Jobs · Finance · North Carolina

Branch Leader - Beaufort

Truist · Beaufort, NC · Today
FinanceFull-time

About the role

The branch leader has responsibility for managing all aspects of an assigned branch, including driving branch performance through leadership, coaching, management, and business development. Small business expertise and development are critical to Truist’s Purpose of inspiring and building better lives and communities. The role also ensures compliance with internal controls, operational procedures, and risk management policies, and manages human capital functions such as interviewing, hiring, performance reviews, disciplinary actions, and workforce scheduling. Cross-training to assist with teller transactions may be required.

Responsibilities

  • Promote a positive public image in the community and instill Truist’s Purpose, Mission, and Values in the team to support the company culture.
  • Drive branch business development to deliver strong team and individual performance through productivity in areas including Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnerships.
  • Drive branch revenue through Small Business development and new client strategies.
  • Grow Small Business expertise via face-to-face client appointments, outbound calling, and prospecting, and grow Mass Affluent relationships through similar outreach methods.
  • Participate in civic, government, professional, business, community affairs, associations, and groups to prospect and develop new business and enhance the Truist brand, subject to market approval.
  • Execute branch engagement routines by leading, growing, coaching, and motivating teammates to fulfill the Purpose, Mission, and Values for clients’ financial success and team empowerment.
  • Partner with Integrated Relationship Management (IRM) and Operations teams to ensure compliance with bank procedures, internal controls, risk management, and the Truist Code of Ethics, and ensure all required training is completed by the team.
  • Collaborate with IRM and key line-of-business partners to promote a One Team culture within the branch through One Team/Business Partnerships.
  • Make human capital decisions including interviewing, selection, hiring, workforce scheduling, development planning, annual performance reviews, ratings, performance counseling, and disciplinary actions for all branch team members.

Requirements

  • Bachelor’s degree or equivalent education and related training or experience.
  • Two years of financial services and consumer/small business expertise or equivalent experience and/or performance.
  • One year of previous branch leadership or management experience.
  • Strong interpersonal, sales relationship, and prioritization skills.
  • Strong written and verbal communication skills.
  • Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check.
  • Ability to inspire, lead, and coach others.

Preferred Qualifications

  • Bachelor’s degree with a concentration in Business, Accounting, Finance, or Banking.
  • Graduate of Internal Leadership Development Programs.

Benefits

  • Medical, dental, vision, life insurance, disability, and accidental death and dismemberment coverage.
  • Tax-preferred savings accounts and a 401k plan.
  • No less than 10 days of vacation (prorated based on date of hire and full-time or part-time status) during the first year of employment.
  • 10 sick days (prorated).
  • Paid holidays.
  • Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

Similar jobs

Branch Manager (Weymouth)

Eastern BankWeymouth, MA· 1 mo ago
Business Development$61k–$97k/yrapply on easternbankcareers.com