Branch Leader I/II/III - East CPA Area
About the role
The branch leader has responsibility for managing all aspects of the assigned branch, driving performance through leadership, coaching, business development, and ensuring compliance with internal controls and risk management policies.
Regular or Temporary: Regular • Language Fluency: English (Required) • Work Shift: 1st shift (United States of America)
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 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 the growth of Small Business expertise through branch routines of face‑to‑face appointments, outbound calling, and prospecting, as well as growth of Mass Affluent through face‑to‑face appointments and outbound calling.
- Participate, 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.
- 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, and ensure all required training is completed by the entire team.
- Proactively collaborate with all IRM and key line‑of‑business partners to lead and promote a One Team culture within the branch through One Team/Business Partnerships.
- Responsible for human capital decisions including interviewing, selection, hiring, workforce scheduling, development planning, annual performance reviews, ratings, performance counseling and disciplinary actions for all members of the 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 (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. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k plan. 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. 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.
Schedule
Work Shift: 1st shift (United States of America)