Home > Fort Lauderdale jobs > Fort Lauderdale accounting/financial

Posted: Wednesday, November 8, 2017 9:00 AM

Premier Banker Lic 1 : Boca Raton, FL:W445114
Provides an industry:leading client service experience through the development and management of a defined portfolio of mass affluent clients. This client portfolio primarily consists of:
* Mass affluent segment (defined as clients with total investable assets between 250M : 1MM)
* Business segment (defined as clients with total revenue between 250M : 1MM)
Focuses on above mentioned client segments by providing financial advice and solutions that meet clients needs and goals, penetrating all product and service lines. Uses proactive sales activities to:
* Grow client wallet share in deposits, credit, and investments
* Develop new and expand existing mass affluent and business client relationships
* Partner with Branch teammates and line of business partners in assigned branches to identify clients and opportunities that are best served and expanded by the Premier banker
Other service and sales activities include:
* Using the consultative client conversation to identify and solve for client financial needs
* Refers clients to other line of business partners for additional business growth opportunities. Partners include, but are not limited to: Financial Advisors, Mortgage, Trust, Private Wealth Management, Business Banking, Treasury Services, Merchant Services
Uses advanced knowledge and skill level to conduct consultative conversations to assist clients with financial needs. Recommends and fulfills personalized financial solutions to clients.
The Premier banker will source opportunities by:
* Proactively initiating and conducting appointments with mass affluent clients resulting in achievement of aggressive deposit, loan and investment sales goals
* Assisting mass affluent walk:in clients as needed
Ensures compliance with internal controls, operational procedures and risk management policies. Pursues on:going education of SunTrust products, services, and other lines of business. Holds and maintains active financial licenses and registrations (or must be obtained within 120 days of job entry date) to include:
* Life, Health and Variable Annuities within 120 days of employment
* Series 6 within 120 days of employment
* Series 63 within 120 days of employment
* Maintain appropriate continuing education requirements as required for retaining licensing and FINRA registration
Note: For purposes of this position, current possession of a Series 7 fulfills the Series 6 requirement. Current possession of a Series 66 Registration fulfills both the Series 63 requirements. Any required license(s) already in place at time of employment must be maintained in good standing.
Responsible for ensuring that all business transactions and practices in the individuals span of control comply with all regulations.
Ability to handle an advanced level of tasks and priorities during the course of a business day; Possesses skill, ability and aptitude to deliver premier levels of industry:leading service, problem resolution, and advanced sales functions. Committed to advancing individual knowledge of sales techniques and product knowledge to better serve mass affluent and business clients. Works to meet and exceed client service and sales goals by recommending relevant products and services and developing, expanding, and retaining client relationships. Consistently follows defined procedures for bank operations and client service behaviors that contribute to delivering a premier client interaction. Knowledge of risk management and loss prevention. Participates fully in all components of the Client Engagement Model. Limited supervision and/or assistance needed with more complex tasks. Willing and able to follow instructions and work under established guidelines.
Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compens


• Location: boca raton, Ft Lauderdale

• Post ID: 69069122 ftlauderdale is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017