Sr. Premier Solutions Delivery Specialist

Truist Financial
Orlando
Workplace: OnsiteFull timeFunction: Transportation & Fleet OperationsExperience: 4+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Client relationship building","Multi-tasking","Compliance"]

Serve as an experienced client revenue contributor, delivering a distinctive client experience through virtual and inbound/outbound consultative conversations. Assess client needs, resolve advanced maintenance requests, and recommend deposit, credit, and other financial solutions. Support the Virtual Solutions Delivery Team sales process, help educate teammates and communities on Truist offerings, and meet yearly revenue/profit and sales goals while following compliance, operational procedures, and risk management policies.

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FursaFursa
Truist Financial
Truist Financial
1 day ago

Sr. Premier Solutions Delivery Specialist

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Last checked: 4 hours agoStatus: Live

Job Summary

Serve as an experienced client revenue contributor, delivering a distinctive client experience through virtual and inbound/outbound consultative conversations. Assess client needs, resolve advanced maintenance requests, and recommend deposit, credit, and other financial solutions. Support the Virtual Solutions Delivery Team sales process, help educate teammates and communities on Truist offerings, and meet yearly revenue/profit and sales goals while following compliance, operational procedures, and risk management policies.
Location: Orlando
Workplace: Onsite
Employment Type: Full time
Job Function: Transportation & Fleet Operations
Seniority: Mid level

Key Responsibilities

  • •Meet with prospects and clients virtually to assess needs, review financial practices, and recommend aligned products and services.
  • •Handle advanced client maintenance requests and problem resolution across deposit, credit, convenience, and related product/service lines.
  • •Support the Virtual Solutions Delivery Team sales process with consultative conversations and coordinate more complex needs to internal partners.
  • •Deliver financial education to teammates and community presentations, and remain available for inbound calls per a workforce-managed schedule.
  • •Proactively reach out to targeted clients, set appointments for caring conversations and financial reviews, and meet yearly revenue/profit growth goals while following compliance and risk management policies.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick Days

Key Requirements

  • •High school diploma or equivalent education.
  • •4 years of client sales and service experience.
  • •Experience sourcing and prospecting for new clients and building client relationships.
  • •Excellent interpersonal and communication skills and a desire to interact with clients and prospects.
  • •Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including meeting applicable NMLS background check requirements.
Experience:4+ years
Education:High School
Skills:Interpersonal skillsCommunication skillsClient relationship buildingMulti-taskingCompliance
Licenses:NMLS
Certifications:SAFE (Mortgage Licensing Act)
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