Private Team Director II
BB&T Human Systems - Columbia, SC
Line of Business: Wealth Division Group
Job Category: First/Mid-Level Officials and Managers

Desired Skills:
1. Master?s degree in business, accounting, finance, or banking
2. Completion or enrollment in professional-level certification programs such as Registered Paraplanner, Accredited Wealth Management Advisor, Certified Financial Planner, Certified Trust and Financial Advisor, or Certified Public Accountant.
3. Completion or enrollment in an established management or career development program such as BB&T?s Leadership Development Program or BB&T Banking School

Minimum Qualifications:
1. Bachelor?s degree in business, accounting, finance or banking or equivalent education and related experience
2. Ten years of progressively responsible experience in banking, investments, or financial planning
3. Four years experience working with affluent clients
4. Three years of experience in formal leadership or management roles
5. Industry applicable licenses, including FINRA Series 24, 7, 63, 65 or 66 and life, accident and health (or obtained within 120 days of hire)
6. High aptitude for client relationship management and business development
7. Possess and demonstrate a broad, fundamental understanding of financial planning and investment concepts, and have a sound knowledge of retail bank credit and deposit products
8. Strong interpersonal, sales and relationship management skills
9. Strong written, verbal and communication skills
10. Working knowledge of Microsoft Office desktop applications
11. Ability to travel, occasionally overnight
12. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check

Responsibilities:
Leadership Responsibilities:
1. Develop and implement a team business plan that meets the region?s expectations for growth and profitability in the PFS Client Segment.
2. Lead PFAs in the execution of proper sales and relationship management techniques, inspect PFA performance, provide appropriate feedback and support PFA growth.
3. Provide a team of PFAs hands-on support and coaching in all facets of Integrated Relationship Management (IRM). Assist the team of PFAs in the delivery of a broad range of BB&T financial products and services to clients and prospects within the PFS segment. These services may include Retail Deposits, Retail Credit, Mortgage Loans, Trust and Asset Management, Insurance, Investments, and Retail Financial Planning.
4. Build relationships with the regional Senior Leadership Team and other lines of business to champion PFS within the region. Lead all PFS programs, strategies and initiatives within the region.
5. Lead and mentor the PFAs under his/her guidance to pursue professional growth and development opportunities necessary to become highly skilled financial advisors and relationship managers.
6. Actively participate in community events and represent PFS as a line of business to other professionals and centers of influence in the markets covered.
7. Manage an annual budget and profit/expense plan within bank guidelines.
8. Provide compliance, supervision and oversight to all FINRA licensed PFS personnel within the market area. In the context of this role, the PFSM is responsible for the employment decisions and compliance coaching opportunities for these FINRA licensed individuals.

Sales and Relationship Management Responsibilities:
1. Serve as the primary point-of-contact, integration and responsibility for assigned PFS clients and prospects. Coordinate, deliver, and provide on-going service for financial products and services for assigned clients (i.e., Retail Deposits, SMART Money Manager, Retail Credit, Mortgage Loans, Trust and Asset Management, Insurance, Investments, Retail Financial Plans, Scott & Stringfellow, etc.)
2. Establish and maintain an understanding of assigned clients? financial needs through frequent interaction and continuous use of the BB&T profiling model.
3. Successfully engage clients in needs based financial planning by thoroughly profiling every client to identify issues and communicating the benefits of how fee-based financial planning can provide solutions to those issues. Work with our Central Planning Unit and other partners for delivery of financial planning services to the client as appropriate.
4. Develop additional business, both internally and externally, for the region; meet growth goals for PFS clients (loans, deposits, fee-based revenue) as assigned.
5. Embrace the BB&T Decathlon Sales Process, which includes, but not limited to the delivery of the Perfect Client Experience behaviors, support of the BB&T segmentation models, full use of the automated sales process and support of referral processes and guidelines.
6. Establish and maintain excellent working relationships with various specialists (IRM Partners) designated to support client service and client development efforts (i.e., Mortgage Origination, Investment Services, Trust and Asset Management Services, Insurance Services, etc.) Serve as an advocate for clients with other business units.
7. Develop and approve retail loans for clients and prospects within limit of authority. Prepare and present/recommend to higher authority any loans in excess of lending authority.
8. Evaluate and extend credit and terms in accordance with BB&T lending policy and lending authority.
9. Assume responsibility for proper documentation and proper review of clients? financial statement.
10. Establish and maintain mutually beneficial referral and business relationships with outside centers of influence such as CPAs, attorneys, local advisory board members, civic associations, and other individuals and organizations that will enhance business development efforts.
11. Stay abreast of changing economic, legal, financial planning, investment trends, and general market and business issues impacting PFS clients. Serve as a personal financial advisory resource for clients, their attorneys and CPAs.
12. Work within the existing audit, compliance and regulatory framework to ensure a high quality, compliant book of business.
13. Participate in the on-going improvement and refinement of the Private Financial Services brand, processes, products, services and operating policies and procedures.

BB&T Human Systems - 19 months ago - save job - block
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BB&T Corporation (BB&T) is a financial holding company. The Company conducts its business operations primarily through its...