Branch Leader - Coastal Way

Truist•Brooksville, FL

About The Position

The Branch Leader manages all aspects of the assigned branch, including branch performance, business development, compliance, risk management, and human capital decisions. The role drives business development and revenue with a focus on Small Business and Mass Affluent clients, while leading and coaching teammates to support Truist’s Purpose, Mission, Values, and culture. The Branch Leader partners with Integrated Relationship Management (IRM), Operations, and other business partners, and may be cross-trained to assist with teller transactions as needed. The position also represents Truist in the community through approved participation in civic, government, professional, business, and community groups. It is a first-shift role. The position is listed as regular, not temporary.

Requirements

  • Bachelor’s degree or equivalent education, related training, or experience.
  • Six years of financial services and consumer/small business expertise, or equivalent experience and/or performance.
  • Four years of previous branch leadership or management experience.
  • Strong interpersonal, sales relationship, and prioritization skills.
  • Strong written and verbal skills.
  • Must be compliant 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.
  • English language fluency required.

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, Values, and culture in the team.
  • Drive branch business development and team and individual performance across Truist strategies, including Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management partnerships.
  • Grow branch revenue through Small Business development and new-client strategies, including face-to-face client appointments, outbound calling, and prospecting; develop Mass Affluent relationships 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 through branch engagement routines to support clients’ financial success and team empowerment.
  • Partner with IRM and Operations, including the area operations officer, to ensure compliance with bank procedures, internal controls, risk management policies, the Truist Code of Ethics, and required team training.
  • Collaborate with IRM and key line-of-business partners to promote a One Team culture and business partnerships within the branch.
  • Make human capital decisions for the branch team, including interviewing, selection, 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
  • 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
  • May be eligible, depending on position and division, for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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