- Truist (Greensboro, NC)
- …deliver a level of personalized, attentive service that clients deem outstanding. 2 . Establish and periodically update understanding of client financial needs and ... banking or equivalent financial services experience and related training. 2 . Minimum of five years of financial services experience...for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7,… more