Senior Premier Solutions Specialist

Truist Financial
Atlanta, Charlotte
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 4+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking"]

Provide consultative, care-focused sales and service to Truist teammates, retirees, and community audiences. Meet clients virtually to assess financial needs, resolve requests, and recommend deposit, credit, convenience, and retirement solutions. Support Virtual Solutions Delivery through integrated relationship management, proactive outreach, appointment setting, and inbound call coverage, while meeting individual revenue and sales goals and adhering to compliance and risk policies.

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Truist Financial
Truist Financial
1 day ago

Senior Premier Solutions Specialist

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Last checked: 1 hour agoStatus: Live

Job Summary

Provide consultative, care-focused sales and service to Truist teammates, retirees, and community audiences. Meet clients virtually to assess financial needs, resolve requests, and recommend deposit, credit, convenience, and retirement solutions. Support Virtual Solutions Delivery through integrated relationship management, proactive outreach, appointment setting, and inbound call coverage, while meeting individual revenue and sales goals and adhering to compliance and risk policies.
Location: Atlanta, Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Meet prospects and clients virtually to assess needs, review financial practices, and recommend products and services aligned with client needs.
  • •Handle advanced client maintenance requests, problem resolution, and advanced sales functions for deposit, credit, convenience, and other product/service lines.
  • •Support the Virtual Solutions Delivery sales process through consultative conversations and integrated relationship management for more complex needs.
  • •Provide ongoing financial education through new hire events and community heroes' presentations, and deliver exceptional client experience for inbound calls.
  • •Proactively contact targeted clients through outbound outreach, set appointments for deeper conversations and financial reviews, and meet yearly revenue/profit growth goals.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Holidays

Key Requirements

  • •4 years of client sales and service experience.
  • •Experience sourcing and prospecting for new clients and building client relationships.
  • •Excellent interpersonal and communication skills with a desire to interact with clients and prospects.
  • •Demonstrated proficiency with basic computer applications, such as Microsoft Office.
  • •Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including applicable NMLS background check requirements.
Experience:4+ years
Education:High School
Skills:Interpersonal skillsCommunicationMulti-tasking
Certifications:SAFENMLS
Languages:English
Tech Stack:Microsoft Office

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn