Branch Leader - Wesley Chapel/FL

Truist; Wesley Chapel (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

Truist Financial Corporation in the United States is seeking a Branch Leader to manage all aspects of an assigned branch, driving performance through coaching and business development. The role emphasizes small business growth, client development, and cross-team collaboration to deliver strong results while maintaining compliance and risk controls.

The position requires leadership experience, strong communication skills, and the ability to inspire teams to achieve Truist’s mission in the local

Qualifications

• Bachelor’s degree or equivalent education and related training or experience.
• Two years of financial services and consumer/small business expertise or equivalent.
• 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.
• Ability to inspire, lead and coach others.

Responsibilities

• Promote positive public image in the community and instill Truist values.
• Drive branch performance through coaching and management; develop business.
• Drive branch revenue via Small Business and Mass Affluent client activity.
• Participate in civic and professional groups to prospect new business.
• Lead branch engagement routines and motivate teammates for client financial success.
• Partner with IRM and Operations to ensure compliance and training completion.
• Oversee human capital decisions including hiring, scheduling and reviews.

Skills

Interpersonal skills

Sales relationships

Prioritization

Written and verbal communication

Leadership and coaching

Regulatory compliance knowledge

Inspire and coach others

Education

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

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

Graduate of Internal Leadership Development Programs

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.