Branch Leader I/II

Found in: Talent US C2 - 5 days ago

Louisville, United States Truist Full time

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 

1. Promote positive public image in the community and instill the Purpose, Mission and Values in the team and in support of the Truist culture.

2. 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, @Work Financial Wellness, and Integrated Relationship Management (IRM) partnership.

3. 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.

4. 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 build the Brand.

5. 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. Proactively engage consumer and small business client base through effective outbound calling and OnUp outreach.

6. 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.

7. 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 .  

8. 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 Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor’s degree or equivalent education and related training or experience

2. Two years of financial services and consumer/small business expertise or equivalent experience and/or performance

3. One year of previous Branch Leadership or Management Experience

4. Strong interpersonal, sales relationship and prioritization skills

5. Strong written and verbal skills

6. 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

7. Ability to inspire, lead and coach others

Preferred Qualifications:

1. Bachelor’s degree with a concentration in Business, Accounting, Finance or Banking

2. Graduate of Internal Leadership Development Programs

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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.

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