3-5 years of experience
Concerned about your lack of experience? Learn More...
Employment Type:
Full time
Job Category:
Sports and Entertainment Group Sales and Service Consultant, Private Wealth Management (Atlanta, GA)
(This job is no longer available)
Suntrust Banks, Inc. | Atlanta, GA
Grad Date

Not sure what types of jobs you are interested in?

Explore Jobs
Based on Your Education

Follow This Company

Job Description

Sports and Entertainment Group Sales and Service Consultant, Private Wealth Management (Atlanta, GA)-W442029


Summary: Provides direct client service as part of a relationship management team. Serves as first point of contact for the client and has autonomy to resolve a wide range of issues. Stays abreast of product and procedural changes, market trends and promotions, and new products and services. Determines appropriate SunTrust accounts and products for the client. Responsible for client retention and service excellence. Recognizes relationships at risk and notifies the appropriate client representative.

This role requires the processing of residential loan applications and money wires for select clients. In addition, bank account opening and closings, credit card application input and other communications to clients as needed.

Provides servicing of banking products to SEG clients. Participates in key client interactions (in-person and via phone) to profile and recommend deposit and loan products/services. Opens accounts and/or refers client to other lines of business and coordinates banking and lending processes. Ensures applications and all associated documentation is obtained from clients. Takes applications for HELOC and communicate rate/terms to clients or you can add the communicate rate/terms. Stays abreast of product and procedural changes, market trends and promotions, and new products and services.

If appropriate, maintains proper licenses including Series 7, Series 66, and Insurance licenses. Must obtain licenses within 12 months of assuming registered position. Ensures that appropriate continuing education requirements are met where needed. Requires significant travel including weekends. Must also maintain a thorough knowledge of professional sports player contracts as well as have knowledge of the music and film industries and their complexities.


Minimum Requirements: 3 years client support experience in the financial services industry. Excellent oral and written communication skills. Bilingual Spanish. Solid Microsoft Word, Excel, PowerPoint and Outlook skills. Well organized and flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities. Demonstrates proficiency with complex documents and client servicing.

Is registered and maintains active, SunTrust sponsored registration in the Nationwide Mortgage Licensing System and Registry (NMLSR) and has been assigned a unique identifier number in compliance with the federal S.A.F.E. Act requirements.

Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.

Preferred Requirements for either: Undergraduate degree in finance, accounting, or related field. Investment, trust, or other wealth management product knowledge. Experience with Private Wealth clients.

Job:Private Wealth Management
Primary Location: GA-Atlanta Area
Work Locations: Northside Parkway Branch

3300 Northside Parkway

Atlanta 30327


Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.

To review the EEO Poster, copy and paste the following link into your brower: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf

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.