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Truist Premier Region Director United States, Texas, Dallas 949878220
24.04.2025
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. 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.3. 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.
4. 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.8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.
4. 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.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 financial services experience and related training.
2. Minimum of eight years of experience working with mass affluent clients dealing with banking, investments, financial planning, or lending.
3. 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.
4. 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.
5. Minimum eight years' experience leading or managing a team responsible for direct sales in a financial services environment.
6. Demonstrated ability in leading a team to meet or exceed minimum performance standards specific to investments and insurance.
7. Excellent organization, communication, and time management skills.
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 eight years of experience working with mass affluent clients dealing with banking, investments, financial planning, or lending.
3. 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.
4. 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.
5. Minimum eight years' experience leading or managing a team responsible for direct sales in a financial services environment.
6. Demonstrated ability in leading a team to meet or exceed minimum performance standards specific to investments and insurance.
7. Excellent organization, communication, and time management skills.
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.
4. Prior experience in a comparable position at a top ten financial services company.
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.
4. Prior experience in a comparable position at a top ten financial services company.
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