Student Veterans of America Jobs

Welcome to SVA’s jobs portal, your one-stop shop for finding the most up to date source of employment opportunities. We have partnered with the National Labor Exchange to provide you this information. You may be looking for part-time employment to supplement your income while you are in school. You might be looking for an internship to add experience to your resume. And you may be completing your training ready to start a new career. This site has all of those types of jobs.

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  • Jobs on this site are original and unduplicated and come from three sources: the Federal government, state workforce agency job banks, and corporate career websites. All jobs are vetted to ensure there are no scams, training schemes, or phishing.
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  • The newest jobs are listed first, so use the search features to match your interests. You can look for jobs in a specific geographical location, by title or keyword, or you can use the military crosswalk. You may want to do something different from your military career, but you undoubtedly have skills from that occupation that match to a civilian job.
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Job Information

Truist Virtual Premier Specialist in Allentown, Pennsylvania

Req ID: R0041886

Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information.Need Help?

Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing Accessibilityor by calling 877-891-2510. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.

Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Proactively identifies, engages, and deepens mass affluent clients at Truist in a given market. Guides clients through unique goal-based financial planning conversations. Leads with holistic advice when recommending personalized Premier solutions. Partners with Premier Advisors to deliver a team support model for mass affluent clients. Primarily connected with Retail Deposits, Retail lending, mortgage, insurance, and investments partners.

Series 6, 63/65 or 66 licenses required at the time of hire.

Specific location in Allentown to be determined


Following is a summary of the essential functions 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. Proactively engage mass affluent clients from a virtual setting. Primarily source clients utilizing outbound calling lead campaigns and referrals from branch, mortgage, and contact centers. Independently identify mass affluent clients that could benefit from Premier’s value proposition. Deliver a level of personalized, attentive service that clients deem outstanding.

  2. Reactively engage clients through dedicated support lines for clients while identifying financial needs for mass affluent clients. Serve as lead teammate to deliver segment specific solutions and right channel clients appropriately based on complexity level of the client and the types of advisory services needed.

  3. Deliver goal-based financial advice to mass affluent clients using independent judgement and planning expertise. Lead implementation of financial planning/goals-based conversations with appropriate Integrated Relationship Management (IRM) partners.

  4. Acts as the primary pathway for IRM partner referrals where mass affluent clients have expressed needs. Drive a high velocity of outbound IRM referrals to key partners (Commercial, Truist Life, Mortgage, Investments, etc.) as a result of client interactions and planning conversations.

  5. Meet new business growth, profitability and retention goals by supporting the development and deepening of new clients. Retain relationships by delivering customized advice and comprehensive Premier banking solutions that meet the clients’ goals and objectives. Participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the Premier sales process, and support of referral processes and guidelines.

  6. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank’s contact management system.

  7. Keep abreast of changing economic, legal, investment trends and general market and business issues impacting mass affluent clients.

  8. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.

  9. Participate in the ongoing implementation and development of the Premier program, including processes, products, services and operating policies and procedures.

  10. Manage functional responsibilities associated with Premier program as directed.


Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. Bachelor’s degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training

  2. Advanced knowledge of traditional retail bank products, financial planning/advisory/insurance, and investment management/asset allocation concepts

  3. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 & 65 and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check

  4. Strong interpersonal, sales and relationship management skills

  5. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products

Preferred Qualifications:

  1. Minimum of two years of experience working with mass affluent clients dealing with banking, investments, financial planning, or lending

  2. Minimum of two years of retail lending experience

  3. Minimum of two years of experience working with clients from a virtual setting or in call center environment

  4. Completion of established management or career development program or banking school

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

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Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

© 2017 SunTrust Banks, Inc. All rights reserved.

SunTrust is federally registered service marks of SunTrust Banks, Inc.