Licensed Personal Banker
SunTrust - Glen Allen, VA

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Our Branch Banking Teammates are often the first to meet new clients and the ones who start them on the path to reaching their financial goals. We help them buy homes, grow businesses, send kids to college and build their futures. By having a conversation, we can understand what our clients need, and can create customized product and service solutions that address them. Our most important job as the face of SunTrust is to build a lasting relationship that help us match our clients with the exact solutions they need to help them reach their financial goals.

Provide an industry leading client service experience through assisting and supporting aspects of the development and expansion of new and existing client relationships by:
Utilizing resources to conduct effective consultative client conversations
Providing financial solutions that meet client needs such as deposit and credit and including all product and service lines
Referring to other line of business partners for additional business growth opportunities. Partners include, but are not limited to: Financial Advisor, Mortgage, Trust, Wealth, Business Banking, Treasury Services, and Merchant Services.
Focuses on all client segments serviced through retail Branch Banking network. Sources opportunities through:
Branch teammate and client referrals
Branch book of business
Telephone calling activities
Ensures compliance with internal controls, operational procedures and risk management policies. Pursue on-going education of SunTrust products, services, and other lines of business. Primary focus is assisting with client sales opportunities with additional activities related to service needs, based on the overall needs of the branch.

FINRA Series 6 and 63 registrations and insurance licenses (Life, Health and Annuities) must be active and maintained, or must be obtained within the following schedule.
Life, Health* and Variable Annuities within 90 days of employment
Series 6 within 180 days of employment
Series 63 within 270 days of employment
Licensed Personal Bankers will maintain appropriate continuing education requirements as required for retaining licensing and FINRA registration.

Provides industry-leading service; exercises proficiency with routine client maintenance requests, problem resolution and intermediate sales functions regarding deposit, credit, convenience and other product and service lines. Contributions made to meeting or exceeding client service as well as individual and branch sales goals by offering and selling products and services and developing, expanding and retaining relationships. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients. Advises on consumer lending options and takes loan applications. Identifies and maximizes cross-sale opportunities through client consultative conversations. Exercises knowledge of risk management and loss prevention. Participates fully in all components of the Client Engagement Model. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients.

Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations and the SunTrust Code of Conduct.
Qualifications

Basic Qualifications:
High school diploma or equivalent.
Three years experience as an In-Store Financial Services Representative or Personal Banker at SunTrust or an equivalent position at a comparable financial institution; four years experience in a sales and service based position in a retail environment.
Experience with sourcing and prospecting for new clients and client relationship building by using proactive sales skills, to meet sales and service goals.
Knowledge of bank branch operations, policies and procedures.
FINRA Series 6 and 63 registrations and insurance licenses (Life, Health and
Annuities) must be active and maintained, or must be obtained within the following schedule.
Life, Health* and Variable Annuities within 90 days of employment
Series 6 within 180 days of employment
Series 63 within 270 days of employment
Licensed Personal Bankers will maintain appropriate continuing education requirements as required for retaining licensing and FINRA registration.

Preferred Qualifications:
College level courses in subject areas such as business, finance or accounting.
Completion of Core and Intermediate STU Curriculum Training as well as corresponding PB course work.
Strong probing and listening skills to uncover client needs.
Ability to respond in a professional manner with a high level of service quality.
Excellent verbal and written communication skills.
Understanding of consumer and business lending instruments as well as deposit products.
Demonstrated ability to meet or exceed sales goals.
Experience with discussing, recommending, and selling various deposit and credit products to consumer and small business clients.

Benefits:
Your life is full of responsibilities; SunTrust provide the tools and resources to help you balance your Work and your Life needs through the following benefits:
Medical, Dental, and Vision Plans
Retirement Plan

- 401k with matching Life insurance Disability insurance Time away from work - vacations and holidays Professional development - SunTrust University, an in-house career growth and employee development program
Tuition Assistance

- financial help for going back to school About SunTrust: SunTrust is one of the nation's largest and strongest financial services holding companies in the United States. We offer over 1,500 branches and 2,800 ATM in convenient locations throughout the southern regions of the U.S. SunTrust provides deposit, credit, trust, and investment services to a broad range of retail, businesses, and institutional clients. How to Apply? Is this you? If you are qualified and interested, please click the Apply Now button. Job: Retail Banking Primary Location: VA-Glen Allen-Virginia Center
Schedule: Full-time

SunTrust - 10 months ago - save job - block
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About this company
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SunTrust Banks, Inc. (SunTrust) primarily operates as a financial services holding company. Through its principal banking subsidiary,...