Malcolm Rose
Vice President, Virtual Premier Banker
- Role
- Virtual Premier Banker at Truist
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Malcolm Rose
In my role as a Premier Banker at Truist, my focus is to provide honest service and financial strategies that will help my clients achieve their personal financial goals. My mission is to be a trusted financial resource for my community by providing a variety of financial strategies combined with superb service. I believe that financial education is an essential part of life planning, and I’m happy to share my knowledge with you. My areas of expertise include: • Creating, developing, and maintaining relationships with new and existing clients • Completing the fact-finding process to allow for thorough understanding of my clients’ financial goals and needs • Developing customized ideas and solutions for each one of my clients • Helping clients meet their protection needs through a variety of insurance products • Reviewing my client’s needs on a regular basis, and suggesting strategy adjustments as necessary Contact me today to learn how we can work together to create a custom strategy that will help you reach your personal financial goals.
Experience
Virtual Premier Banker
Jan 2023 — Present · US
Education
University of Phoenix
BS
2005 — 2011
Glenville High School
HIgh School Diploma
1992 — 1996
Skills
- Marketing
- Recruiting
- Loss Prevention
- Time Management
- Payroll
- Customer Service
- Sales
- Inventory Management
- Team Building
- Customer Experience
- Retail
- Finance
- Leadership
- Financial Planning
- Management
- Merchandising
- Customer Satisfaction
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