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matching records: 20| page 1 of 4
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 | Sep 2, 2010,added today!
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BB&T - Charlotte
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| Private Financial Services Advisor II |
| LINCOLN COUNTY, NC 28093 |
| Compensation: N/A |
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| Job Requisition Number: 341138
Job Title: Private Financial Services Advisor II
Full Time/Part Time: Full Time
Location: 813 E. Main St.
Flexible location - the incumbent will cover Lincoln and Catawba counties.
Lincolnton, North Carolina 28092-0000
Additional Job Details:
External Description:
Line of Business: WEALTH DIVISION Job Category: Professional Primary Purpose:Responsible for identifying, soliciting, servicing, delivering or coordinatingthe delivery of a broad range of financial products and services for clients inBB&T's Private Financial Services segment; delivering retail financialplans; proactively developing new client relationships; and deliveringexceptional, high-level relationship management to clients and prospects.Essential Duties and Responsibilities: Following is a summary of the essentialfunctions 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. Serve as the affluent clients' primary financial advisor. Coordinate,deliver, and provide financial products and services for assigned clients viaon-going relationship management (i.e., Retail Deposits, SMART Money Manager,Retail Credit, Mortgage Loans, Trust and Asset Management, Insurance,Investments, Retail Financial Plans, Scott & Stringfellow, etc.). 2. Workwith clients and prospects to coordinate the information gathering, delivery offinancial plans utilizing the Wealth Planning Unit. In addition, work with theclient and appropriate internal and external partners to implement all solutionsand/or recommendations presented in the plan. Meet with clients at leastannually to update plan information. 3. Successfully execute the Trusted AdvisorProcess by establishing and maintaining an understanding of the client'sfinancial needs through planned, proactive interaction and continuous use of theBB&T profiling model. 4. Acquire new affluent households and grow currentshare of wallet for the Bank; meet growth goals for Private Financial Servicesclients (loans, deposits, fee-based revenue) as assigned. 5. Embrace theBB&T Decathlon process, which includes, but not limited to, the delivery ofthe Perfect Client Experience behaviors, support of the BB&T segmentationmodels, full use of the automated sales process and support of referralprocesses and guidelines. 6. Establish and maintain excellent workingrelationships with various specialists (IRM Partners) designated to supportclient service and client development efforts (i.e., mortgage origination,investment services, trust and asset management services, insurance services,etc.). Serve as an advocate for clients with other business units. 7. Developand approve retail loans for clients and prospects within limit of authority.Prepare and present/recommend to higher authority any loans in excess of lendingauthority. 8. Evaluate and extend credit and terms in accordance with BB&Tlending policy and lending authority. 9. Assume responsibility for properdocumentation and proper review of clients' financial statement. 10.Aggressively call on potential and existing clients to maintain productivity andprofitability in all client relationships. 11. Monitor, maintain and updatesales activity, pipeline and other pertinent information using the bank'scontact management system. 12. Establish and maintain mutually beneficialreferral and business relationships with outside centers of influence such asCPAs, attorneys, local advisory board members, civic associations, and otherindividuals and organizations that will enhance business development efforts.13. Stay abreast of changing economic, legal, financial planning, investmenttrends, and general market and business issues impacting Private Bankingclients. Serve as a personal financial advisory resource for clients, theirattorneys and CPAs. 14. Work within the existing audit, compliance andregulatory framework to ensure a high quality, compliant book of business. 15.Participate in the on-going improvement and refinement of the Private FinancialServices brand, processes, products, services and operating policies andprocedures. 16. Work with Private Financial Advisor I to manage a book ofclients with up to 300 households and help train and develop the PrivateFinancial Advisor I. Required Skills and Competencies: The requirements listedbelow are representative of the knowledge, skill and/or ability required.Reasonable accommodations may be made to enable individuals with disabilities toperform the essential functions. 1. Bachelor's degree with a concentration inbusiness, accounting, finance or banking or equivalent education and relatedexperience 2. Six years of progressively responsible experience working withaffluent clients dealing with banking, investments, or financial planning, orequivalent experience in outside sales and/or relationship management 3. Highaptitude for client relationship management, business development and sales 4.NASD Series 7, 66 or equivalent licenses (or completion within first 90 days ofemployment) 5. Applicable state life and health licenses 6. Three years ofretail lending experience 7. Excellent working knowledge of fundamental retailcredit and deposit products, and a fundamental understanding of basic personalfinancial planning and investment concepts, or, clearly demonstrates the abilityto rapidly learn such concepts through training 8. Strong interpersonal andrelationship management skills 9. Strong written and verbal communication skills10. Working knowledge of Microsoft Office desktop applications 11. Ability totravel, occasionally overnight Desired Skills: 1. Master's degree in business,accounting, finance, or banking 2. Completion or enrollment inprofessional-level certification programs such as Foundations for FinancialPlanning, Accredited Asset Management Specialist, Certified Financial Planner,Certified Trust and Financial Advisor, or Certified Public Accountants 3.Completion or enrollment in an established management or career developmentprogram such as BB&T's Management Development Program or BB&T BankingSchool |
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| Sep 2, 2010,added today!
