Premier Region Director

Premier Region Director – Truist

Replace the duplicate introductory text. The role focuses on leading a team of Premier Bankers to meet the unique needs of mass‑affluent and business clients in an assigned territory, driving growth in profitability through revenue expansion, client acquisition, and the corporation’s segmentation strategy.

• 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.
• Provide leadership and coaching to enable Team Director(s) to effectively produce individually and coach teammates to achieve relationship management and production expectations.
• Supervise and assist in general, advanced, and complex tasks related to relationship building as well as banking, investments, insurance, financial planning, and trust and fiduciary services. Commit to an ongoing development and business plan review process with each direct report.
• Ensure 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.
• Collaborate with leaders within the Community Bank and Internal Relationship Management partners to support client service and business development efforts, promoting client retention, relationship deepening, and prospect referrals.
• Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass‑affluent clients.
• Ensure compliance with internal controls, operational procedures and risk management policies, and that all business transactions and practices comply with regulations and the Company Code of Conduct.
• Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.

• Required Qualifications:
  • Bachelor’s degree in business, accounting, finance, banking or equivalent financial services experience with related training.
  • Minimum of eight years of experience working with mass‑affluent clients in banking, investments, financial planning, or lending.
  • Advanced knowledge of personal financial planning/advisory and investment management concepts and understanding of retail credit and traditional retail bank products for the mass‑affluent market.
  • Active FINRA Series 7, Series 24, Series 66 or 65/63 registrations and applicable insurance licenses (Life, Health and Variable) or obtain them within 100‑180 days of job entry; FINRA licenses transferred within 30 days.
  • Minimum eight years’ experience leading a sales team in a financial services environment.
  • Demonstrated ability to lead a team to meet or exceed performance standards for 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 certification programs such as CFA, CFP, Certified Trust and Financial Advisor, CPA, etc.
  • Completion of an established management or career development program or banking school.
  • Prior experience in a comparable position at a top‑ten financial services company.

Eligible regular teammates receive medical, dental, vision, life insurance, disability, 401(k) and other benefits. All full‑time teammates receive at least 10 days of vacation and 10 sick days, prorated for part‑time workers. Additional benefits may include a defined benefit pension, restricted stock units or a deferred compensation plan, depending on the division and position.

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 any other classification protected by law. Truist is a Drug‑Free Workplace. EEO is The Law. E‑Verify, IER, and Right to Work.