Truist ยท 5 hours ago
Business Development Officer, Truist Investment Services, Charleston, WV
Charleston, WV
Full-time
Onsite
Mid, Senior LevelTruist is a financial services company seeking a Business Development Officer for their Investment Services team in Charleston, WV. The role involves executing marketing and sales strategies to enhance client retention and revenue, while providing leadership and training to the Financial Advisor team.
BankingFinanceFinancial Services
Responsibilities
Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue
Develop and execute a cohesive branding strategy to maximize client retention and increase new business
Create all external marketing collateral
Facilitate a direct calling effort on centers of influence within the community and build strong relationships with internal partners to foster new sources of revenue and increase referral activity
Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements
Plan and execute all team events, including functions co-branded with internal partners such as Wealth and Insurance
Oversee the use of contact management tools to track all business and prospecting activities
Qualification
Required
Bachelor's degree or equivalent education, training and work-related experience
Demonstrated ability to effectively manage people and projects
A thorough understanding of the advertising review process as mandated by Financial Industry Regulatory Authority, Inc. (FINRA)
Strong writing and presentation skills
Significant experience planning client and prospect events
Ability to effectively present information to top management, public groups, and/or boards of directors
Demonstrated proficiency in basic computer applications such as Microsoft Office products
Preferred
FINRA Series 7, 66 (or 63/65) and Life & Health Insurance licenses
Sound working knowledge of holistic banking/investment platforms, products, services, operations, and systems
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
Founded in 2019
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (235)
2024 (248)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2025-12-18
2025-12-16
Company data provided by crunchbase