... , prepare routine client correspondence and perform maintenance of client records. 5. Manage the ... opportunities by contacting potential investment clients based on internal and bank leads. Use product and ...

... solutions for our clients’ unique needs. 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. Commit to advancing individual and product ...

... prospects Partners with Truist product specialists, including investments, trust, mortgage, insurance ... Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA 5 or more years of ...