דרושים Branch Leader - Imperial Lakes ב-Truist ב-ארהב

Regular or Temporary:

English (Required)

Essential Duties and Responsibilities

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.

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 or equivalent education and related training or experience.
2. Two years of financial services and consumer/small business expertise or equivalent experience and/or performance
3. One year of previous branch leadership or management experience
4. Strong interpersonal, sales relationship and prioritization skills.
5. Strong written and verbal skills.
6. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS background check.
7. Ability to inspire, lead and coach others.

1. Bachelor’s degree with a concentration in Business, Accounting, Finance or Banking
2. Graduate of Internal Leadership Development Programs

Regular or Temporary:

English (Required)

Essential Duties and Responsibilities

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.

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 or equivalent education and related training or experience.
2. Two years of financial services and consumer/small business expertise or equivalent experience and/or performance
3. One year of previous branch leadership or management experience
4. Strong interpersonal, sales relationship and prioritization skills.
5. Strong written and verbal skills.
6. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS background check.
7. Ability to inspire, lead and coach others.

1. Bachelor’s degree with a concentration in Business, Accounting, Finance or Banking
2. Graduate of Internal Leadership Development Programs

Branch Leader I

The annual base salary for this position is $51,430- $85,500

Branch Leader II

The annual base salary for this position is $63,670-$95,500

Branch Leader III

The annual base salary for this position is $73,230- $110,000

Regular or Temporary:

English (Required)

Essential Duties and Responsibilities

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.

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 or equivalent education and related training or experience.
2. Two years of financial services and consumer/small business expertise or equivalent experience and/or performance
3. One year of previous branch leadership or management experience
4. Strong interpersonal, sales relationship and prioritization skills.
5. Strong written and verbal skills.
6. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS background check.
7. Ability to inspire, lead and coach others.

1. Bachelor’s degree with a concentration in Business, Accounting, Finance or Banking
2. Graduate of Internal Leadership Development Programs

Regular or Temporary:

English (Required)

ESSENTIAL DUTIES AND RESPONSIBILITIES

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 acquiring 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. Provide mentoring to less experienced bankers in support of establishing a high level of professionalism, client service and responsiveness.

QUALIFICATIONS
Required Qualifications:

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 six years of financial services experience with a demonstrated ability to meet minimum performance standards working with clients to deliver banking, investments, risk management and retail lending solutions. (Banking experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) OR, 3 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 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.

7. Previous experience using financial planning software; demonstrated ability to deliver advisor led financial planning that addresses the following key areas - banking, planning, risk, investments and estate – for mass affluent clients.

Preferred Qualifications:
1. Master’s degree in business, accounting, finance, or banking
2. Retail Banking experience
3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst
(CFA), Accredited Asset Management Specialist AAMS® , Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®
4. Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School

Regular or Temporary:

English (Required)

Essential Duties and Responsibilities

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.

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 or equivalent education and related training or experience.
2. Two years of financial services and consumer/small business expertise or equivalent experience and/or performance
3. One year of previous branch leadership or management experience
4. Strong interpersonal, sales relationship and prioritization skills.
5. Strong written and verbal skills.
6. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS background check.
7. Ability to inspire, lead and coach others.

1. Bachelor’s degree with a concentration in Business, Accounting, Finance or Banking
2. Graduate of Internal Leadership Development Programs

Regular or Temporary:

English (Required)

Essential Duties:

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. As a part of the deal team, responsible for authoring annual reviews and assisting in the development of credit underwriting thesis of new and existing transactions. Prepares the nCino packages and is responsible for coordination of spreading financial statements and risk ratings. 50%7. Decision-Making and Autonomy: Teammates in this role author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting, which are reviewed and coaching provided as needed. Depending on the level of the deal, the recommendation is finally approved by ultimate risk approval officer.
8. Problem Complexity: Moderate
9. Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers.
10. Project or Program Management: Yes. This position runs ad hoc projects generally associated with regulatory, risk, and compliance issues.

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 Finance or Economics
2. Strong analytical skills and attention to detail. Strong work ethic and competitive drive. Solid leadership and interpersonal skills. Strong written and oral communication skills. Strong organizational and time management skills. Intermediate PC skills including standard Microsoft Office products and database applications.
3. Proficiency with Truist systems and processes

1. General understanding of accounting

Regular or Temporary:

English (Required)

Essential Duties and Responsibilities

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.

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 or equivalent education and related training or experience.
2. Two years of financial services and consumer/small business expertise or equivalent experience and/or performance
3. One year of previous branch leadership or management experience
4. Strong interpersonal, sales relationship and prioritization skills.
5. Strong written and verbal skills.
6. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS background check.
7. Ability to inspire, lead and coach others.

1. Bachelor’s degree with a concentration in Business, Accounting, Finance or Banking
2. Graduate of Internal Leadership Development Programs