Branch Leader - Charlotte Metro Area
Truist · Charlotte, NC · 3 wk ago
SalesFull-time
We need to output HTML fragment with sections: About the role? The description includes responsibilities, qualifications, benefits. No explicit "About the role" heading but we can create sections based on content: maybe "Responsibilities", "Qualifications", "Benefits". Also include metadata like Regular or Temporary, Language Fluency, Work Shift as a short paragraph.
We must not repeat job title as heading. No Job ID. Remove boilerplate like application instructions, EEO, etc. Keep substantive info.
We need to use for section headings. Use
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We must include a section only when posting has real specific content. So we can have sections: Responsibilities, Qualifications, Benefits. Possibly also "About the role" if we have prose summarizing role. The description starts: "The branch leader has responsibility for managing all aspects of assigned branch." That's like About the role. Could put that in a
under a heading "About the role". But we need to decide if we should create that heading. The instruction: "Prefer a few substantive sections over many thin ones." Could combine About the role and Responsibilities? But they said use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can include About the role as a heading with a paragraph summarizing role. Then Responsibilities heading with list. Qualifications heading with list (required and preferred). Benefits heading with list.
We must not include Pay or Schedule unless specified. The posting includes Work Shift: 1st shift (United States of America). That's schedule info. Should we include Schedule section? The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state Work Shift, so we can include Schedule section with that info. However we also have Regular or Temporary: Regular, Language Fluency: English (Required). Those could be metadata in a short paragraph.
We need to preserve all substantive information. So include those details.
We must remove boilerplate: EEO, Drug Free Workplace, etc. Also remove application instructions, need help, accommodation request? Actually accommodation request is part of EEO? It's a request for accommodation; but it's still part of EEO/legal boilerplate? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The accommodation request is likely part of EEO/legal. So remove that.
Also remove "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)"? That's not boilerplate; it's substantive metadata. Keep it.
We need to format as HTML fragment only.
Let's extract content:
About the role: "The branch leader has responsibility for managing all aspects of assigned branch." Could also include that it's regular, English required, 1st shift.
But we can put metadata in a short paragraph after About the role.
Responsibilities: list from "Essential Duties And Responsibilities" bullet points (though not bullet). We need to convert to - . The responsibilities list includes many sentences. We'll break each sentence as a list item.
Let's list them:
- Promote positive public image in the community and instill the Purpose, Mission and Values in the team and in support of the Truist culture.
- Drive the business development of the branch to deliver both strong team performance as well as strong individual performance through personal productivity, in the areas of Truist strategy including but not limited to Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership.
- Drive branch revenue through Small Business development and new client strategies.
- Drive the growth of Small Business expertise through branch routines of face-to-face appointments with clients, outbound calling, and prospecting as well as the growth of Mass Affluent through face-to-face appointments and outbound calling.
- Participation, as reviewed and approved in the market, in civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement and building the Truist Brand.
- Responsible for successfully executing on the branch engagement routines by leading, growing, coaching and motivating teammates, to fulfill the Purpose Mission and Values for client’s financial success and team empowerment.
- Partnership with Integrated Relationship Management (IRM) and Operations partners.
- Partner with the area operations officer to ensure compliance with bank procedures, internal controls, risk management and the Truist Code of Ethics and ensuring that all required training is successfully completed by the entire team.
- Proactively collaborate with all IRM and key line of business partners to lead and promote One Team culture within branch through One Team/Business Partnerships.
- Responsible for human capital decisions including interviewing, selection, hiring, workforce scheduling, development planning, annual performance reviews, ratings, and performance counseling including disciplinary actions for all members of branch team.
- May be cross trained to assist with teller transactions as needed.
Also earlier: "driving branch performance through leading, coaching and managing; and business development." That's part of responsibilities but maybe covered. We'll include as separate item.
Qualifications: Required Qualifications list:
- 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 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: from "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:" paragraph.
We need to list benefits as
- . The paragraph: "All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work."
We should keep substantive info but remove promotional sentences like "For more details... please visit our Benefits site." That's maybe boilerplate? It's not EEO but it's a reference. Might be considered navigation? Probably we can keep but it's not a list item. We could keep as prose
. The instruction: use
for prose. So we can keep that sentence as a
. But we should not include application instructions. This is not application instruction. It's okay.
We'll create a
- for each distinct benefit: medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, 401k plan, vacation (>=10 days prorated), sick days (10 days prorated), paid holidays, defined benefit pension plan (maybe), restricted stock units, deferred compensation plan.
We'll also include eligibility note as prose.
Metadata: Regular or Temporary: Regular; Language Fluency: English (Required); Work Shift: 1st shift (United States of America). We'll put in a
maybe under About the role or separate.
Let's structure:
About the role
The branch leader has responsibility for managing all aspects of assigned branch.
Employment type: Regular. Language requirement: English (Required). Work shift: 1st shift (United States of America).
Responsibilities
- Driving branch performance through leading, coaching and managing; and business development.
- Promote positive public image in the community and instill the Purpose, Mission and Values in the team and in support of the Truist culture.
