Wealth Solutions Associate

Minimum of 1 year in banking, investment, or financial planning
Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
Excellent verbal and written communication skills
Organized and responsive with the ability to handle multiple tasks simultaneously
Empowered self-starter that takes ownership of their learning and has the ability to retain the information
Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
Operates effectively in a team environment

Primary service and problem resolution support for Truist Wealth clients and advisors via phone and electronic service requests
Gain proficient understanding of all banking products, processes, and programs staying well informed of any changes
Ability to find specialized solutions for clients that have more complex financial needs while remaining compliant with the existing branch operations manual, audit, and regulatory framework
Establish professional, ongoing working relationships with Wealth advisors and internal partners to meet the needs of clients
Execute day to day transactional needs of Wealth assigned clients with a focus on efficiency and accuracy meeting specified service level agreements, i.e. transfers, overdrafts, etc.
Facilitate wire agreements and time sensitive wire requests for Truist Wealth clients which requires the ability to execute a complex process with high attention to detail
Enter and maintain accurate, detailed documentation for each client interaction including final resolution within CRM/SalesForce.com
Uphold required performance standards (e.g. quality, productivity, behaviors)
Assist the Truist Wealth division in reaching target Voice of Client (VOC) scores

Associate’s degree in business, accounting, finance, banking or equivalent education and related training