Branch Leader I/II - New Holland Branch

Truist•New Holland, PA

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 human capital through interviewing, hiring, performance reviews, disciplinary actions, and workforce scheduling. The role may also be cross-trained to assist with teller transactions as needed. The Branch Leader builds the branch’s public image and team culture, develops business and client relationships, and partners with Integrated Relationship Management (IRM), operations, and other lines of business. The role leads and coaches teammates to support clients’ financial success and team empowerment.

Requirements

  • Bachelor’s degree or equivalent education, 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 the role, including new or transfer registration and the 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 and individual business development and performance in areas including Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnerships.
  • Grow branch revenue through small-business development, new-client strategies, face-to-face appointments, outbound calling, and prospecting; also grow Mass Affluent relationships through appointments and outbound calls.
  • Participate, as approved in the market, in civic, government, professional, business, and community organizations to develop business and build the Truist brand.
  • Lead, coach, motivate, and develop teammates through branch engagement routines to support clients’ financial success and team empowerment.
  • Partner with IRM and operations colleagues to ensure compliance with bank procedures, internal controls, risk-management policies, and the Truist Code of Ethics, and ensure required team training is completed.
  • Collaborate with IRM and key lines of business to promote a One Team culture and business partnerships.
  • Make human-capital decisions, including interviewing, selecting, hiring, workforce scheduling, development planning, annual performance reviews and ratings, performance counseling, and disciplinary actions.
  • May be cross-trained to assist with teller transactions as needed.

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, may be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
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