Fiduciary Support Specialist II

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. Participate in onboarding new teammates and training

2. Lead with special projects for Wealth Region Support Leader / Fiduciary Group Support Leader

3. Contribute to a positive team environment that fosters cooperation, trust and group identity and be an effective advocate for Wealth clients with other business units

4. Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions

5. Enter and maintain appropriate client records including personal trust account administration activities, monitor client transactions and client data for accuracy and timeliness and maintains appropriate documentation of client transactions

6. Utilize various trust systems to affect transactions, monitor accounts, create reports and prepare client presentations

7. Respond to client requests for information and assistance within appropriate level of authority

8. Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and preparing and maintaining client presentation and marketing materials

9. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction

10. Continually render extraordinarily responsive and personal service to our Wealth Clients

QUALIFICATIONS

Required Qualifications :

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. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience

2. Demonstrate strong all around product knowledge, deposits, loan, products, operating systems unique to line of business, including trust and estate

3. Demonstrate strong knowledge of bank policy and procedures

4. Strong problem solving skills

5. Contributes to a positive team environment that fosters cooperation, trust and group identity

6. Excellent interpersonal and relationship management skills

7. Excellent oral and written communication skills

8. Exemplary customer service and professional etiquette skills

9. Ability to travel, occasionally overnight

Preferred Qualifications :

1. Undergraduate degree

2. Trust School graduate

3. Certified Financial Trust Advisor (CFTA)

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation : All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.

Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.