Truist ยท 1 day ago
Premier Region Director I or II
Newtown, PA
Full-time
Onsite
Senior Level, Lead/Staff
$160K/yr - $192K/yr
8+ years expTruist Bank is seeking a Premier Region Director to develop and lead a team of Premier Bankers responsible for serving mass affluent and business clients. The role focuses on driving profitability through client acquisition and service excellence while ensuring compliance with operational procedures and risk management policies.
BankingFinanceFinancial Services
Responsibilities
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
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
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
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
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
Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients
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
Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures
Qualification
Required
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
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
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
Maryland Daily Record
2026-01-03
2025-12-18
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