Branch Leader: Grow Revenue, Lead Team & Community Impact

Truist; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

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 is seeking a Branch Leader in Charlotte to manage all aspects of the assigned branch, driving performance, coaching the team, and leading business development in Small Business and Mass Affluent segments. The role emphasizes strong customer leadership, compliance with risk controls, and cross-functional collaboration with IRM and Operations to promote a One Team culture.

The position requires a Bachelor’s degree or equivalent, 2 years in financial services or related experience, and 1

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 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 and 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.

Job description

Truist is seeking a Branch Leader in Charlotte to manage all aspects of the assigned branch, driving performance, coaching the team, and leading business development in Small Business and Mass Affluent segments. The role emphasizes strong customer leadership, compliance with risk controls, and cross-functional collaboration with IRM and Operations to promote a One Team culture.

The position requires a Bachelor’s degree or equivalent, 2 years in financial services or related experience, and 1