Truist Premier Team Director - Fort Lauderdale 

United States, Florida, Fort Lauderdale 

576469452

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:

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. Hybrid Leader/producer role responsible for leadership & supervisory responsibilities of an average of 5 Premier Bankers (In-Market and/or Virtual), in addition to meeting individual producer targets.
2. Personally 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. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank’s contact management system.4. Leads and coaches premier bankers/advisors 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 review process with each direct report.
5. Ensures industry leading service levels are delivered by Premier Bankers/Advisors and that they are meeting or exceeding individual production and growth expectations within deposits, lending, risk management, planning, mortgage and investments.
8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.

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 education and related training or experience.
2. Minimum of ten years of experience working with mass affluent clients dealing with banking, investments, financial planning, or lending or comparable experience.
3. Strong working 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.
4. Demonstrated ability to meet or exceed minimum performance standards specific to investments and insurance.
5. A minimum of Securities Industry Essentials (SIE), FINRA Series 7, Series 66 or 65/63, and Series 24 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 60 days of job entry date.
6. 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.
7. Ability to handle a complex level of tasks and priorities during the course of a business day; Possesses skill, ability and aptitude to deliver premier levels of industry leading service, problem resolution, and advanced sales functions.
8. Demonstrated at least 5 years of leadership skills and abilities to lead a sales team to meet or exceed expectations in the areas of banking, investments, mortgage, insurance, and planning or comparable leadership experience.

Preferred Qualifications:
1. Master’s degree in business, accounting, finance, or banking.
2. 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)
3. Completion of established management or career development program or banking school.