Language Fluency: English (Required)

Work Shift:

Please review the following job description:

*Please note this role can be based in the following locations: Palm Beach Boca Raton or Jupiter.

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. Will serve as the primary point of intake for all requests from assigned team playing a key frontoffice role in interfacing with clients and has autonomy to resolve a wide range of internal and external issues.
2. The teammate will oversee and direct workload management and coordinate various requests through multiple backoffice channels in consultation with assigned team. Additionally will provide guidance to wealth support specialists in region and serve as onboarding partner/mentor.
3. Proactively provides banking lending and Trust product support for an average client book containing 250 clients
4. Enters and maintains appropriate client records; monitors client transactions and client data for accuracy and timeliness; maintains appropriate documentation of client transactions; redirects client requests to the wealth solution center as needed to ensure client and advisor requests are fulfilled in a timely manner
5. Respond to client requests for information and assistance within appropriate level of authority while identifying atrisk relationships with a focus on client retention and opportunities to expand relationship and communicating to the relationship team. May serve as the primary point of contact for clients.
6. Plays an active role in the sales process including client document review general correspondence to customers assists in creation of client presentation material using Microsoft Office Suite and/or other Truist Wealth software and proactive sales support activities for advisors.
7. Oversees client onboarding process including account opening/closing/maintenance and wires with a focus on Risk Management and Compliance. Owns onboarding and primary specific maintenance of complex banking products and services including Trust accounts Commercial Lending Treasury & Payment Solutions and complex deposit products.
8. Continually renders extraordinarily responsive and personal service to Wealth clients while demonstrating product and procedural mastery. Continues to develop and maintain positive working relationships with various departments and individuals who interface with Wealth clients.
9. May train other support teammates on systems industry knowledge support processes and procedures. May have indirect supervisory responsibilities for one or more wealth support specialists.
1. Carries a higher standard operational authority (wires memo credit approval authority daylight overdraft etc.).

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. Bachelors 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 fastpaced 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. Bachelors degree in accounting Finance or Business
2. Previous relationship management experience
3. Previous experience as manager or with training teammates
4. Demonstrates strong investment wealth management treasury services credit and deposit knowledge to successfully support a team of advisors with all product discussions and offerings.
5. FINRA license 7 66 and Insurance License