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Consumer Bank and Wealth Management Regional Director

Req #: 170111947_4
Location: San Francisco, CA, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)
Regional Director Job Description
 
The Regional Director position is responsible for setting business and people priorities that drive financial results in a designated geography.  The Regional Director oversees Market Directors spanning both deposits and investments.  
 
The Regional Director core responsibilities include:
  • Drive the integration of deposits and investments regionally, lead and build belief in the branch model and achieve key, financial metrics including YOY revenue and profit growth, NNM, deepening, client acquisition and expense management
  • Think broadly to define customer experience model and lead regional execution to deliver on customer expectations
  • Build strategies (client service model, client segmentation strategy), product solutions, etc and find opportunities to deepen and grow customer relationships (affluent and other segments)
  • Create a culture of risk and control that acts with appropriate understanding and urgency; ultimate responsibility to safeguard our customers and business
    • Deliver on high performance standards and protect the firm and customers through adherence to policy, satisfactory audits and consistent execution of KYC and KYP
    • Standardize and simply processes
    • Encourage self-identification of issues
  • Set a people agenda that encompasses firm-wide view and local focus
  • Identify and develop managers that build high performing teams
    • Ensure talent and performance strategies are in place to attract, retain, and develop employees
  • Develop a strategic approach to building partnerships firm-wide
Qualifications:
  • FINRA Series 7, 9/10 (or equivalent) and 66 (or equivalent) required within 90 days in seat, in addition to meeting FINRA continuing education requirements
  • 10+ years proven experience coaching and managing multiple layers of management and employees in the organization
  • Bachelor Degree required
  • Proven ability to source and attract internal and external talent by building and maintaining personal network of contacts
  • Demonstrated ability to build relationships and partner with other areas of Consumer & Business Banking
  • High degree of investment services and product acumen, and keen interest in the financial markets
  • Strong communication skills, attention to detail and excellent follow-through
  • Ability to travel 50% of the time
 
 
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