Wealth Sales and Service Consultant at Truist in Atlanta, GA

Wealth Sales and Service Consultant Location: Atlanta, GA The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Wealth Sales & Service Consultant provides in-office client and advisor support to a team of Wealth Advisors, managing a portfolio of high net-worth clients. Closely works with assigned team consisting of Wealth Support Specialists, Wealth Advisors, Trust Advisors, Investment Strategists, Financial Planners, Wealth Lending, and Wealth Leaders to meet the needs and objectives of the clients. The teammate will support workload management, and triage and delegate client and advisor operational requests to a centralized service team as appropriate. The teammate may have autonomy to support certain relationships and clients, acting within their operational authority limits. Active participation in client events, client meetings, listening sessions and other activities with clients is expected when deemed necessary by the client team. The teammate will need to stay abreast of market conditions and events, internal news, priorities and strategy, and regulatory and industry changes. For Sports & Entertainment (SEG), clients’ situations are unique and closely tied to their industry. The combined knowledge of their personal and corporate bankers (vertical strategy) offers a 360’ view of the industries they are covering and allow them to give our clients the most informed perspective in order to provide the best solutions. The interconnectivity between the Sports, Music, and Film industries has led to a number of overlapping relationships across Sports & Entertainment's three verticals and provides additional opportunity to grow the business and become a trusted advisor to clients in all aspects of life. 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. 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.    Bachelor’s Degree or 7 or more years of banking experience 2.    Excellent organizational skills with the ability to work on numerous tasks simultaneously with a high attention to detail 3.    Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced team environment with multiple priorities 4.    Excellent interpersonal and relationship management skills, demonstrating exemplary customer service and professional etiquette 5.    Exemplary oral, written, customer service and professional etiquette skills 6.    Ability to coach and train teammates within a matrix environment with indirect managerial responsibilities 7.    Expert understanding of Banking, Lending, Investment Management and Trust solutions, and Treasury and Payment solutions, Preferred Qualifications: 1.    Bachelor’s degree in accounting, Finance or Business 2.    If assigned to a specialty, 7 or more years supporting specialty clients with complex needs 3.    Previous relationship management experience 4.    Previous experience as manager, or with training teammates 5.    Demonstrates strong investment, wealth management, treasury services, credit and deposit knowledge to successfully support a team of advisors with all product discussions and offerings 6.    FINRA license 7, 66 and Insurance License General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the LawE-VerifyIER Right to Work