Truist Wealth Support Specialist II in Santa Barbara, California
Req ID: R0046167
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty Group advisors managing a portfolio of high net-worth clients. Closely works with assigned advisor(s) to meet the needs and objectives of the client, and will serve as the primary point of intake for a majority of requests from Advisor(s) and clients, playing a key front-office role in interfacing with clients. The teammate will support workload management, and triage and delegate client and advisor operational requests to a virtual team.
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.
Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to a virtual team
Work closely with a virtual team to ensure client and advisor requests are fulfilled in a timely manner
Identify at-risk relationships at risk and notifies the appropriate relationship manager
May serve as the local point of contact for the Wealth Region Support Leader and/or Wealth Division Support Leader
Maintain a positive working relationships with various departments and individuals who are designated to support Wealth support efforts and be an effective advocate for Wealth clients with other business units
Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions
Respond to client requests for information and assistance within appropriate level of authority
Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials
Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction
Continually render extraordinarily responsive and personal service to Wealth clients
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.
7+ years in the role as a Wealth Support Specialist or equivalent work-related experience
Excellent organizational skills with the ability to work on numerous tasks simultaneously
Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities. Strong knowledge of banking systems. Trains junior Wealth Support Specialists I on systems, industry knowledge, support processes and procedures
Demonstrate strong all around product knowledge, deposits, loan products, wealth management, treasury services, operating systems unique to line of business
Demonstrate strong knowledge of bank policy and procedures
Strong problem solving skills
Contribute to a positive team environment that fosters cooperation, trust and group identity
Excellent interpersonal and relationship management skills
Excellent oral and written communication skills
Exemplary customer service and professional etiquette skills
Ability to travel, occasionally overnight
Demonstrate knowledge of Estate, Fiduciary and Investment concepts
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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