Premier Advisor or Banker – Orlando, Brevard or Titusville, FL – Truist – Orlando, FL

Company: Truist

Location: Orlando, FL

Expected salary:

Job date: Sun, 08 Jun 2025 07:19:35 GMT

Job description:

Job Title: Sales and Marketing Specialist

Job Description:

We are seeking a dynamic Sales and Marketing Specialist to join our team and play a pivotal role in expanding our services and marketing new products to our existing client base. This position will involve developing and implementing strategic marketing initiatives, identifying opportunities for service enhancement, and actively engaging with clients to boost sales and foster strong relationships.

Key Responsibilities:

  • Service Expansion: Collaborate with cross-functional teams to identify and develop new service offerings that meet client needs and market demands.

  • Product Marketing: Create and execute marketing campaigns for new products aimed at existing clients, utilizing various channels to maximize engagement and conversion rates.

  • Client Engagement: Maintain regular communication with clients to understand their evolving needs and promote relevant services and products, building trust and loyalty.

  • Sales Management Participation: Participate actively in the sales management process, including forecasting, pipeline management, and performance analysis to drive overall revenue growth.

  • Market Analysis: Conduct research to identify market trends and competitive landscape, utilizing insights to inform marketing strategies and service development.

  • Reporting & Analytics: Analyze the effectiveness of marketing campaigns and sales strategies, providing insights and recommendations for continuous improvement.

Qualifications:

  • Bachelor’s degree in Marketing, Business Administration, or a related field.
  • Proven experience in sales and marketing, preferably in a B2B environment.
  • Strong understanding of sales management processes and marketing principles.
  • Excellent communication and interpersonal skills, with a focus on building relationships.
  • Ability to work collaboratively in a team-oriented environment and manage multiple projects simultaneously.
  • Proficient in using CRM software and marketing analytics tools.

Join us in driving growth and innovation as we expand our services and deliver exceptional value to our clients. If you are passionate about sales and marketing and thrive in a fast-paced environment, we encourage you to apply!

Wealth Support Specialist II – Truist – Orlando, FL

Company: Truist

Location: Orlando, FL

Expected salary:

Job date: Fri, 06 Jun 2025 22:34:52 GMT

Job description:

Job Description: Marketing and Client Relations Coordinator

We are seeking a motivated and detail-oriented Marketing and Client Relations Coordinator to join our dynamic team. In this role, you will be responsible for scheduling appointments, making follow-up telephone calls, and preparing and maintaining client presentations and marketing materials.

Key Responsibilities:

  • Schedule and coordinate client appointments, ensuring efficient time management and positive client experiences.
  • Conduct follow-up telephone calls to clients to ensure satisfaction, gather feedback, and nurture relationships.
  • Prepare and maintain engaging client presentations and marketing materials that effectively communicate our services and brand message.
  • Collaborate with the marketing team to develop promotional campaigns and assist in executing marketing strategies.
  • Maintain organized records of client interactions and assist in managing client databases.
  • Support the team with administrative tasks and projects as needed to facilitate smooth operations.

Qualifications:

  • Strong communication and interpersonal skills.
  • Proficiency in Microsoft Office Suite and experience with client relationship management (CRM) software.
  • Detail-oriented with excellent organizational skills.
  • Ability to work independently as well as collaboratively in a fast-paced environment.
  • Previous experience in marketing or client relations is preferred.

Join us as we elevate our client experience and marketing efforts!

Wealth Support Specialist II – Truist – Orlando, FL

Company: Truist

Location: Orlando, FL

Expected salary:

Job date: Thu, 05 Jun 2025 01:26:43 GMT

Job description:

Job Title: Client Relations Coordinator

Job Description:

We are seeking a diligent and proactive Client Relations Coordinator to join our dynamic team. The ideal candidate will play a pivotal role in enhancing client satisfaction and supporting our marketing efforts. Key responsibilities include:

  • Scheduling Appointments: Efficiently manage and coordinate client appointments, ensuring timely communication and organization to optimize our service delivery.

  • Follow-Up Calls: Conduct follow-up telephone calls to clients, addressing their queries, gathering feedback, and fostering strong relationships to ensure client retention and satisfaction.

  • Client Presentation Preparation: Assist in preparing compelling client presentations by compiling relevant data, creating engaging visual content, and tailoring materials to meet client needs.

  • Marketing Support: Collaborate with the marketing team to prepare and maintain marketing materials, ensuring our messaging aligns with our brand and effectively communicates our value proposition.

The ideal candidate will be detail-oriented, possess excellent communication skills, and have a strong ability to multitask in a fast-paced environment. If you are passionate about client engagement and marketing, we encourage you to apply and be part of our vibrant team!

Retail Mortgage Loan Originator – Truist – Orlando, FL

Company: Truist

Location: Orlando, FL

Expected salary:

Job date: Fri, 09 May 2025 23:56:36 GMT

Job description:

Job Title: Mortgage Marketing Specialist

Job Description:

The Mortgage Marketing Specialist will be responsible for developing and executing marketing strategies for Truist Mortgage Loan products, ensuring adherence to bank policies and procedures. This role involves building effective referral networks and fostering relationships to drive mortgage production while consistently meeting or exceeding established goals.

Key Responsibilities:

  1. Marketing Strategy Development:

    • Create and implement comprehensive marketing and development plans for Truist Mortgage Loan products.
    • Design promotional campaigns to effectively communicate product benefits to potential clients.

  2. Goal Achievement:

    • Work towards achieving and surpassing agreed-upon mortgage production goals through targeted marketing initiatives.
    • Analyze market trends and adjust strategies accordingly to maximize impact.

  3. Referral Management:

    • Establish and maintain strong relationships with referral partners, ensuring consistent communication and collaboration.
    • Monitor and evaluate referral effectiveness, implementing improvements as necessary.

