Branch Leader - Watercolor Crossings

Truist Bank•Santa Rosa Beach, FL

About The Position

The Branch Leader manages all aspects of the assigned branch, including driving 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 manages branch human capital, including interviewing, hiring, scheduling, performance reviews, and disciplinary actions. The leader may be cross-trained to assist with teller transactions as needed. The role promotes Truist’s Purpose, Mission, Values, and culture in the community and among the team. It drives branch revenue and business growth through small business and new-client strategies, client appointments, outbound calling, prospecting, and community involvement. The Branch Leader partners with Integrated Relationship Management and Operations colleagues, supports a One Team culture, and ensures the team completes required training and follows bank procedures and the Truist Code of Ethics.

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 the role, including new or transferred 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 individual and team performance across Truist strategies, including Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management partnerships.
Drive 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 prospect, develop business, and build the Truist brand.
Lead, grow, coach, and motivate teammates while executing branch engagement routines and supporting clients’ financial success and team empowerment.
Partner with Integrated Relationship Management and Operations partners to ensure compliance with bank procedures, internal controls, risk management, and the Truist Code of Ethics, and ensure the team completes required training.
Collaborate with Integrated Relationship Management and key lines of business to promote a One Team culture and business partnerships within the branch.
Make branch 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 when cross-trained.

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