Truist Wealth Support Specialist - SEG in Nashville, Tennessee
Req ID: R0059942
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
The Sports & Entertainment Group (SEG) Wealth Support Specialist provides local support to a team of Sports and Entertainment Advisors, managing a portfolio of high net-worth SEG clients. Works closely with assigned team consisting of Sales and Service Consultants, Wealth Advisors, Trust Advisors, Investment Strategists, SEG Financial Planners and leadership, to meet the needs and objectives of the clients.
Truist Sports & Entertainment (SEG) knows that our clients' situations are unique and closely tied to their industry. The combined knowledge of our personal and corporate bankers (vertical strategy) offers a 360' view of the industries we are covering and allow us to give our clients the most informed perspective in order to provide the best solutions. The interconnectivity between the Sports, Music, and Film industries has led to a number of overlapping relationships across Sports & Entertainment's three verticals and provides additional opportunity to grow the business and become a trusted advisor to clients in all aspects of life.
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.
Will serve as the primary or secondary point of intake for all requests from assigned team, playing a key front-office role in interfacing with clients.
The teammate will support workload management, and coordinate various requests through multiple back office channels, in consultation with assigned team. Additionally, will provide guidance to Wealth Support Specialist 1 and assist with onboarding and training new teammates. Proactively provides banking, lending and transactional product support for an average client book containing x amount of clients with x amount of accounts, with a total annual revenue of x.
Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions to ensure client and advisor requests are fulfilled in a timely manner
Respond to client requests for information and assistance within appropriate level of authority while identifying at-risk relationships and communicating to the relationship team
Document handling and preparation of general correspondence to customers, preparation of client presentation material using Microsoft Office Suite and/or other Private Wealth Management software, and proactive sales support activities for sales professionals
Client onboarding, including account opening/closing/maintenance and wires, with a focus on Risk Management and Compliance
Develop and maintain positive working relationships with various departments and individuals who interface with SEG clients and service team members
May serve as the primary or secondary point of contact for the Wealth Advisorr assigned team
Assist the advisors and office with other administrative functions, prioritizing those actions that enable quality client interaction and teammate experiences with a focus on Risk Management and Compliance
Continually render extraordinarily responsive and personal service to SEG clients while demonstrating product and procedural expertise
Develop and maintain working relationships with assigned clients, their business managers or other client affiliated partners engaged in support of the client's financial needs
Trains junior Wealth Support Specialists on systems, industry knowledge, support processes and procedures
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.
Bachelor's Degree or 7 or more years of banking or experience
Excellent organizational skills with the ability to work on numerous tasks simultaneously with a high attention to detail
Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced team environment with multiple priorities
Excellent interpersonal and relationship management skills, demonstrating exemplary customer service and professional etiquette
Excellent oral and written communication skills
Exemplary customer service and professional etiquette skills
Expert Microsoft Office Suite skills
Strong understanding of banking, lending, investment management solutions, and treasury and payment solutions with a high aptitude for learning new technology
Bachelor's Degree in Accounting, Finance or Business
7 or more years supporting Sports and Entertainment clients with complex needs
Demonstrates strong investment, wealth management, treasury services, credit and deposit knowledge to successfully support a team of advisors with all product discussions and offerings
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
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