- Drive the business development of the branch to deliver both strong team performance as well as strong individual performance through personal productivity, in the areas of Truist strategy including but not limited to Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership.
- Drive branch revenue through Small Business development and new client strategies.
- Drive the growth of Small Business expertise through branch routines of face-to-face appointments with clients, outbound calling, and prospecting as well as the growth of Mass Affluent through face-to-face appointments and outbound calling.
- Participation, as reviewed and approved in the market, in civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement and building the Truist Brand.
- Responsible for successfully executing on the branch engagement routines by leading, growing, coaching and motivating teammates, to fulfill the Purpose Mission and Values for client’s financial success and team empowerment.
- Partnership with Integrated Relationship Management (IRM) and Operations partners.
- Partner with the area operations officer to ensure compliance with bank procedures, internal controls, risk management and the Truist Code of Ethics and ensuring that all required training is successfully completed by the entire team.
- Proactively collaborate with all IRM and key line of business partners to lead and promote One Team culture within branch through One Team/Business Partnerships.
- Responsible for human capital decisions including interviewing, selection, hiring, workforce scheduling, development planning, annual performance reviews, ratings, and performance counseling including disciplinary actions for all members of branch team.
- May be cross trained to assist with teller transactions as needed.
Qualifications
Required Qualifications
- 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 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
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax‑preferred savings accounts
- 401(k) plan
- Vacation: no less than 1
for prose. We must include a section only when posting has real specific content. So we can have sections: Responsibilities, Qualifications, Benefits. Possibly also "About the role" if we have prose summarizing role. The description starts: "The branch leader has responsibility for managing all aspects of assigned branch." That's like About the role. Could put that in a
under a heading "About the role". But we need to decide if we should create that heading. The instruction: "Prefer a few substantive sections over many thin ones." Could combine About the role and Responsibilities? But they said use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can include About the role as a heading with a paragraph summarizing role. Then Responsibilities heading with list. Qualifications heading with list (required and preferred). Benefits heading with list.
We must not include Pay or Schedule unless specified. The posting includes Work Shift: 1st shift (United States of America). That's schedule info. Should we include Schedule section? The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state Work Shift, so we can include Schedule section with that info. However we also have Regular or Temporary: Regular, Language Fluency: English (Required). Those could be metadata in a short paragraph.
We need to preserve all substantive information. So include those details.
We must remove boilerplate: EEO, Drug Free Workplace, etc. Also remove application instructions, need help, accommodation request? Actually accommodation request is part of EEO? It's a request for accommodation; but it's still part of EEO/legal boilerplate? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The accommodation request is likely part of EEO/legal. So remove that.
Also remove "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)"? That's not boilerplate; it's substantive metadata. Keep it.
We need to format as HTML fragment only.
Let's extract content:
About the role: "The branch leader has responsibility for managing all aspects of assigned branch." Could also include that it's regular, English required, 1st shift.
But we can put metadata in a short paragraph after About the role.
Responsibilities: list from "Essential Duties And Responsibilities" bullet points (though not bullet). We need to convert to - . The responsibilities list includes many sentences. We'll break each sentence as a list item.
Let's list them:
- Promote positive public image in the community and instill the Purpose, Mission and Values in the team and in support of the Truist culture.
- Drive the business development of the branch to deliver both strong team performance as well as strong individual performance through personal productivity, in the areas of Truist strategy including but not limited to Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership.
- Drive branch revenue through Small Business development and new client strategies.
- Drive the growth of Small Business expertise through branch routines of face-to-face appointments with clients, outbound calling, and prospecting as well as the growth of Mass Affluent through face-to-face appointments and outbound calling.
- Participation, as reviewed and approved in the market, in civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement and building the Truist Brand.
- Responsible for successfully executing on the branch engagement routines by leading, growing, coaching and motivating teammates, to fulfill the Purpose Mission and Values for client’s financial success and team empowerment.
- Partnership with Integrated Relationship Management (IRM) and Operations partners.
- Partner with the area operations officer to ensure compliance with bank procedures, internal controls, risk management and the Truist Code of Ethics and ensuring that all required training is successfully completed by the entire team.
- Proactively collaborate with all IRM and key line of business partners to lead and promote One Team culture within branch through One Team/Business Partnerships.
- Responsible for human capital decisions including interviewing, selection, hiring, workforce scheduling, development planning, annual performance reviews, ratings, and performance counseling including disciplinary actions for all members of branch team.
- May be cross trained to assist with teller transactions as needed.
Also earlier: "driving branch performance through leading, coaching and managing; and business development." That's part of responsibilities but maybe covered. We'll include as separate item.
Qualifications: Required Qualifications list:
- 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 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: from "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:" paragraph.
We need to list benefits as
- . The paragraph: "All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work."
We should keep substantive info but remove promotional sentences like "For more details... please visit our Benefits site." That's maybe boilerplate? It's not EEO but it's a reference. Might be considered navigation? Probably we can keep but it's not a list item. We could keep as prose
. The instruction: use
for prose. So we can keep that sentence as a
. But we should not include application instructions. This is not application instruction. It's okay.