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BB&T - Charlotte
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| Wealth Management Sales and Service Director |
| MECKLENBURG COUNTY, NC 28243 |
| Compensation: N/A |
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| Job Requisition Number: 333668
Job Title: Wealth Management Sales and Service Director
Full Time/Part Time: Full Time
Location: 200 South College St.
Charlotte, North Carolina 28202-0000
Additional Job Details:
External Description:
Line of Business: WEALTH DIVISION Job Category: Upper Management PrimaryPurpose: Provide sales leadership to the Group Directors and wealth managementteams within the Wealth Management Division. Focus will be upon the bank'sexisting affluent clients and prospective clients. The sales and servicedirector will be responsible for effective execution of all sales and servicestrategies, which will assure the delivery of high quality, fully integratedfinancial services to the affluent segment. Help the bank realize its goal ofrapidly growing its wealth management revenue and profitability. EssentialDuties and Responsibilities: Following is a summary of the essential functionsfor this job. Other Duties may be performed, both major and minor, which are notmentioned below. Specific activities may change from time to time. 1. Executeson wealth management division sales and service strategies to include thedevelopment of the sales process, sales inspection of the teams, accountabilityof results and client interaction as appropriate to insure sales success;participates in the corporate planning process and profit planning of the wealthmanagement division; and directs timely action to insure achievement of statedgoals and objectives. 2. Makes or approves (within authority) recommendationsfor sales and service personnel regarding employment, performance appraisals,salary changes, promotions, transfers, terminations and staffing. 3. Assures theeffective integration of Wealth Management Advisors at the client level with thebanking network and fee based lines of business employees. (IntegratedRelationship Management) 4. Responsible for education and training of staffincluding licensure, general banking skills, specialty product training andteambuilding. 5. In conjunction with the Wealth Management AdministrativeManager insures that the sales and service personnel properly administerpersonal fiduciary accounts according to bank policy and are responsive to legalrequirements, compliance and client service. 6. At a high level, work with theWealth Management Division Manager to create synergy between Wealth ManagementTeams, BB&T Asset Management, Scott and Stringfellow, BB&T Insurance,BB&T Investment Services, and the BB&T Regional Presidents. 7.Participate with other members of the Wealth Management Senior Leadership Teamto develop ideas, products, strategies and services to meet the needs of theWealth Management client. 8. Stays abreast of legal and regulatory changes,industry trends and competition as it affects BB&T Wealth Managementbusiness. 9. Assist in the design and implementation of all strategies in thecreation of the BB&T Wealth Management Division. Insure successful selectionand integration of Group Directors, Team Leaders, Wealth Management Advisors,Trust Specialists and support staff. 10. Serves on committees as required andassumes additional responsibilities as requested. 11. Promotes the Bank's publicimage by participation in community, business and industry activities. RequiredSkills and Competencies: The requirements listed below are representative of theknowledge, skill and/or ability required. Reasonable accommodations may be madeto enable individuals with disabilities to perform the essential functions. 1.Bachelor's degree (or equivalent education and related training) and 10 yearsmanagement experience in the Wealth Management business. 2. Strong leadershipand sales skills. 3. Strong verbal and written communication skills. 4. Stronginterpersonal and relationship management skills. 5. Appropriate licensure forleading the sales and service teams of the Wealth Management Division. DesiredSkills 1. Advanced degree in law, financial management, trust or investments. 2.Broad experience in banking with good understanding of investments, loans anddeposits. 3. Proven ability in sales leadership leading 10 or more teams insales and service of Wealth Management related products. |
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| Sep 2, 2010,added today!
