Branch Leader - Paw Creek

Truist Financial; Charlotte (NC); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision

401(k) plan

Paid time off

Job summary

Truist Financial in Charlotte, NC is seeking a Branch Leader responsible for managing all aspects of the assigned branch, driving performance, coaching teams, and developing business with a focus on small business, mass affluent and IRM partnerships. The role emphasizes compliance, hiring, performance reviews, and risk management.

You will lead a team, partner with IRM and Operations, ensure adherence to Truist ethics, and work to grow client relationships through proactive community engagement

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.
• 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 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 clients 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 relationships

Prioritization

Written communication

Verbal communication

Leadership

Education

Bachelor's degree

Bachelor's degree with concentration in Business/Accounting/Finance or Banking

Job description

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

The branch leader has responsibility for managing all aspects of assigned branch. The responsibilities include but are not limited to: driving branch performance through leading, coaching and managing; and business development. Small business expertise and development critical to Truists Purpose of inspiring and building better lives and communities. Ensuring compliance with internal controls, operational procedures and risk management policies. Management of human capital including interviewing, selection, hiring, conducting performance reviews, disciplinary actions, workforce management scheduling. May be cross trained to assist with teller transactions as needed.

Essential Duties and 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 clients 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.

QUALIFICATIONS

Required Qualifications:

• Bachelors 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.

Preferred Qualifications:

• Bachelors degree with a concentration in Business, Accounting, Finance or Banking
• 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. For more details on Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. 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.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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