Branch Leader - Lewisville

Truist•Lewisville, NC

About The Position

The Branch Leader manages all aspects of an assigned branch, driving branch performance through leadership, coaching, management, and business development. The role focuses on developing small business expertise and supporting Truist’s purpose of inspiring and building better lives and communities. It is also responsible for ensuring compliance with internal controls, operational procedures, risk management policies, and the Truist Code of Ethics. The Branch Leader manages the branch’s human capital, including interviewing, hiring, scheduling, performance reviews, development planning, and disciplinary actions. The position 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 teammates. It drives business development and branch revenue, including small business and Mass Affluent growth through client appointments, outbound calling, prospecting, and community involvement. The Branch Leader partners with Integrated Relationship Management (IRM), Operations, and other business partners to support a One Team culture, operational compliance, and client financial success.

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 be SAFE Mortgage Licensing Act compliant within 30 days of employment in the 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, Values, and culture in the team.
  • Drive branch business development and strong team and individual performance in areas including Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management partnerships.
  • Grow branch revenue through Small Business development and new client strategies, including 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, and 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 Integrated Relationship Management and Operations partners, including the area operations officer, to ensure compliance with bank procedures, internal controls, risk management, the Truist Code of Ethics, and required team training.
  • Collaborate with IRM and key line-of-business partners to promote 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
  • 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, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan.
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