We'll create a
- for each distinct benefit: medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, 401k plan, vacation (>=10 days prorated), sick days (10 days prorated), paid holidays, defined benefit pension plan (maybe), restricted stock units, deferred compensation plan.
We'll also include eligibility note as prose.
Metadata: Regular or Temporary: Regular; Language Fluency: English (Required); Work Shift: 1st shift (United States of America). We'll put in a
maybe under About the role or separate.
Let's structure:
About the role
The branch leader has responsibility for managing all aspects of assigned branch.
Employment type: Regular. Language requirement: English (Required). Work shift: 1st shift (United States of America).
Responsibilities
- Driving branch performance through leading, coaching and managing; and business development.
- Promote positive public image in the community and instill the Purpose, Mission and Values in the team and in support of the Truist culture.
- Drive the business development of the branch to deliver both strong team performance as well as strong individual performance through personal productivity, in the areas of Truist strategy including but not limited to Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership.
- Drive branch revenue through Small Business development and new client strategies.
- Drive the growth of Small Business expertise through branch routines of face-to-face appointments with clients, outbound calling, and prospecting as well as the growth of Mass Affluent through face-to-face appointments and outbound calling.
- Participation, as reviewed and approved in the market, in civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement and building the Truist Brand.
- Responsible for successfully executing on the branch engagement routines by leading, growing, coaching and motivating teammates, to fulfill the Purpose Mission and Values for client’s financial success and team empowerment.
- Partnership with Integrated Relationship Management (IRM) and Operations partners.
- Partner with the area operations officer to ensure compliance with bank procedures, internal controls, risk management and the Truist Code of Ethics and ensuring that all required training is successfully completed by the entire team.
- Proactively collaborate with all IRM and key line of business partners to lead and promote One Team culture within branch through One Team/Business Partnerships.
- Responsible for human capital decisions including interviewing, selection, hiring, workforce scheduling, development planning, annual performance reviews, ratings, and performance counseling including disciplinary actions for all members of branch team.
- May be cross trained to assist with teller transactions as needed.
Qualifications
Required Qualifications
- 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 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
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax‑preferred savings accounts
- 401(k) plan
- Vacation: no less than 1
- . The paragraph: "All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work."
We should keep substantive info but remove promotional sentences like "For more details... please visit our Benefits site." That's maybe boilerplate? It's not EEO but it's a reference. Might be considered navigation? Probably we can keep but it's not a list item. We could keep as prose
. The instruction: use
for prose. So we can keep that sentence as a
. But we should not include application instructions. This is not application instruction. It's okay. We'll create a
- for each distinct benefit: medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, 401k plan, vacation (>=10 days prorated), sick days (10 days prorated), paid holidays, defined benefit pension plan (maybe), restricted stock units, deferred compensation plan.
We'll also include eligibility note as prose.
Metadata: Regular or Temporary: Regular; Language Fluency: English (Required); Work Shift: 1st shift (United States of America). We'll put in a
maybe under About the role or separate. Let's structure:
About the role
The branch leader has responsibility for managing all aspects of assigned branch.
Employment type: Regular. Language requirement: English (Required). Work shift: 1st shift (United States of America).
Responsibilities
- Driving branch performance through leading, coaching and managing; and business development.
- Promote positive public image in the community and instill the Purpose, Mission and Values in the team and in support of the Truist culture.
- Drive the business development of the branch to deliver both strong team performance as well as strong individual performance through personal productivity, in the areas of Truist strategy including but not limited to Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership.
- Drive branch revenue through Small Business development and new client strategies.
- Drive the growth of Small Business expertise through branch routines of face-to-face appointments with clients, outbound calling, and prospecting as well as the growth of Mass Affluent through face-to-face appointments and outbound calling.
- Participation, as reviewed and approved in the market, in civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement and building the Truist Brand.
- Responsible for successfully executing on the branch engagement routines by leading, growing, coaching and motivating teammates, to fulfill the Purpose Mission and Values for client’s financial success and team empowerment.
- Partnership with Integrated Relationship Management (IRM) and Operations partners.
- Partner with the area operations officer to ensure compliance with bank procedures, internal controls, risk management and the Truist Code of Ethics and ensuring that all required training is successfully completed by the entire team.
- Proactively collaborate with all IRM and key line of business partners to lead and promote One Team culture within branch through One Team/Business Partnerships.
- Responsible for human capital decisions including interviewing, selection, hiring, workforce scheduling, development planning, annual performance reviews, ratings, and performance counseling including disciplinary actions for all members of branch team.
- May be cross trained to assist with teller transactions as needed.
Qualifications
Required Qualifications
- 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 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
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax‑preferred savings accounts
- 401(k) plan
- Vacation: no less than 1
- for each distinct benefit: medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, 401k plan, vacation (>=10 days prorated), sick days (10 days prorated), paid holidays, defined benefit pension plan (maybe), restricted stock units, deferred compensation plan.
We'll also include eligibility note as prose.
Metadata: Regular or Temporary: Regular; Language Fluency: English (Required); Work Shift: 1st shift (United States of America). We'll put in a