Retail Area Leader I/II - Greater Charlotte & Triad Area
About the role
The Retail Area Leader leads a group of branches and teammates assigned within a Region (approx. 14-27 branches) for the Retail Community bank in an effort to deliver on our purpose and achieve our sales and service goals.
Responsibilities
- Instill purpose, mission and values within retail and small business teams.
- Continuous improvements in sales effectiveness of Retail/Small Business through sales leadership including coaching, counseling, feedback, reinforcement, and support of the Bank’s sales and credit cultures.
- Ensures feedback for improvement is delivered across teams to support continuous improvement.
- Collaborates across lines of business impacting retail and small business clients (Mortgage Banking, Wealth Management, Investment, Insurance Services, and Payment Solutions) to achieve financial goals.
- Manage the efficiency of retention, personnel management, facilities management, and product sales and service for assigned branches.
- Review monthly Average Balance Analysis, Detailed Income and Expense and other management reports to ensure balanced financial performance of branch teams in key performance areas.
- Lead, coach and manage branch leaders to focus on their responsibilities: Sales and service performance planning; Identifying sales opportunities and achieving results on an individual and team level; Building branch teammate skill sets around sales effectiveness; Industry-leading service and transaction quality, Operational soundness and proper risk management.
- Succeed in delivering retail and small business performance goals within the Region pertaining to growth, profitability and quality.
- Achieve area’s service & operations, sales, expense, and profit performance.
- Monitor area and branch effectiveness and progress towards service, sales, and other goals through financial and activity reports; Identify gaps in performance and develop appropriate plans to improve performance when needed; Ensure consistent execution of the Client Engagement Model.
Qualifications
- Bachelor’s degree or equivalent education and related training.
- Five years of financial services experience.
- Three to five years of leadership experience managing group locations and leaders.
- Strong interpersonal, sales and relationship management skills.
- Demonstrated ability to provide group leadership and handle multiple priorities under time constraints.
- Sales execution and direct sales leadership experience.
Preferred Qualifications
- Two years of commercial banking experience.
- Completion or enrollment in an established management or career development program.
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 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.
General Description
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.
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