Truist Premier Banking Team Director
Develop and lead a team of Premier Bankers that is responsible for meeting the unique needs of mass affluent and business clients in an assigned territory. Responsible for leading growth of profitability by increasing team revenues, expanding services and products to existing clients, marketing new products, securing new clients and focusing on the corporation's segmentation strategy.
Required Qualifications :
- 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.
Preferred Qualifications :
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.Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.