BB&T Suntrust Now Truist BB&T@ Work Financial Wellness Consultant in Vineland, New Jersey
Req ID: R0014868
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Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)
Please review the following job description:
Primary focus on growing retail households through promoting and improving financial wellness, while providing meaningful value to business clients and prospects. Responsible for promoting the BB&T@Work Financial Wellness tools and resources and program benefits to companies and their employees through a variety of activities, and through referral relationships with internal and external partners. Serve as BB&T@Work Financial Wellness liaison in Community Bank Regions to create awareness of program, increase product knowledge, and foster presentation activity. THIS POSITION REQUIRES:STRONG OUTSIDE BUSINESS CALLINGSTRONG BUSINESS DEVELOPMENT 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. 1. Develop call strategies with internal partners and through self-prospecting efforts. Focus efforts on Corporate and Commercial segments. 2. Identify and prioritize qualified BB&T@Work Financial Wellness company prospects. 3. Make calls to the decision-makers of companies to promote the BB&T@Work Financial Wellness benefits package and establish employee communication strategies. 4. Conduct Financial Wellness presentations and account opening sessions for employees of participating businesses, and meet behavior and sales goals. 5. Maintain comprehensive knowledge of the BB&T@Work Financial Wellness Program, account opening procedures and competitive programs and products in local markets. 6. While a specialist in BB&T@Work Financial Wellness and deposits, also act as a generalist banker and share the BB&T value story on all calls, carefully listening for other financial needs clients may have and getting them connected with the appropriate team members. 7. Develop relationships with internal partners in order to maintain their awareness of BB&T@Work Financial Wellness and foster referrals and client introductions. 8. Provide leadership and training to retail teammates to develop an extended sales force. 9. Integrate retail and business teams for seamless delivery of the Perfect Client Experience. 10. Represent the Bank through community and professional involvement in groups and associations. 11. Proactively cultivate Centers of Influence. Required Skills and Competencies: 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. 1. Bachelor's degree or equivalent education and related training 2. Three years of banking or financial-related work experience, or proven success in a sales-driven position 3. Proven leadership ability; ability to positively influence and gain buy-in of constituents 4. General knowledge of all services offered by BB&T 5. Understand financial needs of retail and commercial clients, and possess ability to identify/refer beneficial opportunities for these clients 6. Ability to professionally interact with senior management of large commercial and corporate companies and all segments of retail market 7. Strong organization skills 8. Ability to effectively communicate with a broad range of individuals across multiple cultural backgrounds 9. Excellent written and verbal communication skills 10. Excellent presentation skills 11. Ability to speak fluent English 12. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 13. Ability to travel on a frequent basis, occasionally overnight Desired Skills: 1. Graduate of BB&T’s Leadership Development Program or similar training program at a financial institution 2. Ability to speak fluent Spanish 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. Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.
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