Experience:
5+ years of experience
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Employment Type:
Full time
Posted:
8/23/2017
Job Category:
Finance
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Medical Client Advisor (Palm Beach , FL)
Suntrust Banks, Inc. | West Palm Beach, Florida
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Job Description

Medical Client Advisor (Palm Beach , FL)-W441979

Description

Manages a portfolio of Medical clients, both physicians and their practices. Develops and deepens relationships through proactive financial consulting for all clients. Develops overall client strategy to introduce all appropriate financial solutions and STI specialists to the client to deepen client relationships. Partners with other STI product specialists, including investments, trust, mortgage, insurance, etc, using a team approach to deliver solutions to client's financial needs and enhance existing relationships. Acquires new clients through targeted prospecting and strong relationships with clients, referral sources, Centers of Influence and Wealth Strategists. Adheres to STI client segment definitions by facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals of new business opportunities to the appropriate line of business to ensure clients are in the right delivery channel.

Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire, all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed.

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.

Qualifications

Basic Qualifications:

• Undergraduate degree with 7+ years of lending and relationship management experience.
• Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software.
• Strong Credit Knowledge to personally deliver standard commercial credit and consumer credit to assigned clients.
• Possesses very strong to excellent Deposit/General Banking knowledge to personally deliver standard bank products such as deposits, credit cards, mortgages, etc to assigned clients per the client relationship plan.
• Has a basic knowledge of all Wealth management products and services, strong consultative and client management skills with the ability to sell a wide range of products and services and very strong Client Service Skills.
• Excellent oral, written and presentation skills.
• 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 Qualifications:

• Word, Excel and Power Point skills
• Undergraduate degree in Accounting, Finance or Business major
• More than 5 years credit experience.
• Solid to excellent knowledge of STI Credit policy
• 5+ years experience working with this client segment as a Client Advisor.

Job:Private Wealth Management
Primary Location: FL-West Palm Beach Area
Work Locations: Royal Palm Way Office

440 Royal Palm Way Suite 102

Palm Beach 33480

Schedule:Full-time

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.

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.