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Credit Advisor, Private Wealth Management (Atlanta, GA)
Suntrust Banks, Inc. | Atlanta, Georgia
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Job Description

Credit Advisor, Private Wealth Management (Atlanta, GA)-W438800


Summary: Credit Advisors report directly to the Group Credit Strategy Manager working as members of Private Wealth Management client teams to provide credit product expertise and deliver credit advisory services. Maintains and manages all aspects of credit relationships for clients of High-Net-Worth Client Advisors within the assigned wealth band. Credit Advisors also provide credit expertise on complex credit for clients in other wealth bands as needed. Interacts with clients individually or in conjunction with other team members as appropriate. Collaborates with Private Wealth Management partners to conduct internal client profiling to identify credit related sales opportunities. Responsible for achieving credit portfolio growth and profitability goals. Negotiates with clients individually or in conjunction with Client Advisors as appropriate. Credit Advisors handle or supervise the document preparation process, coordination of loan closings and any necessary follow up. Must obtain Registered Paraplanner designation within 24 months of assuming position and appropriate continuing education requirements are met where needed to ensure designation is maintained.

Typically manages the largest and most complicated client credit relationships.


Minimum Requirements:

Undergraduate Degree with 6 years of extensive commercial or private lending and relationship management experience. Ability to operate independently with minimal supervision. Thoroughly understands LOB specific complex client entity structures, the related credit facility structuring and associated risks. Very Strong knowledge of commercial, consumer and advisory credit and ability to personally deliver complex credit solutions to Wealthy and High-Net-Worth Wealth bands. Basic knowledge of regulatory and compliance requirements. Strong knowledge of traditional bank products and services including deposits, credit cards, mortgages, etc. Basic knowledge of all Private Wealth Management products and services. Possesses strong decision making skills and is able to balance business development and risk mitigation. Strong organizational skills; ability to determine and focus on top priorities in a fast-paced environment. Strong computer skills. Flexible; readily adapts to change and new products, systems or methods. Excellent proven oral and written communication skills. Strong consultative sales skills with ability to develop internal and external referral sources, including Centers of Influence and ability to act as a consultant to the Client Advisor and the client on credit related matters. Demonstrated ability to exceed sales goals or financial targets. Fully understands the credit process, financial analysis, underwriting and making recommendations.

Preferred Requirements:

7 plus years direct commercial lending or private lending relationship management experience. Word, Excel and Power Point skills preferred. Undergraduate degree with Accounting, Finance or Business major preferred. Solid to excellent knowledge of STI Credit policy.

Job:Private Wealth Management
Primary Location: GA-Atlanta Area
Work Locations: Campanile

1155 Peachtree Street

Atlanta 30309

Equal Opportunity Employer

SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer and does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, disability, veteran status or other classification protected by law.

EEO Poster

About Suntrust Banks, Inc.

SunTrust Banks, Inc. (SunTrust) primarily operates as a financial services holding company. Through its principal banking subsidiary, SunTrust Bank (the Bank), the Company provides deposit, credit, and trust and investment services. Through its subsidiaries, SunTrust also provides mortgage banking, credit-related insurance, asset management, securities brokerage and capital market services. The Company operates in five business segments: Retail, Commercial, Corporate and Investment Banking (CIB), Wealth and Investment Management, and Mortgage. The Bank operates primarily in Florida, Georgia, Maryland, North Carolina, South Carolina, Tennessee, Virginia and the District of Columbia. SunTrust provides clients with a selection of technology based banking channels, including the Internet, automated teller machines (ATMs), personal computers and around-the-clock telebanking. In May 2008, SunTrust completed the acquisition of GB&T Bancshares, Inc.

This company profile was created by AfterCollege and is about Suntrust Banks, Inc.. This page is not endorsed by or affiliated with Suntrust Banks, Inc.. For questions regarding company profiles, please email: care@aftercollege.com.