Branch Growth Leader & Team Coach

Truist Wealth

Kennett Square (Chester County)

On-site

USD 90,000 - 120,000

Full time

2 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
401k plan
Vacation days
Sick days
Paid holidays

Job summary

Truist Wealth in the United States seeks a Branch Leader to manage all aspects of the assigned branch, driving performance through coaching, hiring, and customer growth. The role emphasizes Small Business and IRM partnerships to strengthen client relationships and revenue.

Responsibilities include ensuring compliance with controls and risk policies, leading a team, scheduling, conducting performance reviews, and cross-training for teller support.

Qualifications

  • Bachelor’s degree or equivalent education and related training or experience.
  • Four years of financial services and consumer/small business expertise or equivalent experience.
  • Two years 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.

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.
  • 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.

Skills

Interpersonal skills
Sales relationship management
Prioritization skills
Coaching and leadership

Education

Bachelor’s degree or equivalent education

Tools

NMLS background check

Job description

Truist Wealth in the United States seeks a Branch Leader to manage all aspects of the assigned branch, driving performance through coaching, hiring, and customer growth. The role emphasizes Small Business and IRM partnerships to strengthen client relationships and revenue.

Responsibilities include ensuring compliance with controls and risk policies, leading a team, scheduling, conducting performance reviews, and cross-training for teller support.

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