Premier Solutions Delivery Specialist

Job Title

This is an experienced individual contributor focused on providing a distinctive client experience anchored in care, expertise, and financial solutions delivery to clients and prospects in a virtual environment.

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. Meet with prospects and clients virtually (phone, chat/messaging, or video) to assess client needs, review their financial management practices and solutions, conduct a caring conversation, and make recommendations for products and services that align with client needs.

2. Supports the Virtual Solutions Delivery Team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal partners (also known as integrated relationship management).

3. Contacts targeted clients proactively through outbound client outreach efforts, sharing with clients the impact Truist can have on their financial well-being and setting up appointments for deeper caring conversations and a complete financial review.

4. Remains available according to workforce managed schedule to deliver an exceptional client experience for inbound calls.

5. Manages/solves complex servicing issues for clients by maintaining a strong understanding of resources within Truist and referring client to those resources.

6. Meets individual performance goals of revenue/profit growth matrix on a quarterly basis to include delivering on deposit and lending solutions, assisting with client digital empowerment, and supporting client onboarding outreach efforts.

7. Participates fully in all components of the established Virtual Solutions Delivery C.A.R.E.S Routines.

8. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.

9. Adheres to preset schedule, internal controls, operational procedures, and risk management policies by staying informed of all changes in policies and procedures to ensure compliance with current guidelines.

Qualifications Required Qualifications: 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. High school diploma or equivalent education

2. 2 years of client sales and service experience

3. Experience with sourcing and prospecting for new clients and client relationship building.

4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.

5. Demonstrated proficiency in basic computer applications, such as Microsoft Office

6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements.

7. Ability to multi-task under time constraints

8. Ability to work weekends and/or extended hours.

Preferred Qualifications:

1. Bilingual - Spanish

2. Excellent verbal and written communication skills

3. Experience with discussing, recommending, and selling various deposit, credit, and retirement products to consumer clients.

4. General understanding of bank operations, policies, and procedures