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BB&T - Charlotte
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| SSI Financial Advisor |
| MECKLENBURG COUNTY, NC 28243 |
| Compensation: N/A |
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| Job Requisition Number: 335964
Job Title: SSI Financial Advisor
Full Time/Part Time: Full Time
Location: 4500 Cameron Valley Pkwy
Charlotte, North Carolina 28211-0000
Additional Job Details:
External Description:
Line of Business: SCOTT & STRINGFELLOW Job Category: Sales PrimaryPurpose: Develops and maintains client relationships to meet branch andindividual sales and asset goals. This is achieved by assessing client needs,identifying the products available that meet the clients' needs, and convincingthe client to obtain the identified products through the assistance of theFinancial Advisor. Essential Duties and Responsibilities: Following is a summaryof the essential functions for this job. Other Duties may be performed, bothmajor and minor, which are not mentioned below. Specific activities may changefrom time to time. 1. Develops and maintains a profitable level of securitiessales that meet recognized needs of properly qualified customers and the firm'sneed for income. 2. Improves upon historical results through full timeconcentration upon the sales effort and an increased focus on developingrelationships with BB&T employees to foster relationships that generatereferrals of BB&T clients to Scott & Stringfellow. 3. Determinesspecific customer needs and sees that appropriate market transactions areexecuted on a timely basis. 4. Properly records transactions and inquiries, andsees that customer files are correctly completed and maintained to conform toregulatory policies. 5. Maintains an understanding of all products currentlyoffered by Scott & Stringfellow. 6. Conducts investment product educationalseminars for internal personnel, clients and potential clients. 7. Continuallyrecognizes an employee's responsibility to represent the total bank in allclient and outside relationships, and view every public contact as anopportunity to sell the total bank and all of its services through appropriatereferrals. 8. Performs all other duties and responsibilities as necessary and/or assigned. Required Skills and Competencies: The requirements listed beloware representative of the knowledge, skill and/or ability required. Reasonableaccommodations may be made to enable individuals with disabilities to performthe essential functions. 1. High School degree or equivalent education andrelated training. 2. Series 7, 63 and 65 or 66 and insurance licenses. 3.Demonstrated ability to persuade others. 4. Excellent interpersonal andcommunication skills. Desired Skills: 1. Associate's or Bachelor's degree. 2.Previous experience in a sales environment. |
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| Sep 2, 2010,added today!
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BB&T - Charlotte
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| Total Account Agent |
| MECKLENBURG COUNTY, NC 28243 |
| Compensation: N/A |
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| Job Requisition Number: 337231
Job Title: Total Account Agent
Full Time/Part Time: Full Time
Location: 5925 Carnegie Blvd
Charlotte, North Carolina 28209-0000
Additional Job Details:
External Description:
Essential Duties and Responsibilities
* Service a Book of Business
* Ability to manage day-to-day client needs
* Ability to work effectively with primary constituents including marketingspecialist, account managers, producers, corporate staff, field office staff,etc. to make sound decisions and manage the customers business to the highstandards of our company
* Prepare and submit required paperwork for plan changes, renewals and newbusiness implementation
* Act as the liaison between the customer and our business to drive planimprovements, resolve issues, and continually improve customer relationships andexperience
* Conduct on-site client meetings, administrative training, enrollmentmeetings, etc.
