Premier Region Director

Truist Bank•Upper Merion Township, PA

1d•Onsite

About The Position

The Premier Region Director is responsible for developing and leading a team of Premier Bankers who cater to the unique needs of mass affluent and business clients within an assigned territory. This role focuses on driving profitability through increased team revenues, expanding services and products to existing clients, marketing new products, acquiring new clients, and adhering to the corporation's segmentation strategy. The position involves leading growth, managing a team, and ensuring industry-leading service levels and compliance with regulations.

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.
English (Required) language fluency.

Nice To Haves

Master's degree in business, accounting, finance, or banking.
Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA)
Completion of established management or career development program or banking school.
Prior experience in a comparable position at a top ten financial services company.

Responsibilities

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.
Supervise and provide assistance in general, advanced, and complex tasks related to relationship building as well as banking, investments, insurance, financial planning, and trust and fiduciary services. Commit to an ongoing development and business plan review process with each direct report.
Ensure 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.
Ensure compliance with internal controls, operational procedures and risk management policies. Responsible for ensuring that business transactions and practices of direct reports as well as in the individual's span of control comply with all regulations and the Company Code of Conduct.
Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.