Branch Leader (Saturday Required) - Durham/Chapel Hill Area

Truist; Durham (NC); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid vacation and holidays

Career development programs

Job summary

Truist Wealth in Durham, NC is seeking a Branch Leader to manage all aspects of the assigned branch, including coaching, performance management, and business development. You will drive branch revenue by expanding Small Business and Mass Affluent client relationships and lead a team to deliver exceptional service in the community.

The role requires leadership experience, strong interpersonal and sales skills, and a commitment to compliance with internal controls and risk policies.

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.
• 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 areas of Truist strategy including Small Business, Mass Affluent, Community Heroes, and IRM partnerships.
• Drive branch revenue through Small Business development and client strategies and grow Mass Affluent through face-to-face appointments and outbound calling.
• Participate in civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement and building the Truist Brand.
• Lead and motivate teammates to fulfill the Purpose, Mission and Values for client’s financial success and team empowerment.
• Partner with IRM and Operations to ensure compliance with bank procedures, internal controls, risk management and the Truist Code of Ethics; promote One Team culture.
• Handle human capital decisions including interviewing, selection, hiring, scheduling, performance reviews, and disciplinary actions.

Skills

Interpersonal skills

Sales skills

Leadership

Coaching

Communication

Education

Bachelor’s degree

Leadership development program

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 Truist’s 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

• 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, Community Heroes, 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 building the Truist 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.


• 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. 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.


• 7. 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

• 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. 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. 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. EEO is the Law E-Verify IER Right to Work About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.