* Ability to organize, prioritize, multitask and meet short deadlines in afast-paced work environment
* The ability to travel within the local market area served by the salesoffice and to other locations for client meetings, training and development asneeded
* Act as the liaison between the customer and our business to drive planimprovements, resolve issues, and continually improve customer relationships andexperiences
* Develop and manage effective primary relationships with key policyholdersthrough responsive communication, problem resolution, on-site visits, etc.continually exceeding customer expectations
* Maintain internal client database
* All other duties as assigned
Education/Training/Experience
·Bachelors Degree
* Three to five years of industry experiencerequired
* Experience managing customer business in a similar capacity within theinsurance industry, preferably within the employee benefits market segment fromdirect experience with other brokers or carriers
* Working knowledge of employee benefits for small, medium, and largeemployer business to include Medical, Vision, Dental, Life/AD&D, VoluntaryLife, STD, LTD, FSA, HSA, HRA, etc.)
* Knowledge of federal mandates and legislation (COBRA, FMLA, HIPAA, Sec125, Labor Laws, Medicare)
* Strong knowledge of Outlook, Word, Excel, PowerPoint, Publisher, varioussoftware-rating modules
* Experience with reporting and underwriting self-fundedgroups
* Life & HealthLicense |
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| Sep 2, 2010,added today!
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BB&T - Charlotte
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| RELATIONSHIP BANKER I |
| GASTON COUNTY, NC 28052 |
| Compensation: N/A |
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| Job Requisition Number: 342225
Job Title: RELATIONSHIP BANKER I
Full Time/Part Time: Full Time
Location: 120 S New Hope Rd
Gastonia, North Carolina 28054-0000
Additional Job Details: Prefer Bilingual Spanish/English, some Saturday morning hours required
External Description:
Line of Business: BANKING NETWORK Job Category: Office / Administrative /Client Service Primary Purpose: Proactively initiate, develop, and managelong-term, profitable relationships. Manage existing client relationships toidentify future needs and consultatively address them. Profile prospects andclients to identify additional financial needs and refer to appropriatefinancial partners. Deliver superior quality service in person or by phone suchthat client needs are met on a consistent, positive basis. Essential Duties andResponsibilities: Following is a summary of the essential functions for thisjob. Other Duties may be performed, both major and minor, which are notmentioned below. Specific activities may change from time to time. 1. Sales a.Serve as primary contact for new account openings and cross sale of otherproducts and services to clients and prospects. b. Proactively and reactivelycontact clients and prospects daily by phone or in person to identify additionalclient financial needs and strengthen client relationships. c. Support teamsales process by acting upon or referring identified client needs to other linesof business, including but not limited to, retail loan, mortgage, investments,private banking, insurance, small business, merchant services, and other areas.d. Participate in team sales efforts such as team call nights, sales meetings,and debriefs. e. Employ BB&T supported sales techniques and processeswhenever possible to better serve the client and branch team. 2. Service a.Serve as contact for client problem resolution and perform maintenance forcurrent clients as dictated by the needs of the office. b. Serve as contact inresponding to client and non-client service inquiries as dictated by the needsof the office. c. Support team service process by participating in team serviceefforts such as service meetings. 3. Operational a. Adhere to regulations andinternal control procedures. b. Responsible for attending applicable trainingclasses and completing computer based training, etc. c. Stay abreast of allchanges in policies and procedures to ensure compliance with current guidelines.Required Skills and Competencies: The requirements listed below arerepresentative of the knowledge, skill and/or ability required. Reasonableaccommodations may be made to enable individuals with disabilities to performthe essential functions. 1. Associate's degree or two years of public contactexperience or equivalent education and related training 2. Excellentinterpersonal/communication skills including a desire to interact with clientsand prospects 3. Ability to master PC keyboard and software skills necessary forbranch automation 4. Ability to multitask 5. Ability to speak fluent EnglishDesired Skills: 1. Bachelor's degree or equivalent education and relatedtrainingPrefer Bilingual Spanish/English, some Saturday morning hours required |
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