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. Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the advisors purposedriven advice delivery revenuegenerating activities and client acquisition activities.
2. Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book management data (i.e. pipelined reports and referrals)
3. Support the sales and retention efforts by scheduling appointments making follow up telephone calls and preparing and maintaining client presentation and marketing materials.
4. Support Integrated Relationship Management activities through good understanding of offerings solutions and referral pathways.
5. Triage and delegate client and advisor operational requests related to transfers withdrawals and account opening/maintenance to the centralized service team.
6. Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely manner.
7. Demonstrate proficiency in all operational competencies and processes including banking credit investments trust new client onboarding/welcome program client servicing and advisor support.
8. Escalate potential atrisk relationships to advisor/regional managing director.
9. Serve as the onsite local contact for wealth support advisory org teammates and leadership.
10. Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for Wealth clients with other LOBs.
11. Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions.
12. Respond to client requests for information and assistance within appropriate level of authority.
13. Assist the advisors with other administrative functions prioritizing those actions that enable quality client interactions and support a superior client experience.
14. Continually render responsive and professional personal service to Wealth clients
15. Can attend client events/meetings as needed with leadership approval.
16. Serve as a peermentor for WSS I
17. Participate in workstreams committees and councils as needed.
18. Able to provide support for multiple advisors and client relationships in a fastpaced environment.
19. Able to work independently and seek guidance as needed.
20. Where applicable demonstrate proficiency in specialtyspecific support activities including servicing a commercial book of business demonstrate a basic understanding of treasury services and solutions and identifying specialtyspecific process and service/solution delivery gaps.


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. Undergraduate degree or 4 years of banking experience
2. Excellent organizational skills with the ability to work on numerous tasks simultaneously.
3. Responsive to coaching
4. Able to learn independently using training guides virtual and inperson training sessions and peertopeer training.
5. Flexible; able to adapt to change.
6. Able to identify and focus on top priorities in a fastpaced environment with multiple priorities
7. Strong understanding of banking lending commercial and wealth management solutions
8. Excellent interpersonal and relationship management skills
9. Excellent oral and written communication skills
10. Proficiency in Microsoft Office applications
11. Exemplary customer service and professional etiquette skills
12. Ability to travel occasionally overnight.

Preferred Qualifications:
1. 5 years of previous banking or other financial institutional experience
2. Strong fiduciary and investment management knowledge
3. For specialty support teammates commercial or specialtyindustry experience