  4. Compliance and Reporting:

    • Ensure all marketing efforts comply with banking regulations and internal policies.
    • Maintain accurate records and reports of marketing activities, lead generation, and production results.

  5. Market Analysis:

    • Conduct market research to identify opportunities for product enhancement and competitive positioning.
    • Stay abreast of industry trends and competitor activities to inform marketing strategies.

Qualifications:

  • Bachelor’s degree in Marketing, Business, or a related field.
  • Proven experience in mortgage marketing or sales.
  • Strong analytical and communication skills.
  • Ability to work collaboratively in a team-oriented environment.
  • Proficient in digital marketing tools and platforms.

Join us in making homeownership accessible and achievable for more families, while growing your career with Truist Mortgage!

Premier Advisor or Banker – Orlando, FL – Truist – Orlando, FL

Company: Truist

Location: Orlando, FL

Expected salary:

Job date: Wed, 02 Apr 2025 03:20:21 GMT

Job description:

Job Description: Sales and Marketing Specialist

Position Overview:
We are seeking a motivated and dynamic Sales and Marketing Specialist to join our team. In this role, you will focus on expanding our services and marketing new products to our existing client base. You will be instrumental in enhancing client relationships and identifying growth opportunities within our current offerings.

Key Responsibilities:

  • Expand Services: Continuously assess client needs and effectively communicate our service enhancements to optimize their experience.
  • Product Marketing: Develop and implement marketing strategies for new products aimed at our existing clients, ensuring alignment with their needs and preferences.
  • Sales Management Participation: Actively engage in the sales management process, collaborating with cross-functional teams to drive growth and meet sales targets.
  • Client Engagement: Build and maintain strong relationships with clients, providing exceptional support and follow-up on product offerings.
  • Market Research: Conduct market analysis to identify trends and opportunities, informing product development and marketing strategies.
  • Feedback Integration: Gather and incorporate client feedback into product marketing and service enhancement initiatives.

Qualifications:

  • Bachelor’s degree in Marketing, Business Administration, or a related field.
  • Proven experience in sales and marketing, preferably within [specific industry].
  • Strong communication skills, both written and verbal.
  • Ability to analyze data and market conditions to inform decision-making.
  • Demonstrated ability to work collaboratively with diverse teams and manage multiple projects.

What We Offer:

  • A dynamic work environment that fosters innovation and growth.
  • Opportunities for professional development and career advancement.
  • Competitive salary and benefits package.

Join us and be a part of a team that values creativity and proactive solutions in enhancing our client relationships and driving business success!

Premier Banker – Orlando, FL – Truist – Orlando, FL

Company: Truist

Location: Orlando, FL

Expected salary:

Job date: Wed, 02 Apr 2025 00:08:36 GMT

Job description: The job involves actively expanding services and marketing new products to existing clients. The successful candidate will play a key role in the sales management process, identifying potential opportunities for growth and effectively communicating the value of new offerings to clients. Strong communication and negotiation skills are essential for building and maintaining client relationships. The ability to analyze market trends, identify customer needs, and develop strategic sales plans will be critical for achieving success in this role.

Premier Banker – Orlando, FL – Truist – Orlando, FL

Company: Truist

Location: Orlando, FL

Expected salary:

Job date: Wed, 12 Feb 2025 02:57:48 GMT

Job description: This job involves taking on a key role in the expansion and growth of a company’s services and products. The responsibilities include developing and implementing marketing strategies to reach existing clients and attract new ones. The successful candidate will play a vital role in the sales management process, ensuring that goals are met and revenue targets are achieved. This position requires a strong understanding of market trends, excellent communication and interpersonal skills, and a proven track record in driving business growth.

Loan Originator Assistant – Truist – Orlando, FL

Company: Truist

Location: Orlando, FL

Expected salary:

Job date: Sun, 15 Dec 2024 05:21:26 GMT

Job description: :

This job involves providing support to Mortgage Loan Officers (MLOs) by ensuring that all loan files are processed accurately and in a timely manner, all compliance requirements are met, and all compliance related items are addressed. The role also includes handling marketing efforts by assisting MLOs with referral management, creating and maintaining customer databases, and designing marketing collateral materials. Additionally, the position involves assisting MLOs with other requested work-related tasks as needed. Candidates for this role should have a strong attention to detail, excellent organizational skills, and the ability to multitask effectively. Experience in the mortgage industry and knowledge of marketing principles are preferred qualifications.

Dealer Commercial Team Leader – Truist – Orlando, FL

Company: Truist

Location: Orlando, FL

Expected salary:

Job date: Thu, 05 Dec 2024 23:27:01 GMT

Job description: The Product Marketing Manager is responsible for developing and executing a strategic marketing plan aimed at increasing brand awareness and driving sales growth. This role involves collaborating with cross-functional teams to identify market opportunities, develop key messaging and positioning, and create targeted marketing campaigns to reach new customers and expand existing relationships. The ideal candidate is a proactive and results-driven individual with a strong understanding of product markets and consumer behavior. They must have excellent communication and project management skills, as well as a passion for driving impactful marketing initiatives.

Wealth Advisor III – Orlando – Truist – Orlando, FL

Company: Truist

Location: Orlando, FL

Expected salary:

Job date: Fri, 30 Aug 2024 02:19:25 GMT

Job description: This job involves the development and execution of strategies to market new products to existing clients. The position requires self-acquiring of new business by actively networking and building relationships with key stakeholders such as real estate agents, attorneys, civic associations, and other organizations. The individual will work to enhance the marketing efforts of the team by collaborating with various partners and utilizing a variety of channels to reach target audiences. The role also involves staying current on industry trends and continuously seeking opportunities to grow and expand the business.