanced level of tasks and priorities during the course of a business day; Possesses skill, ability and aptitude to deliver premier levels of industry-leading service, problem resolution, and advanced sales functions. Committed to advancing individual knowledge of sales techniques and product knowledge to better serve mass affluent and business clients. Works to meet and exceed client service and sales goals by recommending relevant products and services and developing, expanding, and retaining client relationships. Consistently follows defined procedures for bank operations and client service behaviors that contribute to delivering a premier client interaction. Knowledge of risk management and loss prevention. Participates fully in all components of the Client Engagement Model. Limited supervision and/or assistance needed with more complex tasks. Willing and able to follow instructions and work under established guidelines.

Qualifications

Basic Requirements:

  • High school diploma or equivalent.

  • Minimum four years experience of direct sales in a retail financial services environment; with direct sales of deposit and loan products as well as sales or referrals of investment products to small business and mass affluent clients.

  • Demonstrated consistency in meeting or exceeding specified goals in deposits, credit, and investment product sales/referrals

  • A minimum of FINRA Series 6, and 63 registrations and insurance licenses (Life, Health and/or Variable Products) must be active and maintained.

  • Has and/or will maintain continuing education coursework to keep licenses and/or registrations in active standing.

  • Complete Premier Banker Certification Process.

  • If applicable, demonstrates ability to meet or exceed minimum performance standards specific to investments and insurance.

  • Is registered and maintains active, SunTrust sponsored registration in the Nationwide Mortgage Licensing System and Registry (NMLSR) and has been assigned a unique identifier number in compliance with the federal S.A.F.E. Act requirements.

Note: UnLicensed job code 111581 is to be used as temporary job code placement for hires that have not yet obtained the minimum required licenses. A minimum of FINRA Series 6 and 63 registrations and insurance licenses (Life, Health and Variable Products) must be obtained within 120 days of job entry date.

Preferred Requirements:

  • College degree.

  • Prior experience in a comparable position at a top 20 financial services company.

  • Currently holds minimum of FINRA Series 6, 63 and 65 registrations and insurance licenses (Life, Health and/or Variable Products), and has maintained continuing education coursework to keep licenses and/or registrations in active standing.

  • Demonstrated ability to meet or exceed minimum performance standards specific to investments and insurance.

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

Apply Now >> Refer a Friend

Link for schema


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Personal Banker (Safe) 1 Columbus

Wells Fargo

Posted Yesterday

VIEW JOBS 3/22/2019 12:00:00 AM 2019-06-20T00:00 Job Description At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Consumer Banking is an industry leader in supporting homeowners and consumers in addition to operating one of the most extensive banking franchises in the country. We serve mass market, affluent, and small business customers; as well as provide home and personal lending. Our focus is on delivering an exceptional experience for our customers through financial advice and guidance coupled with providing the products and services that will help them realize their financial hopes and dreams. We've built our team of top professionals by rewarding their accomplishments and ensuring they have what's needed to succeed. As a Personal Banker at Wells Fargo, you will focus on building meaningful lifelong relationships with customers, both consumers and small businesses. To be successful you will need to demonstrate a genuine interest in your customers and ask questions to understand what's important to them and how Wells Fargo can help meet their financial needs. You will develop strong relationships with other Wells Fargo partners and bankers that enable them to introduce customers to specialists who can assist with specific financial needs. You will be able to present options to customers about ways to make their banking easy and convenient, while ensuring the needs of the customer always come first. When appropriate you may also follow up with customers to ensure customer satisfaction, and build relationships based on their priorities. You also minimize risk by following policy and procedure and protecting confidentiality for customers and the bank. This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. Please note: Based on the volume of applications received, this job posting may be removed prior to the indicated close date. If you do not apply prior to the closing of this posting, we encourage you to apply for other opportunities with Wells Fargo. Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume prior to submitting your application for consideration. If you are a Wells Fargo Team Member, in your Jobs Profile ensure that your email address is valid and updated to an address that can receive external emails outside of the banking network and is a different email address than the one you originally used when you joined WF. Initial contact with you will be made via e-mail. Please check your e-mail regularly for updates. Required Qualifications * 1+ year of experience assessing and meeting the needs of customers and/or helping with issue resolution * 1+ year of experience offering products and services to customers based on their needs Desired Qualifications * Customer service focus with experience handling complex transactions across multiple systems * Experience addressing and resolving complex customer issues * Ability to meet or exceed performance objectives * Experience working with others on a team to meet customer needs * Experience fostering and developing strong customer relationships * Ability to develop and maintain strong, effective relationships * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Ability to interact with integrity and professionalism with customers and team members Other Desired Qualifications * Multilingual speakers are encouraged to apply Job Expectations * Ability to work weekends and holidays as needed or scheduled * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position. * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Street Address GA-Columbus: 3217 Macon Rd - Columbus, GA Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. Wells Fargo Columbus GA

Premier Banker 1 (Unlicensed) Columbus GA

Suntrust Banks