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. 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. 2. When applicable provide leadership and coaching to enable Team Director(s) to effectively produce individually and coach assigned teammates to achieve relationship management and production expectations. 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. 5. Effectively work with various leaders within the Community Bank and Internal Relationship Management (IRM) partners who are designated to support client service and business development efforts (e.g. banking, mortgage, planning, investments, and insurance services) in a manner that promotes client retention, relationship deepening and prospect referrals. 6. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. 7. Ensures compliance with internal controls, operational procedures and risk management policies. Responsible for ensuring that business transactions and practices of direct reports as well as in the individual's span of control comply with all regulations and the Company Code of Conduct. 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. 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. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. 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.
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