- Truist (Norcross, GA)
- …and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more
- Truist (Atlanta, GA)
- …investment solutions to help build an investment portfolio. Responsible for partnering with Premier leadership and Premier Advisors to ensure referral flow of ... change from time to time. Responsible for partnering with Premier leadership and Premier Advisors to ensure...the Truist Code of Conduct Subject matter expert on bank /LOB products. Conducts research on moderately complex customer issues;… more