Branch Leader - Watercolor Crossings

Truist Bank•Santa Rosa Beach, FL

About The Position

The Branch Leader manages all aspects of the assigned branch, driving branch performance through leadership, coaching, management, and business development. The role emphasizes small business expertise and development in support of Truist’s purpose of inspiring and building better lives and communities. The Branch Leader ensures compliance with internal controls, operational procedures, and risk management policies, and oversees human capital activities including interviewing, hiring, scheduling, performance reviews, and disciplinary actions. The role may be cross-trained to assist with teller transactions as needed. The Branch Leader builds the branch’s presence and business in the community, leads teammates in delivering client financial success, and partners with Integrated Relationship Management (IRM), operations, and other lines of business. The position is a regular role on the first shift and requires English fluency.

Requirements

  • 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 comply with the SAFE Mortgage Licensing Act 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.

Nice To Haves

  • Bachelor’s degree with a concentration in Business, Accounting, Finance, or Banking.
  • Graduate of Internal Leadership Development Programs.

Responsibilities

  • Promote a positive public image in the community and instill Truist’s Purpose, Mission, and Values in the team.
  • Drive branch business development and strong team and individual performance through personal productivity and Truist strategies, including Small Business, Mass Affluent, Community Heroes, and IRM partnerships.
  • Grow branch revenue through small business development and new client strategies, including face-to-face client appointments, outbound calling, and prospecting; support Mass Affluent growth through appointments and outbound calling.
  • Participate, as reviewed and approved in the market, in civic, government, professional, business, community affairs, associations, and groups to develop business and build the Truist brand.
  • Lead, grow, coach, and motivate teammates through branch engagement routines to support client financial success and team empowerment.
  • Partner with IRM and operations partners, including the area operations officer, to ensure compliance with bank procedures, internal controls, risk management, the Truist Code of Ethics, and completion of required team training.
  • Collaborate with IRM and key lines of business to promote a One Team culture and business partnerships within the branch.
  • Make human capital decisions, including interviewing, selection, hiring, workforce scheduling, development planning, annual performance reviews and ratings, performance counseling, and disciplinary actions.
  • Assist with teller transactions as needed after cross-training.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment coverage
  • Tax-preferred savings accounts
  • 401(k) plan
  • At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
  • 10 sick days, prorated
  • Paid holidays
  • Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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