Branch Leader - North Pinellas Area
Truist · Palm Harbor, FL · 1 mo ago
FinanceFull-time
About the role
The branch leader manages all aspects of the assigned branch, drives branch performance through leading, coaching, and managing, focuses on business development and small business expertise, ensures compliance with internal controls and risk management policies, oversees human capital functions including interviewing, hiring, performance reviews, disciplinary actions, and workforce scheduling, and may be cross‑trained 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 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.
- 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.
- 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.
Qualifications
Required: