Premier Team Director - Naples / Fort Myers / Sarasota

Truist Financial
Naples
Full timeFunction: Executive & General ManagementExperience: 6+ yearsEducation: bachelorsSkills: ["Leadership","Coaching","Relationship building","Sales performance","Problem resolution"]

Lead, coach, and manage a team of Premier Bankers/Advisors serving mass affluent and business clients. Step in for the Region Director when needed, partner with regional leaders to drive sales and performance, and oversee talent management, service delivery, and compliance. Own coaching around relationship building and complex banking, investment, insurance, and planning needs while helping advance the Premier Banking program across the region.

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Truist Financial
Truist Financial
4 days ago

Premier Team Director - Naples / Fort Myers / Sarasota

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Lead, coach, and manage a team of Premier Bankers/Advisors serving mass affluent and business clients. Step in for the Region Director when needed, partner with regional leaders to drive sales and performance, and oversee talent management, service delivery, and compliance. Own coaching around relationship building and complex banking, investment, insurance, and planning needs while helping advance the Premier Banking program across the region.
Location: Naples
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Lead, coach, and manage a team of Premier Bankers/Advisors.
  • •Serve in the absence of the Region Director and collaborate with the RD to ensure Region success, including leading targeted initiatives.
  • •Maintain a talent management strategy for sourcing, developing, retaining, and recruiting Premier Bankers/Advisors, and drive an inclusive culture aligned to revenue and production goals.
  • •Coach Premier Bankers/Advisors on advanced relationship building and complex tasks across banking, investments, insurance, financial planning, and trust and fiduciary services.
  • •Ensure compliance with internal controls, operational procedures, and risk management policies for direct reports’ transactions and practices.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

  • •Bachelor’s degree with a concentration in business, accounting, finance, banking, or equivalent education and related training or experience.
  • •Minimum of six years of experience working with mass affluent clients across banking, investments, financial planning, or lending.
  • •Strong knowledge of personal financial planning/advisory and investment management/asset allocation concepts for the mass affluent market, including retail credit and traditional retail bank products.
  • •Demonstrated ability to meet or exceed performance standards specific to investments and insurance.
  • •Maintain required securities and insurance licensing registrations (SIE, FINRA Series 7, Series 66 or 65/63, Series 24, and applicable Life/Health/Variable insurance), and be SAFE Mortgage Licensing Act compliant with 30 days of employment.
Experience:6+ yearsBankingInvestmentsFinancial planningMass affluentMortgageInsuranceRetail credit
Education:Bachelor's
Skills:LeadershipCoachingRelationship buildingSales performanceProblem resolution
Licenses:Life insuranceHealth insuranceVariable insuranceSAFE Mortgage Licensing ActNMLS
Certifications:SIEFINRA Series 7FINRA Series 66FINRA Series 65FINRA Series 63FINRA Series 24CFACFPCPA
Languages:English

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn