Retirement & Institutional Services Direct Consulting Officer

Bb&T Charlotte , NC 28201

Posted 3 months ago

Specific information related to the position is outlined below. To apply, click on the button above.

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Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing BB&T Accessibility or by calling 866-362-6451. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.

Regular or Temporary:


Language Fluency: English (Required)

Work Shift:
1st shift (United States of America)

Please review the following job description:

Responsible for the day-to-day delivery of the highest quality services to clients including keeping them abreast of related laws and legislative changes, account investment information, general economic trends, and consulting on the continued suitability of the existing accounts. Support the development of new Retirement & Institutional Services (RIS) business.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1.Keep abreast of laws, regulations, trends, trust investment philosophy and other issues that may affect the administrative client service dynamics.
2.Develop a broad understanding and ability to effectively present our capabilities relating to defined contribution services, investment management, foundation & endowment, benefit communication, investment advisory, Health Savings Accounts, flex benefit/section 125 plans, defined benefit services, nonqualified and actuarial services.
3.Continually reevaluate client services to ensure suitability to their changing business environment.
4.Make client visits as required to optimize the relationships.
5.Participate actively in new business development activities early in the sales process to ensure the smooth and efficient transition into Institutional Services.
6.Act as liaison between commercial bank personnel and RIS by establishing relationships.
7.Maintain compliance with departmental policies and procedures to ensure superior service and acceptable audits and examinations.
8.Maintain good working relationships with clients, attorneys, accountants and other related professionals to enhance business opportunities.
9.Look for cross-selling opportunities within existing accounts to improve the clients' service and bring additional revenue to RIS in order to meet revenue goals.
10. Represent BB&T in civic, government, community, banking and professional groups and associations to develop contacts and new business, and to promote a positive image of BB&T.
11. Continue to pursue professional designations in related fields and maintain those already achieved.

Required Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.Bachelor's degree in Business or related field or equivalent education and related training
2.Four years of Institutional Services and/or Philanthropic experience
3.Demonstrated ability to deal with complex situations, which require sound judgment
4.Strong interpersonal skills
5.Demonstrated proficiency in basic computer applications such as Microsoft Office software products
6.Ability to travel, occasionally overnight

Desired Skills:

1.Master's degree in a business-related field
2.Financial Industry Regulatory Authority (FINRA) Series 65 license
3.Proven ability in delivering group presentations
4.Proven new business development skills
5.Possess professional designations

BB&T is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

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Retirement & Institutional Services Direct Consulting Officer