Branch Leader- Highland Heights
Truist · Highland Heights, KY · 1 mo ago
FinanceFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes description of role, responsibilities, qualifications (required and preferred), benefits description. No explicit pay or schedule details beyond "Work Shift: 1st shift (United States of America)" - that's schedule info. So we can include a Schedule section with that detail. Also we have "Regular or Temporary: Regular" and "Language Fluency: English (Required)" maybe part of Requirements. Also "Regular" indicates employment type. Could include in Requirements or maybe a separate section? The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have About the role (summary), Responsibilities, Requirements (maybe includes language fluency, regular/temporary), Qualifications (required/preferred), Benefits, Schedule. Skills maybe not separate; could be part of Qualifications. We'll include sections with actual content.
We must not repeat job title as heading. No Job ID etc. Remove boilerplate like application instructions, EEO, etc. Also remove "Need Help?" etc. Also remove "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)"? Actually we need to keep substantive info: employment type regular, language fluency English required, work shift 1st shift. We'll incorporate those into Requirements or maybe a separate "Details" but we only have allowed headings. Could put them under Requirements as list items.
We must preserve ALL substantive information; do not invent or summarize away detail. So we need to include all responsibilities listed, qualifications required and preferred, benefits details, schedule info, language fluency, regular/temporary.
We must not include filler like "commensurate with experience". Not present.
We must not include duplicated lines. Ensure we don't repeat same bullet.
Let's extract responsibilities:
From text:
- 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.
Also earlier: "The branch leader has responsibility for managing all aspects of assigned branch. The responsibilities include but are not limited to: driving branch performance through leading, coaching and managing; and business development. Small business expertise and development critical to Truist’s Purpose of inspiring and building better lives and communities. Ensuring compliance with internal controls, operational procedures and risk management policies. Management of human capital including interviewing, selection, hiring, conducting performance reviews, disciplinary actions, workforce management scheduling. May be cross trained to assist with teller transactions as needed."
We should include those as part of responsibilities as well, but avoid duplication. We'll combine.
Now 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
Also language fluency English required, regular/temporary regular.
We could include language fluency under Requirements.
Now benefits:
- Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan.
- No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during first year, along with 10 sick days (also prorated), and paid holidays.
- Depending on position and division, may also be eligible for defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
- 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 offering the position.
Schedule:
- Work Shift: 1st shift (United States of America)
Also maybe "Regular" indicates full-time? Not explicit. We'll just put schedule.
Now construct HTML:
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes description of role, responsibilities, qualifications (required and preferred), benefits description. No explicit pay or schedule details beyond "Work Shift: 1st shift (United States of America)" - that's schedule info. So we can include a Schedule section with that detail. Also we have "Regular or Temporary: Regular" and "Language Fluency: English (Required)" maybe part of Requirements. Also "Regular" indicates employment type. Could include in Requirements or maybe a separate section? The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have About the role (summary), Responsibilities, Requirements (maybe includes language fluency, regular/temporary), Qualifications (required/preferred), Benefits, Schedule. Skills maybe not separate; could be part of Qualifications. We'll include sections with actual content.
We must not repeat job title as heading. No Job ID etc. Remove boilerplate like application instructions, EEO, etc. Also remove "Need Help?" etc. Also remove "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)"? Actually we need to keep substantive info: employment type regular, language fluency English required, work shift 1st shift. We'll incorporate those into Requirements or maybe a separate "Details" but we only have allowed headings. Could put them under Requirements as list items.
We must preserve ALL substantive information; do not invent or summarize away detail. So we need to include all responsibilities listed, qualifications required and preferred, benefits details, schedule info, language fluency, regular/temporary.
We must not include filler like "commensurate with experience". Not present.
We must not include duplicated lines. Ensure we don't repeat same bullet.
Let's extract responsibilities:
From text:
- 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.
