דרושים Premier Region Director ב-Truist ב-United States, Dallas

Regular or Temporary:

English (Required)

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Work with the Regional Director to develop and execute the strategic plan for the market.
2. Collectively lead the market through strong, pro-active partnerships and routine connection points with other market leaders in Wealth and throughout Truist.
3. Build and maintain close partnerships with the local Support leadership team, LOB Risk Organization, Compliance, HR and Operations to further the effectiveness and performance of the market.5. Solve problems by mediating and negotiating, analyzing needs, identifying required resources, taking reasonable risks, making timely decisions, and using solid judgment.
6. Improve workflows by identifying and assisting with process, policy and system revisions and upgrades, and staying current on new technologies, products, and trends.

7. Support Advisors in execution of our partnership initiatives and dispositioning referrals within expected timeframes.
8. Perform routine client outreach efforts to drive client satisfaction and drive client connectivity.
9. Work with the Client Advisory Center (CAC) to ensure smooth client migrations and resolve any service-related needs.
10. Routinely accumulate relevant updates for the Regional Director for dissemination to the field during team touchpoints.

11. Ensure all field required principal and supervision duties are completed for the market and that training and continuing education assignments are completed by established deadlines.
12. Maintains Risk dashboards within compliance.
13. Works and responds to client complaints and coordinates escalations.

14. Work with the Regional Director to ensure training, education, performance evaluations, salary adjustments, promotions, transfers, hiring, branch reassignments, disciplinary actions, terminations, and staffing levels in the market.
15. Help build high performing teams by developing and retaining key talent, recruiting top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ensure all teammates have a sense of belonging, an opportunity to thrive, and are treated equitably.
16. Partner with the Regional Director to provide education and options for succession planning and book transitions to Advisors.
17. Effectively partner with National Sales to ensure Advisor development opportunities are utilized, refined and effective.

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor’s degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
2. 8 years of leadership experience in coaching relative to sales and relationship management in the Wealth Brokerage/Advisory industry.
3. Financial Industry Regulatory Authority (FINRA) series 7, 66 (or 63/65), 24, plus applicable Life & Health insurance licenses.
4. A thorough understanding of a broad range of financial planning and investment concepts.
5. Successful track record of sales leadership, presentation and relationship management skills previously demonstrated in the wealth brokerage business.
6. Conceptual ability to analyze problems and devise solutions.
7. Strong organizational, interpersonal, analytical, and communication skills and attention to detail.
8. Ability to travel, including overnight travel.

Preferred Qualifications:

1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
2. Completion of an established management or career development program such as the bank’s Leadership Development Program or similar program.
3. Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems.

Regular or Temporary:

English (Required)

Regular or Temporary:

English (Required)

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding.
2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system.
7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.
8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
2. Minimum of five years offinancial servicesexperience working with clients dealing with banking, investments, and/or retail lending.(experience may include Retail, Wealth, Advisory, and/or Retail Lending experience)one years’ experience in a financial client relationship manager role.
3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
5. Strong interpersonal, sales and relationship management skills.
6. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.

Regular or Temporary:

English (Required)