Truist

Premier Region Director I/II

Truist

full-time

Posted on:

Location Type: Office

Location: Newtown • Pennsylvania • United States

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Salary

💰 $160,000 - $192,000 per year

Job Level

Lead

About the role

  • Develop and lead a team of Premier Bankers that is responsible for meeting the unique needs of mass affluent and business clients in an assigned territory.
  • Responsible for leading growth of profitability by increasing team revenues, expanding services and products to existing clients, marketing new products, securing new clients and focusing on the corporation's segmentation strategy.
  • Source, hire, and develop a team of Premier Bankers (In-Market and/or Virtual) to deliver the Truist Premier sales and service model achieving revenue and production goals by retaining and growing mass affluent households.
  • Provide leadership and coaching to enable Team Director(s) to effectively produce individually and coach assigned teammates to achieve relationship management and production expectations.
  • Supervises and provides assistance in general, advanced, and complex tasks related to relationship building as well as banking, investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing development and business plan review process with each direct report.
  • Ensures industry leading service levels are delivered by Premier Bankers and that they are meeting or exceeding individual production and growth expectations within deposits, lending and investments.
  • Effectively work with various leaders within the Community Bank and Internal Relationship Management (IRM) partners who are designated to support client service and business development efforts (e.g. banking, mortgage, planning, investments, and insurance services) in a manner that promotes client retention, relationship deepening and prospect referrals.
  • Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients.
  • Ensures compliance with internal controls, operational procedures and risk management policies.

Requirements

  • Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
  • Minimum of eight years of experience working with mass affluent clients dealing with banking, investments, financial planning, or lending.
  • Advanced knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
  • A minimum of Securities Industry Essentials (SIE), FINRA Series 7, Series 24, Series 66 or 65/63 registrations and applicable Insurance licenses (Life, Health and Variable) must be active and maintained, or must be obtained within 100-180 days of job entry date. Active FINRA licenses must be transferred within 30 days of job entry date.
  • Minimum eight years' experience leading or managing a team responsible for direct sales in a financial services environment.
  • Demonstrated ability in leading a team to meet or exceed minimum performance standards specific to investments and insurance.
  • Excellent organization, communication, and time management skills.
Benefits
  • Medical
  • Dental
  • Vision
  • Life insurance
  • Disability
  • Accidental death and dismemberment
  • Tax-preferred savings accounts
  • 401k plan
  • 10 days vacation
  • 10 sick days
  • Paid holidays
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planninginvestment managementasset allocationretail creditbank productssales managementrelationship managementrisk managementcomplianceteam leadership
Soft Skills
organizationcommunicationtime managementcoachingleadershiprelationship buildingclient retentionbusiness developmentteam developmentperformance management
Certifications
Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 24FINRA Series 66FINRA Series 65FINRA Series 63Life Insurance LicenseHealth Insurance LicenseVariable Insurance License