Also earlier: "The branch leader has responsibility for managing all aspects of assigned branch. The responsibilities include but are not limited to: driving branch performance through leading, coaching and managing; and business development. Small business expertise and development critical to Truist’s Purpose of inspiring and building better lives and communities. Ensuring compliance with internal controls, operational procedures and risk management policies. Management of human capital including interviewing, selection, hiring, conducting performance reviews, disciplinary actions, workforce management scheduling. May be cross trained to assist with teller transactions as needed."
We should include those as part of responsibilities as well, but avoid duplication. We'll combine.
Now 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
Also language fluency English required, regular/temporary regular.
We could include language fluency under Requirements.
Now benefits:
- Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan.
- No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during first year, along with 10 sick days (also prorated), and paid holidays.
- Depending on position and division, may also be eligible for defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
- 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 offering the position.
Schedule:
- Work Shift: 1st shift (United States of America)
Also maybe "Regular" indicates full-time? Not explicit. We'll just put schedule.
Now construct HTML:
About the role
The branch leader has responsibility for managing all aspects of an assigned branch, driving branch performance through leading, coaching and managing, and business development. Small business expertise and development are critical to Truist’s purpose of inspiring and building better lives and communities. The role includes ensuring compliance with internal controls, operational procedures and risk management policies, managing human capital (interviewing, selection, hiring, performance reviews, disciplinary actions, workforce scheduling), and may involve cross‑training to assist with teller transactions as needed.
Responsibilities
- 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 strong team and individual performance through personal productivity in Truist strategy areas including Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership.
- Drive branch revenue through Small Business development and new client strategies.
- Drive growth of Small Business expertise via face‑to‑face client appointments, outbound calling, and prospecting; similarly grow Mass Affluent through face‑to‑face appointments and outbound calling.
- Participate in civic, government, professional, business, community affairs, associations and groups (as reviewed and approved in the market) to prospect and develop new business through community involvement and building the Truist Brand.
- Execute branch engagement routines by leading, growing, coaching and motivating teammates to fulfill the Purpose, Mission and Values for client financial success and team empowerment.
- Partner 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 ensure all required training is completed by the entire team.
- Proactively collaborate with IRM and key line‑of‑business partners to lead and promote One Team culture within the branch through One Team/Business Partnerships.
- Make human capital decisions: interviewing, selection, hiring, workforce scheduling, development planning, annual performance reviews, ratings, performance counseling and disciplinary actions for all branch team members.
- Ensure compliance with internal controls, operational procedures and risk management policies.
- Manage human capital including interviewing, selection, hiring, conducting performance reviews, disciplinary actions, and workforce management scheduling.
- May be cross‑trained to assist with teller transactions as needed.
- Promote positive public image in the community and instill the Purpose, Mission and Values in the team and Truist culture.
- Drive branch business development to achieve strong team and individual performance through personal productivity in Truist strategy areas (Small Business, Mass Affluent, Community Heroes, IRM partnership).
- Generate branch revenue via Small Business development and new client strategies.
- Grow Small Business expertise through face‑to‑face client appointments, outbound calling, and prospecting; similarly grow Mass Affluent through face‑to‑face appointments and outbound calling.
- Participate in approved civic, government, professional, business, and community affairs to prospect new business and build the Truist Brand.
- Lead branch engagement routines by motivating, coaching, and growing teammates to fulfill Purpose, Mission and Values for client financial success and team empowerment.
- Partner with Integrated Relationship Management (IRM) and Operations partners.
- Collaborate with the area operations officer to ensure compliance with bank procedures, internal controls, risk management, and the Truist Code of Ethics; verify completion of required training across the team.
- Work with IRM and key line‑of‑business partners to promote One Team culture through One Team/Business Partnerships.
- Make human capital decisions: interviewing, selection, hiring, workforce scheduling, development planning, annual performance reviews, ratings, performance counseling, and disciplinary actions for all branch team members.
- Ensure compliance with internal controls, operational procedures and risk management policies.
- Manage human capital including interviewing, selection, hiring, performance reviews, disciplinary actions, and workforce scheduling.
- May be cross‑trained to assist with teller transactions as needed.