SUMMARY: The position of Personal Banker II is responsible for ensuring the customer’s needs are achieved... customer’s immediate and future financial needs. Under direct supervision, the Personal Banker II will generate leads, build...
- for us and for your future. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment... organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software...
and communication skills, including a desire to interact with clients and prospects 5. Ability to master personal computer (PC...
. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal... on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs...
within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop... financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the...