Senior Premier Solutions Specialist
Truist Financial
- Location
- Atlanta, GA
- Work model
- On-Site
- Level
- Senior
- Posted
- Sep 10, 2026
About this role
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: In accordance with Truist in-office policy, this role will be in-office 5 days/week. This is an experienced individual revenue contributor focused on providing a distinctive client experience anchored in care, expertise, and financial solutions delivery to Truist Teammates, Retirees, and Community Heroes cohorts. 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. Meet with prospects and clients virtually (phone, chat/messaging, or video) to assess client needs, review their financial management practices and solutions, conduct a caring conversation, and make recommendations for products and services that align with client needs. 2. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. 3. Supports the Virtual Solutions Delivery Team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal partners (also known as integrated relationship management). 4. Supports the ongoing financial education of teammates (prospects and clients) on unique Truist offerings via new hire events and community heroes' presentations. 5. Remains available according to workforce managed schedule to deliver an exceptional client experience for inbound calls. 6. Contacts targeted clients proactively through outbound client outreach efforts, sharing with clients the impact Truist can have on their financial well-being and setting up appointments for deeper caring conversations and a complete financial review. 7. Meets individual performance goals of revenue/profit growth matrix on a yearly basis to include delivering on deposit and lending solutions, assisting with client digital empowerment, and supporting client onboarding outreach efforts. 8. Participates fully in all components of the established Virtual Solutions Delivery C.A.R.E.S Routines. 9. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning. 10. Adheres to preset schedule, internal controls, operational procedures, and risk management policies by staying informed of all changes in policies and procedures to ensure compliance with current guidelines.
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. High school diploma or equivalent education 2. 4 years of client sales and service experience 3. Experience with sourcing and prospecting for new clients and client relationship building. 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects. 5. Demonstrated proficiency in basic computer applications, such